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.
Tabs
  • Installment Lines
    Refers 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
    Refers 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
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
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.