Hello ,
Use Case :
Customer gives adhoc / lump-sum advance 30,000 . Payment Entry is created for the same.
After few days gives Sales Order (Customer PO) .
Sales Order is submitted , User would like to link the advance received against the submitted sales order.
How to achieve this ?
Thanks
sorry , but it doesn’t have the solution for the above use case.
let me know if you were able to do it.
Hi @jignesh_shah
From what I understand, you can link Payments only to Sales Invoice and not Sales Order.
Here are the steps to follow for your scenario
- Record the Advance Payment as a standalone
Payment Entry
let us say Rs.10,000 /-
- When Customer issues a PO, record as
Sales Order
, let us total value is Rs.1,00,000 /-
- Create a
Sales Invoice
from Sales Order
for Rs.1,00,000 /-
- While creating
Sales Invoice
fetch Advance Payment in the Advance Payments
section, Rs.10,000/-. Save and Submit the Sales Invoice
- Now in the
Accounts Receivable
Report you will see that out of Rs.1,00,000 /- , Rs.10,000 /- is Paid
and outstanding is Rs. 90,000 /-
If you would like to see payment details against Sales Order, you will have to
- Create a Custom Report for it or
- Fetch corresponding Sales Order number in the Sales Invoice and add that Column in the Accounts Receivable report
Thanks for your detailed steps and efforts , but In the above case, user just wants to allocate the stand -alone advance to submitted Sales Order and would not like to create sales invoice.
i am not sure why but i can see and able to allocate payment entry against sales order. PFA in case any issues please do call back.