Changing sales data after release to Invoicing

In some cases, you can update sales invoice data after the sales data is released to Invoicing.

When the sales invoice data is changed, LN automatically updates:

  • The invoice data in Invoicing. As a result, the sales invoice status is Confirmed.
  • The business partner order balance.
Changing sales order data

For sales order lines that are released to Invoicing and for which the sales invoice status is Confirmed or On Hold, you can use these sessions to change the prices and discounts:

  • Change Prices and Discounts after Delivery (tdsls4122m000)
    For sales orders lines of the Order Line type, which are also known as total lines.
  • Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000)
    For sales orders lines of the Order/Delivery Line and Back Order types.

The sales invoice status is related to the Price Changes Allowed after Delivery check box, which is displayed in the Sales Order Lines Monitor (tdsls4510m100) and Sales Order Actual Delivery Lines (tdsls4106m000) sessions. See the following table for details on this check box:

ActivityPrice Changes Allowed after DeliverySales invoice status
Enter sales order line in SalesNoNot applicable
Confirm shipment in Warehousing, or maintain deliveries in SalesYesNot applicable
Release to invoicing in SalesYesConfirmed
Change sales (invoice) data in SalesYesConfirmed
Compose invoice in InvoicingNoComposed
Decompose invoice in InvoicingYesOn Hold
Change sales (invoice) data in SalesYesConfirmed
Compose invoice in InvoicingNoComposed
Print and post invoice in InvoicingNoPosted

 

You can change these fields in the Change Prices and Discounts after Delivery (tdsls4122m000) and Change Prices and Discounts of Sales Invoice Lines (tdsls4132m000) sessions:

  • Price
  • Discount %/ Line Discount
  • Discount Amount
  • Discount Code
  • Amount
Changing installment data

You can use the Sales Order Installments (tdsls4110m000) session to change data for installments that are released to Invoicing and for which the invoice status is Confirmed, or On Hold.

You can change these fields in the Sales Order Installments (tdsls4110m000) session:

  • Description
  • Amount
  • Percentage
  • Payment Terms
  • Late Payment Surcharge
  • Payment Method
Note

When the invoice is composed in Invoicing, a sequence number is stored on the settled installment line. When the invoice is printed, the invoice number is stored on the installment line. This number is the invoice number of the goods.

Changing rebate data

You can use the Rebates Calculated by Order (tdcms2550m000) and Rebates Calculated by Relation (tdcms3550m000) sessions to change data for rebates that are released to Invoicing and for which the invoice status is Confirmed, or On Hold.

You can change the Rebate Amount field in the Rebates Calculated by Order (tdcms2550m000) and Rebates Calculated by Relation (tdcms3550m000) sessions. When you update this field, the Rebate % and Growing % fields are automatically changed to zero in the Rebates Calculated by Order (tdcms2550m000) and Rebates Calculated by Relation (tdcms3550m000) sessions.

Note

You can also check the invoice data before it is released to Invoicing. In this case, you are not restricted by the invoice status in Invoicing when making updates.

To check the invoice data before it is released to Invoicing, you can print a draft invoice:

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