Function: Sales order closure

The objective of this business function is to close and/or process delivered sales orders. You can monitor partial deliveries and sales back orders until the entire sales order can be closed, which implies that receipts and invoices are matched before actual payment occurs. This function enables corrective action to be taken as a result of mismatches.

The objective of this process is to close sales orders. This process starts after sales orders are released to the warehouse, including sales order entry or maintenance, and managed by the warehouse, which is signaled back as being handled. You can change prices and discounts after delivery, and then release the order to Invoicing after which the order can be processed. In the case of counter sales, the order can be released to Invoicing and processed (direct processing). Otherwise, the counter sales order is released to Warehouse Management and must be processed as a normal sales order.

Specifically for the Standard and Predefined typology, business requirements during order closure include requirements with regard to retro-billing, which is also known as retroactive billing. Using sales contracts or normal sales orders without a link to a contract, price changes are not always agreed before the renegotiation date. In this case, price differences for shipments made after the effective date of the new price, must be invoiced later. As a result, you must create new invoices or credit notes with the retro-billed price changes.

After entry and approval of retro-billed price changes, sales orders can be generated and released to invoicing. The final step is to process the delivered sales orders.