Reopen Doc. By Creating Returns/Goods Returning/Credit Memo Based on Doc.

One of SAP Business One user called me on phone and said “We are returning the material to vendor because we have ordered of wrong item, means when we were creating Purchase Order then we have taken wrong items. Now that PO has been closed, so we are creating new PO of correct item. Also he said can we modify that PO, so that my time is not waste to be creating new Purchase Order.”

I said “No need to create a new PO, we can reopen the PO by using provided a feature by SAP B1 System”.  Here I will show you below what the solution I have given to him.

Firstly you need to check the option “Reopen Doc. By Creating Returns/Goods Returning/Credit Memo Based on Doc.”  Below you can see on the screenshot.

Path: AdministrationàSystem Initializationà Document Settingà Per Document Tab

Before adding Goods Return or A/P Credit Memo document, the system will ask you “Do you want to reopen items in the Original Order?”  You have to click on YES button to reopen the Purchase Order.

If you want the message will not appear and directly reopen the Purchase Order then you need to check “Without User Confirmation”.

Change Document Status to Open Feature

My client asked me that “I purchased the item, vendor bill is booked and outgoing payment is also done. Now I have to return the item to Vendor, but the problem is when I create an A/P Credit Memo in SAP Business One then it doesn’t allow me to take a reference of A/P Invoice (copy from) because  A/P Invoice is already closed due to outgoing payment is done. I wanted to be linked this A/P Credit Memo with that A/P Invoice. How I can do that?”

After that I explored it and later I found the solution J in 7 patch level. Here you will be shown in below screenshot.

1. Right Click on A/P Invoice and select Advance and then select Change Document Status to Open. This feature will show only when outgoing payment is done.

A/P Invoice

2.Then you will see the status Closed to Open. Now you can create A/P Credit Memo with a reference of A/P Invoive from "Copy From" once the status is changed to Open.

A/P Invoice