ERP User GuideSAP Business One

SAP Business One

Sana Commerce 9.3
Your connector



Applies to: Sana 9.3.3

Only B2B customers can pay their orders partially based on prepayment %.

A prepayment is an amount paid in advance by a customer to a merchant for an order.

For example, a customer orders the custom-made furniture, which will be produced according to his or her requirements, like materials, parameters, color, design and so on. In this case, a merchant can ask for a payment in advance to make sure that when the furniture is finally made, a customer will definitely buy it.

When a B2B customer creates an order in the Sana web store and a prepayment % is available for this customer in SAP Business One, he or she will see a prepayment amount that must be paid in advance on the Payment information step of the checkout process.

Enable prepayments in Sana

In Sana Admin click: Setup > Ordering & checkout > Ordering and in the Online order payments field for B2B customers, select the Amount based on prepayment rules payment type.

Set up prepayments in SAP Business One

Step 1: Open the Business Partner Master Data of the necessary customer. On the Web Store tab specify the prepayment percentage.

When B2B customers pay based on prepayment percentage set in SAP Business One, the following rules are used:

  • If prepayment % equals to 0, then a customer will not pay online, but on account instead.
  • If prepayment % equals to 100, then a customer will pay full order amount online.
  • If prepayment % equals to 20, then a customer will pay 20% of the total order amount online. The way B2B customers pay the remaining amount depends on the agreements they have with a merchant.

Step 2: Click Web Store > Web Stores > Payment Processing. On the Payment Processing tab, enable the option Post A/R Down Payment Invoice Automatically. If you enable this option, all sales orders placed by the customers and paid online through a payment gateway in your Sana web store will be automatically created in SAP Business One with A/R down payment invoices. The A/R down payment invoices can be created either for the total order amount or for the partial payment based on the customer's prepayment %.

For more information, see "A/R Down Payment Invoice".

If a customer pays some prepayment % of the total order amount in the Sana web store, then the prepayment % and down payment amount are automatically recorded in the A/R down payment invoices created with the sales orders in SAP Business One.

ERP User GuideSAP Business One