A credit memo request is created with the amount to be credited and placed on a billing block for review. It is then released to become billing relevant and appear on the billing due list. The periodic billing process creates a credit memo to be sent to the customer and posts a journal entry.
Process Diagram
A credit memo request is created with the amount to be credited, and placed on a billing block for review. It must then be released to become billing relevant and appear on the billing due list. The periodic billing process creates a credit memo to be sent to the customer and posts an accounting document.
The main steps in the process are:
The Create Credit Memo Request step indicates the intention of the supplier to pass a credit and initiates the process.
The Treat Credit Memo Request step allows the manager to approve or reject the request.
The Remove Billing Block step initiates the process steps to pass a credit.
The Create Credit Memo step sends the credit memo to the customer.
Principal roles and SAP Fiori apps used in Credit Memo Processing
| Process Step | Business Role | Fiori App Info |
|---|---|---|
| Create Credit Memo | Internal Sales Representative | Manage Credit Memo Requests |
| Create Credit Memo Request | Sales Manager | My Inbox |
| Remove Billing Block | Sales Manager | My Inbox |
| Create Credit Memo | Billing Clerk | Create Billing Documents |
For further information, visit the official solution process documentation at SAP Process Navigator - Credit Memo Processing (1EZ).