Will 'Refund Control' = 'Create Credit Memo Request' trigger the 'Credit Memo Request' Workflow?

[tbiddle]

Hi SAP Community,

We are about to implement the 'Credit Memo Request' workflow, and are wondering:

• Does a Customer Return trigger this approval process when Item Refund Control = 'Create Credit Memo Request'?

We are hoping this will be the case because many Credit Memos for Returns are for higher values than they should be (appropriate deductions are not being made), and an Approver is expected to check that a Credit Memo is correct before posting occurs.

We don't want to implement an Approval Process on Customer Returns as not all Returns result in a Credit Memo. We plan to direct Users to only select 'Create Credit Memo Request' so long as the approval process is triggered.

As always, any insight is much appreciated. Thank you.

Kind regards,

Tu

[OwenLiu]

Added procure tag, Please remove other tags.

[tbiddle]

Hi @OwenLiu
Could you please explain how this falls under 'Sourcing and Procurement'?
My scenario is about Customer Returns, so I thought this would therefore fall under 'Sales'.

Thank you,

Tu

[OwenLiu]

Hi Tu, Yes, you are correct. Could you please do the change accordingly? Sorry for the confusion. Best Regards, Owen

[Carlos_H_Rodriguez · Accepted solution]

Hi Tu,

You can decide which conditions trigger the approval workflow and implement them in the corresponding BAdI. 

Please check the below link where the configuration and extensibility requirements for workflow are explained.

In the screenshot below, it is highlighted in red the section where the details about the BAdI that needs to be implemented are explained.

Regards,

-Carlos

https://help.sap.com/docs/SAP_S4HANA_CLOUD/a376cd9ea00d476b96f18dea1247e6a5/709aae2194ab45cd98675152...

[tbiddle · Accepted solution]

Hi @Carlos_H_Rodriguez 

Thank you for your reply and help.

In the end, we had to implement the Returns Approval Process, since the option to 'Refund Immediately' circumvents the Credit Memo Request approval process.

Now that both processes are up and running, we have an issue where as soon as a Standard Return (CBAR) is Approved, the resulting automatically created Credit Memo Request is then entering the Credit Memo Request approval process. Since details were approved in the Return, can we stop the Credit Memo Request from requiring approval in this situation?

(It is preferred Users select 'Credit Memo' in the Return, however since the option for 'Credit Memo Request' cannot be deactivated, we need consider this scenario.)

Thank you,

Tu

[tbiddle · Accepted solution]

We tweaked the BAdI code and now double Approval isn't an issue.