Entering content frame

Process documentation Generation of Credit Invoice Locate the document in its SAP Library structure

Purpose

You need to issue a credit invoice to your customer if the due date and the amount of the invoice exceed defined limits. For example, if the due date falls more than 40 days after the invoice posting date, and the invoice amount exceeds ARS 500.00, the system automatically triggers the creation of a credit invoice, which you print and send to your customer along with the standard invoice.

Prerequisites

To create credit invoices, you must use the Sales and Distribution (SD) component, and make the following Customizing settings:

Implementation Guide (IMG) Menu

Settings

Cross-Application Components ® General Application Functions ® Cross-Application Document Numbering ® Maintain Numbering Groups and Maintain Number Ranges

First create a numbering group for credit invoices, then create number range intervals for it in the subsequent activity.

Cross-Application Components ® General Application Functions ® Cross-Application Document Numbering ® Argentina ® Assign Document Class to Document Type

Define which document types are relevant to credit invoices, by setting the Credit Invoice indicator.

Sales and Distribution ® Billing ® Billing Documents ® Country-Specific Features ® Country-Specific Features for Argentina ® Define Limits for Credit Invoices

Define the limits, which, if exceeded, lead to the generation of a credit invoice. For your company code, you specify:
– minimum amount and currency
– limit in days
– numbering group and number range
– vendor tax category you defined and assigned to vendors from whom you do not accept credit invoices (see Receiving Credit Invoices)

Process Flow

  1. When you enter an invoice in SD, the system checks whether a credit invoice needs to be issued.

    2. The system checks a combination of limits – due date and gross invoice amount. It compares the posting date of the invoice with the due date: if the number of days until the due date exceeds the defined limit and the amount of the invoice is greater than the defined limit, a credit invoice needs to be created.

    Note

    If your customer pays in installments, the system checks the due date of the last installment. It creates a credit invoice for each installment – even if earlier installments are due within the defined time frame.

  2. You run the Update Output Messages for Credit Invoices report, to store the output message related to the credit invoice in the SD invoice.
  3. The printing program checks the output messages and creates a printout of the credit invoice according to how you have configured it.
  4. You send the credit invoice(s) along with the regular invoice to your customer.
Leaving content frame