How to generate SI from a corrected SOR (PI from a corrected POR)
A sales invoice is generated out of a warehouse document the same way as purchase invoice. In order to generate PI out of several POR, follow the steps described in the scenario below, but with the use of different document lists.
A company is carrying out a sales transaction with one of its customers. The first generated SI was settled by the customer at once. It was agreed that the purchased merchandise would be delivered to the customer the following week. However, the customer concluded that he had purchased too much quantity of the merchandise and he wanted to return half of the acquired quantity. Thus, a quantity correction to the previously generated SI was issued, and a week later SOR document was generated as previously agreed. Below are the following steps to handle this situation:
1. Each transaction needs to be registered by generating SI (see Sales invoice)
2. One SI was issued (SI/2008/00001) and it was settled during the document confirmation (the customer paid at once)
3. The customer decided to return half of the purchased quantity of a merchandise, thus a quantity correction needs to be generated to the SI
4. To generate a sales invoice correction, in the list of sales invoices, mark an appropriate sales invoice and select [Quantity Correction] from under the [Add]button available in the Corrections menu. To do so, the following conditions must be fulfilled:
a. Sales invoice must be confirmed
b. All previous corrections that were issued for that invoice must be confirmed
5. To generate SOR out of SI, mark the sales invoice (SI/2008/0001) in the list
6. Then click [Generate SOR]button in the Generation menu
a. The system will inform about correct completion of the invoice generation process
b. If the item included in the invoice refers to different warehouses, then a number of SOR that will be generated depends on a number of the corresponding warehouses
c. SOR correction will be generated automatically
7. The new SOR document will receive a status “Generated”
8. The status of the new SOR and the quantity correction is “Confirmed”.