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Recalculation of Free Goods During Sales Return S/4HANA 1809

I am looking for expert opinion:

Scenario: Sold SKU A 100 pcs(item 10 tan) with Free SKU B 10pcs(item 20 Tann). While min order qty was 10 to be entitled of 1 FG(exclusive)

Now Customer wanted to return only 50Pcs (Ren) with Ref Invoice/Sales Order, but the system still asking for the 10pcs (Renn) of FG, means not considering the changes in mainline item.

I wanted to know is there any standard mechanism by using that we can control it and performed the re-calculation of Free Goods? OR it has to be controlled manually/SOP only.

Please share your valuable input into this based on your past encounter within S/4HANA 1809.

Many thanks in advance for your valuable feedback!

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3 Answers

  • Posted on Jul 02, 2020 at 08:46 AM

    Muhammad Noman Ashraf Khan please do not change the document category for returns from C to H!

    A lot, I mean a lot of standard coding depends on it, it is not just free goods, there are plenty of other processes, including but not limited to reporting, there will be surely a negative impact on Finance, it will mess up the whole order to cash process; your item categories will not work as before this change, they will work in the opposite direction, pricing will be probably incorrect, the postings will be a mess.

    Some years ago SAP changed the concept of determination for customer sales transaction types in DSD (where we also had some custom coding to cope with the limited functionality at the time). As a result, neither the standard, nor the custom logic worked as we needed, I had to delete and recreate the determination of items for most document types used in the system. It took weeks to configure and correct all problems, to retest all existing processes for several countries, to verify all print forms, the reports, pricing and so on. And we did not even change the document category for any document, it was only the treatment of specific items that changed in standard and led to this.

    I would not dare to think what could be the impact on existing documents in PRD if someone changes the document category. As far as I know, there are no reports delivered by SAP that could correct the errors (this probably means paying for SAP consulting services, which are not cheap, not to mention that this will take a lot of time and effort).

    It is not worth it to break the system just to use free goods, really :)

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    • Hi Veselina,

      Thank you for sharing your experience and valuable information!

      I had also faced a situation where, in one of my previous project, I started receiving issues from various plant's users who were using the normal (OTC) process. In which, after creating partial delivery(s), scheduling agreement was showing 'Completed' and issue was escalated to the department heads including our IT head. I immediately replicated the production scenario in Quality and Dev (Unit Test) and found the same issue, created test cases using other document types and it were working well. I did analysis for couple of hours and got to know that 'Item rel for del' checkbox was ticked in the item category. Wheres in standard delivery related billing, 'Schedule line allowed' field's checkbox is ticked. I was surprised with that change in the item category as I was the only single SD Consultant working for that client.

      Nevertheless, I was 100% sure that I have not made this change. Hence, I started searching for the transport request and user ID using which this change has happened. Fortunately, I remembered some E071* table for that purpose and saw that it was PP Consultant who had made that changes which I could see his user ID. I asked him and he was blank and didn't know what to reply after knowing the consequences that had done. Fortunately, managed to suppress the mistake and made the changes and got the same moved to Production.

      Hence, before making any changes in standard setting(s), it is always better to read related OSS notes and discuss directly with SAP about the consequences.

  • Posted on Jul 01, 2020 at 05:01 PM

    I don't see why you would want to have free goods determination for returns. Probably I do not understand the business specifics in your company, but in the industries where I have worked so far, the customer can decide to return any of the original items - free or non-free if there are quality issues.

    You create the order with reference to the billing document and in VA01 you can choose which items you want to transfer to the order.

    It is interesting that in your case (returns order) you mention that free goods are redetermined. In standard this should not be possible, free goods works only for sales documents with category 'C', while RE is 'H'. If free goods determination and item generation is triggered in your system when you create return orders - check the document category first, then look for custom coding.

    Or did you mean something else by "the system still asking for the 10pcs" - like copy control problems or you expected that if you have in the billing for non-free products quantity 100 and for free products quantity 10, that if you change the main item to be 50 that you expect the free quantity to become 5? This is not standard behavior and, as I tried to point out, it does not sound logical from business perspective. I guess, you could influence this via custom code, but it is the wrong thing to do, when you have returns, you are supposed to capture the actual situation (what the customer says that is faulty, not just set some quantities proportionally).

    It may not seem like a big deal, but it is actually important. There is no such thing as free, these free items are probably a part of a promotion, with its own budget.

    This is not just valid for S/4HANA 1809, it is also valid for older versions. From what I have seen so far, the functionality of free goods works exactly as it did in ECC6.

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    • Thanks for swift response Veselina!

      Let me more elaborate about the situation, Sales Return can be made due to many reasons not only for faulty! Currently, I'm working for a Distributor client. Where Sales Return can happen without faulty/expiry etc. Fresh Goods you can say in the case of Shop going to close and could be many reasons. Client only wanted to put control in with reference case as every type of discount will be revert as per Qty updated generally so why not FG's because End customer can play by using that loophole. If there is no system control. Furthermore, Promotions/FG are not always from Brand/Principal it can be claimable or un-claimable too.

      You are right Free Goods redetermination can be happened by changing Document Category from H to C. But currently it's referring only from sales order/billing document, not happening determination becuase I have not changed from H to C. I have made simply few changes only in copy control to get it.

      Point 1: Recalculation is working when using C document Category but only when FG condition is valid. However, I'm looking for the conseqence for changing document category H to C while its pure Return case.

      Point 2: If FG condition is not valid it's not working at the time of return.

      Let me have a few more inputs in this context, otherwise, I have to do it with some coding may be.

      Thank you once again.

  • Posted on Jul 02, 2020 at 08:00 AM

    Actually, I never suggested that you change the document category for returns, it would be the wrong thing to do! I only mentioned that you check it if free goods determination works in your return order (because normally it should not).

    If you are struggling with copy control settings, it would be easier to help you if you share screenshots.

    I am having challenges to understand this (I am not a native English speaker):

    "Client only wanted to put control in with reference case as every type of discount will be revert as per Qty updated generally so why not FG's because End customer can play by using that loophole."

    What kind of control do you need to establish?

    Do not allow the return of paid product above a certain quantity if this was used to give out free goods? Or not reimbursing the whole amount if you return paid products that were a part of promotion, or that you can only return the whole promo package... Probably there are a few more possible business decisions on how to handle the problem, and each of these will require different solution in the system.

    Frankly, free goods in ECC and S/4 is an abomination, you do not lose much from the fact that it is not designed to work for returns.

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    • Could you please help me to understand. What would be the major wrong/impact if we go with a change of the document category!

      The client just wanted to developed control due to many domestic trade reasons :) if we have not captured properly that point.

      Anyways, I have no issue with the copy control its working fine. Furthermore, I have checked thoroughly it's working in case of FG deal is not valid too.

      Cheers!

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