Life is complicated and paved with uncountable challenges, thus sometimes we just want things to be simple. Take a salesperson for example. Is there something more satisfying than a sale that closed as per the theoretical sales process? The first quotation is accepted by the customer, the order is placed accordingly, the goods are delivered and even the invoice is issued. Done deal by the book!

Well, this does not always happen. Sometimes things go wrong along the way, and for whatever reason, the goods are returned. When creating the returns document based on the delivery, it is added to the paper trail of the given deal. The delivery is automatically closed, but what about the sales order? It was closed when copied to the delivery, but should it remain closed now when the deal is no longer? Or should it be reopened? This is for you to decide as SAP Business One allows you to choose how to manage orders for such scenarios:

Manage orders in SAP Business One

By default, this option is not selected, so when you create a returns or goods return document that is based on the sales or purchase order, or when you create a credit memo based on an invoice, the sales or purchase order remain in the “Closed” status. When selected, upon adding the returns, goods return, or credit memo, the status of the sales or purchase order is set to “Open”. Depending on your business and the level of flexibility needed, you can choose whether this status change will always be applied by selecting the option “Without User Confirmation”, or keep this checkbox clear, and have a system message asking for your decision every time. This functionality to manage orders is available for Sales Orders and Purchase Orders.

Available in Web Client for SAP Business One 10.0, and SAP Business One 10.0 version for SAP HANA. Please get in touch if you would like to upgrade to version 10.0.

We hope that you find this tip helpful. For more information on Business One, please visit our webpage.

Source: Ari Schapira | SAP Business One – The Tip of the Week