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Former Member

Customer Credit Memo

Dear guru,

Here is the scenario,

There was a Invoice in legacy System before Go live, now there is a customer return from that invoice and need to create credit memo in SAP system with reference to that sales invoice.

kindly guide me how to utilize my sales return scenario with such a reference which does not exist in sap system.

Thanks

Regards

Kallol Deb

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6 Answers

  • Jun 08, 2013 at 07:22 AM

    Hi,

    you can only create customer retunrs without Reference and mention the Legacy Invoice number in some Texts for Future checking.

    Shiva

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  • Jun 08, 2013 at 07:27 AM

    Dear,

    1. Create PO in ME21N ( on which date Customer has given PO to Company ) .

    2. Create SO in VA01 and Delivery in VL01N and Billing in VF01 .

    3. Create RE in VA01 ,Returns Delivery LR in VL01N and RE ( credit memo for returns) in VF01 .

    Note : Steps 1 and 2 create in past date as when Customer has given and taken Goods and Step 3 create present dates .You need to create one dummy material and run the process with stock .

    If you have any doubts please let me know .

    Thanks,

    NK

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    • Dear,

      A sales order is created in SAP for which already the business has create a sales order etc.

      So why create a sales order the second time for the same sale?

      These sales order, delivery "consume" some stock / inventory, how do you account for that inventory.

      It is not sent to the customer!

      But still this stock is reserved for this "fictitious" sales order, delivery.

      We have created Sales Order in Legacy not in SAP .You need to upload the stock for returns purpose also .Without stock ,you can not create RE .So,in this case ,you need upload the stock right .Coming to the point is,when you are going to upload a stock ,there you can see one field as Text related ,here we need to maintain as Legacy Stock .

      If you have any doubts let me know .

      Thanks,

      NK

  • Jun 08, 2013 at 08:02 AM

    kallol,

    I agree with Siva, create a return order without reference (using a Sales document type for RE process without reference mandatory) ; in PO number you can give the billing document number for which return is being done (you could also use text or other fields).

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  • Jun 08, 2013 at 08:16 AM

    Hi Kallol,

    Generally at the time of go-live we discuss all these points with business and come to an amicable agreement. So, you can very well discuss with client and explain the constraint. As mentioned by TW and Siva, you have to create returns or credit memo request without original Invoice reference. In the return document/credit memo request keep the original document number in the PO field.

    If incase, your client wants that number to printed on the credit memo document then you may have to change the logic or add the logic in output program accordingly.

    Regards, Sai Krishna.

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  • Jun 08, 2013 at 08:58 AM

    In such cases, credit would be passed directly from FI instead creating return order. But as already expressed, there is no thumb rule for this. It is the Business who have to decide as to how their financial postings should be. Accordingly, as a consultant, you can share your views to create a CMR without referencing any preceding document.

    G. Lakshmipathi

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    Former Member
    Jun 08, 2013 at 09:14 AM

    Hi Kallol,

    In case business is ready to have a dummy posting which they could clear off later, you could have a similar order created (as in the Legacy system) and have it delivered (in system only) and invoiced.

    You could process the returns in reference to the new order created. There will be a little data inconsistency for one order but this might have the business track the sales as well.

    FI postings could be adjusted by the AR team later on...

    Deb.

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