Down payment process

[Former Member]

Hello

I want to implement the a down payment process as follows

1) Sales order (Item category TAO)

2) The sales order will have a down payment request (milestone billing)

3) Create a down payment invoice FAZ

4) Once payment is received create a delivery document

5) Pick Pack and PGI

6) Create an "DELIVERY" based invoice for the left amount.

What is the best way to implement this process.

What I did : Created a milestone billing, but then it does not allow me to create a delivery related billing because of line item TAO.

Possible options please

[Former Member]

Hi,

Item category is always order related for milestone it's standard functionality.Billing relevance for TAO is I which means order relevant billing.

Milestone billing plan is always order related . 

Thanks

[Former Member]

Dear Avanish,

Have a look over this thread and cross verify what you're missing in the Configuration. Thanks and good day.

http://www.erpgreat.com/financial/how-down-payments-are-configured.htm

[Former Member]

Hi,

Yes I do have missed some configurations probably I have posted an overview about down payment milestone billing .Nice link posted helpful for me too.

Thanks