Document category changes to credit from returns

[Former Member]

hi,

we have changed the document type category from that of the returns to the credit memo request and modified the order related billing type.

When we wanted to move changes to the production, we see that there are 2500 documents lying with some delivery created and some with open orders;

can any one suggest the best way of handling this situation;

[Former Member · Accepted solution]

Hi,

Changing the document category for a document type when it is in use in production is never recommended. The reason being, when category of the document type changes, there are a lot of effects on the system especially on the VBFA table. The already lying documents may have a problem as you will have created delivries for the same and you many not be able to take it any futher as the document is now order related billing (with new config moving into config) and not delivery related billing.

So, the best way to handle this kind of a situation are

a. Bill all the delivery that are pending in production. In case the situation does not allow, then, try to reverse the delivery and delete it.

b. Complete all the open sales orders in production. Else delete them.

c. After a and b are complete, you can move the document type into Production.

Alll these activities are to be completed on a non working day (preferably Sunday) so that no new documents get created. You can block all the user authoriztion for some time so that you can achieve the results...

However, the word of caution before moving the new config: IF you move the new config, you cannot reverse the old documents any more....

Hope this helps...

Thanks

Mukund S