Credit memo in Sales

Hi,
I have a scneario wherin I have overcharged a customer . In that case as per my knowledge, we will create
1.Credit memo request against the Invoice
2.Create a credit memo consequently.
Please confirm that there is no other SALES RELATED document to be created once we create a credit memo (Basically the sales order and delivery will remain untouched).In that case how should I settle the credit memo so that I can get an accounting document.
The other way I can think of is by using a document type RK.I am not sure how should we go about it.Can anybody please throw some light on it?

Hi,
Regd Doc Type RK-Invoice correction request.
Invoice correction request - A sales document used in complaints processing to correct the quantity or price of one or more items in an invoice.
You can create an invoice correction request if the wrong prices have been calculated for the customer. The invoice correction request can be automatically blocked by the system until it has been checked.
The system calculates the difference between the amount that was originally calculated and the corrected amount for each item.
Once it has been approved, you can remove the block. The system creates a credit memo with reference to the invoice correction request. If the remaining amount is positive, the total value does not have a + sign, if the remaining amount is negative, the total value has a – sign.
Free of charge delivery - You can create free of charge deliveries for sending samples of your products to the customer. The system will then generate a delivery based on the free-of-charge delivery.
Both these things are used to handle customer complaints
Example :
You raise a Sales Order (OR) with a net price of Rs/- 1000 and
carryout the Outbound Delivery with Picking and PGI and
raise a Invoice and change the Price in Invoice as Rs/-990 and save the Invoice.(Note down the Document number)
Now goto VA01 and raise a Sales Order with Document type (RK) and give the Billing Document number as refernce then Click on Copy and now Goto Item Condition Screen and change the Price to Rs/-1000 and remove the billing block and save it.
Now goto VF01 and raise the Invoice and you can see the Difference amount Rs/-10 in the Netprice.
Cheerzz..
Subbzz..

Similar Messages

  • Procedure for creating credit memo for sales return

    Dear Gurus,
    Please let me know the procedure creating a credit memo for sales returns.
    I am able to cancel the invoice using vf11. create a return sales order using vao1. create a retrun delivery using vl01n, transfer the stock from returns to blocked to unrestricted use using mb1b and movement types 459 and 343.
    Pls let me know the procedure for creating the credit memo for the goods receipt of sales return.

    Dear,
             I am not geeting your question but well i explain in my company scenarion,
        1)    We create the Sales Order : VA01 ( Order type : ZREW : Return without invoice, ZRES : Return with Invoice)
                Here, ZREW is our own created order type and it is maintain in config.
                         ZRES is use for Return with invoice. In that we enter the bill number in return sales order which sales.
        2)    In Delivery : VL01N : That is base on Return Sales order.
        3)    In Billing   : VF01 : Create credit memo with resp. to delivery number.
                      Credit memo type : Same as sales order,
                                                    ZREW : Crd Return (W/O Inv)
                                                    ZRES  : Credit For Returns.
    Hope it will help you.
    Regards,
    Sandip

  • Credit Memo for sales adjustment

    I have 2 pricing procedures,
    Z00001 for normal sales
    Contain condition types
    Z001 - Selling Price and some other for discount, freight, etc
    Z00002 for sales adj.
    Contain condtion types
    Z002 - Sales Adj
    The 2 condtion types Z001 and Z002 are mapped to 2 diff. value fields (gross sales and sales adj) in COPA
    I have the following questions:
    1. if I directly generate a credit memo from the billing doc (normal sales order -> delivery -> GI -> billing), is it no way to change the pricing procedure from Z00001 to Z00002? If using Z00001, i can only enter the difference in the condtion value of Z001 (say unit price from $100 -> $95, then I enter 5 in the condition value for the credit memo) which won't brought the amount to the sales adj value field in COPA which in turn the value diff. will be reflected in the gross sales as negative value.
    2. if I generate a credit memo request without referencing any doc for this case, I will have Z00002 as the pricing procedure. So I can have the sales adj. amount fell into the sales adj value field in COPA when the billing doc is released to FI. But I don't know how to maintain the relationship of this request to its original order / billing document. When I tried to create the credit memo request with reference to billing / sales order, I hit the same problem that I can't change the pricing procedure to sales adj Z00002, the pricing procedure Z00001 determined in the reference sales order / billing doc will be used instead. Is there any way to create the credit memo request reference from a sales order / billing that I can keep their relationship in document flow, and yet a different pricing procedure will be used?
    Also, please advise what is the normal practice for handling the case of sales adj? Many thanks!

