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author's profile photo Former Member
Former Member

Credit Memo Request w.r.t Service Orders

Hi All

We want to create Credit Memo request (CMR ) as follow up w.r.t CRM Service Orders, as of now below process is available

Service order --> Confirmation --> Invoice --> CMR --> Credit Note.

can anyone helpe me in configuring the below process

Service order --> CMR --> Credit Note.

Best Regards

Nagaraj G

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2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Feb 27, 2012 at 12:05 PM

    Hi,

    Instead of service order, see

    Service complaint transaction type - CRMC

    In this you have option under ACTION or at item details to create credit memo/debit memo/return/substitute delivery etc.

    kapil

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  • author's profile photo Former Member
    Former Member
    Posted on Feb 28, 2012 at 02:25 AM

    Hi Nagraj

    The credit note is created in following scenarios

    1. If customer is charged extra and you want to return the extra amount by issuing the credit note.for this process will be as

    you described

    Service order --> Confirmation --> Invoice --> CMR --> Credit Note.

    2. If customer has complained about the services performed. In this scenario the process will be

    Compliant->Credit memo

    So can you please explain why you want credit memo as follow up of service order. Since service order is a document which describes the services planned. What is your process where you want Credit memo as follow up of Service order.

    Regards

    Naresh

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    • Former Member Former Member

      Hi Naresh

      Thank you for the inputs. but our issue is not yet solved.

      Our scenario is as follows.

      I will create a Service order with Planned revenue (PR) of 100 $ and perform the billing for 100 $

      so in Internal order it shows 100 as PR and 100 as Actual revenue (AR), so we will close the order.

      Credit meno request :

      Incase if i want to give credit to customer, i will raise CMR with 50 $ , when i create CMR no posting happened in IO. i will raise Credit Note for 50$, once Credit Note posted to FI, the actual revenue of IO is reduced by 50$ so now IO cost details as follows.

      PR 100 $ and AR 50$, we want even PR to be reversed by the same amount of Credit memo value so that no order backlog will be there.

      Kindly suggest how we can reduce planned revenue too when CMR or Credit Note is processed in CRM or any alternatives.

      Note : in SD Module, when CMR is created, Planned revenue with negative value will be posted to CO-PA.

      Thanks in advance.

      Nagaraj G

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