NAV Specific

Prepayments Configuration

Prepayments are payments that are invoiced and posted to a sales order before final invoicing.

Prepayments are available for B2B customers only and for the 'Order' order type. For quotes prepayments will result in working as 'Full amount paid on account' payment type.

To be able to use prepayments, firstly you should enable this option in the Sana Commerce backoffice. Open the Sana Commerce backoffice, go to Settings -> Checkout and in the 'Online payments for B2B customers' section choose the 'Amount based on prepayment rules' payment type.

In Microsoft Dynamics NAV prepayment percentage can be set per customer, to be used for all items, or per item.

If prepayment percentage is assigned to both, customer and item, prepayment percentage set for an item is used.

To assign prepayment percentage to a customer in Microsoft Dynamics NAV:

Step 1: Go to Departments -> Sales & Marketing -> Sales -> Lists -> Customers.

Step 2: Find the customer to whom prepayment percentage should be assigned and open the customer card.

Step 3: On the customer card expand the 'Invoicing' tab and set prepayment percentage in the 'Prepayment %' field. Close the customer card:


Assigning Prepayment Percentage to a Customer

This prepayment percentage will be used for all items ordered by this specific customer.

If prepayment percentage is assigned to a customer and equals to '0', the prepayment will result in working as 'Full amount paid on account' payment type.

To assign prepayment percentage to an item in Microsoft Dynamics NAV:

Step 1: Go to Departments -> Sales & Marketing -> Inventory & Pricing -> Lists -> Items.

Step 2: Find the item to which prepayment percentage should be assigned and open the item card.

Step 3: At the top of the item card click on 'Related Information' and select 'Sales -> Prepayment Percentages':

Assigning Prepayment Percentage to an Item

Step 4: In the 'Sales Type' column set whether prepayment of an item should be applied to the specific customer or to all customers.

If prepayment percentage of an item should be applied to a specific customer, this customer should be set in the 'Sales Code' field.

Step 5: In the 'Prepayment %' field set prepayment percentage for an item. Close the 'Sales Prepayment Percentage' form and item card.

When a B2B customer is processing an order in the webshop, the prepayment amount for an order is shown on the third and fourth checkout steps ('Order overview' and 'Submit order'):

Prepayment Amount Presentation for an Order

When an order is processed, prepayment amount can be also seen on the 'Pending orders details' page, the 'Invoicing' tab.

In Microsoft Dynamics NAV prepayment percentage is stored in the sales order lines, the 'Prepayment %' field.