Credit Note to be approved and released by Maanager before allow to print

User wanted all credit note to be viewed and released by higher authority before allowing to proceed with printing.
If there any configuration I can set for this task?
if yes, can anyone guide me on the setup?
Thanks a million

Hi,
You can achieve the same through User Status and following developments.
Define User Status
SPRO----> Cross Application Component -
> SAP Business Partner ---> Business Partner ---> Basic Settings ---> Status Management -
> Define Status Profile (T-Code BS02) Here you have to create on Status profile with 1. Approved 2. Rejected.
Assign this status profile to your documebt type details screen T-code VOV8,
Now you have to create Authorization Key for the User who will change the status, and assign in you it to ur status profile.
Now for printout
Create one routine with the help of ABAPer T-code VOFM select Requirement ---Output
otherwise write Logic that if user status is Approved then only systmem will give printout.
Functions to use for this
"example logic"
IF flg_set = 1.
    CALL FUNCTION 'SSF_OPEN'
      EXPORTING
        user_settings      = ' '
        output_options     = w_output
        control_parameters = w_control
      EXCEPTIONS
        formatting_error   = 1
        internal_error     = 2
        send_error         = 3
        user_canceled      = 4
        OTHERS             = 5.
    IF sy-subrc <> 0.
      MESSAGE ID sy-msgid TYPE sy-msgty NUMBER sy-msgno
              WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
    ENDIF.
ENDIF.
CALL FUNCTION g_fm_name
    EXPORTING
      w_name_1           = w_name_1
      user_settings      = ' '
      output_options     = w_output
      control_parameters = w_control
    TABLES
      i_out              = i_out
      i_name_1           = i_name_1
    EXCEPTIONS
      formatting_error   = 1
      internal_error     = 2
      send_error         = 3
      user_canceled      = 4
      OTHERS             = 5.
IF sy-subrc <> 0.
    MESSAGE ID sy-msgid TYPE sy-msgty NUMBER sy-msgno
            WITH sy-msgv1 sy-msgv2 sy-msgv3 sy-msgv4.
ENDIF.
IF flg_set = 1.
    CALL FUNCTION 'SSF_CLOSE'.
ENDIF.
*ENDFORM.                    " F_CALL_SMART_FORM
PERFORM f_select_data.                             " Subroutine for all select statements
PERFORM f_build_out_table.                         " Subroutine to build output table
PERFORM f_text_conversion.                         " Subroutine to call text ID to text conversion
PERFORM f_call_smart_form.                         " Subroutine to call Smart form
ENDFORM.                    " ENTRY_SD13
for Identifiying which User Status is marked in document during calling of routine.
Get the Object Number (OBJNR) from VBAK for SD and PRPS for PS and Pass the OBJECT NO (OBJNR) into Function Module ALM_ME_READ_USER_STATUS, based on that we can write logic in our FS if user status is not approved or according to our requirement then system will not allow to take printout.
Regards
Shambhu Sarkar

Similar Messages

Credit check at goods issue and release authorziation based on value

Hi,
I am doing credit management config. My reqmt. is to have credit check at goods issue only. Done this through credit group in automatic credit management config. I have used static check with both open orders and open deliveries checked.
open sales order (delivery not created) value is not updating in the credit exposure field in FD32 can u tell me what can be the problem (I have maintained the subtotal value A in pricing procedure)
My 2nd requirement is based on the range of credit value, documents should be released. i.e., Credit limit is 1Lakh. Now when it exceeds by 50000, credit manager is authorized to release in VKM5. If it exceeds & between 50000 - 1Lakh, Finance Head should be authorized to release in VKM5 and finally it exceeds above 1Lakh , VP Finance should be authorized to release. How do we handle this, pls. give me solution for the above scenario
Thanks
Dhina

HI
> I am doing credit management config. My reqmt. is to have credit check at goods issue only. Done this through credit group in automatic credit management config. I have used static check with both open orders and open deliveries checked.
> open sales order (delivery not created) value is not updating in the credit exposure field in FD32 can u tell me what can be the problem (I have maintained the subtotal value A in pricing procedure)
Please Check the OSS Note 18613 that gives the check list for credit management setings
> My 2nd requirement is based on the range of credit value, documents should be released. i.e., Credit limit is 1Lakh. Now when it exceeds by 50000, credit manager is authorized to release in VKM5. If it exceeds & between 50000 - 1Lakh, Finance Head should be authorized to release in VKM5 and finally it exceeds above 1Lakh , VP Finance should be authorized to release. How do we handle this, pls. give me solution for the above scenario
Please discuss with your ABAP and Basis Consultant.
Regards,
Phani Prasad

Just recently, Firefox has not allowed my Hotmail to open without first showing a banner that says Firefox will not open my program and I must hit the "Allow" button to get this open. Is there anything I can do about this?

