Customer invoice needs to be adjusted for Volume/qty shortage

[krishg]

We have a requirement where in a customer does not want the invoice to be issued until the Goods are received. At the time of Goods receipt, if they have any volume/qty difference, they want the Invoice to reflect the actual volume/quantity and reduced amount(instead of getting two billing documents - original invoice and credit memo).

Essentially customer wants to pay only for the QTY received (and do not want the hassle of paying more and receiving the credit later).

Is this even doable in SAP using Std. configuration? Thanks for the response.

[prasanna_kumar4 · Accepted solution]

Hi,

In Standard SAP, Once we create the Invoice , we can't adjusted the Qty in Original Invoice ( Qty Modification is not possible in Invoice Level).

Work Around Solution are:

1. Rather than  creating the Original Invoice, create the Proforma Invoice and send the material, Once customer Confirm the Qty then raise the Original Invoice to Customer with confirmed Qty.

Config: In Transaction Code: VOV7, Billing Relevance Should be K.

2. Use POD Concept ( Proof of Delivery). to better understanding the concept check in Google so that you can find No.of documents.

[krishg · Accepted solution]

Thank you, Prasanna.Sorry for the delayed response.

I have another question, In some scenarios customer actually wants the credit to be applied in a subsequent invoice (change either the unit price / Volume in a subsequent invoice) instead of getting a credit memo.

In another scenario, certain customers actually want rebate also to be applied to subsequent invoices?

Is either of the above requirements feasible in SAP?

[prasanna_kumar4 · Accepted solution]

Hi

In some scenarios customer actually wants the credit to be applied in a subsequent invoice (change either the unit price / Volume in a subsequent invoice) instead of getting a credit memo.

To achieve your requirement, rather than changing the Qty or original price , Kindly add one more condition type in pricing procedure ( Its a kind of credit discount).

Suppose your original price is 100 and customer Credit is 10 then your price will be 90

In another scenario, certain customers actually want rebate also to be applied to subsequent invoices?

Kindly check the standard Rebate functionality.

if standard Rebate is not suitable to you then create one more condition type ( Rebate ) and include in the pricing procedure.

[krishg · Accepted solution]

Prasanna,

How would this condition type get the correct amount? Would that be automated?

To achieve your requirement, rather than changing the Qty or original price , Kindly add one more condition type in pricing procedure ( Its a kind of credit discount).

[Former Member]

Hi,

explore POD (proof of delivery) functionality.

Regards,

JM

[krishg]

Joan, Prasanna had indicated the same. Proof of delivery would meet our requirements for some of our customers.

Other customers actually want the credit to be applied to Unit price in subsequent Invoice. Meaning, if Invoice B1 had volume shortage . When we have another invoice B2 for the same customer, instead of issuing a credit memo they want us to apply that credit (from volume shortage for B1) to Invoice B2. I am trying to see if the customers would be happy with Delayed billing (instead of applying credit to subsequent invoice).

Another set of customers want the similar action to be taken for Rebates. Meaning once the rebate is settled, instead of raising a credit memo to the custom, we need to apply that Rebate to the Invoice.

Are above requirements feasible in SAP? and if it feasible (manual or automated), is it even  good practice to do this in SAP?

[Former Member]

Hi Krish,

in your scenario, for those sets of customers, you´ll have to do a lot of manual work as no standard will support your requirement. If this happens for a lot of customers, you can try to pass your requirement to an abaper.

Once your company understands the cost of manual work involved and risks associated, maybe it´ll willing to discuss with their customers alternative business solutions (depending on how important, those customers are for your company).

Regards,

JM

[krishg]

Joan, Thanks.

Is it even possible to do this manually? For example, a settled Rebate will result in Credit memo..How would you even convert this to a pricing condition on a subsequent invoice (or on sales document)?

Wouldn't this fail any reporting ?

Krish

[Former Member]

Hi,

it might work creating debit/credit memos from sales document, using a rebate settlement material  typing quantity 1 and typing in the pricing condition, the amount (that you´ve already calculated manually as difference between rebate settlement done and what it should´ve been according to real quantities invoiced).

While reporting, in this case, you have to consider all documents.

Regards,

JM