Posting Cancellations, Return Deliveries, and Returns

It is recommended that you enter a reversal document with reference to the original material document. This has several advantages:

• You can copy the items to be reversed from the source document.
• The system automatically determines the reversal movement type.
• Reversal postings of goods issues, transfer postings, and goods receipts without references are valuated with the value of the original document.
• Reversal postings of goods receipts with reference to purchase orders or production orders are valuated with the value determined from the purchase order or production order.
• You can use the list of cancelled material documents to analyze the cancelled material documents.

  Use the Display Cancelled Material Documents app or the corresponding transaction MBSM.

  To start the transaction MBSM, on the SAP Easy Access screen, choose Logistics→Materials Management→Inventory Management→Environment→List Displays→Cancelled Material Documents (MBSM).

If you enter a return delivery, you can refer to the material document of the goods receipt or to the purchase order. You also have the option of using the functions of the Shipping component when posting a return delivery, for example, you can use picking and packing. Therefore, you have detailed shipping documents and delivery notes. You can use return deliveries via Shipping for standard purchase orders, purchase orders with account assignment and material number, and purchase orders with special stocks.

Entering a substitute delivery as a subsequent delivery is particularly useful in GR-based invoice verification. Even if a goods receipt is reversed and a new goods receipt is posted after you enter the invoice, the new goods receipt must be a subsequent delivery for GR-based invoice verification.

You can configure that a reason can or must be entered for a goods movement. You can use this information to analyze why a goods movement was posted, for example, why goods were returned to a supplier or why a reversal posting was made.

In Customizing for inventory management, you specify the following settings depending on the movement type:

• Whether it is mandatory, possible, or not possible to specify a reason.
• Which reasons are available for selection.

These settings can be made in the Customizing for Materials Management under Inventory Management and Physical Inventory→Movement Types→Record Reason for Goods Movements (OMBS).

• You procure filters from a vendor. You return the dirty filters to the vendor for recycling.
• You agree with your cable vendors that you can return cable remnants to them. You then receive a credit memo for the value of the copper contained in the cables.

You enter such a return in the same way as you enter a GR for a PO. You can use the following functions to post the goods movement for a returns purchase order:

• SAP Fiori app Post Goods Movement or SAP GUI transaction MIGO

• SAP Fiori app Post Goods Receipt for Purchasing Document

In the SAP Fiori app Post Goods Movement/transaction MIGO, enter transaction Goods Receipt and, as the reference, enter Purchase Order. The system automatically proposes movement type 161 and the direction indicator Issue (-) for the returns item.

In the SAP Fiori app Post Goods Receipt for Purchasing Document, you can recognize a returns item by the corresponding indicator in the item list.

To handle the return in Shipping, you must select the Returns Supplier checkbox in the supplier master record in the purchasing organization data. The required settings for shipping processing must also exist.