Billing Block for Credit memo request

[Former Member]

Hi Gurus,

we want to configure billing blocks in CR memo request to our users,

Actually if order value is below $1000 it should be authorised by sales team.

If order value is above $5000 it should be authorised by sales manager.

Currently in our system everyone in sales team has access to va02 and able to remove the billing block and raising a credit memo to customers.

Well Preventing authorisation of va02 for certain users is not recomended because everybody needs that authorisation.

What we want is any automatic control by system even if user wants to change the billing block, system should not allow the user if order value is over certain value.

Thanks in advance gurus,

Best regards,

Naga Gopio.

[former_member217082 · Accepted solution]

Hi Naga Gopio

First of all Maintain the authorization role(Sales team and Sales Manager) and maintain the limits and to that limits assign the authorization role. So if the value is more than $5000 then it will be authorized by Sales Manager. And if the order value is below $1000 it will be authorized by sales team

As everyone is accessing VA02, with the help of BASIS consultant only you need to give access. So you need to take help of BASIS consultant

Regards

Srinath

[Former Member · Accepted solution]

hI srinath,

Thank you for the reply, the authorisation role and limits are they need to be developed by basis or we can customise in our SD. Please correct me, can you please provide me if this has to be conveyed to basis consultant, what information would be helpful to basis people that we have to provide.

Thanks in advance,

Gopio.

[Former Member · Accepted solution]

Hi,

Pls ask your basis person for not changing the billing block through VA02 T.Code.This authorisation can be prevented by them.

The nextstep after this is the workflow.

In the workfolw maintain the order limits there.

If the value of the order is from 0 to 1000 then one set of persons can be release that order by workflow.If it is between 1000 and 5000 then another set of people can release that order by workflow by going into SBWP T.Code.

Pls ask your HR person to create the PERNR id's for those people.You can set first and second approver also.

Regards,

Krishna.

[former_member217082 · Accepted solution]

Hi Gopio

An Authorization role will be created by the BASIS consultant and You need to communicate your requirement to the BASIS consultant telling that to block the users for using t.code VA02.So the BASIS consultant will be creating the roles and he will be blocking the users as per your requirement

For your requirement we cant configure in SAP SD.But generally a authorization role will be created by the BASIS consultant

Regards

Srinath

[Former Member · Accepted solution]

Hi Naga

There are two ways to implement it

1) Give direct access or restrict acces from Basis.

2) Trigger workflow to concern authority to intimate him/her that sales order is pending for your approval.

Second method is the Standard one. So you decide which one suites you.

For first one no workflow will trigger automatically every time user has to intimate his/her supervisor for releasing the credit/debit memo.

For second, Take help of you ABAP workflow team to set up workflow for the requirement and Create a 'Z' table in which you have to store amount range and respective authority number. Authority number you will get from HR people. ABAP workflow will check this table and match the amount and pick the appropriate approver and will send a mail.

I suggest you to go with second one, rest your requirement.

try and revert.

[Former Member]

Thank you All. Client considering to implement workflow.