Automatic Credit Memo

Hi Experts,
we have a problem, standard process of vendor rejection is return delivery (122 or 161) then credit memo. But our company wants to post credit memo first (automatically) as soon as QA person reject the mateiral thru Usage decision, finance entry vendor dr, gr/ir account cr, and when we post 122/161 system will create inventory account cr and gr/ir account dr.
How can I achive this.
Please suggest.
Ishu

Hi Ishu,
This is not standard SAP. Standard SAP is that invoices and credit memos come from the vendor (unless you have a self-billing agreement with the vendor, in which case the invoices/credit memos are based on the GR's and returns).
If you want this kind of automation, you need to program. I don't know if you want the usage decision or the quality notification to trigger the credit memo, but both can be configured to have follow-on functions that e.g. call BAPI_INCOMINGINVOICE_CREATE or create the IDoc INVOIC and call the ALE service to process it.
If I remember right, there's an enhanced returns processing in BS7 where you can generate credit memo before the retun movement, but I don't think it is triggered by a QM transaction. I think it is some kind of new transaction for handling of returns in BS7.
BR
Raf

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Credit memo link with Goods reversal

Hi,
Does anyone know of any process or method either in R/3 or in SRM that can be used to link Goods reversal with automatic credit memo creation for a PO ( when invoice is already posted ). We have SRM 4.0 and not using GRBasedIV status checked for most of the POs.
Can a customized movement type or workflow achieve this.
Thanks in advance,
Viv

Again I can tell you that the process what you were following (reversing the goods receipt) is totally wrong and it will have a serious negative impact on inventory. Either you should not create a return delivery or take the stocks into parent plant. If you dont want to show in inventory, then scrap it which is a standard process.
Coming to the requirement, there is no standard way to achieve this. Check these threads where the same topic was discussed
[Re: How to set up in SAP to have automatic billing after PGI |Re: How to set up in SAP to have automatic billing after PGI]
[automatic billing|automatic billing]
You have to apply the same logic for credit note also.
thanks
G. Lakshmipathi

Credit memo in MIRO

Hi,
If we reverse the Invoice document using MR8M transaction, automatically credit memo will be created for the reversal with reference to the Invoice.(pls correct if i am wrong)
If we use the MIRO transaction to create Credit memo using PO, how the reversed document has relation with the invoiced document.In which table we can see the relation.
Regards

The relation bet Invoice and credit memo you can see in PO history tab of the PO or you can use ME2M tcode with ALLES as scope of list adn you will see all the documents related to PO here.
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Good day:
As some of you know it is now required by law to generate and send electronic invoices, credir memos and debit memos to the customer.
Currently in Mexico there are two standards, which I will explain very briefly:
- CFD: SAP generates locally an XML and PDF file to send to the customer
- CFDI: The XML file is generated by a service provider
My problem right now is with CFD, is there a manual or tutorial to setup the automatic delivery via email these files? is it even possible?

Hi,
You may check:
http://forums.sdn.sap.com/thread.jspa?messageID=9974561#9974561
http://forums.sdn.sap.com/thread.jspa?messageID=9927331#9927331
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Gordon

Automatic generation for credit memo

Hi Experts ,
I have 2-main scenarios for vendor returns process :
1- Regular Scenario:
a-Replacement the rejected goods after sending these goods back to the vendor(in this case the fresh goods will be received against the same P.O)
b- creation of credit memo , that means the vendor won't be able to replace the rejected goods (in this case , my client wants to generate credit memo in the system automatically or some alert to be triggered to the responsible person to create the credit memo in the system ?????)
2-Scrap Scenario:
a- vendor will tell my client to scrap the rejected goods and he will send fresh goods instead of these rejected (i this case my client will receive the fresh goods by movment type "501" to avoid affecting the moving average price of material, so how the warhouse person will come to know that fresh goods will be against these goods which has been scrapped?????)
b-vendor will tell my client to scrap the rejected goods and he will ask my client to place debit note for him (in this case , my client wants to generate credit memo automatically or some alert to be triggered to the responsible person to create credit memo in the system????)
Regards

check this link. it has given how to set output type for pdf/smart form, I think same output type need to be used but for Idoc type GSVERF
http://help.sap.com/bp_bblibrary/500/Documentation/G93_BB_ConfigGuide_EN_US.doc
In this step you define a Output Determination Procedere for the Billing Documents (Credit Memos) creating on Sales return Process.

