How to totally closed sales order with out creating invoice?

[Former Member]

Hello,

As mentioned in the subject, how can I completely closed a certain outstanding order with out creating invoice?

Background:

We have a special case where we have Sales orders that we are expecting to be invoiced once we received the credit note from the supplier. (this is a special return business case).

Of course the sales order has a delivery note and shipping invoice tagged to it as the sales item already been return to the customer(supplier).

Now the credit notes have been received, but instead it was post manually to FI. In this case we could no longer create the invoice in the sales order as it will be considered double booking.

In the end, it was decided that the manual posting in FI should be retain, but our problem is how we can closed off the sales order? As it in business point of view, it is already considered completed?

Any status I can flag , TECO maybe? or anything..?

Thanks in advance..

Regards,

[former_member186385 · Accepted solution]

Hi,

you can set Reason for Rejection at Sales Order

and as alternatively  you can use USER STATUS profile with status as Complete

in the status profile settings you have to ensure some business transactions are properly checked so it will ensure the status of sales order

assign this status profile to your sales order type in VOV8

thanks

santosh

[Former Member · Accepted solution]

Hi Santosh,

If I set/use the User status, will it change the overall status from In progress to completed?

All will still remain as is?

Thanks.

Regards,

Tina

[former_member184555]

Hi Tina,

Similar to the transaction VL_COMPLETE which is used for changing the status of delivery documents to 'Complete', the transaction V_MACO can be used to set the status of sales orders to completion. I haven't used this transaction anytime before and hence couldn't provide you much details. Please refer the OSS note 801065 (Manual completion of sales documents) for more details.

Hope this helps you.

Regards.

Ravi Sankar

[Former Member]

Hi Ravi,

Unfortunately that transaction is not open for us, I mean no one from the business has the authorization. But we'll try to look on how to used it.

Thank you for the help..

Regards,

Tina

[hussain_multhazim]

Hey Tina

You can achieve this requirement through Reason for Rejection.

[Former Member]

Hi Tina,

You scenarios is not clear.

Can you please share what all documents are created so far in SAP differentiaing for Customer and Supplier?

Thanks in advance,

Kind Regards,

Manish Kumar

[Former Member]

Hi Manish,

We have a sales order (for our return of item scenario process). So we are like selling the item we are returning to the our supplier in which case now customer.

We have return already the item to the customer so we have created the DN and Shipping invoice already against our return sales order.

We are expected to create invoice once we received the credit note (for the return item) to generate the turn over for the return item.

However, the credit note was posted in FI manually, and not via invoice in our sales.

So we have outstanding orders now, the decision was to closed the sales order instead since the credit note already been posted in FI.

Hope its clear now...

[Former Member]

Thanks for the clarity,

How about  creating the invoice so that you can complete the flow and it's "manual reveral FI posting" to avoid double postings??

Kind Regards,

Manish Kumar

[Former Member]

Hi,

One of the soultion is Reason of Rejection at Sales Order suggested by Mr. Santosh and other may be you can follow these steps:

1. Goto Tcode: VA02

2. Click on Status Overview (beside to Document flow status)

3. If the order quantity is 20 tons

4.  Ex: Delivery status    -  Partially delivered   -  10.000 TO Delivered   - 10.000 TO open

5. Remove the Delivery quantity from the Total order quantity

6. Ex: Total quantity - Delivered = Open order quantity.

7. Do the changes accordingly  (Remove the Open order quantity do equal  order quantity and delivered quantity)

8. Save the changes

9. Now check the Document Flow. it will show order completed.

Hope this helps.

Best Regards,

Kishore

[Former Member]

Hi Kishore,

Thanks for the answer...

We did not have any partial deliveries as all qty have been returned/delivered in full..

Regards,

Tina