Undo Delivery
Explanation
There may be times when you want to undo a delivery made from a customer
order, shipment or consolidated shipment. If
you only want to undo a specific delivery, you can select the specific delivery
line and undo the delivery. Note: Once a delivery note is created,
you can only undo the total delivery for that specific delivery note. This means
that you will have to use the Undo from the header (to undo
the delivery).
For shipment deliveries, you can only cancel the shipment
as a whole from the header. This would move the shipment back to Complete
state if it was closed. For consolidated shipment, you should undo delivery
per shipment.
It is possible to undo rental order deliveries (only the normal order flow)
regardless of the status of the rental order line.
Prerequisites
- There should be at least one customer order line, shipment order line,
project deliverable line
or purchase receipt return line with some quantity delivered.
- If an invoice has already been created, you will first have to cancel
the invoice.
- Note that undo customer order delivery of parts delivered in a handling
unit structure does not guarantee that the delivered structure appears as
delivered on the shipment or in inventory after undo delivery has been performed.
As the undo delivery is done per delivery line on lowest level it is for
example possible to undo delivery of a handling unit structure partly. Also
note that their might have been changes made to the handling unit structure
after delivery and the undo delivery will then use the handling unit structure
for the delivery lines as is - not as delivered. If changes made to delivered
structure include repacking of new parts there might be validations preventing
undo delivery.
- Return material lines should not exist against the customer order line.
If there are no returns or scraps performed for the return material line,
you can remove the customer order line reference from the return material
line to undo the customer order delivery.
- If multiple deliveries exist for the same customer order line and return
material authorization is created against a specific debit invoice, still
the system will allow to undo delivery for a delivery not included in that
debit invoice given that no other return material lines exists without any
debit invoice reference. Note, this does not apply to package parts.
- If you want to undo delivery when the parts have already been received
from internal order transit, it is not possible to do so when the originating
purchase order is in status Received or Arrived
or the shipment order line has Qty Received > 0. To proceed you
first need to cancel the receipt.
System Effects
- As a result of this activity, the customer order status will be changed
to Partially Delivered, Picked or Released. The shipment order
status will remain In Progress. The Source Qty
to Return and Source Qty Returned in
Receipt/Return tab will be updated for purchase
receipt return.
- If you undo delivery of a shipment that is closed, the shipment status
will go to Complete.