Create Your Down Payment Invoice Sample for Shipping Effortlessly

Down payment invoice sample for Shipping

hi welcome to n Channel today we'll discuss about building plans in sap sales and distribution module okay in this class we will discuss about periodic building plan as well as Milestone building Plan before going to deep Drive Please Subscribe my channel newal Ms and don't forget to like and comment okay periodic building and Milestone building two types of building plans we can have an sap sales and distribution Channel periodic building plans means building a total amount for each individual building date in the plan that means whatever net value is there in part that item that value we can distribute into subsequent months example it is monthly building every month we can charge to that customer example rent okay I have some uh service materials are there like procer uh procer drer okay D these all are there okay can send it to some company okay I can charge monthly billing okay for them okay example there is monthly uh I I created item with uh one lakh rupees okay one lakh rupees I can charge every month that one lakh Rupees to that customer against item item means material whatever we sent to the customer customer that material example that is grain okay monthly one lakh rupees you can charge to that customer okay under that that item okay that that is the periodic building Milestone building Milestone building means under that one L okay we can s s with percentage example 10% right now okay 10% after 1 month 2% after 1.5 month uh how we can decide it Milestone is nothing but a completion of that work example example I sent uh I sent one equipment to customer location not equipment some setup materials like labber Machinery these all I sent to customer location based on work completion example there is 20% work is completed I can charge 20% total that work agreement is 1 lakh rupees okay example the within 10 days advance 10% 10% I can charge immediately after 20% work completion completed 20% I can charge to that customer after 30% work complet completed 30% I can charge to that customer after that remaining work completed remaining Char I can complete to that customer okay for this we can maintain deadline dates based on this deadline dates we can do sometimes before deadline day we can complete before we can do building black remove building black we can do the building sometimes it is taking late once it is completed then only we can do this building plan Milestone building plans we can do it in sales and distribution module we will get it from PS module to sales sales order okay two types is there periodic building that is fixed building whether it is weekly whether it is daily whether it is monthly whether it is quarterly okay fixed bilding we can do to customer that means example rental okay that is just like a rental Milestone is work completion Milestone means to reach that Milestone okay once that AG agreed Milestone is completed we can charge that percentage to customer this is the difference between Milestone and periodic okay um yeah I can explain you in sap first I can explain you periodic building okay first I will show you the configuration after that I can execute in system okay I can execute in system SP sap reference IMG sales and distribution building building plan Define building plan types okay Define building typ plan types first I can explain periodic building only after that I can explain Milestone building in same video okay double click here here you can create building plan type okay this is standard building plan type if you want to copy you can copy here or you can go to new entri you can me in then double click here here some controls is there this controls is mandatory start date means contract start date if you can maintain contract start date we are creating sales order where we can enter the contact from that date it will if you can maintain today's date obviously sales add creation date system can take automatically dates it will create okay that is start date end date that is periodic building end date okay end date if you can take today's date end dat we cannot take today's date okay again I click there yeah ended okay see generally to day plus one year okay like that we can take if we can maintain cont contract end dat that end dat also we need to maintain okay plus one year it we can maintain from today next one year it will take okay and also here different things are the of current month end of current month plus 1 month okay different dates it will take generally we can maintain today today plus one year okay two day plus one year not generally based on your business requirement we can behave okay you can make maintain it horin horin also how it will work same you can maintain okay dates from how dates can be created based on this same we can maintain here we cannot maintain differently okay until also we can maintain this only don't do this okay if it is Al no no issue if it is there 09 also can't attend it we can maintain there okay next build date okay how is next build date there is a different example today contact started what is next Bild date okay next build here I maintain monthly at the first of month that means every month first we can do the bill okay monthly at the end of the month end of the month if you want to do that's we can maintain okay yearly monthly like that okay that is the month date Define date category I can explain You Next Step there we can assign it will coming here okay and these all are not that much mandat Factory calendar we can ass every company they can have one Factory calendary under factory calendary Cal they can maintain okay um you okay you can maintain you can get it from f team you can assign here okay online order okay online order if you maintain X deadlines created automatically if you maintain y created automatically without dialogue okay without dialog it will come okay for manual Milestones deadlines not