    Hi Gundam,
      You can try out by taking only one procedure which is ZD0001 and can includ eth condition ZD02 in the same procedure.
      You can make other conditions manual so that when you create your credit memo w.r.t billing then you can manualy enter the value of ZD02 so that they can enter in the sales adj.
      Try this out.
      Reward points if it works.
    Regards
    Karan

  • Credit memo -Depot sale return

    Hello Guru,
    I am facing problem in credit return memo regarding excise amount.
    Since this is depot scenario after doing J1IJ i am doing invoice where excise value is picking from J1IJ...which is ok.
    when i am doing depot return with reference to invoice it is copying right excise value from invoice.....which is ok.
    But when i am doing my credit memo for return it is not copying excise value from sales return order.
    Copy control is ok i.e. D.
    Values of excise in return credit memo is copied from the orginal sales order.
    Also i tried with doing first J1IG to capture return excise and then i did vf01, even though i am not getting the excise value which is in sales return order.whie generating the credit memo system is doing the recalculation of pricing.
    Regards
    amit Varma

    HI,
    Please follow the below link and check the configuration as per standard SAP:-
    http://www.sap-img.com/sap-sd/sap-sd-cin-configuration.htm
    Thanks & Regards,
    Rahul Verulkar

  • How to trace Credit Memos against Sales Invoices

    Namastayjee  Gurujee,
    Please coach me how to trace credit memos against the specific list of sales invoices. My intention is to nail down those salesmen who crank in last minute month-end invoices, and following the month-end they do GRNs and Credit memos.
    Gratefully,
    Seif

    The only way to trace the Invoice to wich a credit memo was done is if the credit memo was created with reference to your invoice. Check the fieds REFERENCE or ASSIGMENT in the header of your invoice, because by customizing one of them should have your original invoice number.

  • Settlement of Debit and Credit Memos of Sales Orders

    Hi,
    Do we Settle Credit/Debit Memos while settling Sales Orders as a Part of Month End Procedures, What should we do if we need to settle them.
    Thanks
    Sivaram

    Hi Madhu, did u find the solution to this problem you posted please reply as soon as you can
    The value from a condition is posting to the same side of GL account in credit and debit memos.
    e.g., the value of 100 from condition x is bebiting GL a/c 100 and crediting GL a/c 200 in debit memo in accounting document. In credit memo the value from this conditon should credit GL a/c 100 and debit GL a/c 200, but system is crediting and debiting the same GL a/c as in debit memo.
    Thanks

  • Regarding invoice and credit memo of sales order

    Hi,
    I have invoice for sales order and also have credit memo for the same sales order. I can see invoice and credit memo differently through transaction VF03. I want to append credit memo details to the invoice ...is it possible ?..if yes then please tell me the procedure.
    Thanks.

    check in the documnet flow if you can see the invoice and the credit memo. Then you can see them both in the document flow of any of the document.
    When you say append, what does it mean? Please explain.
    Regards
    Sai

  • Creation of sales order(Credit memo request) w.r.t invoice

    Hi want to create a Credit memo request (sales order) with respect to a invoice.
    Can any body suggest me a bapi or Fm which will directly create a sales order with input as invoice number?
    Also all mandatory import export parameters to be filled?
    Thanks in Advance,
    Rohan.

    You should be able to use one of these BAPIs (depending on your release - the ...2 one is the lates and greatest, it seems):
    BAPI_SALESORDER_CREATEFROMDAT1
    BAPI_SALESORDER_CREATEFROMDAT2
    BAPI_SALESORDER_CREATEFROMDATA
    You'll find a lot of information on them anywhere, please use search. There is also a decent documentation available for each one of them.
    The invoice reference will have to be entered as follows (note that it's always at line level):
        order_items_in-ref_doc = <invoice number = VBRK-VBELN>.
        order_items_in-ref_doc_it = <<invoice line number = VBRP-POSNR.>.
        order_items_in-ref_doc_ca = 'M'.   " or whatever category is applicable
    Keep in mind though that BAPIs do NOT always work the same way as VA01. If, for example, you have the requirements and copy routines (VOFM), they might get bypassed when creating an order with BAPI.
    Any follow-up questions I'd suggest to post in ABAP forum. Good luck!

  • How to create a credit memo for an existing sales order !

    Can any body help for how to create a credit memo for an existing sales order !

    Hi,
    It is actually possible to create credit memos from sales orders though it is not followed in most of the scenarios.
    We have got a scenario in commodity trading that a sales order will be created with positive value. Once the swaps are settled by the portfolio mngt team, if we have to give some money to the payer, then a credit memo will be greated (as in their case all invoices will have only +ve value as net value) with reference to the sales order. In the copy control, the main field to be taken care of at itme level is the PRICING TYPE for which a value of F has to be maintained. This will convert the sign of the values and fix them. Now a credit memo will be created for teh saels order.
    In this case, the document cateogyr of sales order will be C in VBAK, but it will be K in VBFA table which is the table for document flow.
    Hope this answers your question. You can reward if it helps you.
    Otherwise the normal process is
    SALES ORDER---INVOICECREDIT MEMO REQUEST----CREDIT MEMO

