1. Invoicing: Enter a Credit Memo
Create a Credit Memo
Create a manual credit memo(CM) when supplier is not capable to submit electronic CM. Always create a Line-Item credit memo from the PO-Based invoice. DO NOT use the Create Menu or the Common Actions content item to create a Credit Memo.
Search for and open the Invoice to be credited.
Click Reference tab to check related documents. 1 1 2 2
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2. Invoicing: Enter a Credit Memo
Create a Credit Memo
Before creating a credit memo, click Reference tab on the invoice to check documents related.
Open RC document under Receipts to verify goods return. Negative good receipt need to be posted for goods return.
Open IR document under Reconciliation to see if any disputed amount or tax accrual on invoice.
Click Create Line-Item Credit Memo to start. 5 3 4 5
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3. Invoicing: Enter a Credit Memo
Create Credit Memo (Continued)
Most of the header-level information will populate from the original invoice.
Enter Supplier Credit Memo # in UPPER case only and update Invoice Date to the date on Credit memo.
For each line item, update the quantity field to match the number of items the supplier is crediting.
Update Tax credit accordingly and delete any other header charge not to be credited.
Scan and Upload the paper credit memo by clicking Upload Invoice. Add comment or other attachment if needed by clicking the pin or dialog icon. 9 6 6 7 8 8 7 9
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4. Invoicing: Enter a Credit Memo
Create Credit Memo (Continued)
If any line items from the original invoice are not included in the credit memo, select the line item and click Delete.
Click Update Total to reflect the new total amount.
Click Submit.
You must approve the credit memo for it to take effect. To start, click View the status of your request. 10 11 10 11 12 12 13 13
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5. Invoicing: Approve a Credit Memo
Approve the Credit Memo
Click the Reference tab.
Click the IR document under Reconciliation.
Click Edit.
Review the credit memo and click Approve. 1 1 2 3 2 4 3 4
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6. Invoicing: Enter a Subsequent Credit Memo
Create a Subsequent Credit Memo
Subsequent credit memo is for situation where a credit is not related to goods return (no negative GR posted), such as price credit. The basic procedure is the same, except step 7:
Keep the credit line item and delete other line item(s) not related to the credit. Then change quantity on the line item, Qty to -1
Update Price to the credit amount (pre-tax). Then, adjust tax credit accordingly. The total of line item credit plus Tax credit equal to the total credit. SAP will treat it as a subsequent credit memo. 7a 7a 7b 7b
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