created you can create manually in sales add okay that purpose we can use it okay this is not required that is F code okay this is periodic building plan controls okay next Milestone building I can explain you of this video Define dat description we can maintain some date descriptions what purpose we are using this periodic building at the disc we can code one we can maintain four digit code and you can maintain that description based on your business requirement example we I maintain rent okay rent Define and assign date category this date description we can assign here okay Define and assign date category first maintain date category for building plan type okay example 02 is my building plan type 01 is periodic building date category that is standard date category okay here you can and 10 previous step we created R description that we can assign what purpose we are using here some controls are there six is periodic building okay it is periodic building only six it will appear it will not AFF anything how pricing will come to um this pricing come to building plants okay building plans and while doing building how pricing can be copied if you maintain G as it is it will copy anywhere we are maintaining it in copying controls no need to maintain here you can leave it building black if you can maintain building black here automatically it will appear in building plans level in sales order okay if you cannot maintain here different types of building blocks are there okay you can maintain relevant okay if you want to create you can click here it will show you where you can create will navigate you that F okay you can go to there you can main it generally we can use 02 building type no if you want to maintain building type you can main only that building type only it can be performed in this case you can maintain otherwise you cannot maintain example I maintain F2 only F2 we can do okay building block and building type you want to maintain you can maintain here okay it is not required it is inverse correction this is building data okay you can maintain building data here only invoice not invoice correction level okay any changes okay building typ ENT right yeah next allocate date category allocate date category already we allocated there 0 to 01 we maintained if you can maintain it it will be air in building plan type also already I said next step I can explain that is this okay next maintain B proposal for building plan typ maintain B proposal for generally we can use it for Milestone building not for not for periodic building so it is not required for periodic building okay mend building plan types to sales document type see here sales document type level and item category level we can maintain the building black generally in real time we can use item levels some companies we can use uh header level it will copy to item level also so in this case you can maintain both levels example sales order or is my sales order type okay here I can maintain my building plan type periodic 02 okay 02 I maintain okay come back assign building building plan type for item categories okay my item categories Tao I am using for Tao I using for building plans okay 0 to I can maintain building relevance 100% we can maintain you can maintain a okay if you can maintain order related or delivery related it cannot be wor okay this is Vivo V7 transaction only you can Che it okay there also it will be there okay example I order order relevant for building building plan okay this we should maintain then only system can accept if I can maintain a or b system cannot accept you want to see that error I can M and see error you will get okay only I it will accept okay same you can Che in V V7 also you can see I will show you last V V7 it will show you lock data that means we are in same picture this is Central data system can give through you error message okay okay error message e a e c building plan type 02 periodic building 02 is periodic building I is building relevance vvo V7 also I will show you vvo V7 sorry we are in vvo V7 only V V8 V V8 that means sales document type LEL V right or double click here come down here whatever we maintained in previous step it will appear here same transactions okay come down come back okay save it first okay save it now we can create one sales you can create one material okay that material mm 02 already I maintained material that's I can explain 97 I created okay D material typ is D generally this is s Service material so we can maintain D only go1 go1 OC okay this is my material see here go to Sal C here 05 I maintain Milestone and periodic both you can maintain if you want to create new item category you can create for periodic also I used Milestone per wrting category group for this finally I can get V in sales order see v v 4 okay or or5 if I can enter system can give you the this is our final output whatever it is okay this is our final outut if it is coming our building plan can be success as and va01 now we maintain header level and item level that means sales document level and item category level how system can give I show you okay this is my customer this is my PO data po date material enter how much quantity okay enter enter andent see if you can go to conditions you can maintain price if you can maintain condition automatically this price will come otherwise you can enter manually 100,000 okay filling plan level nothing came why because it is in display mode why because we maintain header level okay header level go to header here also building plan can be activated okay Enter okay here you can enter contract start date we maintain right because it's today's date you can maintain automatically system can take system automatically it has taken today plus one year okay today today plus one year it has taken we have given that in building do uh periodic building control okay Enter automatically system can take these dates same dates it can be copied into item level here I have a requirement okay from