I have been using Firefox for years with Hotmail as my e-mail provider with no trouble. Now I am getting messages that say some script is running; do I want to continue or cancel and then a brown message bar will appear asking me me manually allow the opening of Hotmail. A minor annoyance yet one I have not encountered until a few months ago and would like to fix.

See: [http://kb.mozillazine.org/Menu_differences Tools > Options] > Advanced > General : Accessibility : [ ] "Warn me when web sites try to redirect or reload the page"
* [[Options window - Advanced panel#General_tab]]
See also: http://kb.mozillazine.org/accessibility.blockautorefresh
Start Firefox in [[Safe Mode]] to check if one of the add-ons is causing the problem (switch to the DEFAULT theme: Tools > Add-ons > Themes).
* Don't make any changes on the Safe mode start window.
See:
* [[Troubleshooting extensions and themes]]
* [[Troubleshooting plugins]]

Invoice and credit note processing

Hello all,
I have got a query with respect to transaction MRBR (Remove Block on invoice). The process that we follow is:
1) When AP clerk enters invoice, he enters the invoice with a 'R' block. This blocks the invoice from getting paid.
2) Every evening there is a background job scheduled with transaction MRBR. What this job does is removes the 'R' block from the invoice if it has got a corresponding GR.
3) This invoice then appears in the payment run and is paid off.
The problem with this process is when the credit notes are raised on account. We link the credit notes and invoices by copying the document number of invoice in the 'invoice reference' field while entering the credit note. The 'R' block also gets copied onto the credit note (if the invoice has the block). Transction MRBR runs overnight and removes the block from the invocie (if it has a corresponding GR) and the invoice becomes free for payment. However there is no parameter in the program to remove the block from the credit note as well. What eventually happens is that the invoice becomes free for payment, the credit note remains 'R' blocked and hence does not appear in the payment run to offset the invoice and the invoice gets paid off even though it had a credit note.
Is anyone aware of how to remove the 'R' block from the credit note or if there is a better process to work with invoice and credit notes.
Thanks for all your help
Regards
Keyur

Hi,
I also think that there is no need for putting a R block in the credit note at all.
The process should be like below:
1. Invoice posted before GR - Invoice should be automatically blocked if the tolerance keys are set up properly (transaction code OMR6). I am not sure why you have to put the R block manually.
2. Post credit note - do not put any kind of block. Make sure that you are referencing the credit note to the earlier posted invoice or the the relevant PO line item.
3. MRBR matches and releases the invoice.
4. When you run F110, it should automatically clear the invoice, credit note and make payment for the rest.

Remove invoice and credit note block

Hello all,
I have got a query with respect to transaction MRBR (Remove Block on invoice). The process that we follow is:
1) When AP clerk enters invoice, he enters the invoice with a 'R' block. This blocks the invoice from getting paid.
2) Every evening there is a background job scheduled with transaction MRBR. What this job does is removes the 'R' block from the invoice if it has got a corresponding GR.
3) This invoice then appears in the payment run and is paid off.
The problem with this process is when the credit notes are raised on account. We link the credit notes and invoices by copying the document number of invoice in the 'invoice reference' field while entering the credit note. The 'R' block also gets copied onto the credit note (if the invoice has the block). Transction MRBR runs overnight and removes the block from the invocie (if it has a corresponding GR) and the invoice becomes free for payment. However there is no parameter in the program to remove the block from the credit note as well. What eventually happens is that the invoice becomes free for payment, the credit note remains 'R' blocked and hence does not appear in the payment run to offset the invoice and the invoice gets paid off even though it had a credit note.
Is anyone aware of how to remove the 'R' block from the credit note or if there is a better process to work with invoice and credit notes.
Thanks for all your help
Regards
Keyur

normally, credit memo should be able to remove the block manually as soon as they are put in the sap.
they should not be mixed with other AP invoices.
and if the credit memo need to be paid, then it should have something like approval doc to support the block removing.
if it is just reversal doc against wrong doc, then also need remove the block by supervisor asap.
Edited by: JiQing Zhao on Apr 19, 2011 10:17 AM

