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,

Similar Messages

Credit Note for price difference

How can I post a Sales Credit Note (sales invoice refereced) for price differences but not returning goods to stock.

Hi,
Sudas solution is the best one unless you want to cancel the whole document flow and recreat it with the correct prices.
It is not possible to create a Item Invoice or Credit in SBO withour affecting the stock.
Hope it helps.
Jesper

How to create a Credit Memo Req by changing the value of the material price

Hello,
We have a requirement where we are want to change the value while creating a credit memo request wrt Billing doc. Is there a way to change the price of the material rather then the qty on the credit memo request? The system allows only Qty change and not the price change.
Pelase help!
Arpita Rani

Update the price condition record first. Then in the credit memo - go to conditions and click on update button, select option - copy manula elements and redetermine others.
ALso you can check the copy controls from your Invoice to CM Reqest (VTAF) @ item level - check price Type B. If the condition record is diferent from the one on billing, thenyou will get updated price in your cmr.
Regards
Sai

Scale base value with price discrepancy credit note

Hi gurus,
I have a problem in which credit notes for price discrepancies are having direct effect over scale base value in structure S060. I tried to modify the update rules, but found out this is hard coded for this structure. The other solution will be maybe to include a new pricing procedure and sales document just for discepancies, handling a fixed value condition type. Since the rebate which is experiencing the scale base value update is a quantity rebate I don´t know if it will have the desired effect.
The question is:
Is it possible to avoid the update to S060 through a user exit?
I saw RV60AFZZ could be used, but I´m not really sure if it will work to avoid quantities update ?
Thanks for your time and help.

hi,
check out the following link:
http://help.sap.com/erp2005_ehp_03/helpdata/EN/de/5e74c39d3211d596fc0000e835339d/frameset.htm
Regards,
siddharth.

Credit memo request / credit note

I have a doubt in credit memo request setting.
I have setup to create a credit memo req in sales with ref. to either billing doc or sales doc.
In copy control I have chosen pricing type 'D'. We manually maintain prices in Sales.
Say for eg. we have delivered the below to our customer.
material 1 - 2 pieces - each at $2000
material 2 - 1 piece - each at $3500
My customer didnot return the part, but instead comment that the price of material 2 is too high.
So the client wishes to change the price of the material 2 to $2800/piece instead of $3500.
I notice that when I mark the item 2 with reason for rejection code as "too expensive", in my Credit Note I see $0.00 to be copied.
Am not clear here. Should I change the pricing type in my credit note to allow changes so that my new price is only at $2800?
Where should I do this?
Also should I delete the material 1 from the credit memo req document or should I delete it from my credit note?
I quite don't know why should we keep the material when there is no problem that we already charged the customer & they have payed us too.
Thk,
Ann

"Item Rejection reason" may be used in Sales Order, when there are multiple line item & some of them are not to be executed. The items which are not to be executed, should be maintained with "Item Rejection reason"
So you mean to say that I need to change the quantity/correct price in my credit memo request? So that the right amount copied to the credit note?
The anwer to this is Yes.
case 1: say if the customer has already paid the company excessively
Irrespective of receipt of excess payment Credit note can be issued. You need not cancel original invoice & the credit balance can be settled in latter transaction or can be refunded through FI.
case 2: also if only the invoice is sent to the customer, but if they have not paid the company
In this case, the customer can make the payment as per outstanding due in his account, as credit note will give an effect in accounting. You need not cancel original invoice & the credit balance can be settled in latter transaction or can be refunded through FI.
Hope this information helps you.
Regards,
Rajesh Banka
Reward points if helpful.

AR Credit Memo Unit Price Stored Procedure

Dear All,
I am trying to make a SP for A/R Credit Memo wherein the user will not have the option to make the unit price less than the defined price list.
I am using the below SP but its not working and the AR Credit Memo is getting added without any blockage. Please advise
-------------------------------AR Credit Memo Row Price Change-------------------------
IF @OBJECT_TYPE = '14' AND (@TRANSACTION_TYPE = 'A')
BEGIN
IF EXISTS(
SELECT T1.docnum
FROM ORIN T1 Inner join RIN1 T2 on T2.DocEntry = T1.DocEntry
INNER JOIN ITM1 T3 on T3.ItemCode = T2.Itemcode and T3.PriceList = '2'
where t1.docentry = @list_of_cols_val_tab_del
 AND T2.Price < T3.Price)
 BEGIN
 SELECT @ERROR=1,@ERROR_MESSAGE='The price in the line is lesser than the Sales price!'
END
end
Note : I am also using a SP for blocking AR Invoice with unit price change and that SP is working perfectly fine.
IF @OBJECT_TYPE = '13' AND (@TRANSACTION_TYPE = 'A' or @TRANSACTION_TYPE = 'U')
BEGIN
IF EXISTS(
SELECT T1.docnum
FROM OINV T1 Inner join INV1 T2 on T2.DocEntry = T1.DocEntry
INNER JOIN ITM1 T3 on T3.ItemCode = T2.Itemcode and T3.PriceList = '2'
where t1.docentry = @list_of_cols_val_tab_del
 AND T2.Price < T3.Price)
 BEGIN
 SELECT @ERROR=1,@ERROR_MESSAGE='The price in the line is lesser than the Sales price!'
END
end
Kind Regards,
Ravi