today date to okay from this this dat to this date only we have given there okay from today date okay from today date what is today date 16th from today date to 304 2024 I need here remaining dates in header header we have lot of dates is there let see up to next year okay up to next year it is there next I have one same material I'm entering I don't have another material you can create another material with the Tao okay remaining dates I want to take okay from to remaining dates I want to take into another material we can maintain it okay we can maintain here that means 5 months I giving service from this material after that I'm changing this material in this case we can maintain header level okay header level we can have single track okay single track item level we can have multiple so whatever multiple items we can maintain that's we can maintain those dates we are segregating here okay right now if I want to create sales order okay if I want to create Sal we can remove the building block where we can bu remove the building black here in header level why because header level building BL is there item level that is Dum if I want to create building for this period you can maintain here date category 01 01 means see rent okay and also yeah okay if I removed it okay I can create building for this period okay see once I removed in header level automatically that date wherever it is there there it will black see item 20 it will not black why because this is future dates okay that black go to sales document type first of all incompletion data we can check there is yeah we can create the building okay we can create the building see like that we can create building for that okay now I want to create one more you can you can check this account no accounting document there is some accounting changes is there this is not relevant for this class okay that is revenue account determination missing okay yeah it is there maybe some there is taxes are there physical variant it will come here is changing right next year right it will this is not relevant for this class uh this uh topic okay that is another topic I can I will explain you that is differently okay this is the this is the periodic building okay now I'm going to remove building plan in header level okay now I going to remove building plan in header level only item level I maintaining or vvo V8 level also we can change it and sorry EV V8 level also we can Sange it okay no issues yeah now I remove only header level it is there I can create one sales order now okay va01 only item level building plan will come header level there is no building plan okay generally in real time this also we can use okay before use is most useful okay this also you can use in item level okay example double click here go to building T okay here you can maintain before we are unable to maintain these dates here okay why because header level building plan is there header level only we can do here here there is no head header level there is no building plans see building plan tab we Cann add see if we can activate okay there is no building plans we can maintain okay gener regularly we can use it example this is too this is building plan material I have one more material is there that is normal material tan material in this case there is no building plan C double click here go to see there is no building plans if you can go to T item category here building plans are there that purpose we can use okay item level only not header level okay both you should learn both you should learn I'm deleting this item it is not relevant for this just difference I explain you okay you can enter amount okay if you want to do building you can remove that you can remove that in real time we can maintain workflow to remove this building black okay uh in p app it is excellent scenario is there um coming soon I can explain you P apps also in our Channel okay now we can do go to edit in completion L you can do the building okay you can do the building like that see building okay like that we can maintain periodic building header level and item level only item level okay right now I'm uh I'm going to explain lestone building okay one of the most important thing spr sap reference IMG sales and M Stone means percentage base here whatever net value is there that net value condition whatever that net value each and every uh each and every building plan level it is see one second SL VH whatever net in periodic building whatever net value is there that is monthly payable if you maintain monthly example 3,000 building plan level we can charge that 3,000 every month okay every month we can charge to customer tax also it will come automatically whenever we are doing building automatically tax will come okay example tax automatically it will come here no issues you go to see tax also it will come here okay net value okay that net value we can CH every month in Period Milestone level net value we can collect that means Project based on Project progress okay Milestone completion that mean Milestone achievement we can charge to customer some percentage or some fixed value under that uh net value okay different milestones we can maintain that is the Milestone building okay now we can discuss Milestone okay Building Sales and distribution building building plan okay Define building plan types here maintain building plan type for Milestone building this is the standard 01 is standard Milestone building this if you want to create you can copy new entries okay here you can maintain hard date today's date from today's date I started I'm going to start date category I can explain you later here very less controls okay online order automatically okay deadlines created automatically okay that is thing okay this I can explain you in third step level okay I can explain you okay why we can maintain it okay this is building plan type for Milestone building very easy compared to periodic building in this step okay next Define dated category I