Invoice with zero price or zero qty

[too_muihwee]

Hi,

Occasionally my customer will issue invoice without any price to their customer, SAP B1 will automatically close this kind of invoice, but if there is any return, users will have to manually enter the AR Credit note, it is rather inconvenience to the users, is there anyway that system do not auto close this kind of invoices?

Current version of 8.82 PL9, it allows user to enter stock item with zero qty (not sure starting from which version it allows), with this kind of invoices, system will auto close the invoice as well, to perform return, users have to manually enter the credit note. Anyway to block this auto close feature? Thanks in advance.

Regards,

MH

[Former Member]

Dear Too Mui Hwee,

This requirement may come in many different scenario like I required as below

when you created AR Invoice with Zero or with Amount, then you create Incoming Payment as customer has paid for AR Invoice

Now after completion of all transaction there may be case when customer need to return back the material or only discount transaction without/with Qty. change

in above scenario we need reference of AR Invoice which is not possible in SAP B1

you can post this requirement in Idea place as SAP should give the option in AR Invoice

user can change the status regards to target document same like SAP has provided option in GRPO to create multiple landed cost

additionally we have already developed one add-on which create AR Credit memo W/O Qty. change option through Add-on, just user need to select AR Invoice line item, this requirement is essential for retail & target base business, Client need to give commission or Incentive on base of historical sale but it should be linked in customized crystal report

Thanks,

Siddique Shaikh

[kothandaraman_nagarajan]

Hi,

Please check and add your comments for further discussion.

If you got answer, please close this thread by marking correct/helpful answers.

Thanks & Regards,

Nagarajan

[too_muihwee]

Seems like there is no solution to my problem. Do not want manual tracking like Gordon suggested but it has nothing wrong with the system because system behaviour is if nothing to reconcile, it will be auto closed off.

What else can solve this problem?

[kothandaraman_nagarajan]

Hi,

Please follow Kerstin suggestion to solve above problem.

Thanks & Regards,

Nagarajan

[KennedyT21]

Hi Too Mui Hwee...

You required to process with the manual as Mr.Gordon suggested you might not have the Track of the records

Regards

Kennedy

[Former Member]

Hi,

Base on your case, even if you credit is against that 0 amount invoice, you should post a new document. You may put invoice number on the remark field for future reference. The link between these two transactions may only be done manually.

Thanks,

Gordon

[kothandaraman_nagarajan]

Hi,

The above suggestion will work only:

Doc status - Closed

Line item - Open

Qty : 1

Otherwise the above option will not work.

So try to match with above.

[VamcParimisetti]

Hi MH,

Try this Hope it may be helpful.

After Adding the Invoice Document without any Price , Right Click on the Invoice Document and  there select the Option 'Change Document Status to Open' and  update the document .

Now Open the Invoice document it will allow you to create AR Credit Note against the Invoice.

Hope Helpful,

Vamsi.

[too_muihwee]

Hi Vamsi,

There is no such option when you right click on the Invoice document, but this option is shown when go to Data menu --> Advanced --> Change document status to open, but it is grey off for zero price invoice where it is automatically closed by system.

[K_Pauquet]

Ho Too Mui Hwee,

it is not possible in all localisations to re-open a closed zero value document, for example, the option exists in India localisation, but not in any of the European ones.

If you require this functionality in your localisation, you could contact your LPE &/or post your requirement in the SDN Idea Place.

For now, if you issue an invoice without any document total, then there is nothing left to reconcile, the only journal transaction would be the stock posting if the invoice was not based on a delivery.

When there is nothing left to reconcile, the document status should be closed.

When you base a credit memo on an invoice, you reverese the journal that had originally been created by the posting of the invoice. Now if there was no journal (invoice based on delivery), there is none to be reversed.

If the stock transaction was posted with the addition of the invoice, then you ought to either create a stand alone credit memo that will re-enter the item into stock with the current cost, or you create a simple goods receipt where you specify the cost the item had originally gone out with.

All the best,

Kerstin

[kothandaraman_nagarajan]

Hi,

I think it is not possible. The system prombts before adding the document with zero price and it will not allow any changes once posted.

Please refe below screen shot:

Hope helpful.

[too_muihwee]

Hi Rajan,

Yeah correct, system prompt and this is genuine case whereby the invoice is indeed to be send out with zero price, but subsequently if there is any return, system does not allow user to copy to AR CN because it is closed already. Any other workaround?