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Return delivery with reference to sales document header?

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We are looking for a way to create a return delivery (REN) with reference to another sales document but at the header only. The reason is that material # being returned is not on the original sales order but we want to link to the two orders together in the document flow. In our current template when creating a return delivery with reference, you must choose a sales order line which then chooses that material # to put back in stock once the return is processed. We want to put a different material in stock on return but maintain the reference to the original order.

Is this possible?

Scenario 1:

Customer wants to take part in a core exchange program where we ship them a new component A and they ship us an old worn out component B. We need to put the old component in stock so it can be inspected and recycled into another new component. If it fails inspection they do not get credit towards their original order. If it passes we issue a Credit Memo.

We would like to have the sales order/invoice for the new component and the return order/credit for the old component linked together.

Scenario 2:

Customer orders component A. Component A has subcomponents B & C. Customer wants to return B and receive partial credit.

Accepted Solutions (1)

Accepted Solutions (1)

former_member186385
Active Contributor
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Hi,

We want to put a different material in stock on return but maintain the reference to the original order.

Is this possible?

yes, It is very well possible to copy only the Header data into the reference document from the source with a small routine change

In the copy control from Source to reference document in VTAA transaction code, under Header tab insert

Copying requirement as 302

Scenarion 1 also covers

Scenario 1 covers your main question of checking the possibility of creating the reference document by copying only Header data

Scenario 2:

Customer orders component A. Component A has subcomponents B & C. Customer wants to return B and receive partial credit.

Create a Material Bom for A component under which B and C are sub components, if you sell Material A , B and C will be sub components and also B and C can be sold as Normal components other than the BOM products

hope it is clear

let me know if you have any further queries

regards,

santosh

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Santosh,

I think you have me on the right track but unfortunately making that change triggers a runtime error when executing the create with reference in VA01. It's complaining about a missing argument .

I'm looking into it...

former_member184080
Active Contributor
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Hi Paul,

Could you please share the message you got.

Regards, Sai Krishna.

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Error solved. In the customizing (VTAA), it allows you to choose item rules for the header, which will result in a crash. You have to be careful to only set header rules from the pick list on the header and item rules on the items (even though both are available for each other).

Answers (2)

Answers (2)

former_member182378
Active Contributor
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Paul,

I don't see any complication in scenario 1.

User creates a normal sales process (Sales order with component A > Delivery > Billing document)

With reference to the billing document (from the sale process), create a RE order, user manually changes the material in the RE order.

Do RE delivery and where applicable do RE credit memo.

In RE sales document type, in VOV8, billing block can be set.

Thus after RE delivery, inspection; if the goods pass the inspection, then the billing block from the RE order can be removed.

Thereafter RE credit memo can be created.

If in the inspection the material is not OK, then in RE order, for that line item reason for rejection can be set.

Former Member
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Paul -

You can also Try Returnable packaging concept for Scenario 1. for your case take returnable material (Component R) as a separate line item while creating sales order with a Zero Price along with your Component A. Do goods issue of Component A &  Component R. You have to allow negative stock for component R So that you can do goods issue of Component R without having stock of that material.Do Billing of both materials showing Component R as Zero price on invoice and in description  you can include that The customer is not obliged to pay for the component R unless they do not return it by the agreed time. Now you have complete tracking of all materials which are supposed to be returned and from which customer.

Now when customer returns materials,you have invoice number and item no against which you will create return order and do post goods receipt ,issue credit memo if it passes inspection.

Scenario 2 is pretty much standard-- Create BOM of component B & C ---Delivery ---Billing - Create return order with reference to Invoice for Item B ---Goods Receipt ---Credit memo.

Regards

Amit


former_member182378
Active Contributor
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Amit,

From my understanding scenario 1 is -

Sale of component A

and Return of component B (which is not a part of the initial sale process)

You are discussing, the sale process have both A and B.