credit memo for returns

[cathy_liang]

Hi experts,

If I want to create credit memo only after return delivery has been PGR, is it proper to make credit memo create with reference to return delivery? You know, SAP standard is to create this kind of credit memo with reference to return order.

If not proper, is it the reason that credit memo is set in SAP to create with reference to order or billing?

Pls advise. Many thanks.

Edited by: Cathy on Oct 17, 2009 5:13 AM

Edited by: Cathy on Oct 17, 2009 5:14 AM

Edited by: Cathy on Oct 17, 2009 5:15 AM

[former_member550050 · Accepted solution]

Hi

In standard SAP credit memo billing RE is created with reference to credit memo order type RE not with reference to return delivery and PGR

The basic reason is return order item category REN is billing relence is Order releted billing hence it doesnot refer to return delivery

In VOV7 if you make the billing relevance as A that is delivery related billing for REN then system will allow you to create credit memo with reference to return delivery only

This is the first customization reqd

Secondly there should be copy controls in VTFL between delivery type LR to billing type RE at header level and at item level for item category REN defined properly

This may not be there in standard settings and this we should define

Normally VTFA is referred for order releted billing and we are making that as delivery related so we should define copy controls in VTFL

is it proper to make credit memo create with reference to return delivery?

This is purely a client call

In one my assignments the major requirement was to create returns credit memo with reference to delivery (returned delivery qty ) only

His business prctise was

his customers will telephonically give the return order for 5 units and send back only 4 units to him

In this case if he makes a return return order for 5 and make a returm credit memo for 5 then that is not proper

So we made this customization to him for creating return credit memo with with reference to return delivery

His customers will telephonically give the return order for 5 units and send back only 4 units to him That was his operational shortcomings but we had to set the system accordingly

We used to close the balance 1 unit with reason of rejection

So according to me it is more proper to create return credit memo with reference to return delivery

Regards

Raja

[Lakshmipathi]

is it proper to make credit memo create with reference to return delivery?

The answer for this question is NO due to the fact that the customer has rejected the material for which, the supplier needs to give credit. It is immaterial for the customer whether the supplier receives the material and accounting it. That is why SAP has also provided copy control from Return Order to Credit Note.

If I want to create credit memo only after return delivery has been PGR,

Simple solution is dont maintain copy control for return order to credit note in VTFA but maintain only in VTFL so that system will not permit to generate credit note without doing PGR

thanks

G. Lakshmipathi

[cathy_liang]

Hi the experts,

Many thanks your valuable advice, especially Raja, you spent time in providing so much details. I learn more.

Again, many many thanks!

[Former Member]

HI LakshmiPathi

I maintained all above configuration for returns delivery credit memo.

My Client wants returns credit memo on Returns delivery, means after PGR only.

So now system creating credit memo correctly, But Returns Delivery Still showing as Being Processed in Document Flow. we are running Batch job every day to process billing documents.Because of this Credit memo's creating everyday for same order.

So Document flow shows Delivery being processed. when it is completed then only one credit memo for one order.

Please help me what should i do.

Main cause for this is delivery  Item Category REN Document Category T.

Please help me.

Thnaks

in Advance.

[Former Member]

Hi Cathy,

You can create the CREDIT MEMO with reference to Delivery by making some basic settings in copy control.

Goto the Transaction code VTFL and choose your Billing document and Delivery document and make the copy controls.

In the Sales Document VOV8 Maintain the Billing as DELIVERY RELATED Billing.

Please maintain them and revert back.

thanks,

santosh