Approval Procedure Originator can't approve AR Credit Note

Hi All
Could someone please help me with an Approval Procedure where the Approver may also be an Originator.
Within the Finance team each member defined in the Approval Procedure can approve another Originator's Credit Notes but not their own. Within the team, they may all be document Originators AND Approvers (as long as they are not approving their own document).
Thankyou for your assistance
Peter

I don't think there is any easy logic to support you request. Your option would be creating more Stages and Templates to fit each combination of the users. In a simple word: Originator and Approver should not be the same in a Stage-Template pair.
Thanks,
Gordon

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Approval of Credit Note Process

Hi,
I'd like to know what is the process to approve a credit note.
Thank you very much, Ela

I want to understand when a credit note need to be approved and the process.
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How can we identify which credit note applied to which AR Invoice?

Hi,
We are in 11.5.10.2.
We want to migrate all the open transactions data of AR.I have few questions as given below :
1.How do we identify in Invoice Entry screen where a credit memo is linked to Invoice.
2.One credit note & 3 Invoices are applied with a Receipt,so how we can identify the invoice which is applied with credit note.
3.Is there any possibility of applying credit memo directly to AR Invoice with out the receipt screen.

Hello.
1.How do we identify in Invoice Entry screen where a credit memo is linked to Invoice.
2.One credit note & 3 Invoices are applied with a Receipt,so how we can identify the invoice which is applied with credit note.Query the invoice and navigate to Action/Installments/Activities.
3.Is there any possibility of applying credit memo directly to AR Invoice with out the receipt screen. You probably can use an API. There are a lot of questions about this is the forum.
Octavio

Can anyone from SAP comment on this? Credit Note from AP Invoice

Hi all!
I'm creating a partial credit note from a Service AP invoice via DI.
My invoice has 2 lines, the first for 10.000, the second from 5.000 (no VAT to keep things simple) Tot = 15.000.
In the credit note I have the first line for 2.000 and the second for 1.000, Total = 3.000.
I set for the first line
CreditNote.Lines.BaseType = "18"
CreditNote.Lines.BaseEntry = 28
CreditNote.Lines.BaseLine = 0
CreditNote.Lines.Line Total = 2.000
and for the second
CreditNote.Lines.BaseType = "18"
CreditNote.Lines.BaseEntry = 28
CreditNote.Lines.BaseLine = 1
CreditNote.Lines.Line Total = 1.000
and for the CreditNote
CreditNote.DOcTotal = 3.000
Saving, I obtain a CreditNote with the first line for 10.000, the second for 5.000 and a total discount of 12.000, Total = 3.000. (same invoice amounts on the lines
and a discount to get the correct invoice total).
My question is: isn't there a way to obtain a credit note linked to the invoice but with line amounts different from the ones of the invoice (in my example: first line 2.000, second 1.000) and without discount?
in B1 you can do it!!!
I know that from a fiscal point of view the result is the same, but seeing credit notes in B1 different from the vendor documents is pretty upsetting for some customers ...
Thanks in advance,
francesca

Nevermind!
I solved the problem: even with DI you can create a partial Credit Note.

Dispute case for a credit note

To get approvals for a customer refund, I want to use dispute cases. To make this work, I will have to create dispute cases for open credit notes from customer line items (FBL5N). However, I get an error message 'Dispute case cannot be created without receivable'
Do I need to define a new case type to be able to create a dispute case for a credit note?
Cheers

Hi Vicky,
A dispute can not only include a credit note.
There has to be a debit accounting document in the dispute as well.
If a customer wanted a refund you have two options:
1 - You can dispute the original invoice or invoices, and then raise a credit note and attach that to the dispute. The customer will then pay the invoices and take the credit note.
2 - You can create a customer disputed object. This allows you to create a dispute without reference to an invoice. You can then attach the credit note to the dispute.

Unable to post credit note on Assets

Hello All,
At the end of FY 2008, we posted an invoice on PO 4800XXXXXX.
But, at the beginning of 2009, the supplier created a credit note to cancel this invoice , and sent us a new invoice to a total amount lower than the invoice 2008.
On the PO, i can post the new invoice, but i can't post the credit note :
I have the following message :
"Balance for transaction type group 10 negative for the area 01"
Please let us know why credit memo is not getting posted.
Our analysis:
1. We observed that the Acqusition postings are done in 2008, and no Acqusition postings are done in 2009. We observed that we are trying to post credit memo in 2009 where no acqusition postings exists. As per the configuration done for the Depreciation Area 01,no negitive postings (i.e credit memos) can be posted if there is no acqusition (Stand alone)
Hence we beleive that we have to post a credit memo in 2008, then post an acqusition postings in 2009 and post a credit memo in 2009.
Could you please let us know if our assumption is correct OR is there any alternative to post credit memo in 2009 (Fiscal year 2008 closed)
Thanks in advance
Best regards
Lavanya

Try to post the credit invoice with ABGF - ... in Next Year is using transaction type 160. I think this one is not used with the posting from you credit invoice?

