3.8 Close Sales Order (if Customer opts out): Difference between revisions
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If at any point the Partner decides to not take the process further (i.e. does not want HRD to provide services), the Sales Order needs to be closed. If Partner opts out '''after the Sales Order creation and before Pro Forma Invoice issue''', all sales lines and material lines have to be removed from the SO. | If at any point the Partner decides to not take the process further (i.e. does not want HRD to provide services), the Sales Order needs to be closed. If Partner opts out '''after the Sales Order creation and before Pro Forma Invoice issue''', all sales lines and material lines have to be removed from the SO. | ||
'''NOTE:''' If material movements are involved with the Order, it is important to delete the line items pertaining to the material movements as soon as the Partner inform Customer Service the intention to opts out, as they are ‘blocking’ stock in WMS. | '''NOTE:''' If material movements are involved with the Order, it is important to delete the line items pertaining to the material movements as soon as the Partner inform Customer Service the intention to opts out, as they are ‘blocking’ stock in WMS. | ||
Go into the ‘Change Sales Order’ function, insert the Sales Order to be closed and press ‘Enter’: | Go into the ‘Change Sales Order’ function, insert the Sales Order to be closed and press ‘Enter’: | ||
Revision as of 21:24, 30 January 2014
| Close Sales Order | |
| Performer: | Customer Service |
| Role: | C.S. Representative |
| Transaction : | WingsII – VA02 |
If at any point the Partner decides to not take the process further (i.e. does not want HRD to provide services), the Sales Order needs to be closed. If Partner opts out after the Sales Order creation and before Pro Forma Invoice issue, all sales lines and material lines have to be removed from the SO.
NOTE: If material movements are involved with the Order, it is important to delete the line items pertaining to the material movements as soon as the Partner inform Customer Service the intention to opts out, 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:
In case of material lines, 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:
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 lines in the SO and click on ‘Save’ 
. Above set of instructions can be also applied to material lines in case a SO should be changed (i.e. removal of one or more material lines from the SO) before the Outbound Delivery issue.