Credit memo request auto release

Hi all,
In the billing cours, it is mentioned that u201CIf the value of the credit memo request is below a certain minimum limit, then it can be released automatically by the system.u201D
Does anyine know hw to configure this?
Thanks
Mostafa

hello again.
you can define document classes in IMG > SD > Basic Funcs > Cred Mgmt/Risk Mgmt Settings > Maintain Authorizations.
under this tree, you will find Define Document Value Classes, Maintain Document Value Classes and Maintain Authorizations.
you can define document value classes, then assign values to the document value classes.  example would be:
1)  document value class:  Z01;  document value:  $10,000.00
2)  document value class:  Z02;  document value:  $50,000.00
you then assign this to the user profile using PFCG.  look under object T-ED01014500.   specify the activity (create, change, display, etc.) and the document value class (maybe Z01 for user AA1, Z02 for user BB2).
now AA1 can only process sales documents with value up to $10,000.00.  if the maximum value for auto release is 10,000.00, then no further release is necessary for AA1.  however, the downside is that AA1 cannot process documents with value above this value, which throws the burden to BB2. 
BB2, meanwhile, who is authorized to release orders up to 50,000.00 can process amounts higher than 10,000.00 up to 50,000.00.  again, no further action is necessary.
hope this was helpful.
regards.

Similar Messages

  • Credit Memo Request configuration

    Gurus,
    Could you please explain the configuration of
    - Sales document type credit memo request (VOV8)
    - Releasing or Rejecting credite memo by person responsible and
    If the value of the credit memo request is below a certain minimum limit
    - Billing document type credit memo
    Regards,
    Ashish

    Hi Ashish,
    Goto VOV8 T.code and then Selct the Order type as CR and click on copyas or F6.
    Create your own document type as "ZCR" etc... and maintain the billing block as "08".Maintain reference mandatory as "M".In general we are creating with reference to an invoice.
    Save.
    Goto T.Code "VOFA" and then select the billing document type as "G2" and click on copy as or F6.
    Save with your own name as "ZG2" etc...
    Assign this billing document to your ZCR in VOV8 under order related billing as ZG2.
    Save.
    When you create the creditmemo request with reference to an  invoice the billing block will come as "08".
    The authorised persons only can remove this block.This can be done using the workflow.When the value is more than certain amount then the mail will triggered into the authorised persons mail id in SAP.They can check and release it using SBWP T.Code.
    Then one can create the creditmemo with reference to this credit memo request.
    Regards,
    Krishna.

  • 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 release according to values

    Hello Gurus,
         How can I configure for following function:
    If the value of the credit memo request is below a certain minimum limit, then it can be released automatically by the system, and make the definition of the point at which the check is carried out and the employee responsible dependent upon the value of the credit memo request.
    thanks very much!

    Using the workflow, you can represent the whole business process, with all the people involved, for approving credit memo requests within your company. This enables you to process credit memo requests simply and efficiently.
    If you do not use the workflow, the system does not control the process flow.
    In your case, you should have a workflow such that if the value of a credit memo request is below a minimum value, the system  automatically releases it for billing by removing the billing block.
    If the credit memo request exceeds a certain value, the system automatically informs the employee responsible. She or he receives a work item in their inbox and can process it directly from there.
    You need to configure the settings in Customizing for the workflow and create an organizational plan for this.(you may use other methods other that org plan. A workflow consultant may give you further details)
    you should configure such that when you create credit memo requests, the system normally sets a billing block, which prevents it from being billed.
    You create the billing block for credit memo requests in customizing for Sales and Distribution when you define the order type (Sales and Distribution ->Sales ->Sales Documents-> Sales Document Header ->Define sales document types)

  • 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!

  • 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.

  • Cancel credit memo request

    Hi,
    Please note that we have the following document:
    5509991721, that is a Cancel credit memo request. This document was not released for accounting from August 2009, but now is released and we don´t have any other document to clear it. The claim was paid to the customer on August 2009 as well. So, we need to cancel this document or  clear it in order to have the correct account statement for the customer.

    Hi,
    For your problem description it seems that the relevant document for credit memo is already cleared. In this case you have to reverse the wrongly cleared document. If it is not possible due to period close or any other issue,then create one rectification entry for wrongly cleared document & clear credit memo against it.
    Regards

  • Profit Center in Credit memo request of Rebate agreement

    Hi all,
    i have created a material rebate agreement. then i have created a sales order. at this moment, it is picking up the profit center in the sales order.
    now when i execute the material for settlement, a credit memo request is automatically created by the system in which i cld not see any profit center. But when i give the profit center manually, system is accepting it. But i want the profit center to  be determined automatically when i release the material for settlement( credit memo request)
    in short: from where the system will determine the profit center.and why the systme is picking up the profit center in sales order and why not in credit memo request.
    Thanks in advance.
    Anil.