Credit note on price changes

Hi,
My customer would like to raise a credit note due to price changes on the item. Currently once we raise a credit note, the quantity is also returned to stock. Service type cannot be used as they would like to track the gross margin of each item. Thanks

Hi Jenny,
Based on the note 539982, the only one is to use service, here is the note :
Issue a credit note without returning items to warehouse
Symptom
How can I issue a credit note for a customer regarding a certain item invoice without returning the stock items back to the warehouse?
i.e : a discount for a customer concerning a specific invoice
Other terms
credit note, invoice, return, warehouse, service, discount
Reason and Prerequisites
No error. Need of information
Solution
You should generate a Service type credit note. Do not copy the invoice
to the credit note. This will cause a reverse stock transaction and
will close the invoice. To solve this problem, please perform the
following steps:
   1. Go to AR/Sales in the command center.
   2. Click on "credit" note and select "service" on the top left of your window.
   3. Select the customer you want to issue a credit note for.
   4. In the column "description" type in the item invoice number.
   5. Select account code and price.
   6. Add credit note to the system by pressing the add button.
Rgds,

Credit note using RFFOEDI1

Hi,
One of our user did two payment runs using the program RFFOEDI1.One with payment method "U" and "5".
Included in the collection run was one credit note (payment method "5") which had to be refunded to the customer.
When the data reached the receiver, the credit note was included with the 3rd party payments. There is not problem with the master data.
My question is can we include a credit note under payment method 5 (which I assumed is reserver mainly for payments). Could you pls give me some ideas how this could have happened? Thank you.

HI Sagar,
1.Check the tax code settings with respect to that country and tax pocedure in the transaction FTXP.
2.Check the G/L account assignment is done to that tax code in the transaction FTXP.
3.Check the settings related to account key in the transaction OB40.
I hope it will help you
Regards,
Murali.

Wrong taxes while issueing credit note to customer

Hi,
We are using FB75 to create credit note to customer as we charged excess amount in original service tax bill through oversight.
Invoice details are as below.
Basic Cost 1,75,000.00
Service tax 10.3% - 18,025.00
Total 1,93.025.00
But in credit note service tax is calculated at 16% even though we are using same tax code as per original invoice.
Kindly help.
With Best Regards,
Rajkumar

Dear Rajkumr,
This may be caused due to configuration change after the original invoice and before the credit note posting. Please check the configuration (specially tax rate) in FTXP transaction.
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Murlidhar Khatri

Credit notes

HI,
If I have created 10 Invoice document for one customer.But month end I want to raised credit note EX-rs 500 for 10 item for all 10 invoices .So how I can do in the system.
Please give me the solution how to do in the system so that credit note will creae at a time for 10 invoices.
Thanks,
Miku.

Hi Miku 143,
You can create a single credit note for the 10 invoice. Please go to the transaction VA01 and enter the first billing document. Then in the menu bar select the option Create with reference to add multiple invoices. Then after adding all the invoices saves the changes. Create a billinng docuemnt for the same to billing them collectively.
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Aditya.

Automatic Credit note through condition type

Dear Experts
How can i generate a Credit note automatically, after i post my invoice.
I wish to create this credit note to settle the payments of the Broker's and commision agent,
who had brought the business to my orgnisation
Regards
Sudhir

Through standard this is not possible. You have to go for customization with the required logic.
G. Lakshmipathi

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Can someone help me on how I can create multiple subsequent credit notes in ECC6. I have tried using the FM 'BAPI_INCOMINGINVOICE_GETDETAIL' and I am getting the error 'No reversal possible. Reverse value must be reset'.
if i try and using the BDC it doesnt update the screens in the back ground, but it does in the foreground.
regards
Stan

Hi,
thanks for your answer!
well, there is no link between the company B and the intermediate business partner..
I thought of something like that:
1. I create a sales order for the material : "licence" for 100000.-
2. I create a rebate agreement (B003) of 10% for "initermediate business partner= M.Wagner"
3.I create an invoice to company B of 100000.-
4. Company B pays 100000.- but 10% is automatically "stocked" in the accounting of company A
5 I create a credit note of 10000 (linked with the invoice) to pay M.Wagner.
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Credit Note to be approved and released by Maanager before allow to print

User wanted all credit note to be viewed and released by higher authority before allowing to proceed with printing.
If there any configuration I can set for this task?
if yes, can anyone guide me on the setup?
Thanks a million

