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Credit memo without credit memo request

SUBARNA
Explorer
0 Kudos

Hi,

How to create credit memo without creating credit memo request or involving the t-code va01.

the problem is client wants their finance team to create credit memo, and they don't want to give them authorization for va01 t-code .

sveabecker
Community Advocate
Community Advocate
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Accepted Solutions (1)

Accepted Solutions (1)

Lakshmipathi
Active Contributor
0 Kudos
How to create credit memo without creating credit memo request
but we want to create it reference to previous billing

Your above two statements are contradicting to each other. First you say, you want to create without any reference for which, I suggested the BAPI. Now you say, you want to create with a billing document.

Both are possible and it all depends on your configuration. For your return order type, if you don't set any value against "Reference mandatory", you can create a Credit Memo Request without referencing any preceding document and against this CMR, credit memo can be generated.

Answers (2)

Answers (2)

Lakshmipathi
Active Contributor
0 Kudos

Execute BAPI_BILLINGDOC_CREATEMULTIPLE with Billing Type FX from which, you can generate a billing document (it could be a credit memo also) without any reference

SUBARNA
Explorer
0 Kudos

Thank you, but we want to create it reference to previous billing

sanilbhandari
Product and Topic Expert
Product and Topic Expert
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Hi sapsdsubu

If you do not want to give authorization for VA01, the simplest way would be to use the T Code FB75 to post the credit note for a customer.

Alternatively you could enable your users in Finance for VA01 and restricting it based on specific document type. Using the authorization object V_VBAK_AAT, you can control which document type should a person be able to create. You could create a new sales document type for stand alone credit notes and assign this document type against the authorization object. This way you will have a control that your finance users can create only a specific document type and not everything else in VA01.

You should also question your business users on why they expect a finance user to create a billing related document from a pure process perspective.

Thanks & Regards

Sanil Bhandari

SUBARNA
Explorer
0 Kudos

hi, thank you so much.

SUBARNA
Explorer
0 Kudos

we are planning to maintain copy control for billing to billing. and create credit note reference to billing doc (f2)