Is it possible to create a Credit memo without reference doc

[Former Member]

Hi,

I need to create a billing document (VF01) without passing the refernce document number. Is there any way to create this? While creating the billing document i just want to pass only items.

Thanks In Advance,

Regards,

Raj

[Former Member]

the answer is that you can create a Credit Memo request (sales document) without a reference to a billing document. The settings for this are maintained in

SPRO>Sales and Distribution>Sales>Sales Documents>Sales Document Header>Define Sales Document Types

In the sales document type, the field that controls whether a reference document is necessary is in the General Control pane and is called "Reference Mandatory" - BEZOB

If that field is blank you don't need a reference number. You can also generate the actual Credit Note (billing document) without any problems. All accounting entries are carried out as normal.

SAP help says:

Reference mandatory

Indicates whether, when you create a sales document, a reference document is mandatory. If so, the indicator also specifies which type ofreference document you should use.

Use

When you try to create a sales document that has a mandatory reference document, the system automatically prompts you for the number of the reference document.

[bharath_shankar]

The following is possible:

Create a credit memo directly through FI. This would be a purely FI transaction.

If the credit memo is to be created through SD:

1) Create a credit memo request (with or without reference depending on the customizing setting for the document type

2) Perform billing to create a credit memo

3) Post the billing document to FI. This step can be performed as part of step 2 itself, but as a company policy it might be required that somebody check the billing document and post the same to FI manually after necessary approvals.

[Former Member]

hi raj,

Billing documnets cannot be created without reference as the values related to the material,pricing,delivery related information has to flow into the billing document from somewhere, hence reference is required.

And there is no such setting in SPRO for the billing documents.

Thanks

Priyanka

[nisha_sharma1]

Hi,

ypu can create Credit Memo w/o reference to any document.

its not created in VF01.

you have to create a credit memo in VA01 transaction and order type is CR.

Then go to VF01 and create the billing document.

if it gives you Billing status incorrect... then go back to VA02 and remove the Billing block in Header data---n SAles Data tab.

and Go to VF01 AND create the Billing document.

in this way u can create creadir memo w/o reference.

Get back to me if have some further queries,

Regards,

Nisha

@ award pts ,if helpful.

[reazuddin_md]

HI Nisha,

I think u have been confused between

Credit memo request and credit memo,

first one is a sales document ( Va01) and the other is billing document (VF01),

as per the Raj's post, I understood that he wants to create credit memo-billing document-without any reference document ,which is not possible,

bill should have respective document on which we are going and to whom we generate the bill.

Doc type as u said is CR- in ECC 6.0 onwards,

Billing type for credit memo - G2

*Hope it clears,

[nisha_sharma1]

ya raj ,

if this is the question then u r right...

thanks

Nisha

[Former Member]

Hi, we cannot create a billing document(can be credit memo) without reference. It does not make sense to raise a credit memo without reference, credit memo is raised when company has due to customer, or when customer returns goods to company due to various reasons credit memo is raised, whenever they want to look at the reason why credit memo is raised there must be document flow to trace the reason.

[reazuddin_md]

Hi Raj,

I dont think we can create billing doc-Credit memo without reference any previous document,

As itz clear that to generate bill we should have the proof of document which can be sent goods or starting itz credit memo, for damaged goods.

we should have reference to doc to create billing doc,

Any inputs , welcome