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 Return Delivery with Reference to Existing Purchase Order 


You return some of the blocked material to the vendor.

The invoice has to be changed because of this return delivery. This takes place automatically, because you have agreed to automatic invoice processing (ERS).

The returns are then prepared for sending and delivered.

You then display a credit memo.


The system proposes this process if the quality notification was created with reference to a purchase order (initial variant b, c, or d), or if you have assigned a purchasing document.

If this is not the case, the system proposes the

Return Delivery Without Reference to Existing Purchase Order process. For this process to run successfully, you first have to assign a purchasing document. See Assigning a Purchasing Document .


Creating a Return Delivery

  1. Call up the transaction as follows:
  2. Menu Path


    ® Quality Management ® Quality Notification ® Change

    Transaction Code


  3. On the initial screen, enter the number of the notification you last processed and choose Notification.
  4. In the action box, choose the Create return delivery function.
  5. Enter the following data:
  6. Field


    Document date

    Current year (default)


    1000 (default)

    Stock type


    Reason for movement


    Storage location


    Quantity to be returned


    Return delivery with reference to original purchase order


  7. Choose .
  8. The system saves the notification data, then creates a return item in the purchase order and prepares the return delivery. The screen for processing notifications appears.

  9. In the dialog box, choose Yes.
  10. Document Flow Graph

    1. Choose Notification.
    2. Choose Document flow.
    3. In the document flow graph which now appears in the lower screen area, you can see all document flow linked to the quality notification. An enlargement of the segment appears in the upper screen area, where you can double-click to call up displays of the individual documents.

    4. Make a note of the outbound delivery document or delivery note number.
    5. Choose until you return to the notification screen.
    6. Goods Issue

      1. In the action box, choose Change outbound delivery.
      2. The system exits the quality notification.

      3. In the dialog box, choose Yes.
      4. If necessary, enter the number of the outbound delivery document and choose .
      5. Select the delivery item and choose the Picking tab page.
      6. Enter the following data:
      7. Field


        Pick quantity

        10 (= delivery quantity)

      8. Choose Post goods issue.
      9. The system posts the goods issue and switches back to notification processing.

      10. Switch to the second session with the stock overview and choose .
      11. You can see that the blocked stock and the on-order stock have been corrected in accordance with the return delivery.

      12. Switch sessions.
      13. Invoice Correction

        1. Call up the transaction as follows:
        2. Menu Path


          ® Materials Management ® Logistics Invoice Verification ® Automatic Settlement ® Evaluated Receipt Settlement (ERS)

          Transaction Code


        3. Enter the following data:
        4. Field


          Company code





          1234 to 1235

          Test run


        5. Choose .
        6. The system displays the list of the goods receipt items that can be automatically posted.

        7. Double-click on the purchasing document in the item line.
        8. The system displays the purchase order for this item.

        9. Click on the purchase order item and choose the Purchase order history tab page.
        10. You can see that there was a goods receipt of 1000 units and a return delivery of 10 units for this purchase order item. The invoice amount is to be reduced by 10 DM because of the returns.

        11. Choose twice.
        12. Deselect the Test run field.
        13. Repeat steps 1 to 5.
        14. In the purchase order history, you can now see that the invoice receipt is performed automatically and the returns are taken into consideration. The balance is cleared. A special returns invoice is not required. You send a self-billing document to the vendor.

        15. Choose until the overview tree appears.
        16. Credit Memo

          1. Call up the transaction as follows:
          2. Menu Path


            ® Materials Management ® Logistics Invoice Verification ® Further Processing ® Output

            Transaction Code


          3. Copy the proposals.
          4. Choose .
          5. The system displays the list of the messages from invoice verification.

          6. Select the relevant item and choose (View).
          7. The system displays the self-billing document for this item. The return delivery is recorded in the self-billing document.

          8. Choose .