Creating Credit Memo in for Sales Order in CRM

[Former Member]

Dear Experts,

My issue lies with creation of credit note in Sales Order (SO) or Billing Doc (BD) in CRM7.2 integrated with ISU.

The functionality developed so far is this:

We have configured Sales Order in CRM and we create followup billing doc from the SO. We have developed CRM pricing procedure. While we transfer the billing doc to accounting, everything is getting posted to correct GLs in FICA. Also, when we cancel the billing doc, the pricing posted is also reversed correctly from FICA. All configuration done so far is correct.

Now, the rqmt is if partial amount needs to be reversed, it can only be done via a credit note, which should have the SO or BD as its reference transaction.

We tried to configure Credit Note item type G2N for Sales Order but in item determination, it gives error that it can only be done for Complaints (like TSC). Also, we tried to configure credit memo item (G2N) for Billing doc by creating a new item type for it, but it's not working and no followup or related transaction/item for credit memo can be created from Billing Doc.

As last resort, we are trying to configure complaints transaction (TSC) to create credit memo, but cannot link Sales Order to it and nor the pricing of the SO.

Can you please suggest a solution on how partial reversal be handled in this scenario?

Should we go for reversal in FICA which in turn will adjust CRM through some enhancement?

Thanks

Abhimanyu