Document Change Management

Use

Document change management assists you when changing documents that relate to the outbound delivery. After you have made changes, the system cancels subsequent documents. Document change management allows you to make changes, even when the process has already been posted to accounting. In this way, you can issue provisional and final invoices (differential invoices) multiple times.

Note Note

You can do this, even if you have already posted the goods issue.

End of the note.

Prerequisites

Before you can use document change management, this function must be activated in Customizing for delivery types and billing types.

For billing types:

  • Choose: Start of the navigation path IMG Next navigation step Sales and Distribution Next navigation step Billing Next navigation step Billing Documents Next navigation step Define Billing Types Next navigation step Goto Next navigation step Details End of the navigation path . Here, select the Document Change Management field.

For delivery types:

  • Choose: Start of the navigation path IMG Next navigation step Logistics Execution Next navigation step Shipping Next navigation step Deliveries Next navigation step Define Delivery Types Next navigation step Goto Next navigation step Details End of the navigation path . Here, select the Document Change Management field.

Activities

  • If you have already posted the goods issue, the system allows you to cancel the goods issue. The outbound delivery shows the current status after you have reversed the goods issue and subsequent posting of the goods issue, due to changes you made to the delivery data.

  • If you had already posted the invoice to accounting, the system automatically deletes the old invoice. If you hadn’t already posted the invoice, the system does not delete the invoice.

  • When you make changes, the system issues an individual version number.

  • If you make changes to the outbound delivery and the system cancels all subsequent documents, you must post the goods issue later, due to the new data. The newly created invoice is automatically a differential invoice and receives a new version number.

  • If you make changes to old (deleted) invoices so that they differ from new invoices belonging to the same outbound delivery, there are indicators to distinguish these documents in the document flow.

Procedure

Change Outbound Delivery Document