After completing this lesson, you will be able to:
When a customer wants to send material back to your company, you can create a corresponding returns document. This document represents the process in the system. It can be created with reference to a billing document or a sales order. The system receives all the required data on quantities and price agreements from the original document, ensuring that the correct document is processed further.
When you create the returns document, the system asks you to maintain an order reason (for example, damaged in transit). This is for the purpose of evaluation. In addition, the document automatically contains a billing block to prevent a credit memo from being created directly.
When the goods arrive at your warehouse, the corresponding goods receipt must be posted. To post, a returns delivery must first be created that references the returns document. Usually, the relevant quantity is posted to a separate returns stock rather than to the unrestricted-use stock.
Once the process is approved and the billing block is removed, the credit memo and the required accounting documents can be created. The correct amount is automatically credited to the customer account. This step can be performed independent of the posting of the goods receipt.
As an alternative to creating the credit memo, you can create a subsequent delivery that is free of charge and that references the returns document.
The figure, BDD – Process Diagram, is the process diagram for scope item BDD, Customer Returns.
The following are the main steps in the process:
Create Return Order: confirm the customer's intention to return the goods and initiate the process.
Create Return Delivery: initiate the inbound shipping of the goods.
Post Good Receipt: confirm the return of the goods to stock.
Remove Billing Block: confirm the authorization of credit to the customer.
Create Billing Document: create and send the credit note to the customer.
The figure, Business Benefits, shows the main benefits of the Customer Returns business process.
|Process Step||Role Name||Fiori App Name|
|Create Return Order||Internal Sales Representative||Create Sales Order|
|Create Return Delivery||Shipping Specialist||Create Outbound Deliveries|
|Post Goods Receipt||Shipping Specialist||Manage Outbound Deliveries VL06O|
|Remove Billing Block||Returns and Refund Clerk||Manage Customer Returns|
|Create Billing Document||Billing Clerk||Create Billing Document|
The table, Principal SAP Roles and Fiori Apps used in Customer Returns, shows the roles and apps used in the process steps.
Using the Create Outbound Deliveries app, you can create outbound delivery runs from a list of sales documents. This app also allows you to display logs with information related to your sales orders or deliveries. For example, if errors occur while you are creating deliveries, the system issues a message to the log. Similarly, the system issues a message to the log if you successfully create a delivery. Following is a list of key features:
With the Create Billing Documents app, you can create billing documents, for example, invoices and credit memos, from items in the billing due list. This includes debit memo requests, sales orders, deliveries, and other Sales and Distribution (SD) documents. You can also generate temporary billing documents that you can review before converting them to final billing documents.
When searching, you can show or hide the filter bar. You can save your filter settings and restore the original settings.
Saved layout variants also save the values that you have set in filters. You can share saved layout variants with other system users. Following are view and Search features:
The Create Billing Documents app has the following transactional features:
According to the billing settings, the following actions are performed by the system when creating billing documents:
Enter the billing date and type before billing.
If you enable this setting and choose to create billing documents, the system requests a billing date and the required billing type before creating billing documents.
Create separate billing document for each item of billing due list.
If you enable this setting and choose to create billing documents, the system creates separate billing documents for each item of the billing due list that you have selected.
Automatically post billing documents
The system automatically posts all billing documents that you create to accounting and triggers output (for example, an invoice by e-mail). Note that if you do not choose to post billing documents automatically, you must post them manually using the Manage Billing Documents app.
Display billing documents after creation.
The system generates and displays temporary billing documents for the SD documents that you have selected for billing. You then have the option to save or discard them. Saving converts them to final billing documents, while discarding them returns you to the billing due list.
A customer can submit a request for authorization to return materials to the plant for credit. This request is a Return Material Authorization (RMA). The request is approved, and a return sales order is created, with reference to the original invoice for the goods. An RMA document is printed, and forwarded to the customer, so that it can be attached to the incoming goods. The goods are shipped back, a return delivery is created with reference to the RMA, and the material is received into return stock.