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 Eliminating Duplicate Sales Documents

Use

Duplicate sales orders are a problem, particularly in business-to-business mail orders. You may, for example, receive an order over the phone followed by a confirmation fax. These may be inadvertently treated as two separate orders. If this is not corrected, it can lead to unnecessary handling, shipping costs, and returns. You can have the system track down and correct these errors before they go out the door.

SAP Retail can search for all sales documents that have the same customer, currency, and total value of the order. From this list you can select pairs of documents and drill down into the individual line items. If at least one of the line items differs between the two orders, the system will automatically let both orders proceed. If, on the other hand, the line items are all identical, you can then examine the individual sales and choose which one you want to remove (for example, if one order has been partially delivered and the other has not, you would want to remove the one that has not yet been processed). This way you can catch unintentional duplication at an early stage and thereby reduce the frequency of merchandise returns.

Activities

When you run the duplicate order report, the system will list all the sales documents matching the criteria you have selected. Next to each customer, there will be either a green or yellow traffic light:

  • A green traffic light indicates that there are no duplicate sales documents.

  • A yellow traffic light indicates that one or more sales documents for this customer have the same currency and total order value.

For each customer with a yellow traffic light, you can further expand the list to show all sales documents. Individual sales orders will now have either a green or yellow traffic light. Again, the yellow traffic light indicates a possible duplication.

You can select any two and only two sales documents at a time, then have the system do a further analysis of the two. If the items within the sales documents are different, the yellow traffic light will become green, indicating that there are no problems. But if all items match completely, a red traffic light appears. You can then click on each of the sales documents to examine them, then decide which of the two to remove.

Note Note

You cannot cancel a sales document directly from the report. Instead, you drill down into a particular sales document and choose Reject .

You cannot reject a sales document for which a full or partial delivery has already been made.

End of the note.