hi, how order related billing returns and credit memo's handled

[Former Member]

hi,

sap gurus,

i am able to configure the order related billing business process and

plz requesting to explain the how to handle returns process for the same and

how i can raise credit memo for the same process.

regards,

balaji.t

09990019711.

[Former Member]

hi balaji,

create a credit memo request referring the billing document type. Then do billing for it, it will create the credit memo. This is normal credit memo creation procedure only. But if you are selling services and there is no delivery, so i guess there is no point in making returns of services as you cant take returns of services which are rendered. Only thing they may be rejected. In such you can follow the above mentioned process to create credit memo.

regards

sadhu kishore

[former_member204513]

Dear Balaji,

You can get your requirement through copycontrol settings.

1.For Order relating Billing Do the copy control settings in VTFA transaction.

You can copy the settings of OR-->F1

2.For Retun order you can create return order with reference to the Invoice or with reference to the order.

This settings you can do in VTAF transaction.

3.For credit memo, you can create credit memo with reference to that return order.

This setting you can do in VTFA transaction.

I hope it will help you

Regards,

Murali.

[Former Member]

Step 1: Sales Document Type

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team.

3. Assign Sales Area To Sales Document Types:

A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error.

B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

Sales Document Item:

1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New. (Item Category TAD is used for order related billing & in Material Master Item Category group is LEIS)

2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

Schedule Line:

1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New.

2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.

Step 2:

IMG > Sales and Distribution > Billing >

1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Number Range For Billing Documents: Ensure to maintain number range.

3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.

Note: Ensure that Copy Control settings are done

Sales Order to Billing (OR --> F1): VTFA

Billing to Sales Order (F2 --> RE): VTAF

The configuration differs from scenario to scenario & requirement of the client.

Regards,

Rajesh Banka

Reward point if useful.

[Former Member]

Incase of Return Sales Order:

T.Code for copy control: VTAF

Source Document: F2

Target Document: RE

Item category REN

Considering the above settings are done:

Create return sales order RE (with Reference to Billing Document) & the data will be copied as it is in Return Sales Order - RE. For Eg: here you require to change to quantity from 10 to 2, as you want to take back into Inventory of only 2.

Incase of Return Delivery:

T.Code for copy control: VTLA

Source Document: RE

Target Document: LR

Item category REN

Considering the above settings are done:

Create Return Delivery through T.Code VL01N & do PGR (Post Goods Receipt). This will add the stock to blocked stock. This will take care of Inventory.

To address the issue of how to take Credit for Excise, use T.Code: J1IH --> other Adjustment & based on the credit to be taken, make the necessary entry.

Incase of Credit Memo:

T.Code for copy control: VTFA

Source Document: RE

Target Document: Credit Memo

Item category G2N (Check in System)

First in VA02, remove the Billing Block in Return Sales Order - RE & save the document. Now in T.Code: VF01, enter Return Sales Order Number & select the appropriate Billing Type (Credit Memo) & Enter& Save. This will create Credit Memo.

Hope this helps you.

Regards,

Rajesh Banka

Reward suitable points.