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Process documentation Creating Invoice Correction Requests Locate the document in its SAP Library structure

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.

Note

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 ® Billing documents ® Define billing types in the SD document categ. field.

Process Flow

  1. Create an invoice correction request with reference to a billing document.
  2. Note

    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.

  3. The system creates two items in the invoice correction request for each item in the invoice:
  4.  

    Item

    Indicator

    First item

    Credit item

    Credits

    Second item

    Debit item

    Debits

     

    Note

    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.

    Note

    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.

  5. In the credit item, the system completely credits the incorrect invoice item. You cannot change the credit item (apart from the Deletion, Reason for rejection, Billing block and Account assignment fields).
  6. 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.

  7. The system calculates the difference between the credit and debit memo item. If there are several corrected items, the system cumulates the values of all the items and calculates a total value.
  8. As in credit and debit memo requests, you can:
  9. – 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.

  10. You can only delete credit items together with their corresponding debit items.
  11. You delete items that you haven’t changed with a function.

  12. The system generates a credit memo. If the total value is positive, the credit memo item does not have a + sign, if the total value is negative, it has a – sign.
  13. If the invoice correction request is characterized as a debit memo request, the opposite occurs.

Note

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.

 

This graphic is explained in the accompanying text

 

 

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