about the credit memo request

[Former Member]

How to configurate for the following requirements:

?Credit memo requests with a value of between USD 200 and USD 5,000 may only be approved by the group leader.

?Credit memo requests that exceed a value of USD 5,000, may only be approved by the sales

manager.

what happens with the sales orders if the similar rules apply to them.

such as

sales order with a value of between USD 200 and USD 5,000 may only be approved by the group leader.

sales order with a value of between USD 200 and USD 5,000 may only be approved by the group leader.

thanks a million

[former_member183879]

Hi,

You can do it with the help of BASIS people and authorisation profile.

First, be clear about the process of approving the CMR or sales order ( is it like removing the billing block in the CMR/SO in VA02 or something different like doing the approval in a Z screen which will eventually remove the billing block in VA02)

Once the process is known, you tell the BASIS guy that either the ability to edit Billing block field in VA02 or clicking the "Approve" button in the Z screen ( as the case applies) to be controlled by means of authorisation.

If u give this much of information to BASIS guy, he should be able to provide the solution through authorisation. You may not think of going through the Work Flow for this.

Hope this helps

[former_member204513]

Dear Humility,

This is possible thorugh Work flow configuration

Go through this it will help you about work flow process in SAP and settings for creditmemo request.

*Processing Credit Memo Requests*

*Purpose*

Credit memo requests normally need to be checked by the employee who entered them as well

as approved by an additional decision-maker. The value of the credit memo determines who is

able to approve it.

Once a credit memo request is created, the system normally creates a billing block. This block

prevents you from billing the credit memo request and can only be removed by an authorized

employee.

Using the workflow, you can represent the whole business process, with all the people involved,

for approving credit memo requests within your company. This enables you to process credit

memo requests simply and efficiently. If you do not use the workflow, the system does not control

the process flow so you will have to organize the steps in credit memo processing yourself.

If the value of a credit memo request is below a minimum value, the system automatically

releases it for billing by removing the billing block.

If the credit memo request exceeds a certain value, the system automatically informs the

employee responsible. She or he receives a work item in their inbox and can process it directly

from there.

The employee responsible can cancel, release, or process a credit memo request.

If the employee cancels the request, the system automatically creates a reason for rejection in

the credit memo request and ends processing.

If the employee releases the request, the system automatically removes the billing block in the

credit memo request and releases it for billing.

If the employee processes the request, she or he can use all the functions available in the

change transaction.

The people informed by the workflow do not need to know either the name of the transaction or

the menu path of the transactions involved.

*Prerequisites*

You have configured the settings in Customizing for the workflow and created an

organizational plan

When you create credit memo requests, the system normally sets a billing block, which

prevents it from being billed. Only authorized employees may remove this billing block,

thus releasing the document for billing. The person who is able to check the credit memo

before releasing it depends on the value of the credit memo.

You create the billing block for credit memo requests in Customizing for Sales and

Distribution when you define the order type (Sales and Distribution Sales Sales

Documents Sales Document Header Define sales document types).

When using the workflow for processing credit memo requests, we recommend that you

should only allow the billing block to be removed by the people who are authorized to

release credit memos of any value.

*Process Flow*

Depending on the value of the credit memo request, the system runs through one of the following

processes when you enter a credit memo request:

If the value of the credit memo request is smaller or equal to a certain limit (L1), the

system automatically releases the credit memo request. The system removes the

billing block in the background, releasing the credit memo request for billing.

If the value of the credit memo request is between limit L1 and limit L2, or equal to L2,

the

job responsible is informed that the credit memo request should be checked. All the

people assigned to this job receive a work item in their integrated inbox, where they can

cancel, release or process the credit memo request.

Cancel credit memo request

The employee has to enter a reason for rejection. The system automatically transfers

the reason for rejection into the credit memo request and stops processing.

Release credit memo request

The system automatically removes the billing block in the credit memo request and

releases the document for billing.

Process credit memo request

Here, the user branches into the u201CChange sales orderu201D transaction, where they can

use all the functions in this transaction. According to the useru2019s authorization, he or

she can remove a billing block, enter a reason for rejection, or process individual

items (for example, delete or add order items, or change the order quantity).

The system checks whether the billing block was removed manually. If there is a

billing block, the system re-checks the value of credit memo request and informs the

employee responsible. This process is repeated until the credit memo request has

either been rejected or released.

*Example: Processing Credit Memo Requests*

Each employee in the sales department is allowed to release credit memo requests up to a value

of USD 300. The following authorization procedure has been defined for credit memo requests

that exceed this limit:

Credit memo requests with a value of between USD 300 and USD 5,000 may only be

released by the group leader.

Credit memo requests that exceed a value of USD 5,000, may only be released by the

sales manager.

*Object Types*

The interface between R/3 functionality and the workflow system is created using object

technology.

In the following scenario, the business application object for

Credit memo requests is Object type BUS 2094.

Initial Values

In the workflow, the person who releases or processes the credit memo request is decided

according to the value of the credit memo request. You can determine two limit values: Amount

limit 1 and amount limit 2.

*Workflow Template*

Definition

The following two workflow templates are delivered in the standard system for credit memo

processing:

Identification:WS20000009

Identification code: Credit memos

Long text: Credit memo processing

Identification: WS20000019

Identification code:CMR_CHECK

Long text: Check credit memo requests

*Use*

*Workflow Template 20000009 Credit Memo Processing*

Triggering Event in Workflow Template

Updating the credit memo request triggers the event created for object type BUS2094 which

starts the workflow template.

*Workflow Container and Data Flow*

The information needed for the workflow is contained in the credit memo request. This

information is available as an event parameter in the container for the triggered event and have

to be transferred into the workflow container using data flow.

