credit memo with reference to a sales order with reference to a contract?

[Former Member]

Hello All

Now I created a quantity contract and the customer paid the Amount that means the billing is done then I started creating sales orders with reference to the contract, can I create credit memos with reference to these sales orders?

Regards

Jacopo Francois

[former_member184555]

Hi

The standard procedure is Billing document is the reference document for the credit memo request. In your case if you receive the amount in advance always, then you can change the configuration(maintain copy controls between release order/creditmemo request) otherwise it is not the standard process to create creditmemo request/credit memo before creating the billing document.

Thanks,

Ravi

[Former Member]

I will create the contract and take the money in advance and do billing then I will create sales orders with reference to contract then I will create credit memo with reference to the sales order

I did this because the money the customer will take is a percentage from the amount

[Former Member]

Hi,

You can create a contract for a longer duartion say 1 year, andyou can create sales order in reference to your contract. This would be an ideal scenario in case of service materials.

You can now surely create credit memo's in reference to this sales order.

You will invoice the sales order first and create a credit memo request in reference to your sales invoice and then invoice the credit memo request to raise your credit memo for the customer.

Reward if helpful.

Regards

Ravi