on 2020 Jun 08 2:47 PM
Hello Experts,
I have an invoice that got posted to the incorrect customer account. Is there a transaction that will move billing document from the incorrect customer, to the correct customer? I'd like to retain the same document number.
Example:
Customer: 1234
Invoice: 6789
I want to move invoice 6789 FROM customer 1234
TO customer
4321
Thanks for your help!
Request clarification before answering.
Short answer - no.
Much longer answer:
It is important to think of the end-to-end process, not just the single step that is causing a problem for the tasks that you are responsible. Even if you transfer somehow the open item from customer A to customer B, the whole SD process will still be referring to customer A. This means that your colleagues from controlling will be displeased (goods issue refers to one customer but you will be getting money from a different one. Your colleagues from the credit department will be upset - how did this even happen that someone agreed to deliver goods to a customer who has poor credit history and lower credit limit... For your colleagues responsible for pricing it will be challenging to calculate the correct amount that customer B is supposed to pay (for different customers you can have different pricing rules). Your colleagues from logistics may be even more upset that usual - the addresses will not match, and they have already planned the shipments for the day without knowing that they are supposed to deliver the products originally for customer A to the location of customer B. And it may turn out that customer B has special requirements for packaging... now the warehouse have to repack the goods. And someone has to prepare new shipping documents... And just to make things worse - customer B does not accept goods during the weekend, it is Friday and they closed their office 3 hours ago... Of course, no one informed customer B about the delay. Of course, reporting and transport cost calculation will be wrong
So, please, do not make everybody unhappy. Use the established process of returning the goods to the warehouse and then create a new set of documents for the correct customer.
No, it won't be the same billing document number. If you communicate a specific invoice reference that you print on the invoice - speak to your support team to understand if there is a special logic for determining this reference (e.g. if you enter the value in a specific field in a preceding document or in some long text type).
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