How to close open sales order without completing Delivery/Invoice?

[ali-sd]

Hi all,
Need your support in the below case.

Business Scenario
My client is in liquid gas sales. When they create sales order for 1000 Lts, and by the time it reaches the customer place, 1000 Lts becomes 900 Lts due to long transportation time. So client finally decided not to do PGI until the gas items reach customer place. Below is the process flow in SAP system:
SO (1000 Lts) - Delivery Creation (1000 Lts) - Customer Received (900 Lts) - Delivery Edition (900 Lts from 1000 Lts) - PGI (900 Lts) - Invoice (900 Lts).

In this case, sales order will always remains open. How to close such sales orders?
Do we need to create credit invoice with reference to sales order?
If yes, what is the configuration?
Else what is the best solution for this?

[Lakshmipathi]

You've chosen the wrong tag as Sales and Distribution, for your question which decreases its chances to be answered. I have changed the correct tag.

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[sez41]

Why don't you cancel the sales order by putting a reason for rejection?

Better idea: Did you explore by any chance POD (Proof of Delivery) functionality?

[ali-sd]

Answer to your first question - I should not set reason for rejection for this sales order as already 950 lts have been delivered and billed. Standard SAP will not allow me to set reason for rejection for an item unless the invoice is reversed, PGI is reversed and the respective delivery doc is deleted.

Answer to your second question - your suggestion on POD sounds good, will try exploring it, thanks!

[sez41]

As a matter of fact standard SAP will allow you to set reason for rejection for an item if the item is not fully completed, which in your case isn't, as the sales order is still very much open. Reversing the invoice and PGI is absolutely not necessary.

However implementing POD would definitely be more rewarding.

[former_member183501]

Hi,

Not sure what have you tried so far. By simply testing one sales order you should have find your answer.

By the way,didn't you try putting reason for reason at sales order item level after invoicing 900 Lts? Then check in VA05N>Open sales orders> then system won't show that order.

For blocking multiple sales orders tcode mass can be used.

Hope it solves your purpose.

Regards

Kamlesh

[ali-sd]

Hi Kamlesh,

I really appreciate your response. I think you dint understand my scenario well.
I should not cancel my sales order as I have already sold 950 Lts and billed for the same.
Standard SAP will not allow me to set reason for rejection for an item unless the invoice is reversed, PGI is reversed and the respective delivery doc is deleted. Hope you understood now the usage of reason of rejection.

[former_member183501]

Before replying here have you tested it in system that whether system allowing to put reason for rejection or not?

• Sales Order qty 10 pcs> PGI qty 10pcs>Invoice qty 10pcs. Now if you try to close sales order then obviously system won't allow.
• Sales Order qty 10 pcs> PGI qty 8pcs>Invoice qty 8pcs. Now if you try to close sales order then obviously system will allow.

I have tested the same in system and found everything seems to be okay.

Regards

Kamlesh

[former_member182378]

Kamlesh,

Your post is very clear because you have mentioned 2 scenarios. 🙂

TW

[former_member183501]

Thanks Sir.