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How to reconvert an Assignment (DD)?

This article explains how to reconvert an Assignment (DD) in the ERP system if you need to correct the source document (e.g., an Invoice (FV) or Receipt (PG)) from which it was created. This process requires deleting the existing document, correcting the assignment, and then reconverting it.

When should you reconvert an Assignment?

If documents such as an Invoice (FV) or Receipt (PG) were created from an Assignment (DD) and require correction, you can't edit them directly. In such a situation, you must delete the converted document, make changes to the source assignment, and then reconvert it.

Important:

  • If the Invoice (FV) or Receipt (PG) was linked to a cash document, you must delete that cash document first.

  • If the Receipt (PG) created from the assignment note conversion has already been fiscalized, you cannot modify it. In this case, you must process a return for the receipt, issue the assignment note again, and then reconvert it.

Steps for Reconverting an Assignment 

Follow these steps to reconvert an assignment:

  1. Delete the converted document.

    • Go to: ERP > SALES > INVOICES / RECEIPTS.

    • Select the document you want to delete and press [Del].

    • Choose the DELETE FROM LIST option.

    • The system will inform you that the document was converted from an assignment (DD) or a list of assignment (in the case of a DD list, more DD documents will appear).

    After deleting the converted documents, each assignment that was converted will require re-approval and a change in its conversion flag. Converted assignments can also be checked before deleting the document from the header [F10].

  2. Change the Invoice (FV) / Receipt (PG) numbering (optional). If you want to maintain the existing document numbering, you must change it:

    • Go to: ERP > SALES > INVOICES / RECEIPTS.

    • Select [→] > ADMINISTRATOR > SERVICE FUNCTIONS > DOCUMENT NUMBER SETTINGS.

    • In the NUMBER field, enter a value that is 1 less than the next document to be created.

  3. Re-approve the Assignment (DD).

    • Go to: ERP > SALES > ASSIGNMENT.

    • Select the assignment (list of assignment) you want to re-approve and press [F4] (DD re-approval).

  4. Remove the Assignment (DD) conversion flag.

    • Select the desired assignment

    • Press the [Shift] + [F9] combination.

    • Select the CONVERSION DIRECTION – delete option.

  5. Correct the Assignment (DD) and reconvert it. After performing the above steps on all assignment from which the conversion was previously made, you can make the necessary corrections to the Assignment (DD), and then reconvert them to create a new Invoice (FV) or Receipt (PG).

This process ensures proper document correction while maintaining data consistency within the system.

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