Retro-billing process

  1. Access the Generate Retrobilled Price Change Advice (tdsls3270d000) session and verify that the Only Retro-Billing Items Included check box is selected in the Options section and Order check box is selected in the Generate for section.
  2. Specify the closed sales order number in the Sales Order From field and press Tab.
  3. Verify that the sales order number is updated in the Sales Order To field.
  4. Verify that Value is selected in the Update Type field and specify the modified price in the Update Amount field.
  5. Select Actions > Calculate. The price change advice is saved and modified price data is updated in the Retrobilled Price Change Advice (tdsls3570d000) session.
  6. Click Go to Details button for the created price change advice. The Retrobilled Price Change Advice (tdsls3570d000) details session is displayed.
  7. Select References > Lines. The Retrobilled Price Change Advice Lines (tdsls3571d000) session is displayed.
  8. Specify the required line details and click Actions > Approve Retrobilled Price Change Advice. The Approve Retrobilled Price Change Advice (tdsls3275d000) session is displayed.
  9. Click Approve. The Approve Retrobilled Price Change Advice Lines (Approvals) report is generated.
  10. Select Actions > Generate Retrobilled Sales Orders to generate the complementary sales order. The Generate Retrobilled Sales Orders (tdsls3271d000) session is displayed.
  11. Click Generate. The Retrobilled Price Change History report is displayed with the generated retro-billed sales order number in the Retro Billed Order/Line column.
  12. Click Approve in the Sales Order (tdsls4100m900) session to approve the retro-billed sales order.
  13. Select the order line on the Order Lines tab and click References > Status. The Sales Order Line Status (tdsls4534s000) session is displayed.
  14. Click Execute to release the sales order to Warehousing and verify that the Release Sales Orders to Warehousing activity is executed.
  15. Click Execute to release the sales order to Invoicing and verify that the Release Sales Orders to Invoicing activity is executed.