Definition

A credit memo request is a sales document used in complaints processing to request credit for a customer.

Use

If the price calculated for the customer was too high (for example, with the wrong scaled prices or because a discount was forgotten), you can create a credit memo request. The credit memo request can be automatically blocked for checking. Once it has been approved, you can remove the block.

The system uses the credit memo request to create a credit memo.

Structure

A credit memo request is another type of sales document like a standard order. For more information on sales documents, see Working With Sales Documents .

A credit memo request starts the billing process.

Integration

A high volume of data for sales documents requires early archiving of invoices. Since you have electronic access to the archived invoices, you can control archiving without delay and carry out other electronic sales processes.

It is possible to create credit memo requests with reference to archived billing documents. The system first looks for the invoice in the database, and then in the archive.

The processing steps are identical for the sales representative, regardless of the storage location of the sales document.Sales representatives see that they are processing an archived billing document in the message line and in the title of the transaction.