3805542 - Extension Field Value Not Transferred to Customer Invoice

An extension field value maintained at the Sales Order Item level is not transferred to the corresponding Customer Invoice Item.

SAP Business ByDesign

1. Navigate to the Sales Orders work center.
2. Select the Sales Orders view.
3. Show All Orders and Find XYZ (XYZ represents the ID of the Sales Order).
4. Edit the Sales Order and select the View All button.
5. Go to the Items tab.
6. The extension field is available in the Items table with value maintained.

1. Navigate to the Customer Invoicing work center.
2. Select the Invoice Requests view.
3. Search for the Sales Order XYZ.
4. Select the Outbound Delivery Invoice Request and click Invoice.
5. In the New Invoice screen, navigate to the Items tab.
6. Observe the extension field in the Items table.
7. The extension field has no value.

The following extension scenario is deactivated, which prevents the extension field value from being transferred to the Customer Invoice:

Invoice Requests - Item to Customer Invoice - Item

This is the expected behavior of the SAP Business ByDesign system.

There are 2 options to pass the value of an extension field from Sales Order to the Invoice.

Option 1:

To pass the value directly from the Sales Order to the Invoice via the Invoice request, in this case:

Only activate the extension scenarios:

Sales Order - Item to Invoice Requests - Item
Invoice Requests - Item to Customer Invoice - Item

This means that the value of the extension field is passed from the Sales Order to the Sales Order Invoice Request and when the Outbound Delivery Invoice Request is Invoiced it will capture the value from the Sales Order Invoice Request. This is only possible if no other extension scenario is activated apart from Sales Order - Item to Invoice Requests - Item and Invoice Requests - Item to Customer Invoice - Item.

Option 2:

To pass the extension field value through the logistics documents, the following extension scenarios need to be activated:

Sales Order - Item to Invoice Requests - Item
Sales Order - Item to Outbound Delivery Request - Item
Outbound Delivery Request - Line Item to Outbound Delivery - Line Item
Outbound Delivery - Item to Invoice Requests - Item
Invoice Requests - Item to Customer Invoice - Item

Please note that the Outbound Delivery has priority over the Sales Order. Therefore, data maintained at the Outbound Delivery overwrites the data from the Sales Order.

KBA 2241752 - The Extension Field Created in Sales order is not Updating the Values in the Outbound Delivery Invoice Request

Extension Field, Sales Order, Outbound Delivery, Invoice Request, Customer Invoice, Extension Scenario, Item Level , KBA , AP-CI-CI , Customer Invoice , Problem