Automatic billing document creation upon saving credit memo request.

Hi,
I have a requirment where in :
When a Credit Memo Request is created(va01) and upon saving the credit memo request an automatic billing document needs to be genereated i.e Credit Memo.
How can this be achieved.
Thanks

Hi Keni
If a Credit Memo Request is created and after saving the Credit Memo Request , automatic billing should happen means you should maintain a new sub-routine and assign in the copy control VTFA . In that sub-routine maintain a logic that once the Credit Memo Request is saved automatic billing should happen
Regards
Srinath

Sales Return: credit memo Should generate automatically with goods reversal

DEAR SD GURUS N EXPERTS,
Currently we are using following system of Sales return.
VA01: (Order Type: RE) --> VL01N (Return Delivery) --> VL09 (Goods Reversal) --> VA01 (Request 4 Credit Memo or remove billing bloc) --> VF01 (Credit Memo)
But, now my client want a such configuration that entry of Credit memo should happen along with Goods Reversal (VL09) - Automatically. They don't want to carry out VF01 separately.
Reason behind it: Customers has credit Limit, Suppose a customer has a Credit limit of 5,00,000 and we have delivered the Material of same amount. It means all the credit limit has been used. But now He has returned the material of 2,00,000. But it will not affect the credit limit until we pass Credit memo.
Please suggest the required configuration and what we can do in such scenario. Thanks in Advance.
DSC

Again I can tell you that the process what you were following (reversing the goods receipt) is totally wrong and it will have a serious negative impact on inventory. Either you should not create a return delivery or take the stocks into parent plant. If you dont want to show in inventory, then scrap it which is a standard process.
Coming to the requirement, there is no standard way to achieve this. Check these threads where the same topic was discussed
[Re: How to set up in SAP to have automatic billing after PGI |Re: How to set up in SAP to have automatic billing after PGI]
[automatic billing|automatic billing]
You have to apply the same logic for credit note also.
thanks
G. Lakshmipathi

Automatic change in MIRO Screen from Invoice/ Credit Memo/Sub-Credit/Sub-D

Hi All,
While we post the invoice through MIRO T-code, if we change the Transaction type from Invoice to Credit memo/Sub-Creditmemo/Sub-Debitmemo after completion of particular document SAP is not automatically changing the Transaction type as Invoice, its still remains same Transaction type which we changed last.
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1) You have to enter the subsequent credit
2) The account postings for a subsequent debit/credit depend on the quantity that the subsequent debit/credit applies to:
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Automatic creation of debit or credit memo

Hi All,
I have a requirement of automatic creation of credit note with reference to sales order when i click save at transaction VF01 after generating billing document against delivery number.
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How do i ensure that the invoice number is already saved before the BDC starts?
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Dear seetharamsapsd ,
Create a new document type for both credit memo and debit memo requests.
Copy control to the respective credit memo and debit memo should be there.
Pricing procedure should contain provision to map the difference amount.
Create a Z program recording a BDC for the creation of Debit and credit memo request.
It is better to keep have only one Z program.
In the program write a logic to check the price change comparing the values of previous month created orders and
this months condition record values.
Based on whether there is increase or decrease , system should run the respective BDC for the debit or credit memo request.
This program can be set in background maybe at midnight.
Also save VF04 as a background job (so that the debit / credit memos as also created automatically)
Set this VF04 background job to run after say 1 or 2 hours from the time our Z program is running.
I hope you know the different tables/fields from where you can get the desired condition to run the program.
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Dears,
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Robert