    Maintain the Profit Center in Material Master in Sales General Palnat Data. From here it will be captured in Credit Memo Request & also be carried further. Incase you are making use of WBS element & profit center is maintained in Project, then the profit center of Project will supersede from the profit center of Material Master.
    Rwegards,
    Rajesh Banka
    Reward points if helpful.

  • Credit Memo Request in VA01

    Dear,
    Process : Actually , I am going to create CR memo request in VA01 without reference of Invoice . So ,in this case ,I have got one Issue as Z error .Please help me in this issue ,how to solve step be step .
    Note : 1. Actually , I am SD,MM and PS Consultant not ABAP consultant .I got this issue yesterday but still fight with system with debugging level .
    2. ABAP Consultant not available thats why taking charges to solve this issue .
    Advance Thanks ,
    Naren

    First of all thanks for both ,
    Coming to the point ,I went to SE91 and gave the Message Class as ZVIV and clicked on execute .there I have seen 182 Message and I unticked  the Self Explanatory and saved . Now again ,I raised new Credit Memo Request in VA01 and I didnt get before error but I got another erro as " Red round  Mark" with Save  (Control + Save ) .
    The Red Round Mark doesn't stand on screen to capture or else to see the Problem .That is coming and going immediately .
    Note : Please help one this Issue .
    Thanks,
    Naren

  • 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

  • Creating credit memo request - V1 498 / missing order quantity

    Hi Experts,
    could any of You pls help me with a credit memo creation issue?
    I credit memo needed to be created based on invoice, so configuration  and copy control is done as usual, but I have a failure during CR order creation referring to an invoice F2.
    I got an error message: V1 498 - Credit  already exist for item... - and no qty is transferred to new document
    I have gone thought the threads on Forum, but none of the suggested solution was appropriate to solve the issue:
    - the document flow is updated in copy control ,
    - I can no remove the schedule line flag at VOV7 - the order qty will be missed but target qty is used, and end up incompletition (VU 019 error messge), so billing is faile
    - completition control set as B at VOV7,
    Still have the problem
    Could any of You pls help me - answers will be appreciated.

    V1 498 - Credit already exist for item...
    What the above message means is that lines items have already been used as reference for the creation of credit memo request(s).
    Create a new sales order, delivery and billing document. Then create credit memo request with reference to this new billing document and test.
    In VTAF copy control, at item level, field "Pos./neg. quantity" dictates how the quantity in the source document is affected by copy control.
    PS - I tried to create credit memo with reference to billing document (F2), there were no issues there. Therefore I am taking that the issue is with credit memo request (copied with ref to billing document F2)

  • Message V1478 - Credit memo request with reference to an invoice

    Dear all,
    Creating a credit memo request with reference to an invoice, I get the following message "Material in item 000060 does not exist in plant/storage location".
    Of course, this material exists in the plant and the storage location, as we could create the invoice without any problem.
    Any idea?
    Best regards,
    Iné

    Hello
    Generally, these errors may appear due to:
    - The plant is marked for deletion.
    - The plant should be copied from the referenced item.
    So, I would suggest you to
    - Check copying control for Invoice to Credit memo request, particularly, item.
    - Try and create Credit Memo Request with reference to sales order.
    - Or if you want rectify a invoice, then use invoice coreection request.
    Thanks & Regards
    JP

  • Setting up multiple billing blocks for a CMR - Credit Memo Request

    I am trying to set a billing block for a credit memo request.  The item category in VOV7 configuration only allows you to set one.  I need to be able to set any of them and for it to block.  If we do not use one; the system allows the credit memo to get created.  If we choose the one that we configured in VOV7 it allows us to only use that one.  The client needs to be able to select any billing block from the drop down when creating a credit memo request in VA01 instead of just one specific one.  Is this possible?  If so, where would I do this?

    Surprising! when a billing block is applied in the sales document, then the system will NOT allow to create the billing document(in your case credit memo). Can you check in t.code OVV3, the billing blocks are assigned to billing types? After assigning, create a new document and test. The path is SPRO->Sales and distribution -> billing->billing documents ->define blocking reasons for billing->assign blocking reasons to billing types.
    Regards,

  • Problem while doing invoice for Credit memo request

    Hi all
    I very well known that Out boud Delivery is not needed for Credit memo request but after saving the CMR and when i raise the Credit Memo (VF01) system is showing a error message saying "PGI not done for Outbound Delivery 30047402"
    In CMR document type i have set the order related billing and i have removed the billing block also
    I have raised the CMR based on Invoice
    Kindly help me in this regard
    Regards
    BMS

