Approval required for raising credit memo request and credit for returns.

hi experts,
In Standard SAP, credit memo request has a credit billing block. It has to be released by an authorised person. But for my client
it has to be approved by 4 persons. In case of returns, Credit for returns also needs to be approved by 4 persons.
Client wants Yes or No pop-up screen
The chart Showing Approval for Credit Memo from four users, if all four users approve u201CYesu201D Credit Memo can be issued. And it cannot be issued if any of the four users doesnu2019t approve for credit memo.
Credit Memo request
approval by USER1
approval by USER2
approval by USER3
approval by USER4
Credit Memo
Any idea or suggestion doing this please share...
your reply will be appreciated with points.
Thanks and regards,
-Jay

Hi,
In our project,we have a similar requirement.
For this,we have developed a "Z" table which has the fields as "Credit control area",Customer credit group from,customer credit group to,Refund value from,refund value to,Approval Levels(values like Cash colletion credit manager,Senior order sales manager etc....These values were maintained in Domain),First Approver,Additional Approver,Additional Approver and e-mail address for rejections.
The values for First,additional approvers will be fileld with position numbers which were created by HR team.
Based on the Sales value,a work item will be created in approver's mail box i.e. in SBWP T.Code.If no action has been taken,then an escalation is going to send to managers of these three approvers.This Heirarchy will be mainatined in HR module.
Please check with your ABAPer for developing this logic.
Regards,
Krishna.

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Invoice generated with out release to accounting, credit memo request and credit memo raised

Dear SD Experts,
I have a situation where the invoice is not released to accounting , but credit memo request and credit memos are being raised...now user would like to release the invoice to accounting (after raising credit note request and credit note), is it possible how do i handle this,
(There is no delivery as this is service business scenario).
Thanks in advance
krishna

Go to 'VFX3' and give the inputs, then select right line and click the FLAG option. It will be manually released to accounting, If not you might find the reason for block.
Revert back with your results.
Anandkumar KS

Credit memo request and invoice correction request

Hi,
Can anybody please explain the difference between Credit memo request and invoice correction request?
Regards
Deepak

Hi Deepak
Credit memo request -- A credit memo is used when a customer has to get receive some credit amount to customer
Example : If billing happens for 100pcs but any damage happened in transit and he received only 75pcs and the customer has paid for 100pcs then we can raise the credit memo only for that 25pcs qty
Invoice Correction request -- It is a also a document type where a customer can receive anyone debit memo or credit memo based on the request raised by the customer
Credit memo Example : If the billing happens for 100pcs and the billing price is Rs.25000/- but do to some mistake Rs.27500/- happened then a Credit memo has to be issued to customer
Debit memo Example : If the billing happens for 100pcs and the billing price is Rs.25000/- but do to some mistake Rs.23500/- happened then a debit memo has to be issued to customer
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Srinath

Transfer of Requirements for Return Orders

Hi,
Please I need help on TOR management with Return Orders in SD.
I've already red all the threads realted to TOR and ATP but I couldn't find a solution. As we know TOR is dependent on the following data: reqts type, reqts class, checking group and schedule line category.
The reqts type and class are determined in the strategy group (material master - MRP3).
Now if I switch on Transfer of Requirements for Returns, at Schedule Line level and Reqts Class level, the result is that I can see requirements related to Returns in the availability check overview of Sales Orders (ATP count) but if I check in the requirements list (i.e. transaction MD04) these requirements related to Returns are not recorded. Why?
And also another point please: requirements generated from Return Orders, into ATP count are considered as normal Sales Orders (negative sign, reducing ATP quantity, when it should be the contrary because a goods receipt is expected).
Can you help me please on these 2 points (perhaps something related with Sales Document Category)?
Thank you very much
Kind Regards
AP

I practically did a sample order / returns order to see your requirements and these are my observations
a)
If you create a standard sales order, then the availability check registers a minus sign with stock required in Rec./reqd qty field.
Once you save the sales order, this is not seen again as the total quantity is reduced by sales order quantity.
It was indicating a minus sign when you created a returns order because you checked the Transfer of requirements and availability check indicators in schedule line category.
It was simulating a requirement as you checked the indicators in schedule line category.
If you create returns order with standard DN (i.e. Transfer of requirements and availability check indicators are not checked), then you would not see any requirement for stock i.e. you don't see any new entry in availability overview screen.
b)
You are not seeing returned quantities in MD04 because of Movement types. This has nothing to do with Transfer of requirements.
Schedule line DN uses movement type 651.
Using movement type 651, you post returns from a customer with returns delivery to blocked stock returns.
The blocked stock returns are are neither valuated nor part of "unrestricted-use" stock.
Hence you are not seeing the returned stock in your available stock.
If you click the magnifying glass on total stock i.e. top line of your stock/requirements list (transaction MD04), you could see the returned quantity in 'Returns field'.
If you want to post returns from a customer with returns delivery directly to the valuated stock, you could use the following movement types in schedule line category.
653 Returns from customer to unrestricted-use stock
655 Returns from customer to stock in quality inspection
With these movement types, you could see returned quantities in stock/requirements list.

