Credit Memo Processing 

 

Purpose

 

You can create a credit memo request if customers are charged too much, or a defective product is returned, or a complaint is made about a service performed.

After a detailed check, you can either release or reject the credit memo request. If the credit memo is released, the customer receives a credit memo for the full amount to be credited.

 

Prerequisites

 

A credit memo request has been created.

 

Process Flow

 

...

       1.      Create a credit memo request (SAP CRM)

You create credit memo request item.

       2.      Release credit memo request (SAP CRM)

You release the credit memo request.

The credit memo request is then relevant for billing and appears in the billing due list.

       3.      Create credit memo (SAP CRM)

You trigger billing during the processing of the billing due list.  The system creates a credit memo.

       4.      System posts the accounting document (SAP R/3)

       5.      Send credit memo to customer (SAP CRM)

You send the credit memo to the customer (in printed, or electronic form).