How to complete a project based sales order manually?

[SAPSupport]

Good morning,

How to complete a customer order in which we have not invoiced everything in full (via Billing Plan). The order is project based.

There is no way to reduce the amount of those orders because invoices have been issued using a billing plan.
 

Thank you, kind regards.

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[SAPSupport · Accepted solution]

Hello customer,

The Sales Order Item  has two important statuses: Delivery Status/Fulfillment Status and Invoice Status.

A Sales Order is only in status Completed if both status are set to Finished.

In case of Sales Orders with Items linked to Project Tasks, the Delivery Status/Fulfillment Status and Invoice status has to be set manually to finished in Project because these are based on actual time recorded and the actuals could be equal or more than the planned amount in the Sales Order. In this case the Delivery Status is Finished when the assigned Project Task is Complete and the Invoice status is changed to Finish Invoicing.

In case of Sales Orders with Items linked to Project Tasks:

Follow below steps to change the delivery status of the sales order to finished:

1. Go to the Project Management work center.
2. Select the Projects view.
3. Open project XYZ via the Edit -> Project Plan button.
4. Select the Basic Data sub tab.
5. In the Project Status field select the Completed or Completed and Close option.

Follow below steps to change the Invoice status of the sales order to finished:

1. Go to the Customer Invoicing work center.
2. Select the Project Invoicing view.
3. Select the Sales Orders sub view.
4. Select sales order ABC.
5. Press the Change Status button and select the Finish Invoicing button.

Once  above is done then the Status of the related sales order ABC changes to Completed.

Thanks,

Adie