Regarding rate, sales tax and discounts for credit memo request and returns

Dear ALL,
Rate column is not displaying for credit memo request. suppose credit memo should be given due price diifererence
with referance to billing documnet credit memo request to rised. but if i want to edit rate column is not available.
how vat and discount has to be captured in case of rate diifferance for credit memo.
In case of returns will taxes applicable for returns credit memo
Gl accounts for credit memo same as billing or different GL accounts to be maintained or not
client has the scenario that if credit memo request has been rised for with referance to billing due to rate differance.
If customer returns materilas belongs to same billing. so based on the returns order returns credit memo to be rised .
But how the sap captures exact price of the materila during returns. ie; price modified during credit memo request.
Thanks & Regards
ramesh

HI,
Remove all the other condition types from the procedure and keep only those which you need.
Regards
Abhilash

Credit Memo Request and Credit Management

Hi, can anyone advise the following?
I noticed that sales values of the credit memo request is updated to the open delivery instead of open order in the credit master. Why is this so? Also, when i select a order order reason configured with fixed value '1' 'relevant for retro-billing, then the sales value is not updated. What's the purpose of this indicator in the configuration?
Thanks
PP

hello, PP.
i don't have an answer yet. actually, i will add to your question.
a credit memo request is supposed to be not relevant for delivery. so why is this updating open delivery value? maybe it's SAP standard? maybe credit group 03 (delivery docs) was assigned to the credit memo request doc type? if so, why assign credit management to credit memo requests anyway?
regards.

Approval required for assignment of more than one Role+AccessPolicy

Hi,
we noticed the following behavior with OIM11gR2 (11.1.2.0.0):
2 Role each one with it own Access Policy to provision AD resource
case 1: if we request one Role at time by Catalog, no approval is required
case 2 if we assign both Roles at same time by Catalog, one Request that requires approval il generated
Questions:
1. Is it default behavior?
2. Is it possibile to avoid approval step for case 2? If yes, is there any side-effects removing the approval step?
Thanks

kumarsubhrata wrote:
Dear friends,
>
> I have a depot plant and there Excise Registration No is 12. Excise Registration 12 have a single Series group 121 this time, where all entries (RG23D) are entered.
> But, my customer needs one more Series Group to be assigned with Excise Registration 12 i.e. 122.
> Actually they want separate Series Group for Depot Sales and Inventory Posting i.e. 121 for Depot Sales and 122 for Inventory Posting.
>
> Please suggest me that is it possible to assign 2 Series Group for single Excise Registration for Depot Plant?
>
>
>
> Thanks in advance.
> Kumar Subhrata
Hi,
It is very much possible. Configure that settings in the IMG path
SPRO -> Logistics - General -> Tax on Goods Movements -> India -> Basic Settings -> Maintain Series Groups
Click on new entries and enter 122 and assign excise registration 12 to it.

Approval requirement for Z1 and F-04 Journal types

Hi There,
T.Code: FB01/FB02
1)
Currently we have a custom workflow for SA journals. Everytime the workflow gets triggered for each SA document type. But now we would like to add Z1 as another document type to which the workflow needs to be trigggered.
In the SWB_COND onlly the workflow path is taken. The condition is written as follows :
Parked Document.Release Indicator = 'X' and
Parked Document.Approval Path = 'Z001'
The functional guy has no idea on this so it sat on top me. Could you please let me know where do I need to do the configuration to get the workflow triggered for Z1 ?
2) Does anyone have idea on F-04 txn. Can we trigger the same workflow for this as well ? if so please let us know. Thanks a lot.
Your help is greatly appretiated.
Regards,
Sree

>
SAP User wrote:
> Martin! As per my knowledge there should be an event in the event log when you run the txn right? which shows there is a wf linked to that txn. Please correct me if i am wrong.
No, there should be an event in the event trace if an event is raised by the transaction. This doesn't mean a workflow is linked to the event.
>
SAP User wrote:
> I am in a track that since there is no event getting triggered for this txn I have feeling that there is no wf existing and I need to create a custom one.
You probably will need to create a workflow for the transaction, but you also will need to make sure an event is raised for the transaction as it is not per standard. So you will need to find a user-exit or Badi or enhancement point suitable to raise the event by FM SAP_WAPI_CREATE_EVENT.
>
SAP User wrote:
>Does it mean that if there is an icon ( which takes you to workflow log) in the transaction application bar then there is an linked wf for that transaction ? I hope you understand what i am talking about.
I think you are talking about the Global Object Services button. If you can see an overview of started workflows there it means the object related to the transaction is used in a workflow. It doesn't necessarily mean a workflow is linked to that transaction directly, it could be the corresponding object is instantiated for the key you have selected in the transaction.
Regards,
Martin

