Credit/debit memo request

hi,
1) credit memo request - After create invoice in vf01, then if credit memo needed, must create credit memo request in va01 then only can create credit memo in fb75?
2) debit memo request - After create invoice in vf01, then if debit memo
needed, must create debit memo request in va01 then only can create debit memo in fb70?
3) credit/debit memo can only be created after credit/debit memo request is created?
4) if credit/debit memo not created in fb75/fb70, where in sd can create?
5) credit/debit memo request done via which tcode if not va01.
thanks

Hi Eliana,
1. A transaction that reduces Amounts Receivable from a customer is a credit memo. For eg. The customer could return damaged goods.  A debit memo is a transaction that reduces Amounts Payable  to a vendor because, you send damaged goods back to your vendor.
2. Credit memo request is a sales document used in complaints processing to request a credit memo for a customer. If the price calculated for the customer is too high, for example, because the wrong scale prices were used or a discount was forgotten, you can create a credit memo request. The credit memo request is blocked for further processing so that it can be checked. If the request is approved, you can remove the block. The system uses the credit memo request to create a credit memo.
You can use credit memos in Sales and Distribution (SD) for assigning credit memo requests to the open invoices and in Financial Accounting (FI) for assigning  credit memos and payments to the open invoices and carry out clearing with them.  If you use both Financial Accounting (FI) and Sales and Distribution (SD),  there is a 1:1 relationship between the credit memo request and the credit memo item posted in Financial Accounting (FI). As soon as you bill the credit memo request together with other sales orders, or distribute the items of one credit memo request to several billing documents, the assignment is no longer valid and the system will not process it.
For  credit memos, credit memo requests, and payments, you have the following assignment options:
- Assignment to a single invoice
- Assignment of a partial amount to an invoice
- Assignment to several invoices
When you post  credit memos, the payment programme processes them automatically. If the credit memo is specifically related to a particular open invoice item, the payment program automatically attempts to offset the credit memo against the open item. If it is not possible to completely offset the credit memo against an invoice, you can post a debit memo to the vendor, who is to reimburse the amount.  Then you can apply a multilevel dunning program. 
3.  Debit memo request is a sales document used in complaints processing to request a debit memo for a customer. If the prices calculated for the customer were too low, for example, calculated with the wrong scaled prices, you can create a debit memo request. The debit memo request can be blocked so that it can be checked. When it has been approved, you can remove the block. It is  like a standard order. The system uses the debit memo request to create a debit memo.
4.  As mentioned above, creating a credit or debit memo request enables you to create credit or debit memos based on a complaint. For this first create a sales document with the order type for a credit or debit memo  request. You can create the debit  or credit memo requests in the following ways: 
– Without reference to an order
– With reference to an existing order
Here you enter which order the complaint refers to.
– With reference to an invoice
Here you enter which invoice the complaint refers to.
In all cases, you specify the value or quantity that should be in the credit or debit memo
5. You can block the credit or debit memo  request from being billed in Customizing. Go to Sales -> Sales Documents -> Sales document header -> Define sales document type and select the billing block field in the billing section.  This request can later be reviewed along with similar ones, - if necessary, by another department. The request for a credit or debit memo  can then be approved or rejected.
Credit memo and debit memo is created used the T.Code VF01, in which we have to choose the billing type as Credit Memo or Debit Memo.
Credit Memo Request or Debit Memo request are created using T.Code VA01, in which we have to select document type as G2 or L2.
Hope this gives you some idea.
REWARD IF HELPFUL.
Regards,
Praveen

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    null

  • Debit Memo Request Issue

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  • Foreign trade data in Credit/Debit Memo

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  • Credit & Debit Memo Issue

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    Hi,
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    DR (debit memo request)    Debit memo
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    Regards,
    Saju.S

  • Creating a debit memo request with reference to an invoice

    Hi,
    An invoice shows wrong MWST value because of incorrect customer tax classification as Tax exempt. I corrected the cust tax classification to "Liable for Tax". Then I tried to create a debit memo request with reference to the incorrect invoice. Thats a requirement by the customer. Invoices with incorrect VAT are not to be cancelled. A specially created VAT only sales order (Debit memo request) is used to create a sales order with 0 net value and correct MWST . But while trying to create the debit memo request, the system picks up the same old condition record for the MWST. How to overcome this situation ?
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    Regards.

    This is working fine. What I did was
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  • Cancel of debit Memo, Don't want debit memo request in VF04

    Senario:
    1.Cerated debit memo request.
    2. Created debit memo and passed to accounting.
    3.Cancelled debit memo and passed to accounting.
    4. Debit memo request is in open status and appears in VF04.
    Now what I done is I applied reason of rejection to item in debit memo request to make the status complete--> Not happened.
    Tried to delete the debit memo request but received Information: Not able to delete the document as subsequent document is present.
    Kindly help.
    Hrishikesh

    Hi Friends,
    I did manage to remove the debit memo request from VF04 and for that I did following things the debit memo request:-
    1. Added Item Usage in DMR (debit memo request)
    2. Added Reason for rejection
    3. Added order reason
    Hope this will help you all if you face simillar kind of problem.
    Regards,
    Hrishi

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