Credit & Debit Memo Requests in Project Services - Both for standard billing and convergent billing

[Anna_Rafter]

Hi All,

We have been performing some tests on the project services processes. We have detected an important issue for which we’d need some help. When working with project services, by following the J14 Scope item, a walkthrough for ‘Sales orders processing’ is shown for a scenario related to project services.

When checking the process with further detail, we can see some limitations for which we think there might be a standard solution. There are two big scenarios when it comes to billing project services, the standard billing and the convergent billing described in scope item 1MC.

We have the following issues for the first scenario – Billing with billing type CI01:

•  Credit Memo can be generated with billing document CM01 – But this does not cover the processes performed with a credit memo request

1. Manual credit memo using document type CMR4 – Credit memos should be referenced to the original billing documents. In Spain a legal requirement is to upload the billing documents performed as a reference to an existing one as a ‘rectification’, specifying the original document which is being rectified. Therefore, the process defined in the J14 scope item does not seem to cover this legal requirement.
2. Credit memo request with reference to a billing document – This solution should cover the requirements but there is no document type that covers this solution. Available document types are:
   1. CMR4 - Credit MemReq Manual
   2. CR - Credit Memo Request
   3. GA2 - Cred. Memo Rqt Ret.
   4. RK - Invoice Correct. Req

•  Issues for the second scenario – Convergent billing with billing type CBD2:

1. If the billing is created with billing type CBD2 à Sales document type CBD2 cannot be invoiced with billing type CM01.  Therefore, we cannot follow step “4.2.1.3 Create Credit Memo with Reference to Invoice” described in the test script of the scope item J14.
2. Credit memo request with reference to a billing document – This solution should cover the requirements but there is no document type that covers this solution. Available document types are:
   1. CMR4 - Credit MemReq Manual
   2. CR - Credit Memo Request
   3. GA2 - Cred. Memo Rqt Ret.
   4. RK - Invoice Correct. Req
3. Manual Credit Memo Request à Should not cover legal requirements as it is not linked to the original billing document.

Both issues stand as well for debit memo requests, which should be available in the system with reference to an existing billing document.

Could anyone shed some light on this matter? Firstly if 'credit and debit memo request' referenced to existing billings is on the roadmap or if it could be performed in any other way. Secondly, if a convergent billing is performed, how could we proceed with a rectification process?

Thank you in advance.

Best Regards,

Anna

[ana_goncalves · Accepted solution]

Hi Anna,

I just noticed that this question was unfortunately never answered. Were you able to resolve this in the meantime, or do you still need support?

Kind regards,

Ana

[Anna_Rafter · Accepted solution]

Hello Ana,

Thank you for your answer.

Actually, we were just checking this process some days ago.

For billing type CBD2, credit or debit memo requests cannot be created referenced to the original billing document (CBD2).

If you can give us any information, it would be really appretiated.

Thanks again.

Kind Regards,

Anna

[ana_goncalves · Accepted solution]

Hi Anna,

Scope item J14 covers, among other processes, the creation of credit memo requests CM01 with reference to invoice type CI01, which is the billing type supported by Professional Services.

Billing type CBD2 seems to be related to scope item 1MC (Convergent Billing), which is a Sales scope item. From what I could gather, debit and credit memo processes have only been included in convergent billing recently with 1905. See here: https://help.sap.com/viewer/085edb30fb3d413da552832f3d5c01c0/1905.500/en-US/33e2e60a005942558d4be997...

You can find more information on external credit and debit billing document requests here: https://help.sap.com/viewer/085edb30fb3d413da552832f3d5c01c0/1905.500/en-US/71e8604bdd3b41b599ac487f...

Hope this helps.

Kind regards,

Ana

[former_member53744 · Accepted solution]

Hi Anna it looks like Ana has provide an answer, if this solves your problem please mark this as a best answer, if you need more help, please respond as a reply.

[Former Member · Accepted solution]

Hello Ana,

I can't find how to create a credit memo request in reference to CI01 billing type. So I tried with document type RK but I got an error message.

It looks like credit memo CM01 can only be created with tile Open Create Credit Memo Requests - W/o Preceding Document

[ana_goncalves · Accepted solution]

Hi Former Member,

Have you tried to use App Manage Credit Memo Requests? You can create a Credit MemReq Manual (CMR4) and reference it to an existing billing document.

Kind regards,

Ana

[Former Member · Accepted solution]

Hi Ana,

It works.

I have to check if this is correct to use CMR4 document type and not CM01 document type. Scope item just mention CM01 document type.

[ana_goncalves · Accepted solution]

Hi Former Member,

Before creating the credit memo (document type CM01), you need to create the credit memo request (document type CMR4) with reference to an existing billing document. CMR4 and CM01 are both correct and used for different kinds of documents.

Kind regards,

Ana

[ana_goncalves]

Hi Anna,

We haven't received any feedback from you for a few weeks, therefore I have closed this question.

Kind regards,

Ana

[Anna_Rafter]

Hello Ana,

Thanks for the information. We had recently checked the process (after the 1905 Upgrade).

However, I just sent the information you provided to my colleagues for them to test it again.

I will let you know how this turns out.

Thank you again.

Kind Regards,

Anna