Remove Approval Required for SIT in SSHR

Hi
We've added Special Information to Employee Self Service but it goes through the approval hierarchy. How do we de-activate this so that no approval is required. The SIT is forms based.
Thanks

All the SSHR workflow transactions are by default included in an AME condition which goes to the supervisor hierarchy.
To disable this rule:
either remove the SIT JSP_PRC attribute from this standard AME Condition (it will be easy to spot as it has a long list of workflow process names in the condition)
or
remove the AME call from the function parameters for this workflow transaction. The parameters will look something like this
&pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_GENERIC_APPROVAL_PRC
Regards
Tim
Edited by: TimW on Nov 14, 2008 2:30 PM

Requirements for Returnable Packaging Logistics (IS-A-RL)

Hi!
I would like to know what requirements there are for implementing Returnable Packaging Logistics (IS-A-RL). As I understand the information found in http://help.sap.com/erp2005_ehp_04/helpdata/EN/1b/369b95703e4d7db68834bfe79753a5/frameset.htm
the only requirements are that the following components get the enhancement pack 4 ve4sions i e
SAP_APPL 603
EA-APPL 603
ECC-DIMP 603
and that business function Industry-Specific SD Enhancement (EA-ISE) also is activated.
But what about DIMPS? Does this need to be activated as well or is it enough that the correct version is imported to the system?
Best regards
/Björn

Reply from SAP support:
If you are a DIMP customer (switched on the Business Function Set DIMP
with the Business Function DIMP_SDUD) you will have automatically also
the RL function. If you are not a DIMP customer then one prediction for
using the Business Function LOG_MM_RL is, to have the EA-APPL software
layer, another is, to apply the DIMP EhP3 and the DIMP support packages
an then you can switch on the BF LOG_MM_RL.

Debit and credit memo request

hi,
1 may i know why need to create request in va01 prior to debit or credit memo in vf01?
2 if without request, what would happen?
thanks

Hi,
In the Standard Business Process, Once the Orders are invoiced and the amounts are released to the accounts, then we need to consult them before doing any adjustments. Only the authorized Finance Teams are allowed to issue the Credit / Debit memos.
The Finance team / or some manager would review this Credit/Debit Memo request and then release the document ( After making any necessary adjustments) .
If we dont create the request then we will not be able to create the credit memo from the SD side. i.e., thorough VF01.
Thanks.

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

Credit memo request to correct Sales order after customer payment

Hello all,
Could you please give me any suggetion on this issue:
We uploded sales orders from legacy system into sap and create invoice but we made a mistake, we didn't take into account a discount in price conditions.
The Customer payment is correct and also uploaded from legacy system.
I'm required to correct the difference by doing a Credit memo request and credit memo with reference to sales sorder, so my questions :
Do I create credit memo request with ref. to SO for all items, quantities and price or just for a discount amount (what i think) ?
Any input will be appreciated.
Thanks.

Hello Farouk,
If you know the discounted amount for each account then as per my view you directly can create credit note from the FI side so manage the differences.
Please wait for more suggestion from FORUM.
Regards
AG.

BOM explosion for credit memo req,free of charge,returns order types

Hi Gurus,
My client has the following requirement.Sales BOM with header pricing has to be configured for standard order, free of charge, credit memo req, debit memo req, returs order types. I have configured the BOM for standard order(ZOR) successfully, but for credit memo request and other orders its not picking correctly.The component items for the BOM structure is repeating twice.Pleae let me know how to maintain item category determination for credit memo request and other order types.
For credit memo req I have created new item category by copying the G2N and updated the structure scope as A and application SD01.so the new item category is ZG2B and I have maintained the below mentioned determination.
ZCR ERLA ZG2B
ZCR ERLA ZG2B G2N
ZCR NORM ZG2B G2N
Regards,
Hari Challa.

Hi,
That is incorrect.
For sales order, you shoudl have used item category groups as ERLA, LUMF respectively. The resultant item categories will be TAP/TAQ etc. The same kind of configuration should be enabled for Credit memos and others also.
There the item category group will be ERLA, or LUMF
The document type will be CR / RE etc based on the process
Now the resultant item category should be TAP/TAQ or you can even have RENN etc but the property of this IC should be same as TAP/TAQ based on what you are expecting, apart from the standard configurations of a return process. If you do this, then your pricing and items will come up properly.
In specific, you have to look at the BOM configuration of the Item category in the BOM area.
If you need any detail, pls let us know.

Copy control from Credit Memo request to Credit memo.

Dear SD Experts,
I have to create Credit Memo, for this I have to use copy control from Credit memo request (VA01) to Credit Memo (VFO1. Kindly suggest me how it can possible what config is requires to do this.
Regards,
Manzoor Ahmad

Hi Manzoor,
Go to VTAF
Set target document type is credit memo and source document type is credit memo request and define the same in the copy control refer the standard one copy the same and configured (CR TO F1),
still if you need clarification please let me know,
Thanks and Best Regards,
Muralidharan S

Approval required for raising credit memo request and credit for returns.

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