  • A/r credit memo for tax only

    Hello,
    I need to do an a/r credit memo for sales tax only.  Reason: customer was charged sales tax when he should have been exempt.
    Problem: I need this credit and tax amount to show up on my Tax Report under Financials, Financial Reports, Accounting, Tax, Tax Report so I am not overpaying our taxes (I'm running the report using the By Tax Code tab).  This report only pulls tax amounts from the variables area in the lower right of an credit memo or invoice and is dependent upon an dollar amount item being listed in the line items of the credit or invoice.  Plus, I also need the sales dollar amount that relates to this tax to show in the Total Amount column on the tax report as this column is used for our gross sales that are reported to the state.  But I can't put an item with a dollar amt on the credit memo as it will mess up the total dollar amt of the credit memo, plus will reflect incorrectly on sales analysis reports.
    How can I do an a/r credit memo for sales tax only that will reflect correctly on this report?
    Thanks for your help,
    Shelby

    If you are using SBO 2007, you could create a Tax type row and achieve this.  If it is 2005 then you would have to probably do a JE.
    Suda

  • Work flow block in credit memo request

    Hi Friends,
    I want to create a credit memo. I am creating the credit memo like: Sales order>Invoice>Credit memo request-->credit memo. Now my credit memo request is got created but is assigned with Workflow block at header level, now when I am going back in VA02 and saving it after removing the block at header level, but when I am again checking in VA02/VA03 work flow block is there. Now when I checked that in my workflow , it is in outbox and but I am not able to approve it becoz it is in outbox.
    Where it is going for approval , it is only created by me and I don't see any approver field in credit memo request screen.
    In the wrokflow outbox am getting that block CMR --as completed and get CMR approver as Error.
    How can I remove the workflow block ? Any pointers.
    Regards
    Ashu
    Edited by: ashutosh p on May 20, 2010 1:39 PM

    Please check the Workflow log. By default whenever you create or act on any workflow workitem it will appear by default in your SAP Outbox.
    Thnaks
    Arghadip

  • Credit Memo is posting Debiting Customer Account instead of Crediting

    Hi Gurus,
    When i use SD Document Category "K" (Credit Memo) for Sales Order type "Credit Memo", first system shows all figures with Negative Sign "-" during my Pricing Condition maintanence at line item level of an Order (Credit Memo).
    Second and most importantly, System is posting the figures as "Debit" to Customer Account when i do the billing for the Credit Memo.
    If I change the SD Document Category to "C" (Order type), only then System Post the figure as "Credit" to Customer Account.
    But the problem is, i cannot use SD Document Category "C", because SAP would not let me reverse the Billing Doc, as it looks for SD Document Category "K" and hence the incomplete Reversed Credit Billing Doc would sit in VFX3.
    Pls advise, how can i fix/configure system with SD Document Category "K", so that, Figures are posted as "CREDIT" to a Customer Account.

    Check the T.Code: VKOA, OBYC & OB40 settings for account determination.
    Regards,
    Rajesh Banka
    Reward suitable points.
    How to give points: Mark your thread as a question while creating it. In the answers you get, you can assign the points by clicking on the stars to the left. You also get a point yourself for rewarding (one per thread).

  • Credit memo request(SO) w.r.t Invoice

    Hi want to create a Credit memo request (sales order) with respect to a invoice.
    Can any body suggest me a bapi or Fm which will directly create a sales order with input as invoice number?
    Also all mandatory import export parameters to be filled?
    Thanks in Advance,
    Rohan.

    Rohan,
    SD_SALESDOCUMENT_CREATE
    In that for with reference pass
    REFOBJTYPE
    REFOBJKEY
    REFDOCTYPE
    also check the BAPI's
    BAPI_DRMCREDITMEMOREQ_CREATE
    BAPI_DRMDEBITMEMOREQ_CREATE
    Amit.

  • Credit memo and debit memo

    Can some one kindly explain the img config step by step and how to check this setting in easy access.
    Thankyou in advance
    Rewards are assured
    Best regards,
    R.Srinivasan

    REFER BELOW REWARD IF HELPS
    Debit note and Credit note?  What is the purpose?  How we create?
    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.

  • AR \ AP Credit Memo is available in SAP Business One

    Dear Friends,
    I would like to AR \ AP Credit Memo is available in SAP Business One. Or else any other work around solution is there in SAP Business one.
    I am waiting for your………………………………
    Regards,
    Senthil Maruthappan.

    Hi,
    Yes, We have A/P and A/R credit memos.
    For A/P Credit Memo :
    In Purchase A/P --> A/P Credit Memo will be available.
    When we want to return the Goods we purchased to vendor after Preparing A/P Invoice means we will use A/P Credit Memo.
    For A/R Credit Memo :
    In Sales A/R --> A/R Credit memo will be available.
    When we receive the sold goods after preparing A/R Invoice then we use A/R Credit Memo while receiving the Returned Goods.
    I hope this could help you.
    Regards
    Raja.S

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