Dears,
No sorting keys exist for GL Master Vendor reconciliation account and still assignment is being copied (Data was copied
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srinivas

Hi,
rao
i understood your problem
we can do it in a different way.
i think you have a due amount and one credit memo..
if it is ok
then in F110
GO to proposal change and select first the invoice document and REALOCATE then change the bank details
for ex.
payment method      M
bank                        SBI
account                  curr
and press shift+F1
and go back
select second one that is credit memo
and REALOCATE
there you can find the bank
select that and shift+F1
thus you do the payment
this can solve your problem
thank you
Shankarchitupolu

Copy AP Invoice to AP credit memo got a discount per line automatically

Dear All,
Our customer is in SAP8.8 SQL2008 CA localization. When they copy AP Invoice to AP credit memo (service type), the 1st line always has a discount (no matter which GL I choose). No matter which user I user no matter which posting date I choose, the discount of the first line comes automatically. How can I remove this? Thanks in advance.
Regards,
Yuka

Hi Gordon,
Wish you all the best and Happy Chinese New Year!
I tried to reproduce the issue like below.
Duplicate the AP invoice. Change the posting date to 2010/10/29. Then I found the total of the first line (has 1.03 discount), the amount changed (From $ 21,497.67 to $ 21,498.64). Then I change it back. Save the invoice.
Copy the AP invoice to AP Credit memo. Change the posting date to 2010/10/29. The total of the first line changed again.
Is this sounds like a SAP bug? Or it is some settings wrong?
Thanks in advance
Regards,
Yuka
Edited by: Jie Jin on Feb 4, 2011 1:04 AM

Create credit memo automatically when creating returns to vendor...

How can i create create "Credit Memo" automatically upon creating
returns to vendor (Movement Type 122) considering right calculation of
the sales tax & withholding tax.

Hi,
There is a special display variant in the item list for invoice reduction. You enter
the invoice quantities or values that differ to the quantities or values suggested by
the system separately into the item list. (You can only enter data in these fields
when you have flagged the item as Vendor error: reduce invoice).
When you post a reduced invoice, the system creates two accounting documents.
The first document contains the invoice postings with the actual quantities and
values. The second document contains a credit memo for the difference between
the actual quantities and values and the default quantities and values.
Therefore, with invoice reduction, you do not actually reduce an invoice. Instead,
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to the vendor is the value of the invoice reduced by the credit memo amount.
The PO history is updated with the unchanged default values.
When you post an invoice reduction, the system creates a message record. You
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Regards
Ankur

Automatic clearance of existing Credit memo from Lockbox

Hi All,
I am trying to implement a scenario where
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Currently its just doubling the amount of credit and keeping in open items.
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680000400007955000110001380729244           000017212
4800013    9240223423      00000000000000160000081
4800014    9241457414      00000000000000088200081
4800015    9241684533      00001617000000000000
4800016    9241794368      00009702000000000000
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PS Help will definately be rewarded

Hi Sridhar,
thanks for your reply. The problem I am facing is that if the credit memo exist in system, i will post the amount once again, thus making total amount double.
This is because of 081 and the imposing of -ve sign.
Now this 081 is working fine when there is no credit memo. I want to manipulate the data at the user exit level if credit memo exist in the system. so that it will post and clear the credit memo.
I believe I am clear with what I want to achieve
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Smita

Automatic clearing for Credit Memos

Hi Experts,
When Credit Memos are Created with Reference to Billing document, we would like to have the Credit memos Cleared Automatically.
How can we set that, So that Credit Memos(with Reference) are Automatically Cleared?
Thanks
Montee

More of FI related thing,
Need to do some work around in FI clearing items only. This required lit bit coding or batch job has to execute to do the same whenver credit memo is created. To restrict to other billing types better to have seperate accounting doc types or restrict with Billing type or Billing no ranges.
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ReazuddinMD

Automatic Credit Memo

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