AP And AR Invoice Numbers Required For Corresponding Credit Notes

Dear All,
I need to print the invoice number on our Credit Note documents (both AR and AP). Although the invoice number is present in the remarks field, we need its field-id on the CN documents so that we can print on Document headers.
Thanks,
Ghazanfar Ahmed

Hi Ghazanfar Ahmed,
If you need to print the A/R Invoice and A/P Invoice number on your Credit Note documents.
Try this, it will retrieve the Invoice No in Print.
CASE 1
A/R Credit Memo.
->> Open the PLD and Create 1 Database Field in Page Header (or) End of Reprot. then,
->> Goto Properties Window. Click Content Tab then Select the Table and Column.
Table -> ORIN - A/R Credit Memo
Column -> Comments - Remarks..
Result: This field will Display the Comments(Remarks) on A/R Credit Memo. Same on A/P Credit Memo.
CASE 2
A/R Credit Memo.
->> Open the PLD and Create 1 Database Field in Repetetive Area. then,
->> Goto Properties Window. Click Content Tab then Select the Table and Column.
Table -> RIN1 - A/R Credit Memo.
Column -> BaseRef - Base Reference Number.
Result: This field will Display the Base Document No.(Invoice No.) on A/R Credit Memo. Same on A/P Credit Memo.
Regards,
Madhan.

Automatic clearing of credit note with its billing document

Hi all,
I have a problem during the "release to accounting" of an SD credit note.
The real problem is about the automatic clearing of the credit note with the billing document that it refers.
I have only one clearing criteria in customizing on the field ZUONR (assignment number), and the credit note have the right value (the number of the billing document).
The SD billing document and its FI document have the same number, and the credit note too.
When the credit note is passed to FI (release to accounting automatically), the user wants that it is also cleared.
How can I do it? Can I do it?
Thanks in advance
Alessandra

Does it work now if you run it?
If not you need to run the clearing in test mode and see how it proposes to do the clearing?
Are you saying you have a billing doc for say 100 Euro and a credit for 100 Euro.
Both the credit and the billing doc have the same value in the assignment field and f.13 for account type "D" is just set to clear against ZUONR.
If that is the case it should work, however check for small things like discount being due on the billing document and not the credit note and therefore the net amount of the billing document may be less than the credit note.
Please award points if this is useful.

Regarding Text in Credit note

Dear All,
I have taken 5 Materials from Customers ( Returns ) and raised Retruns sales order / Delivery and Credit Memo.
In my credit note i have to get the text as " Credit note towards customer returns order number XXXXXXX "
i.e. on the print of the Credit note i have to get as above how to do this.
Can any one help on this ?
Siva

Hi ,
It can be done thru text determination. Once this is done assign output determination to the credit memo.
Then your desired text would come into output.
Text forms a basic but essential need within document processing. Using text determination, one can automatically copy a text line from one text object to another, such as from a CMD to a sales doc.
SPRO- IMG- SD- Basic Functions- Partner Determination- Define Partner Functions.
The SD module is used in the text determination for the following text objects:
     Customer
o     Central texts: KNA1: (texts entered in Extras Texts) in the CMD from one of the general screens
o     Accounting texts: KNB1
o     Text concerning the contact persons: KNVK: (Extras- Texts from the contact persons screen of the CMD
o     Sales & Distbn texts: KNVV (texts entered in Extras- Texts) in the CMD from one of the sales screens.
o     KNMT: text defined for the cust mat info record.
     Sales Document
o     Header texts: VBBK: the preceding sales doc where text is defined as header text. For e.g., if the preceding doc is a quote copied in to a del, the VBBK refers to a quote.
o     Item texts: VBBP: preceding sales doc ITEM where the text is copied at the item level.
     Delivery
o     Header texts
o     Item texts
     Billing Document
o     Header texts
o     Item texts
     MVKE: texts from the sales text screen in the CMD. For MVKE, there is only one text ID0001 that refers to the text in the MMR text screen
     TEXT: this refers to standard text that applies across the system (that is, it is not specific to a doc, customer, or material). The text ID in this case must be ST. When you select this text object in the access sequence, an additional field will open for you to enter the name of the standard text. This is the name you give text from Logistics Screen, proceed to Tools, Word Processing, Standard Text (SO10)
Reward points if helpful,
Regrds,
vamsi. P

