How to transfer a paid down payment from sales order 1 to sales order 2?

[eszter_szalma3]

Hi all,

Let's see the next scenario:

Sales person creates a sales order 1.

A down payment request is created linked to this SO.

This down payment is paid.

The customer will deliver the items based on sales order but some is item is missing.

Final invoice is created and some amount is open from the down payment. The sales person would like to sell another thing to the customer but it means a different business, so he creates a new sales order 2.

The sales order 1 is finished. It was final invoiced, all payments is done.

But there is a remanining amount on the linked down payment. 
How could be linked to the new sales order? Is it possible to transfer it to another sales order?

I have learned that when the final invoice is created from the outbound delivery invoice request then all linked down payment to the original sales order, is automatically take into account in this final invoice.
No way to add another open down payment to the outbound delivery invoice request...

Any idea how to solve it?

[ihan_capell]

Dear Customer, 

In SAP Business ByDesign, down payments are by default linked to the originating sales order and are automatically considered during the final invoicing process. If the down payment exceeds the invoiced amount, the balance remains as a credit on the customer account. This credit cannot be transferred directly to another sales order, but it may be cleared manually against another invoice or refunded to the customer.

If you would like to reuse the down payment for a different sales order, the only option is to prevent its automatic assignment before the first invoice is created. This can be done in the Customer Invoicing work center > Invoice Documents, by selecting the down payment request and choosing “No Invoice Assignment.” Later, when the new sales order is invoiced, you can reopen the down payment request, select “Allow Invoice Assignment,” and assign it to that invoice.

This ensures the system follows the standard process while still allowing for the reapplication of the payment if needed.

For more details, please refer to the following KBAs:

2013735- Not Possible to Not Assign a Down Payment Request in an Invoice Request
URL: https://me.sap.com/notes/2013735

2809206- How To Work With Down Payments in Sales
URL: https://me.sap.com/notes/2809206

2013708 - Cannot Create Invoice When Deactivate the Down Payments Transfer Indicator
URL: https://me.sap.com/notes/2013708

Best regards,  
Ihan
SAP Technical Support