MSA- Down payment processing

Functional details

MSA supports down payment creation following standard down payment process available in SAP DBM. Process is only valid for document category – order.

As a prerequisite, tax codes have to be defined in the MSA customizing as described in BFSG document.

To activate the function, ENABLE_DOWNPAYMENT parameter must be set to true and backend customizing for down payment must be in place.

Once activated, a new button will be shown on the overview screen, job summary bar as presented on the screen below.

Down payment process is always initiated from the overview screen.

Down payment List with functions

Functionality is composed of the following elements:

• Down payment list overview – with statuses derived from the backend system.
  Red – down payment created but not paid, Green – down payment settled
• Down payment creation
• Down payment deletion – only when down payment not settled in the backend. Slide left on down payment line to get to delete menu
• Down payment edits – only when down payment not settled in the backend
• Summary on the overview screen – total amount of down payment requests created is displayed next to the job-price overview
• Summary on the handover screen – total amount of down payment requests created is displayed next to the job-price overview on the handover

Down payment creation