Credit Memo Request
Application component: Credit Memo Request and Debit Memo Request
App type: Fact sheet
Line of business: Sales
Leading industry: Cross Industry
Solution capability: Sales Order Management and Processing (S/4)|Sales Quotation Management (S/4)
Description: With this app, you can display all the details relevant for a credit memo request in one place. The overview brings together relevant key facts and a list of the credit memo request items. You also get a list of involved business partners. Thanks to the process flow, you can immediately see the current status of your credit memo request. Furthermore, you can display additional information on item level, for example, related customer returns. 
A fact sheet to display credit memo requests
Key features:   Display key facts relevant in the business context. Key facts are important data prominently displayed in the app. This app displays the sold-to party and the net value, as well as the billing block (if existing), the rejection status, the overall status, and the billing status. You can also see whether the credit memo request needs to be sent to an approver before it can be released and which phase of the approval process it's in. In addition, you can navigate, for example, to the customer object page for the sold-to party and to the Customer – 360° View app. You can also navigate to other related apps, such as Manage Credit Memo Requests. Display general credit memo request information, such as the sales area Display a list of the individual items of your credit memo request and relevant information. You can personalize the columns to immediately display all the information you need. From here, you can, for example, navigate to the object page for the product (that is, the material). If you select one item, you can see the details of one credit memo request item:  Display key facts relevant in the business context for each item. Key facts are important data prominently displayed in the app. This app shows the sold-to party and the net value, as well as the billing block (if existing), the rejection status, and the quantity. In addition, you can navigate, for example, to the customer object page for the sold-to party and to the Customer – 360° View app. Display general credit memo request item information, such as the product Display item-specific business partners Display related billing documents. From here, you can also navigate to the billing document object page. Display related sales orders. From here, you can also navigate to the sales order object page. Display related customer returns. From here, you can also navigate to the customer return object page.   Display the contact details of the business partners involved Display the process flow that provides you with a graphical overview of the chain of connected process steps and corresponding business documents (document flow). For example, you can see the status of your credit memo request, and whether an invoice has been created.  If the credit memo request is relevant for approvals, display details about the workflow steps. You can see the status of the single workflow steps, the processor, and the recipient. Choose a step to display additional details. Note You can only display this information if your configuration expert has set up the approval workflows using the workflow that SAP recommends. For more information, see Manage Sales Document Workflows.   
Business roles: Internal Sales Representative| Billing Clerk| Sales Manager| Returns and Refund Clerk
Returns & Refund Clerk : 
Processes claims, returns, and refusal orders to ensure claims are recorded, resolved, and closed in a timely and accurate manner.

Internal Sales Representative : 
Manages sales documents, e.g. captures changes or cancels sales orders, prepares quotations, and manages contracts. Monitors, troubleshoots, and collaborates on critical open issues from the sales order fulfillment process.

Service Technician - Customer Service : 
Is responsible for fixing the issue with the equipment at site. Travels to the customer location and identifies the issue with the equipment. Proceeds with the necessary steps for fixing the issue which may include procuring additional spare parts.

Sales Manager : 
Monitors and optimizes sales processes, sales panning, and coordinates sales forces.

Project Manager - Commercial Services : 
Manages execution of commercial projects ensuring scope, time, budget & client satisfaction.

Internal Sales Representative - Professional Services : 
Manages sales orders referring to professional services, e.g. captures changes or rejects sales order items. Monitors, troubleshoots, and collaborates on critical open issues from the sales order fulfillment process.

Project Manager - Professional Services : 
Manages execution of commercial projects ensuring scope, time, budget & client satisfaction.

Billing Clerk : 
Processes invoices in time, monitors and manages the invoice process, works on a prioritized worklist (e.g. sorted by invoice date and value of invoice requests), creates, releases, and sends invoice documents.

Solution Order Specialist : 
Manages solution orders for customers. Creates, updates, orchestrates and monitos the solution order, order execution and coordination across delivery organizations, delivering reports on orders, executing order changes, etc.

Customer Service Manager : 
Understands overall status and performance of the service management process, which gives insights into financial performance of the service process.