The following data flow definition between the triggering event and the workflow container is

therefore defined in the standard system:

*Workflow Container* *Event Parameter Container*

WFInitiator <-- EVTObject (credit memo request)

RefCurrency (reference currency)

CUSTCOMPLAINTORDER

(credit memo request)

NetValue_Limit_1

(amount limit 1)

NetValue_Limit_2

(amount limit 2)

End_Flag

(End indicator)

The WFInitiator element is available in the workflow container in the standard system, while

the other elements listed here have been added to the workflow container.

Terminating Events

The workflow template for credit memo requests is terminated with the Release credit memo

request and Reject credit memo request events.

Check Workflow Template 20000019 Credit Memo Processing

Workflow Container

The workflow container contains the end indicator (End_Flag), information about the credit memo

request (CUSTCOMPLAINTORDER) and the employee responsible (ResponsibleAgents).

Processor Assignment

All people or organizational units that are assigned to the workflow template are informed.

Maintain Processor Assignment

Depending on the net value of the credit memo request and the defined organizational plan, the

employee responsible receives a workitem in his or hers integrated inbox.

For this to take place, you must list the various objects from organization management in

Customizing for the SAP Business Workflow who can work with workflow-relevant credit

memo requests, for example, jobs or positions. Before you do that, you need to set up the

organizational plan.

Example:-User Haywood has the group leader position while user Miller is in the sales

manager position.

Terminating Events

The workflow template for checking credit memo requests is terminated with the Release credit

memo request and Reject credit memo request events.

Flow for Workflow Template

When you create a credit memo request, the created event is triggered for object BUS2094 and

the workflow template 20000009 is started.

The system checks how high the net value of the credit memo request is. If the net value is below

limit 1 (minimum limit), the system automatically releases the credit memo request in background

processing.

If the net value of the credit memo request is over limit value 1, the system terminates workflow

template 20000009 and initiates workflow template 20000019.

The relevant employee, depending on the value of the credit memo request and the

organizational structure in use (sales organization, distribution channel, division), is then

informed of this

by the arrival of a work item in their integrated inbox. If the employee releases the credit memo

request, the system ends the workflow and deletes the work item from the inbox.

If the employee stops processing the work item, it remains in the inbox until it has been

completed and only then is the workflow finished.

If the employee changes any of the determining factors in the credit memo request (such as net

value), the net value of the credit memo request has to be re-checked. The system deletes the

work item from the inbox.

Workflow template 20000009 receives a terminating event and workflow template 20000019 is

triggered. Depending on the value of the item, the relevant employee is informed and receives a

work item in their integrated inbox. Once the employee has finished processing the work item (by

rejecting or releasing the credit memo request), the workflow is concluded. If the credit memo

request is changed, workflow template 20000019 is called up. Processing continues until the

credit memo request has either been rejected or released.

Standard Tasks

Definition

Standard tasks are single-step tasks supplied by SAP that describe basic business activities.

The following standard tasks are delivered:

Standard Task: TS20000010

Identification code: DELBILLBLOCK

Description: Delete billing block in the credit memo request

Referenced method, attributes

Object type: BUS2094 (credit memo request)

Method: DELETEBILLINGBLOCK (synchronous method)

Attributes: Background processing

Standard Task: TS20000011

Identification code: COMPL_REJECT

Description: Reject credit memo request

Referenced method, attributes

Object type: BUS2094 (credit memo request)

Method:COMPLETE_REJECTION (synchronous method, online)

Attributes: none

Standard Task: TS20000012

Identification code: EDIT

Description: Process credit memo request

Referenced method, attributes

Object type: BUS2094 (credit memo request)

Method: EDIT_ASYNCRON (asynchronous method)

Attributes: none

Standard Task: TS20000013

Identification code: SETBILLBLOCK

Standard Tasks

Description: Set billing block in the credit memo request

Referenced method, attributes

Object type: BUS2094 (credit memo request)

Method: SETDEFAULTBILLINGBLOCK (synchronous method)

Attributes: Background processing

Preparation and Customizing

Activities

Organizational Plan

All the users who have been identified in Customizing for the SAP Business Workflow may

release credit memo requests. These users can also be assigned to different organizational

units.

Organizational units are areas within a company that belong together for organizational and

business purposes, such as a department.

The following organizational units, positions and the people who fill them have been

set up in the system:

Organizational unit Chief position Filled by

Sales organization 0001 Sales manager Miller

Sales area 0001/01/01 Group leader Haywood

You can set up the organizational plan in Customizing for Basis. In the Implementation GuideSAP net/weaver>Application server>Business management>SAP Business work flow> Edit

organizational plan.

Event-Receiver Linkage

The event created for object type BUS2094 (credit memo request) is the triggering event for the

workflow template 20000009 and is the standard entry in the event linkage table. In order to start

the workflow template, you must activate the linkage between the triggering event and the

workflow template, as the receiver for the event, in Customizing for the SAP Business Workflow.

Activate Event-Receiver Linkage

1. Make the settings in Customizing

IMG>SAP net/weaver>Application server>Business management>SAP Business work flow.

2. Activate the event linkage for the workflow template (Sales and distribution Sales

Activate event linking).

IMG>SAP net/weaver>Application server>Business management>SAP Business work flow-->Perform task-specific Customizing.

You can also activate the event-linkage by generating workflow template 2000009

directly.

Using and Linking to the Application Functions

Activities

In the following description, we assume that you have created a credit memo request.

Generating Events

The created event that triggers the workflow is created automatically once a credit memo

request has been created.

Processing Credit Memos

The people who have been assigned to this task receive a work item in their inbox. If this work

item is executed, the credit memo can be released, canceled or processed.

You can call up the inbox by choosing Office -->SBWP - Workplace -->Inbox(In SAP Easy access).

I hope this will help you,

Regards,

Murali.