Carry forward Freight and Surcharge into Credit Memo followup documents

SAP Business ByDesign offers flexible pricing strategy through configurable pricing in Customer Relationship Management(CRM), with the new feature Carry forward Freight and Surcharge into  Credit Memo followup documents in CRM will empowers  sales representative to carry forward the Freight and Surcharge from source sales and invoice documents into followup Credit Memo and followup Customer Invoice documents. along with this it will also enables maintenance of  Freight and Surcharge master data for Credit Memo document type and determination of Freight and Surcharge in Manual Credit Memo documents. before 2002 release it would not be possible to maintain Freight or Surcharge master data for Credit Memo documents and in the followup documents like credit memo . user has to choose either one of the discount but not both percentage and fixed value discounts.

Business Scenario:

Companies charge Freights and Surcharges in sales process and invoicing process, the freights and surcharges could be manually added / determined from master data, how often you have seen sales representatives applying surcharges and freights in the sales process and during return process sales representatives create followup Credit Memo and all the freights and surcharges maintained in customer invoice document shall be carry forwarded to followup credit memo, its very common scenario we come across in the sales invoicing and return process.

Before 2002 release the freight and surcharge maintained in source sales and invoice documents were not carry forwarded to followup credit memo documents, and it was not possible to maintain freight and surcharge master data for credit memo type of documents( which could be determined during manual credit memo creation).

Steps to use the feature:

Step 1: Navigate to Customer Invoicing work center and Invoice Requests work center view

Step 2: Click on New -> Manual Invoice 

Step 3: Enter Account and Product information and click on View All button

Step 4: Click on Pricing tab and In the Total Pricing section click on button Add Row

Step 5: select Freight and enter the Amount (Add fixed Freight )

Step 6: In the Total Pricing section click on button Add Row

Step 7: select Surcharge and enter the Amount ( Add fixed Surcharge )

Step 8: click on Release button ( invoice created and released and note down the invoice id )

Step 9: Navigate to Customer Invoicing work center and Invoice Documents work center view

Step 10: search for the invoice document with invoice id

Step 11: click on the button Follow-up -> Manual Credit Memo

Step 12: in the credit memo document click on View All button and navigate to Pricing tab

Note: user should be able to view the Freight and Surcharges carry forwarded from source invoice document.

Prerequisite to enable and maintain Freight master data for Credit Memo document type:

Note: for Freight the standard delivery of 2002 release should enable the Freight master data maintenance for Credit Memo document type.

Step 1: Navigate to work center Product and Service Portfolio and Freights.

Step 2: select Freight type , example Freight / Freight : Sales Organization

Step 3: click on button New -> Freight ( freight master data maintenance UI will open)

Step 4: select value Credit Memo in drop down Document Type field

Step 9: Create freight master data with relevant values for Credit Memo document type.

Note: Credit Memo value in document type is available as part of 2002 release.

Note: in case valid freight master data is in status released , freight will be picked up  in the Manual Credit Memo

Prerequisite to enable and maintain Surcharge master data for Credit Memo document type:

Freights master data for credit memo documents is enabled with release 2002 and for Surcharges master data for credit memo documents user has to create customization objects in Configure Price Strategy of business configuration activity. steps explained in detail in the below sections.

Step 1: Navigate to Business Configuration work center and Overview work center view

Step 2: Search for Configure Price Strategy activity

Step 3: Click on Access Sequence

Step 4: Select the Access Sequence Surcharge with Item Level relevance and click on Add Row and select the price table Process Type / Incoterms and Process Type and click on Save and Close 

Step 5: Click on Pricing Group Assignments

Step 6: Select the pricing group Surcharges and in the section Pricing Group Item Assignments click on Add Row button , give a description “Surcharge: Process Type / Incoterms (Custom Surcharge)” and select Item – Condition Type as 7PR3 (for fixed value surcharges ) / 7PR2 (for percentage based surcharges) and select the Item Pricing Table value as Process Type / Incoterms

Step 7: Click on Save and Close

Step 8: Navigate to work center Product and Service Portfolio and Surcharges. new custom surcharge should be available in the drop down

Step 9: Create surcharge master data with relevant values for Credit Memo document type.

New Capabilities

• Carry forward the Freights and Surcharges maintained in source CRM documents like Customer Invoice to followup Credit Memo documents.
• Maintenance of Freight master data for Credit Memo document type
• Determination of Freight in Credit Memo documents from freight master data
• Maintenance of Surcharge master data for credit memo document types ( price customization is required)
• Determination of Surcharge in Credit Memo documents from custom surcharge master data