Print FI after changes in header (customer name and sold-to)

[Former Member]

Dear All,

As this is my first posting in this community please consider if any data is missing.

I work in finance more than 15 years now however always with Oracle.

Now I have changed companies and work with SAP however some doubts can´t be managed by our local IT team.

I know, at least in Oracle, that when changes are done in a customer master data (name in this case) if we re-process the invoice and request a print the new PDF document have the changed data.

In this case I had a SD open in customer A but meanwhile the SD have been changed to customer B, but once the changes were done in SD, the invoice have been printed with old company name and tax data.

So, in SAP I have it OK but when printing, and for audit purposes, it´s wrong.

Everyone says the only way is to Credit & Rebill but (and once invoice is paid), I really would like to know if I can do this in SAP as well.

Something like reprocessing or re-consolidate forms from the actual GL data and not from initial GL data...

Can you help?

Thanks

[Former Member]

So, if you cannot afford the development the proper ay is reverse the document and re-enter data with the new customer master. Because if you posted a billing document to the FI it means that this document is related to external reporting (mostly governmental or audit).  The header data is stored the table BKPF and the line item data is stored as the BSID (if customer related) I do not recommend but there is still possibility to change the database table. 

In my opinion if there are not much document at all reverse them and re-enter with the new datas.

Best regards

[Former Member]

If you already had sales order delivered  then Credit&Rebill is the correct option.

In standard SAP when a sales order is created the customer master data is copied into the sales order.

You can change the custom master that those changes no longer will affect an existing sales order. This is done to preserve integrity of the data for legal and audit reason. Until the delivery is done you can still go into the sales order itself and change the sold-to/ ship-to/ bill-to partner addresses directly bon the partner tab. But once the delivery is done pretty much of the sales  order information is locked, you can no longer make changes.

[Former Member]

Quetion is not clear but what I understand is you want to change the customer master data such as name and when you print out the invoice the printed document has to have the new datas right?

If yes; if you are using the standart SAP print functionality it takes data from database table. In addition your invoice already sent to data base before you changed so it seems not possible. Generally we aredevelopping a print out program in our country (because of the legal needs) if you develop a print out program you can easily make correction to print out if not maybe an user exit works but not sure!

Best Regars.

[Former Member]

Hi Mustafa.

Thank you for your information however, and as an initial company, we cannot afford to have such development (at least yet) and I am sure that SAP features, have this possibility.

As explained, I had a sales document (order) that was launched in customer A, now order have been changed to customer B and billed properly in SAP, but the actual document have old data.

Thanks for your help

[AntonFarenyk]

The question is not very clear. Standard SAP behavior would be to change the name in PDF printout of billing document after master data (name) change. Normally in VF03 –>Issue output to… you can see the new name right away. May be it depends on how you access the PDF. If it’s an old PDF before changes occurred then old name on it will be normal. May be try to delete/repeat output in the header of your billing document. Otherwise please try to clearly re-explain your issue.

[Former Member]

Hi Anton.

Many thanks for your reply.

To be more clear, and very practical, a sales document was entered in certain sold-to, then changed the sold-to directly in the sales document and the invoice have the old name as well.

Done the repeat output process but still, old name...

Any ideas?

Really didn't want to credit & rebill for this (and in a future if some address number is wrong, or any other non tax data, I would not like to do this process as well).

Thanks for your help