Credit note study

Hi all, I want to credit note for receivable technially and functionaly and want to cover its topice like Transaction type
setting, Auto account hitting etc. Please send me any line , if such document with screenshots then it may be more userful
for me.
Regards
Rizwan Ali

Oracle EBS Docs can be found at http://www.oracle.com/technetwork/documentation/applications-167706.html
Thanks,
Hussein

Deallocate a credit note from an invoice in 2005

Client needs to be able to deallocate credit notes raised from invoices when posting a payment to help with later reconciliation.
Example: The client has 3 invoices for £100 and a credit raised from the most recent invoice for £50.
The client then pays 2 of the due invoices, less the value of the credit note (£150)
The try to allocate the cash but cannot allocate £150 to the 2 oldest invoices plus the credit note as the credit note is already allocated against the later invoice.
The client has allocated it in such a way in their system, and we should attempt to match it. Therefore, we cannot allocate the payment against one of the 2 earlier invoices and the balance of the last invoice.
Apparently this is very common so adding this as a On Account Payment is messy for lots and lots of accounts.
A much better solution for my client would be to disassociate the invoice and credit upon posting the payment.

Dear Carlos Mario Cuartas
You can think about below procedures for your question.
A. Create Credit Note (by Invoicing procedure)
   1) Selection Type
    When you try to progress rent invoices by using SAP RE Std.Transaction
    (T-Code: RERAIV - Create Invoices ), you can consider about below two selection type :
       a) Selection using FI documents
        --> That is for actual invoice based on the billing(posted) documents.
             & you can define the "Invoice Correspondence" (Include Detail)
       b) Selection using planned items of the cash flow
        --> That is for planned invoice as pro forma invoice (just first time)
             & you can define the another "Correspondence" for this format. (Not Detail)
   2) Summarize Invoices
        a) Per recipient (can involve several contracts)
      --> If the selected business partner has multiple contracts, then the items of all contracts
           are grouped into one invoice.
      b) Per contract
      --> If the selected business partner has multiple contracts, then the items of each contract
           are grouped into separate invoices.
B. Print-Out Format for the Credit Note
    You can define and design the "Correspondence of credit note" as below,
      - Go to RECACUST >> Correspondence > PDF-Based Forms (Mass Print and Single Print) >
                                         Forms > Define Forms
      - Go to RECACUST >> Correspondence > PDF-Based Forms (Mass Print and Single Print) >
                                         Correspondence Activities > Define Correspondence Activities
Regards,
Jeong, Yeong-Chul.

Post a credit note in FB75 asking for true a/c assignment

hi SAP techies
I am trying to post a credit note for invoice no. and re-invoice with the correct VAT code. In FB75 it is asking for a True Account Assignment Account With Revenues. Any advice.please help.
Kind regards
Edited by: akausar on Jun 24, 2010 11:15 PM
Edited by: akausar on Jun 24, 2010 11:23 PM

hi,
assign profit center or cost center with cost element catagory 43.
regrd's
Edited by: samiuk on Jun 25, 2010 8:50 PM

How can we identify which credit note applied to which AR Invoice?

Hi,
We are in 11.5.10.2.
We want to migrate all the open transactions data of AR.I have few questions as given below :
1.How do we identify in Invoice Entry screen where a credit memo is linked to Invoice.
2.One credit note & 3 Invoices are applied with a Receipt,so how we can identify the invoice which is applied with credit note.
3.Is there any possibility of applying credit memo directly to AR Invoice with out the receipt screen.

