The PI Down Payments module was developed to manage down payments in project and commercial orders (sales) within the ERP application Microsoft Dynamics 365 Business Central. The solution provides the technical basis and corresponding functionalities to handle down payment processes effectively and integrate them seamlessly into your business processes.

PI Down Payments enables users to handle down payments in a structured and precise manner, e.g. project down payments can be managed independently of specific project tasks, facilitating the distribution of down payments across multiple project tasks at final settlement.

Similarly, down payments can be managed independently of the individual order lines, so that subsequent changes to the order lines do not require the original down payment to be canceled.

PI Down Payments supports the following processes

Posting the down payment request

The solution enables accurate account assignment of the requested down payment to ensure correct posting.

Creation of the down payment invoice

Create invoices for requested down payments with a defined number range and use a dedicated sub-ledger account for detailed tracking.

Posting of incoming payments

The app records incoming payments and automatically performs a transfer posting.

Posting the final invoice

When the final invoice is created, the advance payments received are reversed.

All of this is achieved within the familiar Business Central environment, ensuring a smooth and intuitive user experience.

Increased efficiency through optimized down payment management

With the PI Down Payments module for Business Central, down payments can be processed quickly and easily. This streamlines various financial processes, reduces administrative effort and improves overall efficiency. The apps intuitive user interface and flexible management options make it an indispensable tool for any company looking to optimize its down payment processes.

Advantages of PI Down Payments

Seamless integration of down payment management in Dynamics 365 Business Central
Independent management of down payments in project and trade orders (sales)
Flexibility for changes to down payments without down payment cancellations
Possibility to create multiple down payment invoices, e.g. to map contractual constellations
Improved efficiency and productivity through optimized financial processes
Reduced administrative effort and intuitive user experience within Business Central

PI Down Payments

by prisma informatik GmbH