The item has been returned! Should I reopen an order or keep it closed?
Challenges and difficulties: what to do in the face of these setbacks? Generally, we want situations to be easy and simple. For example, in sales, it’s incredibly satisfying when a sale is successful. When the customer receives a price proposal, a corresponding order is placed, the goods are dispatched and an invoice is issued. Simple task! Sometimes the products are returned for any reason. In cases like these, a return document is created, which is attached to the contract document. However, what happens to sales orders? Should I close it now that the transaction has closed? Or should I reopen it? For every complication, there’s an SAP Business One solution that lets you choose how to handle complex scenarios.
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 status “Closed”. When selected, upon adding the returns, goods return, or credit memo the status of the sales or purchase order is set to “Open”.
Depends on your business and the level of flexibility required, you can choose whether this status change will be applied always – by selecting the option “Without User Confirmation”, or keep this checkbox clear, and have system message asking for your decision every time. This functionality is available Sales Order and Purchase Order.
Available in SAP Business One, version for SAP HANA and SAP Business One.
Written by Ari Shapira | Linkedin
