Shiiping/Export mapping problem in SAP B1

Question

Hi all:
My present client(SE) has a case of transaction where in for the case of Export they based on Sales Order they directly use to create A/R Invoice
(Commercial) after which they send this Commercial Invoice to Exporter(agent) who further book the space and time of actual delivery from the ship yard. After confirmation of time and the export rate he used to send his Bill to us(SE) back so that we(SE) can send the material/goods at the shipyard at actual time and date of delivery.
But while creating Commercial A/R Invoice my stock is getting reduced but in actual case it is not.
Also while going to make an excise invoice for the same base documents SAP B1  gives error as"base document is already closed". So I acnt prepare Excise Invoice also.
Kindly give me the soution of this mess.
Regards
Khushwant Singh Sansowa
India(Mumbai)

Answer 1

Hello Khushwant Singh,
It is important to understand the Sales Order > Delivery > Invoice process in Business One.
Though most business use the 3 step process of SO > Del > Invoice, the delivery can be an optional step in Business One.  You could create an Invoice directly from a Sales Order and SBO creates all necessary Journal entries in the Invoice transaction and closes the Sales Order.. and thats why in your case when you are creating the Invoice (commercial) from Sales Order the Sales Order gets closed and the Stock is Reduced.
You will need determine what data is required to printed in the Commercial Invoice and at what stage you want to realise Revenue.  Based on this you can use one of the following two options:
option 1: Customize the Sales Order template (PLD) and use it as a Commercial Invoice, Create the delivery and Excise Invoice
option 2: Create a A/R Reserve Invoice
option 3: Create a Draft delivery / draft Invoice and use it as a Commercial Invoice
If you need further help on this please let me know.  Also provide me details of how you want to handle the whole process.
Regards
Suda