After close a delivery using a mouse right click , where are the items ??

[Former Member]

Hi Gordon, I am learning a lot using your book Mastering SQL Queries for SAB B1. Thanks

I have a question; regarding closing a delivery using a mouse right click.

When you close a delivery using a mouse right click (the original intention was to void or return the items to the inventory), how you reverse that mistake and where the items are in the system?

I ran an Inventory Item Audit and the merchandize was no returned to stock.

Thanks in advance for you help, Bart

[Former Member · Accepted solution]

Hi,

Welcome you post on the forum.

After you closed your delivery, you can only add a stand-alone sales return to get the item back. You may add manual note under remark.

Thanks,

Gordon

[Former Member · Accepted solution]

Hi Gordon we can't do a Sales Return because when you close a Delivery manually the customer account is not affected.

In orders words when you close a delivery manually you do not affect inventory nor AR !!!!!!

I consider a big security risk, because you can make merchandise disappear just like that.

Please correct me if I am wrong.

Thanks Bart

[Former Member · Accepted solution]

Your issue is not very clear now. If you do sales return without Credit Memo, your customer account will still not be affected.

My understanding is that your delivery is wrong that you have not shipped out anything to the customer. What is all the actual physical movement of the items? Explain it in detail.

[Former Member · Accepted solution]

Hi Gordon

1.- We make a Sales Order

2.-Warehouse prepares Order and issue a Delivery

3.- A Delivery is copy to an Invoice.

This is the normal process.

What happened was with some Deliveries, the merchandise was never pickup by the customer.

As we were new with SAP B1, we close the deliveries using a mouse right click option.

We know now that the right procedure is to copy a Delivery to a Return.

But my original question was where is the merchandize for the deliveries that were closed incorrectly?

The merchandize was not sent back to stock by the system,

I am very surprise, this is a big security risk because a dishonest person can make merchandize disappear very easy.

Thanks Bart

[Former Member · Accepted solution]

The option to cose a delivery without a return exists for scenarios such as sending out samples which will not be charged to the customer.

This should be controlled by allowing authorisation to close documents to a limited number of users who understand the impact of their actions in the syste.

The only way to correct what has been done is to create a return, then close the return ( should be an exact opposite of the delivery).

This will return the stock to the system without impacting the customer account.

The correct process initially would have been to copy the delivery to a return.

[Former Member · Accepted solution]

I think you have misunderstanding about Delivery document. Unlike Sales Order, once you created a delivery, the items covered by it will be out of your warehouse immediately no matter your close it or not. What I suggested you is the right procedure. Now Julie conformed it too.

[Former Member · Accepted solution]

Hi Gordon, please read my last posting and Julie answer.

That is the solution.

Still the closing option with right click in Deliveries is an open door and a big security risk.

[Former Member · Accepted solution]

Thanks

[Former Member]

Hi Bart.........

Closing a delivery does not mean returning item at all.

It is used when you have delivered and your Items are damaged during transport and it is as good as no stock to be returned as it is not in use now so you won't proceed such delivery to an AR Invoice.

At this stage you may close delivery.

If you want to return your goods back to your stock then instead of Close you have to use Goods Return..........

This is the actual difference...........

Regards,

Rahul

[Former Member]

Hi Raul, now we know that, but we have several deliveries that by mistake were closed using the rigthclick mouse option.

How can we put back the items in to the inventory?

Thanks Bart

[Former Member]

Hi Bart........

If you have done it by mistake then it can not come back.

But you may perform goods reciept with actual Item Cost so that Stock will come back to your warehouse.........

Regards,

Rahul

[Former Member]

Hi Rahul, yes we can do a return. But mi concern is how is possible that you can make merchandize disappear from the system? Because the items are not sent back to the stock and the customer account is not affected. Can we disable the CLOSE function , from the delivery form?

Thanks Bart