For returns, credit/debit memo request or invoice correction request, billing takes place after checking and approval, by creating a credit or debit memo."

[Former Member]

Hi Expert

Sorry for the simple question.

I came upon this statement in the SAP SD Training Material:

"For returns, credit/debit memo request or invoice correction request, billing takes place after checking and approval, by creating a credit or debit memo."

Does it mean that Credit/Debit Memo has to be created first, so that the billing of the returns, credit/debit memo request or invoice correction request can be checked and approved?

Would appreciate a simple explanation with business scenario.

Thanks.

[former_member182378 · Accepted solution]

Daimos,

This category of documents is complaints. Because customer has made a complaint - by returning the goods or by reporting the quality not ok - money has to be refunded to the customer.

Once the order is created (say return order) it has an automatic billing block (due to configuration settings). The billing department does some checks (phones the warehouse etc.) and then if convinced that money should be refunded, the concerned officer removes the block and creates the billing document (or credit memo).

That is what is stated in the material:

"For returns, credit/debit memo request or invoice correction request, billing takes place after checking and approval, 

(after checking and removing billing block > then creating billing document)

TW

[Jelena]

If this has been answered then kindly close the discussion.

Going forward, also please keep the subject line short - putting the whole question there makes the discussion list unreadable.

Thank you.

[Former Member]

Thanks, Jelena!

[Former Member]

Got the answer myself.

It means we will need to create a billing doucment in the form credit/memo and check and approve it. It is done via VF01

Thanks!