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Function documentationCredit Memo Processing Locate this document in the navigation structure

 

You can use this function in Supplier Self-Services (SUS) to create credit memos with references to existing invoices.

Features

Create Credit Memos

You can create one or more credit memos with references to an invoice if the status of this invoice is Document Sent, Accepted by Customer, or Payment Made.

Select Credit Memos

You have the following options for selecting credit memos:

  • All credit memos

  • According to status

  • With the extended search function

You can select credit memos by status as follows:

Status

Meaning

In Process

This status is set automatically when the credit memo is created. This status remains as long as the credit memo is not sent.

Document Sent

This status is set automatically when you choose Send. The credit memo is sent to the purchaser.

Accepted by Customer

This status is set automatically if the purchaser accepts a credit memo.

Rejected by Customer

This status is set automatically if the purchaser rejects a credit memo.

Payment Made

You can set this status manually if you have initiated the payment.

Note Note

The statuses Accepted by Customer and Rejected by Customer are not set automatically in the Plan-Driven Procurement with Supplier Integration business scenario. However, the supplier can set them manually if the purchaser informs him or her about the approval or rejection.

End of the note.
Change Credit Memo

Caution Caution

The change options described here might depend on the settings you make in the SUS system or in the Customizing for SRM.

End of the caution.

You can change or extend the following credit memo data at header level:

  • Under Basic Data, you can change the credit memo number, status, description, unplanned delivery costs, and tax rate for unplanned delivery costs entries.

  • Under Messages, you can enter messages to the purchaser.

  • Under Attachments, you can add files for the purchaser.

You can also change the following credit memo data at item level:

  • Under Products and Services, you can change the description, quantity of each item, and tax rate for each item.

  • Under Price Information, you can change the price, and price units.

More Information

Basic Functions