expend rent or contract s contract s generally we can use for Milestone if you want to new things you can create new based on your business requirement you can create your thing Define and assign date category okay maintain date category for building plans we are using Milestone building generally we can paintain 01 okay 01 for date category this is uh Milestone building date category okay this is date description previous step we created right rent contracts and like that first we can assign here building rule okay building data this is building data how building can be done building rule down payment I maintained here okay if you maintain here automatically it will come for all if you can maintain percentage B base okay we cannot maintain down payment we can maintain percentage base okay fixed date okay fixed date how it will come okay zero fixed date date not copied from Milestone for this okay I will show you that in sales add level will if you can maintain bilding black automatically it will come in sales order you see it in priod if you cannot maintain it it will not come okay building type which building type we can use you cannot maintain here we can maintain there okay that is building this is date category date category level major configuration is there for this okay allocate date category okay whatever date category we created that's we can allocate here okay building plan type 0101 date category you can maintain okay come back close it next maintain date proposal for building plan type okay this is we can use for only Milestone building we cannot use it for we cannot use it for periodic building okay start date is 01 here reference building plan is there previous St it has came okay here we can maintain dates why why we can maintain these dates here whenever whenever we are creating uh sales order same can be repeated in future all the items in this case if you can maintain these dates automatically example um third month okay third month this date okay 0 3 what is 03 get contract signed okay contract signed what purpose we are using this okay this is uh I'm changing it to 20% I'm changing it to 20% here okay building black I'm building black automatically it will take building rule okay you can maintain 01 okay it is not down payment only this is the down payment fed building type these all are one okay you can maintain see one okay one it has taken Z2 you can maintain here how much percentage 30 30 into 60 one more is there we can maintain one more building plan same it will copy to your sales order okay if you want to change you can change there okay example 10% i m okay see same it is copyed to here F2 only you can maintain which building type it will can be performed not only F2 if you maintain J J dep you can maintain okay it will come to sales s level automatically okay automatically this is date proposal okay proposed date okay every time this is we it will come here sometimes some changes are there we can change there okay assign building plan types to sales document type if you want to maintain header level you can maintain War okay building plan type 01 you can maintain here okay you can maintain it okay Milestone building okay milestone building maintained next assign building plan type to item category item category level also you can maintain D is my item category here I maintain D where is d it not there deleted or what e a w I maintain zero because it has not taken okay 01 I change it to Milestone building before it is I change it to Milestone building okay see header level and item level both level I maintained how it can perform I can v01 okay Enter 7 all Z 3 246 not 2468 it is normal 10 okay this is our material okay 10 okay go to header here first you can maintain conditions okay conditions not there item level only you can maintain condition value okay pr0 example 300 okay we can maintain here building plans it will copy but we cannot maintain why because there is header automatically it is copied from there this uh uh we maintained there right prop date proposal okay based on that it has taken automatically if you want to change anything you can change it 876 reference there we can maintain date proposal right like this okay it has taken if you want to do bilding example it is it is uh down payment building okay down payment process down payment process uh this is for this there is some configuration is there that configuration is f is building plan uh building type okay along with building class I can explain down payment also okay no issue in your see this ajw condition must required for down payment SL V8 okay in your pricing procedure okay if you are using RV there it should be required if you are not using RV whatever you are using example I have created this okay here you should maintain down payment condition type a w r okay a with two requirement 48 is calculation based on that it will calculate in building level only erl okay erl we should maintain okay this is one mandatory and also slash and v f that is building type level F this this is not relevant for building plans okay this is down payment request classes okay I'm explaining anyway okay see bilding category down payment okay bilding category down payment request these are are most important things okay to maintain the down payment request okay this is not class today but I explained anyway it is there okay I'm unable to do building black Air why because I have I have header level okay if it is only item level we can do it example I'm going to do building here building this okay building relevance is the right rule in building must and should it is poor okay normal building one yeah I'm going to create building for this Milestone okay this milestone building okay only building it is not relevant for delivery okay if you want to delivery you can maintain item category CP schedule and category CP with shipping point determination how shipping point determination you can create instead of service material you can