#CoE#DE01 - Invoice Cancellation Workflow

[aramaisa]

Dear SAP Community

one of our business process is to have a workflow for invoice cancellation. The workflow should trigger when the authorised user cancel the Invoice/Billing document. meaning the Invoice Cancellation should not be finalised or include the PDF before it has been approved by respective user.

Please advise if there are any client/s with similar process and or have setup the workflow for Invoice Cancellation/ credit Note.

The SAP standard credit memos workflow does not really meet the business process as it works for Manual Credit Memos. The workflow is needed for Invoice Cancellations(C101 and S1 Billing Types)

looking forward to hearing from the team,

Kind regards,

Angelina

[a_montesdeoca · Accepted solution]

Hi aramaisa,

I would recommend checking the following documentation:

• Instead of looking for a cancellation workflow, you can analyze the use of Preliminary Billing Documents. This facilitates negotiations with customers, you can reduce human errors, and the documents are structured identically to standard billing documents. You can also use the Approval Workflows for Preliminary Billing Documents.
• Another alternative is to use the SD_BIL_FLEX_CANCELLATION BAdI to decide whether a specific billing document can be canceled or not. Fore more detailed information: Flexible Billing Document Cancellation.

Hope this helps.

Arturo Montes de Oca

[aramaisa · Accepted solution]

Hi @arturo_montesdeoca thank you for the answer, we have explored the Flexible Billing Document Cancellation Badi for Rejection Reason and it works as expected. we'll review it further to see if it will help us with the Workflow. Preliminary workflow is working with SAP Standard Preconditions, we are trying to see if we can add our preconditions and get it to work.

Thank you.

Kind regards

Angelina