SAP Customer Credit and Debit Memo Processing

Learning to process customer credit and debit memos using SAP software with hands on system examples.
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  • Lectures 46
  • Length 3.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
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    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2014 English

Course Description

This course will provide an excellent understanding of how to process Credit Memos and even a Debit Memos using SAP software.

  • Course learning is primarily through video demos of the software.
  • The topics are broken up in to short bite size chunks so you can go through it all at once or learn at your own pace.
  • By completing this course you'll gain specific understanding and ability to process these documents in an SAP system, as well as learn about processing sales documents in general.

Additionally you'll learn about:

  • And you'll learn more about the customer service process.
  • Credit Memo Business Process basics
  • OTC (order-to-cash) process in SAP
  • Create a sales document in SAP
  • Bill a sales document in SAP
  • Reviewing and reporting for sales documents
  • Accounting Integration

What are the requirements?

  • None, however access to an SAP sandbox, test, or training system is strongly recomended so that you can practice what you've learned here

What am I going to get from this course?

  • By the end of this course you'll be able to successfully create and process a credit memo or debit memo request in SAP
  • You'll be able to bill the request and transfer the document to accounting
  • You'll be able to find existing credit and debit memo requests in the system
  • You'll be able to hold, troubleshoot, and release documents
  • You'll have a good understanding of how this process fits in with the overall order-to-cash process and accounting process
  • You'll gain a better understanding of and confidence in navigating and entering these types of docments in SAP

Who is the target audience?

  • Anyone using, about to use, or interested in learning more about SAP software.
  • Specifically, anyone interested in the order-to-cash process, customer management and customer support, and accounts receivables activities
  • Business Users, information technology professsionals, as well as students would do well with this course

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction
Welcome - Purpose - Goals & Course Content
Section 2: Credit Memo Business Process Introduction
Where the Credit Memo fits in the Business Process
Section 3: Create a Credit Memo Request
SAP Credit Memo Request Access and Overview Screen
Document Entry Screen Layout
Determining the Customer
Credit Memo Request Additional Header Screens and Fields - Part 1
Credit Memo Request - Header Level Additional Screens Part 2 (Partners)
Credit Memo Request - Header Additional Data - Part 3 Texts
Credit Memo Requqest - Header Additional Data - Part 4
Entering Item(s) for Credit
Credit Memo Request - Item Overview Navigation
Additional Item Screens and Fields - Part 1
Credit Memo Request - Item Additional Screens & Fields - Part 2
Setting the Credit Amount
Changing or Displaying a Credit Memo Request
Credit Memo Request-Saving-Incompletion and Completion
Blocking Credit Memos
Credit Memo Request Output
Referencing an Invoice or Sales Order
Section 4: Credit Memo Billing & Accounting Integration
Create Credit Memo Access & Overview
Credit Memo Access Part 2 - Billing Due List
Credit Memo Access Part 3 - Background Job
Credit Memo Document Header
Credit Memo Document Item Level
Credit Memo Accounting Document Overview
Change and Display
Cancel Credit Memo
Credit Memo Output
Credit Memo Document Flow
Section 5: Debit Memo(s)
Debit Memos Part 1 - Access & Overview
Debit Memos Part 2 - Processing
Section 6: Reporting & Support Processes
Displaying a list of Credit and Debit Memo Requests
Finding and Displaying Credit Memos Requests - Part 2
Finding and Displaying Credit Memos (Billing Documents)
Displaying Blocked Credit Memo Requests
Finding and Displaying Related Accounting Documents
Displaying Credit Memos by Customer Account
Displaying Customer Correspondence - Including Credit Memos
Finding Incomplete Credit Memo Requests
Section 7: Additional Resources - Tips - More Examples
Quick Reference Document
Leave Sales Area Entries blank Order Overview
Creating Variants
Determining the Transaction
Create a Favorites List
Example 1 - Short Walkthrough
Section 8: Wrap-Up
Process Review - Next Steps - Thank You

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Instructor Biography

Devon Winters, Platinum level SD OTC/O2C consultant

Over 18 years of experience implementing SAP software solutions in the Order-to-Cash (OTC/O2C) area.

Devon currently resides in the Dallas-Fort Worth, TX area and works for ERPROVEN, a company providing SAP software solution support.

His relevant experience includes:

  • Project experience designing and customizing solutions for customers through all project phases, for clients across North and South America, EMEA, and APAC regions,
  • My experience with SAP modules includes SD, MM, PP, & FI, from versions 2.2 all the through the current version on 6.0
  • Additional SAP experience with CRM & APO,
  • Industry solution experience with AFS, IS-Retail,
  • My background is primarily Functional Consulting, although I've done a little, Technical work as well and I enjoy debugging and troubleshooting solution issues.
  • My training experience includes 1-on-1 Business User & IT Training, providing hands on workshops, supporting pre-sales & post-sales, providing webinars, and classroom training as well.
  • I've worked in a diverse set of industries, including: Consumer Products, Retail, Pharma, High-Tech, Manufacturing, and Textiles.

As a consultant, I can also say that this work is really all about helping people solve their issues and achieve success implementing new ideas. I'm passionate about SAP software and very much looking forward to helping as many people as I can learn about SAP.

All the best!


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