Hi,
Tested only your main part query and working as expected.
1. Make sure correct database is selected for above procedures
2. Make sure item tested is same for both invoice and credit memo and same price list.
3. Tested in SQL, there is no problem in blocking AR invoice.
Thanks & Regards,
Nagarajan

Unable to prevent Price change for Outline Agreement

Dear Experts,
Once Outline Agreement is generated in SAP, I do not want to allow users to change the price.
I have tried with " Field Selection at Document level" using ME32-Change outline agreement field selection.
I select "Quantity and Price" and select check box Display for "Price and Price Unit",Price Date", "Condition Group".
This will not allow price change at item details level (field grayed out) but user can still select Item condition (for Example PB00) and change the price there.
Is there any solution for this ?
Ideally I want to do this for a particular Document type of Outline Agreement only.
Thanks and Best Regards,
Raju

Hi Ramki,
Thnka s for you reply.
This is not the desired solution. I can not ask Client to change to create different uses for create and change .
In the buinsess process , mostly create an change users are same for outline agreements.
I do not wna to restrict by User Authorization either as this is also not a 100% solution.
Still looking at configuration level only to restrict changes in Pricing for outline agreements.
Regards,
Mitesh Desai

Credit Note for Item Category ERLA

Hi,
We have a scenario wherein a Customer is to be issued a Credit Note for Price Difference. The material has Item Category ERLA. Excise Duties & VAT is also there. Kindly suggest a solution on this.
Thanks & Regards,
Khushal Agrawal

Hello Petr Verner,
It's a standard functionality of Business one, that it is impossible to enter a negative amount in an independant credit note or in a credit note based on a invoice with negative amount.
To solve this issue:
1. For the rows with the positive Row Total, create an "independent" Credit Memo (not based on an Invoice).
2. For the rows with the negative Row Total, create another Invoice with a positive Row Total opposite to the original negative Row, and reconcile between the two rows manually via Banking => Bank Statements and Reconciliations => Reconciliation.
Hope the above helps.
Wilma Wang
SAP Business One Forums Team

Printing messages in invoices and credit notes

Hi Sap gurus,
The printing messages in invoices and credit notes must be changed due to a new law.
Does anybody know the transaction used for this, please?
Regards,
Roger

Hi Roger
You can change the forms by SE71 transaction.
thanks
Ashok
Assign points for useful answer

Credit Note Condition in PO

Dear Experts,
As per my client requirement I want to make one condition of credit note ,
my credit note amount will be deduct after basis + all delivery cost + all duties and taxes ,
please explain me how I treat this and what proceudre ( Tax procedure or Calculation schema )
RC

Afshad Irani wrote:>
> >
r c wrote:
> > Dear Experts,
> > As per my client requirement I want to make one condition of credit note ,
> > my credit note amount will be deduct after basis + all delivery cost + all duties and taxes ,
> > please explain me how I treat this and what proceudre ( Tax procedure or Calculation schema )
> >
> > RC
>
>
> You can create new condition type as credit note, add it to calculation schema with all the above calculations mentioned in from to field
Sir, this is not rocket science. Its simple. Your calculation schema should read as basis+ delivery cost + duties and taxes, = actual price, then actual price - credit note = NET price, your net price from to field should just have step nos. of actual price and credit note, this way the amount of net price will be actual price - credit note and nothing else and make sure to give points to receive answers faster, as you never gave point, so we could not track your question. We usually track questions through points and can reply back faster or read the posts when its on first page.

Restrict new price conditions in the return order and credit note

Dear Expert
We are facing a scenario where we make return order; the Price is copied from the invoice. And it is working perfectly. The system does not allow us to change the price.
The issue we are facing here is that user can input new condition like discount /premium and change the net value for the return order pricing, and this will reflect in the credit note for returns.
Is there a way to restrict the user from entering any pricing condition in the header or item conditions tab.
although we cannot change the original price coming from invoice referenced for return order, but the user can input new price conditions as below. This must not be allowed.
The price must come according to the Qty being referenced.
While making the credit for returns, the user has a chance of further making changes to the net value by adding new conditions. Hence this must also be restricted for any changes.
Thanks

Hi
Firstly,In copy control maintain anyone of the pricing types
D: Copy pricing elements unchanged
E: Copy pricing elements and values unchanged
To avoid all these things go with USEREXIT_FIELD_MODIFICATION but before going with the user exit,also check with transaction variant SHD0.
Regards
Srinath

Item credit price changed in Sales order - credit management.

