How to block the user not to release the credit memo invocies by authorization control

[Former Member]

Hi all,

         We have already blocked the automatic release of credit memo invoices during billing creation, but some user's releasing it by going in VF02 Tcode. They should be authorized to release all billing documents except credit memo invoices. We want not to release the credit memo invoices by the set of user's, only special user's can release it.

[reazuddin_md · Accepted solution]

Hi,

Looks you need to re-phrase your issue. Credit memo request will be blocked during creation with Billing block. If its blocked, invoice creation will not happen. So there is no possibility that users will release block from VF02. I think they r trying to release from VA02.

     If you want only set of specific users have authorization. First you need to set this field as non-editable(you can do this either screen variants or development), then for release authorization, dont have anything in std.(status profile can be used with authorization concept) else you have to go for enhancement.

Regards,

Reazuddin MD

[Former Member · Accepted solution]

Hi,

     Billing block is set credit memo invoice type and invoice also not released at the time of creation so then collectively all these type of invoices will be released by my accounts core user in month end by verifying the all original hard copies and he will file it to sales tax returns.

Now the problem is Some user's after creation of credit memo they are releasing the same invoice by themselves then it leads problem for my accounts core guy will be facing when filing sales tax returns.

So what we want is credit memo only should be created should not be released by that user group for how we can control by authorization, Is there any authorization control? pls let me know

[jignesh_mehta3 · Accepted solution]

Hello,

Please discuss this requirement with your Basis person. I think there is a possibility to restrict Users for Document Types.

I mean you can give authorization such that particular user is not authorized to access particular Document types (Credit memo) in your case. Thus if a user is not having Authorization to access Credit Memo, he cannot release it to Accounting.

Thanks,

Jignesh Mehta

[Former Member · Accepted solution]

Hi all

       Thanks for your efforts I found the solution by myself creating two authorization object in single role itself 1 is for create of all invoice types and 2nd is for change of authorizations excluded with G2 invoice type now it is working fine also

[reazuddin_md]

To add further,

In one of our projects. This release procedure is completely restricted. Will try to give you glance of it.

- Any credit memo request will have billing block during creation & its non-editable

(Done via-FORM USEREXIT_FIELD_MODIFICATION

- A Ztable is created to group the set of authorized users who release this blocks

- A Ztable is created to store all blocked documents along with the release group(release group is derived based on some cond's like Sorg,Plant, customer etc..,)

- A Zreport with which the user can able to release the blocks. (User has to maintain the releaser Group)

Note: In our case, its not limited to billing blocks but extended to other functionalities as well like

Delivery blocks, value limits, manual changes of specific fields, Plant change, price change etcc..,

Regards,

Reazuddin MD