Sales Order Installments (tdsls4110m000)

	Sales Order Installments (tdsls4110m000) Use this session to: View, enter, and maintain the installment lines of a sales order installment. Change data for installment lines that are released to Invoicing and for which the invoice status is Confirmed, or On Hold. You can start this session: From the Sales Order - Installments (tdsls4600m100) session, by selecting and double-clicking an installment line. Stand-alone. On the appropriate menu, you can choose: Close Installments, to close a sales order installment. A sales order installment can only be closed when all order lines are delivered and all nonguarantee installments are invoiced. Installment Schedules to start the Installment Schedules (tcmcs2140m000) session from which you can select and copy a default installment schedule into the current session. Settlements, to start the Installment - Settlements (tdsls4513s000) session. Release to Invoicing, to start the Release Sales Orders/Schedules to Invoicing (tdsls4247m000) session, in which you can release installments to Invoicing. Release to Invoicing, to directly release an installment line to Invoicing. Show Installments for Projects, to only display the installment lines that are linked to the project. This command is visible if this session is started from the Project Dashboard (tipcs0320m000) session. Installment History, to start the Sales Order Installments History (tdsls4552m000) session. Note The total installment amount cannot exceed the total goods amount (excluding any additional costs). Related topics Installments Changing sales data after release to Invoicing Introduction to GST Master data set-up Impact of GST on the Purchase Order process Impact of GST on the Sales Order process Sales Order The number that identifies the sales order, which is also the sales order installment. Status The status of the sales order. Allowed values Sales Order Header Status Invoice-to BP invoice-to 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 Allowed values Installment order no/direct/indirect/closed Currency currency 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. Installment Line The position number of the installment line on the sales order installment. Installment Type The type of installment. Note Correction - Normal and Correction - Advance Invoice installment types only apply if the Release Status of the original installment is set to Invoiced or Invoice Request Generated and the Status in Invoicing is Composed or Printed. The Use Advance Payment as field in the Sales Order Parameters (tdsls0100s400) session determines which advance installment type you can specify in the current field. The installment type can only be set to Advance Invoice or Advance Payment Request if the Indian Localizations Applicable check box is selected in the India Localization Parameters (tccom9136m00l) session and the Apply Tax to Installments check box is selected in the Sales Order Parameters (tdsls0100s400) session. Else, all the installment type are allowed. Allowed values Installment type Percentage The percentage of the total net order amount that is allocated to the installment line. When an installment line is added, a percentage is inserted. For the first line, the default is 100 percent. For every other added line, the default percentage is as follows: 100 - total percentage of installment lines When percentages are updated, LN verifies that the total percentage of the installment lines does not exceed 100 percent. Amount The installment line amount. Release Status The invoicing status of the installment line. Allowed values Status Invoicing by Instalments Planned Release Date The date the installment line is expected to be released to Invoicing. Original Installment Line The position number of the original installment line to which the correction installment is linked. Link to Monthly Billing Invoicing If this check box is selected, the installment line is linked to a monthly billing invoice. Related topics Monthly billing invoices Text If this check box is selected, text is linked to the installment line. Amount Paid The paid amount for the advance installment line. Note This amount is updated by the Update Paid Amounts on Advance Installments (tdsls4200m000) session, which can be run frequently in a job. When all advance installments for a sales order are fully paid for, the sales order procedure can continue. History Processed If this check box is selected, the installment line is processed in the Process Delivered Sales Orders (tdsls4223m000) session. Related topics Monthly billing invoices Tax Classification tax classification Related topics To model tax exceptions Exempt If this check box is selected, tax exemption applies. Note If the Tax Exempt Level parameter in the Tax Parameters (tctax0100m000) session is: Limited and you select this check box manually, the Tax Code is defaulted from the Exempt Sales field of the Tax Handling (tctax0138m000) session. If you clear this check box manually, the tax code is not changed. Extended and you select this check box manually, the Tax Code is not changed. If you clear this check box manually, the Exempt Reason and Exempt Certificate fields are cleared and disabled. Tax Country The country used for tax purposes. Related topics Setting up tax codes by country Own Tax Number tax ID Related topics Overview Tax Code The tax code on the invoice. Note The tax code entered in this field can only be of the VAT kind. If the Indian Localizations Applicable check box is selected in the India Localization Parameters (tccom9136m00l) session, the tax code must be an approved aggregate tax code and must be same as on Sales Order Lines (tdsls4101m000) session. The value in this field is set to 'No Tax' If the Apply Tax to Installments check box is cleared in the Sales Order Parameters (tdsls0100s400) session. Else, Infor LN displays an error message. Registration Number Sequence(Own) The sequence number of the tax registration number which is defined for a specific company. Note This field is applicable only if the Indian Localizations Applicable check box is selected in the India Localization Parameters (tccom9136m00l) session. This field is disabled if the Release Status is set to Release for Invoicing or Invoice Request Generated or Invoiced. Registration Number Sequence(BP) The sequence number of the tax registration number of a business partner which is defined for a specific company. Note This field is applicable only if the Indian Localizations Applicable check box is selected in the India Localization Parameters (tccom9136m00l) session. This field is disabled if the Release Status is set to Release for Invoicing or Invoice Request Generated or Invoiced. BP Tax Country The country in which the business partner has the tax ID. Related topics To set up tax registration BP Tax Number The business partner's tax ID. Note The business partner's tax ID is date effective. To determine and display the correct tax ID for the business partner, LN first uses the planned delivery date and next the actual delivery date. Related topics To set up tax registration Exempt Certificate The exemption certificate that is assigned to the business partner by the tax authority. Note LN prints the exempt reasons on the sales invoices. This field only applies if the Tax Exempt Level parameter is Extended in the Tax Parameters (tctax0100m000) session and the installment lines are of the Advance type. This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session. Related topics To set up tax exemptions Exempt Reason The reason code that indicates why a sold-to business partner can be exempt from tax for a certain transaction and jurisdiction. Note This field only applies if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session and the installment lines are of the Advance type. This field is defaulted from the method that is used to retrieve tax details, as defined in the Search Sequence Tax Libraries group box of the Tax Parameters (tctax0100m000) session. The reason code must be of the Tax Exemption type and must be date effective, as valuated by the Planned Release Date. Related topics To set up tax exemptions Terms of Payment payment terms Late Payment Surcharge late payment surcharge Payment Method The method used to create a payment (purchase invoice) or a receipt (sales invoice). The payment method defines details such as: The maximum amount The due date Allowance of foreign currencies and other details which must be printed on the report These are default values that you can change on the order or on the invoice. Status in Invoicing The status of the sales invoice in Invoicing. Allowed values Sales Invoice Status Invoice Date The date on which the invoice is printed. Invoice Company The financial company on the invoice. Transaction Type The transaction type used to post an invoiced installment line to Invoicing. Invoice The invoice number of the installment invoice.