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)

Similar Messages

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  • Credit memo request auto release

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

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    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.
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  • Value Items in Credit memo request

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

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    In our project,we have a similar requirement.
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  • Return Delivery with a Credit  Memo Request.

    Hello Gurus. I have been working on this issue for quite some time. I will explain the process that was provided by our installers. It doesn't seem to be adding up. Here is the situation, Product that was sent incorrectly was returned. According to our procedures, we create a returns delivery thru VA01, with RE (returns) as the Order Type. We then create it with REFERENCE to the Invoice Number. We remove the items not being returned, enter the Billing Block and Order Reason. Then Save. It gives us a returns delivery number of 6000000, We then return the product back to our stock through MB1B. We clear it and put it back as normal. We then Create a Credit Memo Request through VA01, order type is CR (Credit Memo Request) Create with Reference, we again select the invoice number, delete the items not being returned, enter billing reason, then save. It gives us a number of 60000001. At this point, we enter VF01 and create a billing document. It says the order has billing blocks. We go back in and remove the blocks. We hit save. It now seems to ok, except that, under document flow, under the first delivery 6000000, it shows still being processed (the goods returns shows complete, but the line above shows being processed), and the document flow for 60000001 shows the invoice and the Accounting document as Not Cleared. My question is, should there be 2 seperate orders? A returns delivery and credit memo Request should be under the one delivery number 6000000 according to our procedures? Those were the steps given. Something seems out of place. Are my steps out of order?  Are the procedures wrong?  If anybody has any insight, I would much appreciate it.

    I would start fresh with a new sales order.  When you create with reference both the return delivery and credit memo are created with reference to the return sales order.  Here is an example document flow to clarify:
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                                                                                    Return 60000077 / 10                          08/25/05               10.000  EA      Completed                                 
    . Returns Delivery 500000016 / 10             08/25/05               10.000  EA      Completed                                 
    .. GD returns QI 4900030060 / 1               08/25/05               10.000  EA      complete                                  
    .. Credit for Returns1 10000017 / 10          08/25/05               10.000  EA      Completed                                 
    ... Accounting document 10000017              08/25/05               10.000  EA      Cleared

  • Credit Memo Request configuration

    Gurus,
    Could you please explain the configuration of
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    - 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,
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    Goto T.Code "VOFA" and then select the billing document type as "G2" and click on copy as or F6.
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    When you create the creditmemo request with reference to an  invoice the billing block will come as "08".
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    Then one can create the creditmemo with reference to this credit memo request.
    Regards,
    Krishna.

  • GL account missing in credit memo request

    Hello every one,
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    Dev

    Dear Sachindev,
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    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
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  • Error while creating Credit Memo Request for Milestone billing invoice

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