Installment plan creation during invoicing

[Former Member]

Hi Experts,

We have a requirement to create the Instalment plan during invoicing. Do we have any FQEVENT and FM for this.

Regards,

Ankur

[former_member261786]

Hi Ankur,

Can u check this event?

3000 Installment Plan: Transfer Fields from Source Itms

Regards,

Hari

[Former Member]

Hi Hari,

Thanks for your reply!

Actually this event is not called at the time of invoicing, we need a event where we can create installment plan at the time of invoicing.

Please find below detail scenerio:

we need to create security deposit request for some set of consumers and we need to create installment plan for this SD request at the time of invoicing. so for this we would require a event and FM to create the installment plan.

Regards,

Ankur

[srinivasankh]

Hi Ankur,

If you want to create Instalment plan during IS-U Invoicing, please make sure the amount you are rolling into that Instalment plan is right and take extra care.

Please use R428 to achieve your requirement, for invoicing check parameter X_CALL_ID = I for actual Invoicing, then use FM FKK_S_INSTPLAN_CREATE to create Instalment plan.

But if you need specific FI-CA items which are included in Invoice (like in T_VKK_DOC_ID) then use R431 and R433.

Thanks,

Srini

[AmlanBanerjee]

Hi Ankur,

Can you let me know the Business process for which you want to create an Installment plan for a newly generated invoice

Thanks,

Amlan

[Former Member]

Hi Alman,

We have some set of consumers (some old consumers) for which we have not taken security deposit as the security deposit was not included in the process of new connection earlier. Now we want to charge amount X to these consumers for the security deposit and the consumer will be paid this security deposit charges in the form of instalment plan (6 installment).

We want to create this instalment plan at the time of invoicing so that our aging report will not effect (installment plan will be created only for those consumers for which we are doing invoicing). So first instalment’ due date and invoice due date will be same and remaining instalment will be charged in the coming invoices.

One more important point, as all instalment will be having some due date at the time of instalment plan creation  (We have portion period length as 2 months) but as we will be sending it with every invoice so we need to change installment plan due date also as coming invoices can have different due date.

No LPC/DPC/interest will be charged/paid on this security deposit amount.

Regards,

Ankur

[rahul_paldiwal2]

Hello Ankur,

If the requirement is to not affect the aging report,then you can post the security deposit request anytime.

Security deposit request is a statistical document and hence doesn't affect the G/L balance and hence the aging report won't be affected.

Posting at the time of invoicing comes with its own complications and unnecessary customization.

Regards,
Rahul

[AmlanBanerjee]

Hi Ankur,

The most simple way to handle your scenario, is to post the security deposit request with clearing restriction 8. When the next invocing run happens, the clearing restrcition will be removed and the due date of the SD is in sync with the due date of the invoice, as per  Standard functionality.

Now, if you want the customer, to pay the SD amount in 6 instalments, then raise 6 different SD requests and they all will get captured in the respective invocing run and will be send to the customer.

Thanks,

Amlan

[Former Member]

Hi Alman,

Thanks for your reply!

As per your suggestion, I have created 6 SD request with clearing restriction 8 and it is posted successfully. Now at  the time of invoicing, all SD request is picked up and due date is changed for all SD requests but actually as my next invoice is 1^st invoice so only 1 SD request should be picked up in this request and 2^nd SD request should be picked up in another invoice and so on..

And my requirement is to capture only 1 SD request in one invoice so that all 6 SD request will be picked in next 6 invoices.

Regards,

Ankur

[AmlanBanerjee]

Hi Ankur,

Check Event R411. This event is triggerred during invoicing and is used to control the FI-CA documents preselected by SAP for clearing restriction 8.

Now, if you don't want all the SD requests going into one invoice, you can put an enhancement in R411 to delete the remaining SD requests from the T_FKKCL table, based on certain criteria.

Hope it helps..

Thanks,

Amlan

[Former Member]

Hi Ankur,

First post a security deposit on the account without any restriction.

and then create IP on the security deposit say 6 installments with restriction 8.

System by default only picks one IP at a time based on the month.

thanks,

Vikram