How to link prepayment with sales order in Dynamic 365?

In this link  , i discuss vendor prepayment and how to link prepayment with purchase order but in sales order , no prepayment entry available 

"you can link prepayment with sales order from payment reference in payment journal as the following "

1-create sales order 

go to accounts receivables /orders /all sales order 

and create sales order with details 


click prepayment button to view balance for order before create prepayment


total balance is the sales order remaining balance 
amount in transaction currency is the prepayment amount 

2-create payment journal and mark as a prepayment with payment reference for sales order

go to accounts receivables / payments/payment journal


click lines and select customer and set the prepayment amount 


put the sales order number in payment reference field to link this prepayment with the sales order

and set prepayment journal voucher to yes and posting profile


3- post payment journal  and check prepayment for your sales order again 


as you see the amount in prepayment affected by journal and the total balance decreased by this value


Comments

  1. Hi!
    This is great, but when I post the invoice, how can I get the invoice amount to be reduced by the prepaid amount?

    ReplyDelete
  2. Hi! What is the fact that we enter the reference number in payment? Because I'm not able to see the refrence number or any specification in the transactions to distinguish the pre-payment.

    Thanks

    ReplyDelete

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