Optimize Your Sales Order Process for Financial Services

How to create outlook signature

demo five point nine process payment for sales order in this demo we receive and post a payment for a previously created billing document customer invoice use the S ap easy access menu to navigate to the transaction that posts customer payments alternatively enter the transaction code F 28 in the command field to directly access the transaction in this demo we will use the S ap easy access menu to navigate to the desired transaction first expand the accounting menu by clicking on the arrow next to the menu label in the accounting menu expand the financial accounting menu in the financial menu expand the accounts receivable menu in the accounts receivable menu expand the document entry menu in the document entry menu select transaction f28 incoming payments first we must select a document date click the search icon to the right of the document date field to display a calendar select an appropriate date and click on the enter icon in this demo we will select August 5th 2010 next we must select a bank account to apply the payment credit to click on the search icon to the right of the account field to display a list of accounts next click on the enter icon to execute the search select one zero zero zero zero zero bank account and click the enter icon next enter the amount of the customer payment in the amount field in this demo we will enter one hundred and twenty three thousand dollars we must now select the customer account to apply the payment credit to click the search icon to the right of the account field to search for a customer type star zero zero zero into the customer field to search for customers with customer numbers ending in zero zero zero click on the enter icon to execute the search select filly bikes and click the enter icon the basic data are now complete click the process open items icon to continue processing the payment in the post payments process screen you will notice that the amount assigned and the amount entered are equal if there is a discount to be applied enter it in the cash discount field if there are partial payments to record click on the partial payment tab the partial pay indicates that the entire payment will be applied to the invoice amount if there are any residual items click on the rest items tab the residual items tab shows that there are no residual items to record if there is a withholding tax to record click on the withholding tax tab the withholding tax tab shows that there are no taxes to be withheld returned to the standard tab if all the data are correct then click the Save icon to post the payment the system posts the customer payment and displays the number of the corresponding FI document that was created note that the system returns to the initial screen for posting payments click on the exit icon to return to the SA P easy access menu next we will review the document flow for the initial quotation select transaction va 23 display enter or search for the quotation number and click on the Environment menu select display document flow the system displays the document flow for the quotation note that the status of the accounting document is now cleared to view the key data in the accounting document highlight the document and click the overview icon the system displays the key data from the accounting document demo 5.9 process payment for sales order