Credit Memos
You can create a credit memo for the following business reasons:
Damaged goods
Delays in transports
Service level agreements not met
Overcharges for transportation service
The type of credit memo you create depends on your role in the transportation process. You can create the following credit memo types:
A credit memo for a forwarding order to reflect the credit you provide as a logistics service provider (LSP) to your customer. Here you create a credit memo with reference to a forwarding settlement document. For more information, see Credit Memos for Forwarding Orders.
A credit memo for a freight order to reflect the credit your carrier provides to you. Here you can create a credit memo with reference to a freight order, freight booking, or service order. For more information, see Credit Memos for Freight Orders.
You can transfer a credit memo to SAP ERP for processing. You can create more than one credit memo for a particular forwarding settlement document, freight order, freight booking, or service order. However at any given time, there can be only one credit memo for a particular forwarding settlement document, freight order, freight booking, or service order in SAP Transportation Management (SAP TM) that has not yet been transferred successfully to SAP ERP.
Prerequisites
In Customizing, you have to set up the process controller for use with settlement documents. For example, if you want to use a strategy to create or preprocess forwarding settlement documents differently than the standard way, you can define your own strategy using the process controller and assign it to a specific service. For more information, see Customizing for Transportation Management
under 
Settlement
Configure Process Controller for Settlement
.
Features
Charges
The system displays the transportation charges that have been invoiced in the Already Invoiced Amount
field. The system displays the difference between the amount that has been invoiced and the amounts credited in all credit memos entered against the settlement in the Credit Remaining Amount
field.
You can enter a credit amount against each of the charge types up to the amount in the Credit Remaining Amount
field. The system controls the credit amount you can provide because you cannot exceed the invoiced amount.
Cancellation
You can request that the credit memo is canceled at any time, even if the life cycle status is Credit Memo Created in SAP ERP
. After you request cancellation, SAP ERP automatically cancels the credit memo. If the credit memo is canceled, it has the life cycle status Canceled
. If the credit memo cannot be canceled, it has the confirmation status Credit Memo Cancellation Failed in SAP ERP
.