How to Close Delvery Documents without doing Billing

[Former Member]

Dear All,

I would like to Close certain Delivery documents for which billing has not happened.

Thanks & Regards

Gangadhar.

[former_member184555]

Please check the Note 992587 - Manually clolsing completed deliveries. It explains the purpose, process and drawbacks in changing the status of delveries manually.

[Former Member]

Hi,

Ideally, if a Delivery document is relevant for billing (set in your configuration), then the delivery will only be automatically set to "completed" in document flow after you have performed billing.

Otherwise, it will always be in the status "Being processed", but if PGI has been performed, then it will only show that GI is completed, but overall Delivery document remains under "Being processed".

This should then call for a business decision to check why the Billing for this Delivery (which has been completed) has not happened to probe the problem further.

If the transaction is cancelled, then all the relevant delivery and order document should be cancelled accordingly, which other contributors have already mentioned.

Hope the above helps.

Thanks.

[former_member182378]

Close certain Delivery documents

Please explain what you mean by "close" certain delivery documents?

Note: there are terms like delete and cancel but not close

- Delivery , sales order are deleted

- billing document is cancelled

I would not suggest to delete deliveries.

As creation of deliveries has consumed resources (Admin man-hrs), could help in management analysis.

If goods have been issued i.e. picking has been done, goods are sent to the customer, wouldn't you want to charge the customer for these services, even if customer has not accepted these goods?

IMPORTANT: If PGI for a delivery is done, goods have not been accepted by the customer; where is the material? what about inventory correctness?

Material has to be "reentered" in to the stock, for inventory correctness. Think about this point too.

Furthermore, if the management would like to have some records of "not-accepted by customer" deliveries, for its analysis and "strategy" purposes.

Look at field "Delivery block" in header level of the delivery, Tab Administration, could this meet your requirement.

Note "Delivery block" cannot be used if a delivery is PGI

Important is where is the material for the deliveries you want to "close"

Message was edited by: T W

[jignesh_mehta3]

Hello,

Have you processed Goods Issue for these Deliveries? If yes, then you cannot close them, without creating Invoice. Or you will have to reverse the PGI with T-Code VL09 & then follow as suggested below:

If they are just Open Delivery Documents, then go to Header Details - Administration Tab & insert Delivery Block Control.

You can also delete the Deliveries, but that is not advisable.

Thanks,

Jignesh Mehta

[Former Member]

You can also delete the Deliveries, but that is not advisable.

     Dear  Could u give clarification above line what may be defects

thank you so much

[jignesh_mehta3]

Hello Venu,

Say you reverse a Delivery & then Delete the Delivery Doucment.

Now the Material Document (Good Momement) - Original & Reversal will remain in the system without any Preceeding Document (Delivery Number). Thus in future if you get a query that why was the material doucment reversed, you will have no documentary support for this.

Thanks,

Jignesh Mehta

[Former Member]

Hi,

If PGI is done then you have to reverse the PGI (through VL09)& cancell the delivery documents. if not then you can close the delivery documents.

Regards,

Vikas

[Arif1]

To cancel Outbound Delivery -
1. reverse goods movement by vl09

2. cancel outbound delivery by vl02n