Credit memo request auto release

[Former Member]

Hi all,

In the billing cours, it is mentioned that u201CIf the value of the credit memo request is below a certain minimum limit, then it can be released automatically by the system.u201D

Does anyine know hw to configure this?

Thanks

Mostafa

[Former Member]

hello, friend.

your requirement can be met partially by configuring in OVA8 for maximum document value. however, the flip side is that any amount over the limit may either be blocked from saving, or can still be saved and released.

another way is to use document classes, wherein user access is affected by document value. so any amount below your limit can be processed without block (ergo, released by default). any amount higher than your limit has to be processed by an authorized party.

of course, if available standard configs are insufficient, there is always ABAP.

explore if these approaches can work for you.

regards.

[Former Member]

Hi Jonathan,

Can you please tell e more about u201Cdocument classesu201D and how to use it??

Thanks in advance

[Former Member]

hello again.

you can define document classes in IMG > SD > Basic Funcs > Cred Mgmt/Risk Mgmt Settings > Maintain Authorizations.

under this tree, you will find Define Document Value Classes, Maintain Document Value Classes and Maintain Authorizations.

you can define document value classes, then assign values to the document value classes. example would be:

1) document value class: Z01; document value: $10,000.00

2) document value class: Z02; document value: $50,000.00

you then assign this to the user profile using PFCG. look under object T-ED01014500. specify the activity (create, change, display, etc.) and the document value class (maybe Z01 for user AA1, Z02 for user BB2).

now AA1 can only process sales documents with value up to $10,000.00. if the maximum value for auto release is 10,000.00, then no further release is necessary for AA1. however, the downside is that AA1 cannot process documents with value above this value, which throws the burden to BB2.

BB2, meanwhile, who is authorized to release orders up to 50,000.00 can process amounts higher than 10,000.00 up to 50,000.00. again, no further action is necessary.

hope this was helpful.

regards.

[Former Member]

hi,

for this u need to write a progrmme so better u take help from abapers

G

[Former Member]

Are you sure??