credit memo request w/o reference for expenses

[former_member791328]

Dear All,

I have a scenario in Legacy system, where Credit is being issued to customers, to reimburse expenses like Admin / Logistics/ self repair cost etc which are incurred during using of Faulty product delivered them as part of previous legacy sales, without the product being returned(product remains at customer site). This is not pricing / invoice correction.

We are in the design phase and looking at providing an SAP solution for this requirement. What would be the best approach in S/4 Hana to issue credit for such customer expenses which was not previously billed to them ?

Can credit memo request w/o reference be used ? with some material type like DIEN / SERV to credit back the expenses ?

Kindly advice based on SAP best practices.

[sanilbhandari · Accepted solution]

Hi

You could simple use an Non Order based FI Credit note since you mentioned that no material is involved in this situation.

Regards

Sanil Bhandari

[former_member791328 · Accepted solution]

Thanks Sanil, for your insight . That is one of the option I have.

However to be very clear of Pro's and Con's do you see any impact of using credit memo request w/o reference and adding service material for such expenses ?

[sanilbhandari · Accepted solution]

Hi

I would think of using a standard alone credit memo request along with billing for the same in SD, if there would be a need to attribute this information to specific material or you need this information with respect to specific COPA attributes. If this is not the case in your business requirements, you could use a simple finance entry to pass such reimbursement. You could always do a top down distribution as well in month end in COPA, if you need such information. However, the transaction should be driven by what is your business requirement rather than what is a best way. Ask your business users on clear requirements also from reporting perspective etc to take an informed decision.

Thanks & Regards

Sanil Bhandari

[former_member791328 · Accepted solution]

Thanks Sanil. Appreciate your help.