Processing Credit Memo Requests Using Workflows Explanation Screenshot

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Processing Credit Memo Requests using Workflows

Processing Credit Memo Requests using Workflows

Explanation Screenshot

When a credit memo request


is created, the system
normally creates a billing
block. This block prevents
you from billing the credit
memo request and can only
be approved by an
authorized employee such
as a sales manager. The
value of the credit memo
determines who can approve
it.

Credit memo request


approval workflows can be
used to represent the whole
business process for
approving credit memo
requests. This enables you
to process credit memo
requests simply and
efficiently. Approval levels
can be flexibly adapted.

Would you like to know more


about how a sales manager
processes credit memo
requests using workflows?

If so, follow this interactive


tutorial.

1
Processing Credit Memo Requests using Workflows

Explanation Screenshot

1. To open the app, select


the My Inbox (All Items) tile.

Note: You will also receive a


notification in the
Notification section. You can
use it to quickly access
and act on open items.

On this screen, you can


view a list of credit memo
requests that need
your decision and action.

The different actions that


you can take for the credit
memo request, are also
displayed. For example, you
can choose to release, reject
or request a rework on the
credit memo request.

2. To release this credit


memo request for billing,
choose Release.

2
Processing Credit Memo Requests using Workflows

Explanation Screenshot

In the Submit Decision


dialog box, you can enter a
comment for your decision.

3. To confirm your decision,


choose Submit.

A success message
indicates the credit memo
request is released.
The credit memo request
document is no longer
blocked.

The credit memo request is


also automatically removed
from your inbox. Similarly,
you can process other credit
memo requests.

3
Processing Credit Memo Requests using Workflows

Explanation Screenshot

4. To return to the
launchpad, choose SAP.

You have now processed a


credit memo request using
workflows.

This concludes the


interactive tutorial.

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