Dear Friends,
In Sale order item change log shows ' item credit price changed' . Item credit price comes from 'Total ' value line in pricing which is the sum or prices and taxes. But where as none of prices and taxes that contribute to this total have been changed, the change long shows item credit price as changed from a value to other .
This sale order has many items and for most items same is the case. For some items it looks like quanity got confirmed eventually through back order or availability check from VA02. The change log for the document also shows 'credit released value' also as changed.
User wants to know how item credit price which is nothing but total value line is shown as changed when none of the prices and taxes have been changed
Could someone throw light on this?
Regards
Mahesh.

Hi Murali ,
First, Thanks for the reply .
In this issue what happened is, after couple of items added, the sales order was released for credit check. Later changes have been made to this credit released document either by way of adding new items or by confirming the availability check for some items . Because of this change log is showing ' realeased credit vlaue' as changed from certain vlaue to the other . How this could have affected change in item credit price which is coming form toal value line which is nothing but netvalue ( price -disccount+ taxes assingend with subtoal 'A' ) ?
What exactly is the concept of released credit value and its relation to item credit price ?
As per releasing the document that is not a problem but user's request is he wants to know why this is happening .
Please help me in understanding this better.
regards
Mahesh

Can i create credit note request with selling price,but without material no

hi
can i create credit note request with selling price, but without material no.? which item cat. i should choose?
thanks

Hi,
The price is controlled for any item category with the help of the Item Category setting (VOV7 tcode) that is, the field Pricing under Business Data section.
Select the option X in the Pricing field.
Now for your case, the setting will be greyed out. as it is a text item....
To make it for entering any option ....then change the option to A in the Item Type field.
Reagrsd

After creation of PO system should not allow to change the price in PO

Hi There,
In my scenario once PO is created then after send to vendor PO print document,Users are changing the price in PO.so system should not allow to change the price in PO once PO got saved.
So please advice.

Hi,
you could set in customizing for field selection keys the net price
to display for ME22N so that changes can not be made
(transaction OLME -> purchase order -> Define Screen Layout at Document Level).
Please check that you have set all the relevant field selection
groups to display: AKTV, ME22, ME22N... (read and apply note 30316)
Other workaround is try to do by yourself with the badi
ME_PROCESS_PO_CUST and send your own error message.
Regards,
Edit

Debit and Credit notes not to update COPA cost of sales when doing price ad

Hi Experts,
Please help me to fix the below issue.
When we correct price adjustments on customer accounts we use debit and credit notes to do these price corrections. We first process a ZCR order type with reference to the original invoice to reverse the transaction and then we process a debit meme request ZDR with the correct details to invoice the customer correctly.
These credit and Debit memo request are purley for pricing problems and do not effect cost of sales. Currently these Debit and credit memos are updating the cost of Sales value field (COS on Market Price - VV013) .
This creates a problem since the credit and debit memo happen in subsequent months e.g. The credit memo is reversed at the old cost of sales value since SAP keeps a reference to the cost of sales at that time but the debit memo creates the cost sales at the new standard cost which is obviously not the same as the original cost of sales. We therefore sit with differences which will not equal FI since FI cost of sales was updated with the goods issue price in the month that the goods issue happened.
We therefore need to zerorise the following value fields when doing ZDR dedit memo and billing type ZL2 and ZCR credit memo billing type ZG2.
Gross Weight in KG VV004
Invoiced Qty KG net VV002
Invoiced Qty in L VV001
Invoiced Qty in L15 VV003
Invoiced Quantity VV005
COS on Market Price VV013
VV001 to VV005 are quantity fields and VV013 is Value field.
Please help me how to fix the issue.
Regards,
Amar.

Hi,
Sorry, I probably confused things by mentioning Revenue. Your settings are correct, with Revenue defined as a revenue element (11) rather than a cost element (1).
With respect to WIP (P&L), I would create it as a cost element, since it represents the absorption of cost centre costs and materials into the production of goods, even though the goods are not yet complete. When the goods are completed they will be credited in CO-OM and debited to stock using a similar entry. The impact of these credits (to WIP or to Stock) is to move costs out of CO-OM into the goods produced (CoGS). In CO-OM, the net result of Costs less credits to WIP/Stock, indicates the efficiency of your cost centres or the accuracy of your standards.
I would also create the manufacturing variance accounts as Cost Elements and settle them back to your production costs centres (or possibly CO-PA if you used it), since they are also a reflection of the efficiency of your cost centres - i.e. if a Cost Centre manager is not achieving the standards, (s)he should be accountable for the variance, and if you are concerned about reconciling CO-OM and the costs in P&L, you won't reconcile if the variances aren't posted back to CO.
Regards,
Marc

Credit note on price changes

Similar Messages

Maybe you are looking for