Use the General Area in the sales document to enter general information relevant for all items in the document.
Note This topic documents fields and other elements in this window that either are not self-explanatory or require additional information. End of the note. |
Name of the default contact person as defined in the business partner master data. If required, specify a different contact person. |
Displays the customer reference number, if defined. |
From the field on the left, specify a numbering series. If you choose the manual series, in the field on the right, specify the number of the relevant A/R down payment document. Note For China, Japan, Korea, Singapore, India, and Brazil, to set manual numbering, you must:
End of the note. |
Statuses of the A/R down payment:
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Specify the posting date. The default value for this field is the current date on which the A/R down payment document is created. If required, change the date. Caution If you change this date, the continuity of the numbers and dates on a document will be interrupted. End of the caution. |
Expected due date of the payment of the down payment. The default date is 30 days after the posting date. You can change it manually or choose a different payment term in the Payment Terms field of the A/R down payment document. |
Document date of the A/R down payment document used for tax purposes. Change the date if required. |
Specify the display currency for the amounts in the A/R down payment document. If the customer currency equals the local currency, the options are Local Currency and System Currency. If the customer currency is a foreign currency, the options include BP Currency. Your selection does not change the original currency of the document. |
Specify the sales employee who initiated the sales document. |
Specify the code of the employee who owns the sales document. |
Enter additional information regarding the A/R down payment document. You can edit the field contents even after the document has been created. |
Total amount of the document before the calculated discount. If the discount is defined in the row for the item or service, the amount displayed in this field considers that discount. |
In the field on the left, enter the percentage of down payment. The field on the right displays the down payment amount. If required, you can change the values of these fields. |
This field appears only if the rounding method has been defined as By Currency in .When the total amount of the document is rounded according to the rounding method determined by the currency, the difference between the original amount and the rounded amount appears in this field. |
The amount withheld, according to the withholding tax definitions, and paid over or reported to the tax authorities on behalf of the person subject to tax. Appears only if you have selected Withholding Tax on the Tax subtab of the Sales tab in .To open the Withholding Tax Table window, click (Link Arrow). |
Tax amount for the A/R down payment document calculated according to your tax definitions. |
Total amount of the document including tax and discounts. |
Amount of the A/R down payment invoice copied to a payment document or to a credit memo. |
Amount of the A/R down payment document that has not been paid or credited yet. |
If the checkbox is selected, it indicates that this document, or at least one of its installments, is included in a payment order run. The checkbox is deselected in the following situations:
Note When this checkbox is selected, the Copy From and the Copy To functions are disabled. End of the note. Note When this checkbox is selected, you cannot change values in the Due Date field in the general area and in the Payment Block field on the Accounting tab. End of the note. |
Select a branch for which you want to create the document. Note This field is available only if you have enabled multiple branches. End of the note. |
Displays the total amount of the WT Amount column. To display the withholding tax table, click (Link Arrow). |
Specify the business place. Note This field becomes non-editable if the down payment invoice has been attached to an invoice. End of the note. |
Opens a Choose from List window that displays paid down payment requests for which down payment invoices have not yet been created. Select the appropriate paid down payment requests for which you want to create a down payment invoice. |
The Folio number assigned to the document while it was being printed, or afterward, by using the folio number assignment function. You can not change the displayed data. For a document that is not yet printed, this field is empty. |
Displays the corresponding VAT registration number of the business place. |