A decrease in the price, for a period already invoiced, results in a sales credit memo to one or more periods.
Example:
Initial situation:
Quantity in the Contract line: 2
Price in the Contract line: 200,00
Start date: 01.01.23
End date: 31.12.23
Billed Until: 31.03.23
Input:
New Quantity: 0 – the quantity remains the same
New Unit Price: 100,00 – the unit cost decreases from 200 to 100
Date for Change: 01.02.23 – the period from which the change comes into force
Posting Date: 01.02.23 – the posting date of the sales invoice
Status for Change: the status that is set briefly to execute the change
Combine Periods: If activated, sales invoices which concern several periods are summarized on one invoice.
Change Dimensions: see Working With The App, Dimensions, Dimensions in Contract
Caution
For scheduled changes in periods that have already been billed, a posting date must be specified, otherwise the resulting document cannot be posted.
Result:
However, the unit price has been reduced from 200 to 100 in period 2, which results in a reduction of the line amount and thus triggers a sales credit memo.
The sales credit memo is created but not posted and can be seen in the relevant Payment Plan lines in the additional table Number of Assigned Documents and can be posted there.
The unit price in the Contract line has also been increased as the new price affects the next billing interval.
The unit price in the Contract line has also been increased as the new price affects the next billing interval.