    Hi Raj Aryan Malhotra, Thanks for ur reply
    The setting which u said are already there
    The second one that is, change the copying requirement of header to 11. i did this but this time the message was different "The document is not relevant for billing" . After checking the log i could the follwoing info
    Client                                                   240
    Group Number
    Sales Document Number
    Item Number of the SD Document         000000
    Schedule Line Number                         0016
    Counter in Control Tables                     00
    Message Identification                         VF
    System Message Number                    016
    Output Type                                        I
    Message Variable 01
    Message Variable 02
    Message Variable 03
    Message Variable 04
    Group Type                                         F
    Kindly help me to resolve this also
    Regards
    BMS

  • GL account missing in credit memo request

    Hello every one,
    I am trying to creat credit memo request with ref to credit contract invoice but receiving a Document Incomplete message(GL account missing). Iu2019ve clicked on the Edit button and gone back and reviewed everything but I still canu2019t complete the process as I still keep getting the Document Incomplete message.  Can you please advise me.
    Thanks
    Dev

    Dear Sachindev,
    In general, Problem: G/L missing, is assosiated with Settings, maintained in T. Code: VKOA.
    Just Check
    Best Regards,
    Amit
    Dear Sachindev,
    In general, Problem: G/L missing, is assosiated with Settings, maintained in T. Code: VKOA.
    Just Check
    Best Regards,
    Amit
    Note: In T. Code: VA02, key-in your Sales Doc (in your case, Credit Memo Request) and go in to Sales Doc.
    From Menu-bar, Click:
    Edit --> Incompletion Log.
    This will lead to eror page, listing Error: G/L missing.
    Select line and click Tab: Complete Data
    This will lead you to another Screen: Analysis Account Determination
    Now, at left-side of the screen, you can see Columns: Procedure and Description.
    There, you will find
    KOFI --> PR00 (open drop-down option for PR00) --> 10 (KOFI) Cust.Grp/Material Grp/Acct.Key
    Double Click on it.
    IMP1: Instead of KOFI, it could be KOFK also; and instead of "Cust.Grp/Material Grp/Acct.Key", it could be "Cust.Grp/Account Key" or "Material Grp/Acct Key". Just note-down the entries, it will help you to assign G/L in T. Code: VKOA
    Now, at right-hand side of the Screen (i.e. Overview), You will find Access details 10 (KOFI)
    Now, there are two options:
    1. either System will determine the G/L, or
    2. still, G/L a/c missing
    In second case, down there on the same screen, notice the following:
    Field in condition table--Field in document---Value in doc.
    IMP2: Note-down the entries, under Column: Value in doc. as this will help you to maintain settings in T. Code: VKOA
    Now, go to - T. Code: VKOA
    Click on Table: 1 - Cust.Grp/Material Grp/Acct.Key (or as found in step IMP1)
    On to next screen, click Tab: New Entries
    now, maintain entries in to Fields:
    App: V
    CndTy.: KOFI (or as found in step IMP2)
    ChAc: INT (or as found in step IMP2)
    SOrg: 1234 (or as found in step IMP2)
    AAG: 01 (or as found in step IMP2)
    AAG: 05 (or as found in step IMP2)
    ActKy: ERL (or as found in step IMP2)
    G/L Account: You will get it from Accounts dept.
    Provision acc.: I don't think its reqd. as its being used for, say Rev. recog.
    Save the entry. Now, check the Sales Doc. in VA02 (as explained in the statring of Note).

Maybe you are looking for

  • IMac Power supply PSU failure due to UPS type

    I am posting this to aid anyone else who has suffered a similar issue as it took me some time to rectify and it was difficult to find evidence of proof. Preamble: My late 2012 27" iMac began powereing off, sometimes after a few days sometimes after 2

  • Distiller error when trying to save book as pdf

    I haven't used FrameMaker since about version 5 or 6, but recently I have picked up a few client jobs requiring RoboHelp and FrameMaker. I tearfully parted with the funds for TS 4, crossing my fingers that the investment would pay itself off. I have

  • Error creating runtime systems in the track

    Hi "NWDI gurus", we are facing a typical problem. We have cretaed a track, assigned development runtime system initially and had carried on out development successfully. Now we wanted to add test system to our environment(track) and start transportin

  • Original and transferred calls

    Hi All, In TCD what is the common field between an original inbound call and a transferred one by the agent. Agent ID is not displayed in transferred call field. Regards,

  • Problem when resizing round objects

    Hello, I encounter a problem with scaling down round objects. Here's the issue in a nutshell: As you see when I scale down a cirle from size A to size B, the top and left sides of the circle B are flat. Why does this happen and how to avoid it? It is