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 Creating Credit Memos Locate this document in the navigation structure

Use

When you post a credit memo, the system makes a number of checks:

  • The maximum quantity you can credit is the quantity that has already been invoiced. If you enter a larger quantity, the system issues the following error message:

Reversal quantity greater than quantity invoiced to date

  • If you post a credit memo for the same quantity as was invoiced so far, the system expects that the total amount invoiced so far is also credited. Otherwise, a situation might arise where you had no stock for a material but a stock value. If you do not enter the amount invoiced so far, the system automatically replaces your entry and proceeds to the item screen. A warning message informs you that your entry has been changed.

Reverse entry value set automatically for full reversal

  • If you post a credit memo for a smaller quantity than that invoiced to date, the amount of the credit memo cannot be larger than the amount invoiced so far. If you post a larger amount, the system displays an error message, such as:

Reversal value is greater than value invoiced to date

  • The system does not check whether your entries in the columns Amount and Quantity correspond to the purchase order price or the invoice price.

Procedure

You post a credit memo as follows.

  1. In the Easy Access menu, Choose Logistics Materials Management Logistics Invoice Verification Document Entry Enter invoice.

The Logistics Invoice Verification screen appears.

  1. Choose the transaction Credit memo .
  2. Enter the document header data as required and match up the invoice.
  3. Choose Enter.

The system lists the order items per your allocation criteria. In the columns Amount and Quantity , the system suggests the value and quantity invoiced to date for each item.

  1. Select the items contained in the credit memo. Check the quantities and amounts suggested by the system and make any necessary corrections.
  2. Choose Enter.

The system then checks your entries and displays any necessary warning or error messages.

  1. Save your entries.

Result

The system posts the credit memo