FoC orders with Net value

[former_member558243]

Dear SD Gurus

Can you please suggest on below scenario for Free of Charge sale process in Columbia?

We have a FoC order type - ZXD1 (sample sales) - business forward samples to several destinations for future sale purpose.

Item category -ZXD1 ( 100 % discount applicable using condition type R100)-net value will be zero always.

Item category -ZXD2 ( ignoring the requirement 55 which is 100% discount through R100) - net values will be displayed

Steps we are doing:

1.Creating a sales order with ZXD1

         Entering material & quantity - ZXD1 will be fetched and net value will be zero - This is correct as per FoC scenario-

2. But in Colombia - as per legal terms , invoices should not be displayed with zero values .Hence users are creating ZXD1 order by changing the item category from ZXD1 to ZXD3.

So, here net value will be displayed and again users are creating credit notes to nullifying the amount.

My question here is , how can we populate the net value without using ZXD3 item category because we don't want to create credit note again for sample orders.

Can we use ZXD3 item category still to show only on invoice/to not to hit GL accounts?

Or do we have any alternative solution for this?

Thanks in advance.

Regards

Raja

[Lakshmipathi]

Why don't you generate proforma ?  Since you don't want the values to be posted to FI, you can generate proforma

G. Lakshmipathi

[former_member558243]

Dear Lakshmipathi sir, Due to some reasons our business is creating accounting documents also for the FoC orders with net value zero. I don't know the reason here how these are being generated. But now, in my case as well , business wants to use ZXD3 to display the net value for the billing document and accounting doc also will be created. This implies the legal terms in Colombia.Here GL accounts are hitting. But users are creating credit notes again to nullify the same amount which is again an unnecessary process by using ZXD3. My question now is , how can we show the net value fo FoC orders/billing docs and we don't want to create any credit notes further to nullify the amount. Screenshot attached for ZXD1 with net value zero

[former_member558243]

Dear Lakshmipathi sir,

Here in Colombia , the creation of invoice with zero value is not accepted .Also proforma invoices are not accepted as per legal norms.

So, we must create an invoice with net value but should not hit customer account.

Suggest me here is , if we create a statistical condition type to just to display the net value , will that be fine?

Also, suggest me how about COPA and COGS exists into this picture.

Thank you

[former_member558243]

Dear Lakshmipathi sir, Here in Colombia , the creation of invoice with zero value is not accepted .Also proforma invoices are not accepted as per legal norms. So, we must create an invoice with net value but should not hit customer account. Suggest me here is , if we create a statistical condition type to just to display the net value , will that be fine? Also, suggest me how about COPA and COGS exists into this picture. Thank you

[Former Member]

Hi Raja,

Not sure what is ZXD3 item category ? I assume pricing is relevant for that condition.

The requirement to not to hit G/L can be achieved by setting the relevant condition types in the pricing procedure to be statistical.

Regards

[former_member558243]

Hi Venu

ZXD3 - item category also is in use for samples

Billing Relevance  - A(Delivery related Billing)

Pricing -X (Standard)

Determine Cost - X

And also suggest me how Colombia is working with FoC orders ? because as per my business , they require net values in orders/billing docs because of legal terms .

Thanks

[former_member558243]