EHP6 for SAP ERP 6.0

March 2012

English

Credit Memo Processing (204)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Credit Memo Processing (204): Configuration Guide

Copyright

© 2012 SAP AG. All rights reserved.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries.

Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.

Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase Inc. Sybase is an SAP company.

Crossgate, m@gic EDDY, B2B 360°, and B2B 360° Services are registered trademarks of Crossgate AG in Germany and other countries. Crossgate is an SAP company.

All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.

These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

© SAP AG Page 2 of 8

SAP Best Practices Credit Memo Processing (204): Configuration Guide

Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

© SAP AG Page 3 of 8

SAP Best Practices Credit Memo Processing (204): Configuration Guide

Contents

1 Purpose................................................................................................................................... 5

2 Prerequisites............................................................................................................................ 5

3 Configuration........................................................................................................................... 5

3.1 Assigning Item Category................................................................................................5

3.2 Copying Control: Invoice to Sales Document................................................................6

© SAP AG Page 4 of 8

SAP Best Practices Credit Memo Processing (204): Configuration Guide

Credit Memo Processing

1 PurposeThis configuration guide provides you with the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the SAP Best Practices Quick Guide, located on this package’s SAP Note.

2 PrerequisitesBefore you start installing this building block, you must install prerequisite building blocks For more information, see the Building Block Prerequisite Matrix located on the HTML DVD on the Technical Content Library page.

3 Configuration

3.1 Assigning Item Category

UseThis activity will define logic to assign item categories.

Procedure1. Access the transaction using one of the following navigation options:

IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories

Transaction Code VOV4

2. On the Change View “Item Category Assignment”: Overview screen, choose New Entries.

3. On the New Entries: Details of Added Entries screen, make the following sets of entries. Choose the Next Entry button to move to the next entry.

Field Name User Action and Values Comment

Sales Doc.Type RK

Item cat.group NORM

Item usage Blank

ItemCat-HgLvItm Blank

Item Category G2N

Manual Item Cat. L2N

© SAP AG Page 5 of 8

SAP Best Practices Credit Memo Processing (204): Configuration Guide

Field Name User Action and Values Comment

Sales Doc.Type RK

Item cat.group YBNA

Item usage Blank

ItemCat-HgLvItm Blank

Item Category G2N

Manual Item Cat. L2N

Sales Doc.Type RK

Item cat.group YBUK

Item usage Blank

ItemCat-HgLvItm Blank

Item Category G2N

Manual Item Cat. L2N

4. Save your entries.

5. Choose Back.

ResultItem categories have been assigned to sales document types.

3.2 Copying Control: Invoice to Sales Document

UseThis activity will define copying control logic in creation of Sales Order RK out of the original F2 invoice.

Procedure1. Access the transaction using one of the following navigation options:

IMG Menu Sales and Distribution Sales Sales Documents Maintain Copy Control for Sales Documents

Transaction Code VTAF

2. If you access this transaction via the IMG Menu, in the Choose Activity dialog box, double-click Copying Control: Billing Document to Sales Document.

3. On the Display View “Header”: Overview screen, choose the Display Change button.

4. Select the row with the the following entries and in the Dialog Structure, double-click Item..

Field Name User Action and Values Comment

Target Sales Doc type RK

Source Bill. Type F2

© SAP AG Page 6 of 8

SAP Best Practices Credit Memo Processing (204): Configuration Guide

5. On the Change View “Item”: Overview screen, choose New Entries.

6. On the New Entries: Details of Added Entries screen, make the following sets of entries. Choose the Next Entry button to move to the next entry.

Field Name User Action and Values Comment

ItemCat Proposal G2N

2ndItemCatProposal L2N

Item Category YB1

DataT 153 Item from bill.doc.

DataT 104 Bill.bus.item data

DataT 004 Bill.item partner

Update document flow X

Copying requirements 303 Always an item

Pricing type E

2nd pricing type M

ItemCat Proposal G2N

2ndItemCatProposal L2N

Item Category YB2

DataT 153 Item from bill.doc.

DataT 104 Bill.bus.item data

DataT 004 Bill.item partner

Update document flow X

Copying requirements 303 Always an item

Pricing type E

2nd pricing type M

ItemCat Proposal G2N

2ndItemCatProposal L2N

Item Category YBAB

DataT 153 Item from bill.doc.

DataT 104 Bill.bus.item data

DataT 004 Bill.item partner

Update document flow X

Copying requirements 303 Always an item

Pricing type E

2nd pricing type M

© SAP AG Page 7 of 8

SAP Best Practices Credit Memo Processing (204): Configuration Guide

7. Save your entries.

8. Choose Back.

ResultCopy control logic is defined.

© SAP AG Page 8 of 8