Invoice to be created only after all the partial deliveries are goods issued

[Former Member]

Hi ,

I have a sales order for 2 line items and each line item is delivered separately . i.e. 2 partial deliveries are created. Invoice creation is automatic for us. So , I have to hold the first delivery from getting invoiced till the PGI is posted on the second one. how do I acheive this? I understood that this can be done in copycontrol-header routine(VTFL). but not sure how?

Murali

[VeselinaPeykova]

I agree with Jelena, that postponing billing, once you have performed goods issue, sounds like a tricky scenario.

Postponing goods issue for an indefinite period, if the products are not physically in the warehouse, especially at month end, is something, which you would need to discuss with your MM and FICO colleagues - I expect that they would have some concerns.

How would you know when to perform billing (and clear the billing block via an exit, as you are planning to go for custom development)? It could happen that one of the partial deliveries never reaches the customer, or it gets fulfilled in the next month.

To me, it would make sense to try negotiating with the customer to issue 'small' invoices for each fulfilled delivery and, possibly, introduce invoice lists.

[Jelena]

Technically in this case you shouldn't do PGI for just one delivery then. PGI usually means that goods left the warehouse. But imagine you did PGI for one item only. Now what? The customer picks up the goods without the invoice? Or are they sitting in the warehouse and waiting for the other line? What if there is a fire? You'd have nothing to show for these goods to your insurance company - they "left the building" on paper.

You might want to be careful with such scenarios. If you simply don't do PGI until all items are completed then all the deliveries should be combined in one invoice automatically.

[jignesh_mehta3]

Hello Murali,

You may discuss with your development team and develop a Copy Control Routine which will check the Sales Order item status before allowing to create the Invoice.

Since the Invoice creation process is automatic, once the all the items in Sales Orders are delivered, system will allow to create the invoice.

[Lakshmipathi]

Yes if you want to automate the process, you need to go with user exit.