Invoicing a Project with Down Payment Processing 

Purpose

A customer has placed an order for the construction, delivery and assembly of a passenger elevator. The sales order is completed within a project and the order contains an agreement with the customer that they make a down payment once they have received the layout of the first construction plan. You invoice the customer for the order as the project progresses by sending them two billing documents. The down payment is settled in the first partial invoice.

This process should clarify how a billing plan for a sales order item can be linked to project milestones and down payment processing. The process does not provide a detailed description of the Logistics aspects of the project. See the Make-To-Order Production of Elevators scenario for more details of the Logistics side (for example, assembly processing, variant configuration, material requirements planning, delivery).

You can find more information about this process under .

Process Flow

You can find the data for this process under

  1. Prepartory Measures
  2. Creating Sales Orders and Projects
  3. Releasing a Project
  4. Confirming Activity
  5. Creating Down Payment Requests
  6. Posting Down Payments
  7. Confirming Activity
  8. Creating Invoices
  9. Displaying Line Items
  10. Confirming Activity
  11. Creating Invoices