SAP SD Credit/Debit Memo Request

Credit Memo Request

Definition: A credit memo request is a sales document used in complaints processing to request credit for a customer.
Use: If the price calculated for the customer was too high (for example, with the wrong scaled prices or because a discount was forgotten), you can create a credit memo request. The credit memo request can be automatically blocked for checking. Once it has been approved, you can remove the block.
The system uses the credit memo request to create a credit memo.
Structure: A credit memo request is another type of sales document like a standard order. For more information on sales documents, see Working with Sales Documents.
A credit memo request starts the billing process.

Debit Memo Request

Definition: A debit memo request is a sales document used in complaints processing to request debit for a customer.
Use: You can create a debit memo request if the prices calculated for the customer were too low (for example, if the wrong scale prices were calculated). The debit memo request can be automatically blocked for checking. Once it has been approved, you can remove the block.
The system uses the debit memo request to create a debit memo.
Structure: A debit memo request is another type of sales document like a standard order. For more information on sales documents, see Working With Documents.
Integration: A debit memo request starts the billing process.
Creating Credit or Debit Memo Requests
Purpose: Creating a credit or debit memo request enables you to create credit or debit memos based on a complaint.

Process Flow:

Create a sales document with the order type for a credit or debit memo request. You can create the debit or credit memo requests in the following ways:
– Without reference to an order
– With reference to an existing order
Here you enter which order the complaint refers to.
– With reference to an invoice
Here you enter which invoice the complaint refers to.
In all cases, you specify the value or quantity that should be in the credit or debit memo.
You can block the credit or debit memo request from being billed in Customizing. Go to Sales --Sales Documents -- Sales document header --Define sales document type and select the billing block field in the billing section.
This request can later be reviewed along with similar ones, - if necessary, by another department. The request for a credit or debit memo can then be approved or rejected.
The following graphic shows the document flow for creating a credit memo or debit memo request. The broken line means that the request does not necessarily have to refer to a preceding document.

Result: Once the credit or debit memo request has been approved, you can create a credit or debit memo.
Creating Credit and Debit Memo Requests
Prerequisites: You can enter a credit or debit memo request in one of the following ways:
Without reference to a preceding document
With reference to a preceding document, such as:
Sales orders
Contracts
Contract release orders

Billing documents
CR for credit memo requests
DR for debit memo request
The following entries are important for creating a request:
Customer number of the business partner who requests a credit memo or to whom a debit memo is to be forwarded
Order reason (why the request is necessary)
Material and the quantity in the request
If the credit memo request refers only to part of the billed or ordered quantity, you can adjust the target quantity in the credit memo request accordingly. If you enter another credit memo request with reference to the billing document or the underlying sales order, the system informs you of the quantity which has already been credited.

Result: After you have released a credit or memo debit request, you can create a credit or debit memo.