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Credit Memo Process Issue

Former Member
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Hi,

1) SAP allows credit memo to be created with reference to credit memo request and with reference to an invoice. In what what scenarios we should give option of creating credit memo with reference to invoice and in what scenario we should give option of creating credit memo with reference to credit memo request?

2) Whlie creating a credit memo request with reference to an invoice is there a way to restrict that the value or quantity of credit memo request should not exceed the value and quanity of referenced invoice

3) Whlie creating a credit memo directly with reference to an invoice is there a way to restrict that the value or quantity of credit memo should not exceed the value and quanity of referenced invoice.

Girish

Accepted Solutions (0)

Answers (2)

Answers (2)

Jelena
Active Contributor
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I might be missing something but question 3 doesn't make any sense. 'Credit memo' is a billing document, but 'credit memo request' (CR) is a sales document. I don't think it's possible to create a credit memo (=billing document) out of a thin air. Shouldn't the credit memo be always preceded by a credit memo request of some sort? Sometimes the term "credit memo" is loosely used for both documents though.

Former Member
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From ECC 6.0 onward it is possible to create a credit memo(billing document) directly with reference to an Invoice(billing documnet). In this process there is no need of an credit memo request.

Former Member
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Hi

There are two scenarios,

Either you follow Release Procedure (Approval policy/Authorization policy) or you do not follow in your organisation.

If you follow Release Procedure, then you need to create Credit memo always with reference to Credit memo Request , even in ECC 6.0.

If you do not follow Release Procedure, then you can create Credit memo directly from the Invoice.

Normally, in all most all organisations, Credit memo is created with ref to the Credit memo Request beacuse you need some authorised person to approve it before a Credit memo is issued so that you can check any unwanted Credit memo.

But, below certain value, no Credit memo request creation is required and it differs from organisation to organisation.

The minimum value possibly set by ABAP in the workflow.

Regrdas

Pradyumna

Former Member
0 Kudos

Hi,

1) SAP allows credit memo to be created with reference to credit memo request and with reference to an invoice. In what what scenarios we should give option of creating credit memo with reference to invoice and in what scenario we should give option of creating credit memo with reference to credit memo request?

>>> You raised invoice to customer say value is $ 100, Now due to some resons (Returns,price change etc) you want to give credit (u want to charge $ 90 insted of $100), Then you can create credit memo with refrance to invoice,

Now again u want to change this credit memo, then credit memo to credit memo refrance can be used

2) Whlie creating a credit memo request with reference to an invoice is there a way to restrict that the value or quantity of credit memo request should not exceed the value and quanity of referenced invoice

3) Whlie creating a credit memo directly with reference to an invoice is there a way to restrict that the value or quantity of credit memo should not exceed the value and quanity of referenced invoice.

>>> As std is availbale it will give you warning masage only.

Kapil