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Partial payment in SAP Customer Checkout

rosa_martin1
Explorer
0 Likes
1,220

Hello,

Our client has a store. Sometimes, they pay for the sale with more than one payment, on different days.

Could this be done in SAP Customer Checkout?

It allows to make a partial payment of a sale?

We would exactly need to be able to do the following:

  1. Create an advance invoice in SAP Cusomter Checkout in which a partial charge is allowed without undoing the box later.
  2. Make partial collection of this advance bill.
  3. In the last installment to pay, deliver the product definitively (pass it to invoice) and make the payment of the outstanding balance of the client.

Thanks.

Best regards,

Rosa

Accepted Solutions (1)

Accepted Solutions (1)

stephan_best
Product and Topic Expert
Product and Topic Expert
0 Likes

Hi Rosa,

if you activate the option "Allow combination of payments on credit with other payment items" and "show receipt mode select box on sales screen" you can post like following (select reserve invoice):

Item for EUR 200

payment cash EUR 50

payment on invoice 150

Click on the truck an set the delivered quantity to 0. No goods movement will posted in SAP Business One. Confirm and post.

In this case an invoice in SAP Business One will be created about 150.

Next time you can fetch the invoice and change the amount in the line item (Unit price) to the amount which should be paid. For example 50, the invoice will remain open in SAP Business One with an open amount of 100.

Once all open amount is paid, the delivery has to be triggered in SAP Business One, it's not possible to post the delivery directly in SAP Customer Checkout (standard)

Please see also attached screenshots. Hope that helps. If it helps please mark this answer as correct one.

kind regards

Stephan

Answers (3)

Answers (3)

R_Zieschang
Active Contributor

Hi Rosa,

I would suggest the following workflow.

Create a salesorder in SAP.

Get the salesorder in CCO. Delete the salesItems the customer wont pick up this time.

Pay the remaining salesitems.

The second pickup:

Get the salesorder again (it should just show the remaining salesitems).

Pay the remaining salesitems.

Repeat if necessary.

Kind regards

Robert

rosa_martin1
Explorer
0 Likes

Hi Robert,

The seller only has access to SAP Customer Checkout, so he could not place the sales order in SAP.

On the other hand, let you know that the partial payment would be a single article, it would be like making a bill payment and collection thereof in SAP and subsequent to the invoice with the payment of the rest.

Kind regards,

Rosa

R_Zieschang
Active Contributor
0 Likes

Hi Rosa,

does your customer has a b1 integration?

Kind regards

Robert

rosa_martin1
Explorer
0 Likes

Hello,

Yes, it's integrated with SAP Business One.

Thanks.

Kind regards,

Rosa