SAP Customer Credit and Debit Memo Processing
4.1 (7 ratings)
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SAP Customer Credit and Debit Memo Processing

Learning to process customer credit and debit memos using SAP software with hands on system examples.
4.1 (7 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
111 students enrolled
Created by Devon Winters
Last updated 3/2014
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Current price: $10 Original price: $35 Discount: 71% off
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  • 3.5 hours on-demand video
  • 1 Article
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • 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
View Curriculum
  • None, however access to an SAP sandbox, test, or training system is strongly recomended so that you can practice what you've learned here

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
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
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Curriculum For This Course
46 Lectures
1 Lecture 04:55
Credit Memo Business Process Introduction
1 Lecture 08:44
Create a Credit Memo Request
17 Lectures 01:24:20
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
Credit Memo Billing & Accounting Integration
10 Lectures 49:06
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
Debit Memo(s)
2 Lectures 07:27
Debit Memos Part 1 - Access & Overview

Debit Memos Part 2 - Processing
Reporting & Support Processes
8 Lectures 32:56
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
Additional Resources - Tips - More Examples
6 Lectures 13:08
Quick Reference Document

Leave Sales Area Entries blank Order Overview

Creating Variants

Determining the Transaction

Create a Favorites List

Example 1 - Short Walkthrough
1 Lecture 03:20
Process Review - Next Steps - Thank You
About the Instructor
Devon Winters
3.4 Average rating
34 Reviews
299 Students
4 Courses
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!