Sales Order - Installments (tdsls4600m100)

Use this session to view, enter, and maintain sales order installments.

This session supports easy installment entry and processing. You can manually enter installment lines for a sales order, or you can use a default installment schedule if installments reoccur.

You can start this session:

  • By clicking Sales Order - Installments on the appropriate menu of the Sales Order - Lines (tdsls4100m900) and Sales Orders (tdsls4100m000) sessions.
  • Stand-alone.
Installment lines

The lines on the tabs refer to the following sessions:

  • Installment Lines
    The lines on the Installment Lines tab refer to the Sales Order Installments (tdsls4110m000) session. On this tab, you can view, enter, and maintain the installment lines of the sales (installment) order. Double-click the line for more detailed information.
  • Settlements
    The lines on the Settlements tab refer to the Installment - Settlements (tdsls4513s000) session. On this tab, you can view the settlements by installment. Settlements are displayed for invoiced installments after the goods invoice is printed.

Related topics

 

Sales Order
The number that identifies the sales order, which is also the sales order installment.
Status
The status of the sales order.
Invoice-to Business Partner
The business partner to which you send invoices. This usually represents a customer's accounts payable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about the customer's credit limit, the terms and method of payment, and the related pay-by business partner.
Invoicing by Installments
Invoiced installments are settled (subtracted from the goods amount) when the goods are delivered and invoiced.

The following types of settlement exist:

  • Direct Settlement
  • Indirect Settlement
Currency
A generally accepted medium of exchange such as coins, treasury notes, and banknotes.

The following currency types are available in LN:

  • Home currency, which is used internally by companies to calculate costs, record budgets, and register tax amounts
  • Transaction currency, which is used in transactions with business partners, such as orders and invoices
Total Goods
The total value of the goods listed on the sales order.
Invoice Requested
The total amount of sales order lines for which an invoice is requested that is not issued yet.
Invoiced
The total amount of goods on the sales order that have the Invoiced status.
Total Installments
The total value of the installments listed on the sales order.
Installments Requested
The total amount of installments on the sales order for which an invoice is requested that has not been issued yet.
Invoiced Installments
The total amount of installment lines that have the Invoiced status.
Total Settled Installments
The total number of settled installments.
Note

Invoiced installments are settled against invoiced goods when the goods are invoiced by Invoicing.

 

Release to Invoicing
Starts the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session, in which you can release installments to Invoicing.
Installment History
Starts the Sales Order Installments History (tdsls4552m000) session, in which you can view when and how the sales installment line was changed and by whom.
Close Installments
Closes the sales order installment. A sales order installment can only be closed when all order lines are delivered and all nonguarantee installments are invoiced.
Show Installments for PCS Projects
Display the installment lines that are linked to the PCS project. This command is visible if this session is started from the Project Dashboard (tipcs0320m000) session.
Turnover History
Starts the Sales Order Line History (tdsls4551m000) session, in which you can view turnover information for installment lines, which is used in the Statistics module. These lines have a position number of zero.

This installment line turnover is considered as temporary turnover. When the goods are invoiced and processed, turnover is created for the goods and the turnover for installments is counter-booked.