Hi,
You can achieve the same through User Status and following developments.
Define User Status
SPRO----> Cross Application Component -
> SAP Business Partner ---> Business Partner ---> Basic Settings ---> Status Management -
> Define Status Profile (T-Code BS02) Here you have to create on Status profile with 1. Approved 2. Rejected.
Assign this status profile to your documebt type details screen T-code VOV8,
Now you have to create Authorization Key for the User who will change the status, and assign in you it to ur status profile.
Now for printout
Create one routine with the help of ABAPer T-code VOFM select Requirement ---Output
otherwise write Logic that if user status is Approved then only systmem will give printout.
Functions to use for this
"example logic"
IF flg_set = 1.
    CALL FUNCTION 'SSF_OPEN'
      EXPORTING
        user_settings      = ' '
        output_options     = w_output
        control_parameters = w_control
      EXCEPTIONS
        formatting_error   = 1
        internal_error     = 2
        send_error         = 3
        user_canceled      = 4
        OTHERS             = 5.
    IF sy-subrc <> 0.
      MESSAGE ID sy-msgid TYPE sy-msgty NUMBER sy-msgno
              WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
    ENDIF.
ENDIF.
CALL FUNCTION g_fm_name
    EXPORTING
      w_name_1           = w_name_1
      user_settings      = ' '
      output_options     = w_output
      control_parameters = w_control
    TABLES
      i_out              = i_out
      i_name_1           = i_name_1
    EXCEPTIONS
      formatting_error   = 1
      internal_error     = 2
      send_error         = 3
      user_canceled      = 4
      OTHERS             = 5.
IF sy-subrc <> 0.
    MESSAGE ID sy-msgid TYPE sy-msgty NUMBER sy-msgno
            WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
ENDIF.
IF flg_set = 1.
    CALL FUNCTION 'SSF_CLOSE'.
ENDIF.
*ENDFORM.                    " F_CALL_SMART_FORM
PERFORM f_select_data.                             " Subroutine for all select statements
PERFORM f_build_out_table.                         " Subroutine to build output table
PERFORM f_text_conversion.                         " Subroutine to call text ID to text conversion
PERFORM f_call_smart_form.                         " Subroutine to call Smart form
ENDFORM.                    " ENTRY_SD13
for Identifiying which User Status is marked in document during calling of routine.
Get the Object Number (OBJNR) from VBAK for SD and PRPS for PS and Pass the OBJECT NO (OBJNR) into Function Module ALM_ME_READ_USER_STATUS, based on that we can write logic in our FS if user status is not approved or according to our requirement then system will not allow to take printout.
Regards
Shambhu Sarkar

How to approve a credit in Oracle Credit Management

I create a lease application from Oracle Lease and Finance Managment. How to approve a credit in Oracle Credit Management?

Solved.
I create a layout variant and transport it.
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Waiting for approval item does not execute attached procedure !

Hi.
Using 3.0.8 on Solaris.
Create one custom item type and associate one on plsql procedure to be run in place when item is listed within its folder.
Go to folder, add item, look for the plsql result : Good it's working !
After that create an item as a create with approval ACL and come back as folder owner, look at the plsql result : NOTHING !!!
My PLSQL procedure is displaying some attributs in order for the folder owner to approve or not the waiting item. So if wainting for approval items does not execute associated plsql function as they are "waiting" (active=0) then I've got some problems!
Any suggestions ?

Hi all,
Thanks very much for your feedback.
In reply to Brian's suggestions
1. I checked to see if WS14500013 was defined as general task; it was not and this has has now been rectified. Went through the other workflows also.
Double checked the contents of the tables:
APPROVAL_TABLE, ITEM_APPROVAL_TABLE, ITEM_APPROVAL_OBJECT.
All appeared OK.
Created a simple one line SC. Invoked approval preview and the message: 'Approval step without ad-hoc capability. No preview possible' was displayed. This is odd since WS14500015 and sub-workflows do not use AD-HOC approval. Or am I not understanding this correctly.
Followed Smitas suggestions but to no effect.
Here are the contents of the said tables which I lifted from the workflow tables:
Again, many thanks for your responses...
**APPROVAL_TABLE****
NAME="APPROVERLIST:ApproverList:" <APPROVAL_INDEX>0000000001</APPROVAL_INDEX>
<APPROVAL_BRANCH>0000000001
<APPROVAL_AGENT>USMGRR11000
<APPROVAL_STATE>0000000002
<INITIAL_AGENT>USMGRR11000
<INITIAL_INDEX>0000000002
**ITEM_APPROVAL_OBJECT***.
NAME="ITEMAPPOBJTABLE:ItemAppObjTable:" - <item>
<SC_GUID>957117374BC6434882B0BFD5462A2724</SC_GUID>
<APP_CRIT_NAME1>COST_CTR</APP_CRIT_NAME1>
<APP_CRIT_NAME2>ORDER_NO</APP_CRIT_NAME2>
<APP_CRIT_NAME3 />
<APP_CRIT_VALUE1>R11000</APP_CRIT_VALUE1>
<APP_CRIT_VALUE2 />
<APP_CRIT_VALUE3 />
<APPROVAL_OBJECT_GUID>9E6EFAC500B681458284BBB60BF99C8A
*****ITEM_APPROVAL_TABLE***,
NAME="APPROVALITEMLIST:ApprovalItemList:"
<item>
<APPROVAL_OBJECT_GUID>9E6EFAC500B681458284BBB60BF99C8A <APPROVAL_ITEM_GUID>1137519335F51C4DB3D2844A8AD484C0

Approval Procedure Originator can't approve AR Credit Note

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