Hello.
1.How do we identify in Invoice Entry screen where a credit memo is linked to Invoice.
2.One credit note & 3 Invoices are applied with a Receipt,so how we can identify the invoice which is applied with credit note.Query the invoice and navigate to Action/Installments/Activities.
3.Is there any possibility of applying credit memo directly to AR Invoice with out the receipt screen. You probably can use an API. There are a lot of questions about this is the forum.
Octavio

Credit Note -Rebate agreements

Hi all ,
I have got a querry from my Client saying the below ,i have analysed but could not figure it out .need your help .
A correction credit was created for Agreement XYZ.
When the Agreement was settled on 5/8 (date) two credit memos created - One for 0 value and another for x value which was the correct amount to be credited.
In the batch run that night, invoices were created for both credit memos, one for A and oner for B (Zero value) . An accounting document can't be created for B which means it doesn't show up in the rebate reciever`s account, which is good, but they want to know why the correction credit memo created at all (for Zero value ).
In brief it is creating two credit note one for Zero and one for correct value , why it is happening ....
Regards ,
Bala

Hi Bala,
What I mean is that,
1. When you do manual accrual(by selecting the Accrue button in the rebate maintenance VBO2), system will only create a zero valued B4 credit memo request (Reb.Req.f.Man.Accrls). This will update the accrual account based on the accrual amount entered at the time of manual accrual. If positive amount is entered, it will reverse accrual. If negative amount is entered, it will build accruals.
2. When you do the settlement (by selecting the execute settlement button in rebate maintenance VBO2), system will create a valued B1 credit memo request (Reb.Credit Memo Req.). This credit memo is used to grant payment to the rebate recipient. It will also reverse the accruals since you are doing the final settlement.
You may also refer to the help on the rebate processing for manual accruals and final settlement in the link below.
http://help.sap.com/saphelp_470/helpdata/en/dd/561270545a11d1a7020000e829fd11/frameset.htm
Regards,
Please award points if you have found inputs helpful,
Thanks,

How is credit note to an invoice sap real estate

I need to make a credit note to an invoice of a leasein the form of real state of sap

Dear Carlos Mario Cuartas
You can think about below procedures for your question.
A. Create Credit Note (by Invoicing procedure)
   1) Selection Type
    When you try to progress rent invoices by using SAP RE Std.Transaction
    (T-Code: RERAIV - Create Invoices ), you can consider about below two selection type :
       a) Selection using FI documents
        --> That is for actual invoice based on the billing(posted) documents.
             & you can define the "Invoice Correspondence" (Include Detail)
       b) Selection using planned items of the cash flow
        --> That is for planned invoice as pro forma invoice (just first time)
             & you can define the another "Correspondence" for this format. (Not Detail)
   2) Summarize Invoices
        a) Per recipient (can involve several contracts)
      --> If the selected business partner has multiple contracts, then the items of all contracts
           are grouped into one invoice.
      b) Per contract
      --> If the selected business partner has multiple contracts, then the items of each contract
           are grouped into separate invoices.
B. Print-Out Format for the Credit Note
    You can define and design the "Correspondence of credit note" as below,
      - Go to RECACUST >> Correspondence > PDF-Based Forms (Mass Print and Single Print) >
                                         Forms > Define Forms
      - Go to RECACUST >> Correspondence > PDF-Based Forms (Mass Print and Single Print) >
                                         Correspondence Activities > Define Correspondence Activities
Regards,
Jeong, Yeong-Chul.

Customer Standard Order was delivered with credit status not approved and blocked.

The Customer Standard Order was delivered with the credit status not approved and blocked.
3 orders were delivered without credit limit and now the credit limit is exceed in more than 250%,
We have checked the settings in OVAK and the assignment is correctly set as D and 01. This is an issue with a high risk customer with static check in OVA8 transaction.
Please advice.
BR
Anuja

The Customer Standard Order was delivered with the credit status not approved and blocked.
If the sales order is blocked system can not allow you to create delivery with out approving it.
3 orders were delivered without credit limit and now the credit limit is exceed in more than 250%
There could be reason that in FD32 for the payer customer the risk category might not have been assigned during those 3 sales orders creation. Also one more reason in OVA8 against the Static credit check if open order field is not ticked.
Please let me understand what is your exact issue currently?
thanks,
Srinu.

Credit Note to be approved and released by Maanager before allow to print

Similar Messages

Maybe you are looking for