Splitting documents with advance payment
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Changelog 2019-01-31

We recently got a question from our client – “Why can’t I split the sales order that has an advance payment? I need to ship what is paid.” ERPAG didn’t allow such documents to be split, because there was a payment linked to that document. But our client had a great point, and after a brief discussion, we made a change: You can now split the partially packed/received document, that was paid in advance.

split document

In the first case, our advance payment equaled to our first line item amount – $64.74. After invoicing the split and packed SO, the document got the status ‘paid’.

split document

The main question is: what happens if the advance payment is somewhere in the middle or even higher, it does not equal to any line item amount on the sales order?

split document

The answer is: the packed sales order will be marked as ‘paid’, while the rest of the advance payment will be transferred to the unpacked split SO:

split document

The split SO will appear on the Sales Order list, under the original document, with an addition to the number, in order to distinguish the original document from the split one.

split document


Note: The same rules apply in the Purchase Orders and Transfer documents.

Regards,
ERPAG Inc

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