3.8 Close Sales Order (if Customer opts out): Difference between revisions
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If at any point after the Sales Order creation and before Pro Forma Invoice issue the customer decides to not take the process further (i.e. does not want HRD to provide | If at any point '''after the Sales Order creation and before Pro Forma Invoice issue''' the customer decides to not take the process further (i.e. does not want HRD to provide services), the Sales Order needs to be closed. If material movements are involved with the Order, it is important to delete the line items pertaining to the material movements, as they are ‘blocking’ stock in WMS. | ||
Go into the ‘Change Sales Order’ function, insert the Sales Order to be closed and press ‘Enter’: | |||
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Repeat | Repeat same steps to remove all the material lines in the SO and click on ‘Save’ [[File:1.2.2 15.png]]. Above set of instructions can be also applied in case a SO should be changed (i.e. removal of one or more material lines from the SO). | ||
Revision as of 21:18, 30 January 2014
| Close Sales Order | |
| Performer: | Customer Service |
| Role: | C.S. Representative |
| Transaction : | WingsII – VA02 |
If at any point after the Sales Order creation and before Pro Forma Invoice issue the customer decides to not take the process further (i.e. does not want HRD to provide services), the Sales Order needs to be closed. If material movements are involved with the Order, it is important to delete the line items pertaining to the material movements, as they are ‘blocking’ stock in WMS. Go into the ‘Change Sales Order’ function, insert the Sales Order to be closed and press ‘Enter’:
Double click on the first Material Line Item to enter the line item details:
Switch to the ‘Shipping’ tab and clear the ‘Shipping Point’ field by deleting the existing Shipping Point:
In the ‘Account assignment’ tab, remove the WBS Element:
Repeat these steps for all the material line items of the Sales Order. Go back to the ‘Overview’ screen, select the first line item and click on the ‘delete item’ icon:
Repeat same steps to remove all the material lines in the SO and click on ‘Save’ 
. Above set of instructions can be also applied in case a SO should be changed (i.e. removal of one or more material lines from the SO).