see f a down payment request double click here in main item level F A is bank here it is get this amount here that means this amount is relevant for okay this amount is relevant for down payment okay it can be created down payment request there is fi errors are there okay already I cleared before the class okay go to accounting here accounting and also can be generated Rand Co Rand Co for this customer down payment request created okay this is down payment reest okay next slash va02 here I can remove one more building BL I can do building for this month okay go to building plan remove this building black header level because header level is there we cannot change it in item level I will show you only item level also go to building here vf1 also you can use you can enter sales there you can do it see this is normal building like this you can do it okay now I'm going to remove V VA building plan in header level okay only item level I can create okay or here I can remove the building black building plan okay building plan not required in header level in this case how system can perform I can show you okay sln va01 okay Enter okay 10 quantity whatever it may be header level now it is not there see header level there is no building plans why because we have not maintained building plans at header level okay we have not assigned there only item level first we can maintain this one PR okay whatever amount okay you can if you can maintain condition it come automatically down payment it cannot be performed in at uh sales order level if sales order level it can perform in building level based on that calculation type and requirement requirement two that is noral calculation type how it can be calculate when our down payment is there this building rule is four in this case that net value can go to inactive okay down payment amount can be with the condition that is the you can Che V sl06 SL V sl06 that is what is that b sl06 is uh AJ is a w is down payment request condition type discounts on S charge positive value fixed amount okay fixed amount down payment request down okay down payment clearing okay clearing also it can be done okay in conditions value access sequence not required anything not Reed based on calculation type it can be worked in that calculation is calculation is routine in routine level there is how down payment if willing rule is poor system should uh system should inactive all other prices only down payment uh condition only it can be done in bilding level why it is not done in sales order level sales order level different building plans are there we cannot that that is not only that is only not relevant for down payment remaining building also there so it can be performed at building level okay yeah you can remove you can remove it you can do building okay next once that is complete you can remove it you can do it whenever this date this work is completed this Milestone is completed that time you can do it okay this is standard normal ousd uh periodic building Milestone building and down payment okay down payment process in sometimes we will get this Milestone from PS module in PS module transaction code cj2 n okay under the transaction okay Pro the PS people PS project system module is there they can create project under Project work breakdown structure we can call as Double Bs element under Double Bs element we can maintain the Milestones okay if you if you can enter mil WBS element here okay automatically whatever Milestones created that date system automatically taken here we are entering manually or we are getting from configuration this is different PS level full pledge they can maintain they can control when out the that work is completed we can release there then only we can release building black es module is there and also Network also instead of net doubleb under project they can create networks under Network they can create Milestones okay it will come automatically it is not possible to show you without PS consultant but that is the process where I will show you where they can create this okay CJ 20 we may not get into sales order I will show you the transaction you can have some idea on this see this is the uh project Builder cj2 and transaction here you can click here if you know any double bment you can enter it will provided by PS consultant click here automatically it will open see this is Project under project doubleb element created under doubleb element these Milestones created if you want to create more Milestones it is selected under Double Bs okay double vs element sorry Milestone okay 100 one more Milestone we can create here okay one more Milestone we can create under this Double Bs element okay it is created by it is created by PS consultant not SD they will give this WBS element or instead of this WBS element they can create uh Network also okay under Network they can create these things okay see I selected WBS under WBS again I created WBS again I created this one however you want okay you want to create network sorry Network we cannot create under here under here you can want to create network you can create under Network also you can create Milestones okay here lot of uh settings they can maintain for this uh WS see fixed date completion date everything they can maintain see fixed date actual completion dat okay everything they can maintain based on this we can release building black in sales order level okay this is this process may you may get if PS consultant is there otherwise we will not get it okay this is the overview of Milestone building periodic building and along with this Milestone and periodic building I explain you down payment request also okay down payment request also okay this is the overall as for periodic and Milestone building with down payment okay if you like my video please subscribe my channel neutral mens please share it to your sap SD friends and sap other modules videos also available in my 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