Credit Memo Request configuration

[Former Member]

Gurus,

Could you please explain the configuration of

- Sales document type credit memo request (VOV8)

- Releasing or Rejecting credite memo by person responsible and

If the value of the credit memo request is below a certain minimum limit

- Billing document type credit memo

Regards,

Ashish

[Former Member · Accepted solution]

Hi Ashish,

Goto VOV8 T.code and then Selct the Order type as CR and click on copyas or F6.

Create your own document type as "ZCR" etc... and maintain the billing block as "08".Maintain reference mandatory as "M".In general we are creating with reference to an invoice.

Save.

Goto T.Code "VOFA" and then select the billing document type as "G2" and click on copy as or F6.

Save with your own name as "ZG2" etc...

Assign this billing document to your ZCR in VOV8 under order related billing as ZG2.

Save.

When you create the creditmemo request with reference to an invoice the billing block will come as "08".

The authorised persons only can remove this block.This can be done using the workflow.When the value is more than certain amount then the mail will triggered into the authorised persons mail id in SAP.They can check and release it using SBWP T.Code.

Then one can create the creditmemo with reference to this credit memo request.

Regards,

Krishna.

[Former Member]

Ashish Desai ,

1. IMG --> SD --> Sales --> sales Documents --> Sales document header --> Define sales document types

Choose " CR" - Credit Memo Request Click Copy and rename it as ZCR.

Click details creen of this sales doument type ZCR, Under "Billing" header --> "Billing Block" Field = 08 -check credit memo. Save it

2. Similarly In Billing

IMG --> SD --> Billing --> Billing Documents --> Define Billing Types --> "G2"- Credit memo copy and rename as ZG2. Save it

3. Assign ZG2 Billing Document Type within sales document ZCR under "Billing" sub-header assign ZG2 in the field oreder -rel billing i.e.,

Order rel. billing = ZG2, Click Save.

4. Using Role Authorization based on tcode you can restrict.

Regards

Sathya