Creating Invoice Correction Requests
Purpose
An invoice correction request is used for correcting the quantity or price of one or several items in the invoice.
Prerequisites
You create invoice correction requests with reference to an invoice.
In Customizing, the billing type for the invoice to be copied must contain value M. You can set this in Customizing for Sales and Distribution under Billing
Process Flow
You can refer to the same invoice correction request more than once.
In contrast to credit and debit memo requests, you cannot create an invoice correction request with reference to a quotation or a sales order.
The permitted billing types for the invoices are determined in Customizing under Sales and Distribution
® Sales ® Maintain copy control for sales documents.You can block the invoice correction request from being billed in Customizing. Go to Sales
® Sales Documents ® Sales document header ® Define sales document type in the Billing block field in the Billing section.
Item |
Indicator | |
First item |
Credit item |
Credits |
Second item |
Debit item |
Debits |
You can maintain the credit and debit indicators in Customizing for items under Sales
® Sales Documents ® Sales Document Items ® Define item categories. The Returns field in Business data should be selected for credit items but not for debit items.While working with the invoice correction request, you should regard the two items as belonging together.
You can also set the system so that it doesn’t repeat pricing.
You can control this in Customizing under Sales and Distribution
® Billing ® Billing documents ® Maintain copying control for billing documents in the Pricing type field. The contents of the field depend on the category of the invoice correction request.
Sales document category |
Field contents |
CR (credit memo request) |
E |
DR (debit memo request) |
F |
You can run new pricing for the debit memo request by defining another pricing category in the pricing category field 2.
Enter the correct price or quantity in the debit memo item. You can let a new pricing run for the item. The correct amount is finally posted.
– Set a billing block for the invoice correction request (or change the settings in the billing type in Customizing so that the system does it automatically).
– Enter a reason for rejection for one or several items.
You delete items that you haven’t changed with a function.
If the invoice correction request is characterized as a debit memo request, the opposite occurs.
The title of the printout for the credit or debit memo depends on the characteristic that has been assigned to it (sales document category) and not the total value:
Sales document category |
Title |
CR (credit memo request) |
Credit memo |
DR (debit memo request) |
Debit memo |
The graphic below shows the document flow for creating an invoice correction request.
Result
You generate a credit memo with a positive or negative value with reference to an invoice correction request.