Automatic Document Adjustment when Conditions Change in SAP MM

Use

If conditions change after a purchase order has been created and if the new conditions are to apply, the system can change the conditions automatically in all the documents concerned. This avoids invoice differences occurring, for example, or the wrong moving average price being updated.

The vendor changes the order price before the invoice is paid.

Prerequisites

Documents can only be changed automatically by the system as long as no follow-on documents have been generated. Order data, for example, can be changed as long as no invoices have been received or labels printed. If a goods receipt has been posted, the movement data is corrected during Invoice Verification. This is also the case for conditions requiring subsequent settlement.

The system does not take any conditions into account, and no prices are determined.

Features

The system looks for the documents in which the changed conditions are to apply and adjusts them accordingly.

Documents are changed automatically in the same way as if you had changed the documents manually. In the case of a purchase order, the document is completely revaluated. This also occurs even if only one conditions has changed, since the condition could be a header or group condition.

When you save a document, the system updates all the data that would normally have been updated if you had changed the document manually. Since the system is aware of the exact conditions involved, it does not carry out a complete new price calculation but uses a pricing variant to determine the changed condition records. For this to take place, however, both the old and the new pricing data must be available in the system.

Activities

You trigger adjustment of the document from the Purchasing menu by choosing
Purchase order ® Follow-on functions ® Automatic document adjustment or if you are working in a Retail system Purchasing ® Purchase order and then Purchase order ® Automatic document adjustment.