Automatic Clearing customer manually Down payment journal and customer sale invoice journal

[MarkLi1]

Dear Guru,

Customer posting sale order down payment through API, so this is not standard down payment for sale order.

We find out the down payment could not be clearing automatic because SAP logic is:

Open items are grouped according to fixed system criteria:

company code /account type /account number/reconciliation account number / currency key/ special g/l indicator.

Since the billing invoice posting to AR Account and down payment post to special g/l indicator and down payment reconciliation account, even we get same amount offsetting each other, SAP could not do automatic clearing.

So can I know do we get another workaround for this function?

Customer may not accept the standard process for down payment, sale order billing plan plus down payment request and so on, they just want keep it simple.

Thank you.

[OwenLiu]

We helped you to accept the answer, since there were no updates after 7 days.

You can unaccept it anytime if you have further questions.

[Cora_Phelan · Accepted solution]

See process steps for down payment in help.sap.com Down Payments

See also the test script J59 https://rapid.sap.com/bp/scopeitems/J59

[MarkLi1 · Accepted solution]

Hi Cora,

Thank you for your reference.

Best practice will work but not simple enough, we can see there are too many manually task there.

For example billing plan in sale order, downpayment request post, billing downpayment request ,incoming payment to clear downpayment request, finally billing to offset the downpayment.

I think that is why quite some of the client did not follow this downpayment process.

I have to say, for a big deal , that will work, but for small business deal, that is too complicate.

BR