2725799 - Approval Rule Works for Customer Invoice But Not Credit Memo

• You are creating a customer invoice approval rule with a threshold of 10USD.
• Customer Invoices with a total value above 10USD go into approval.
• Credit Memos with a total value above 10USD are released without approval.

SAP Business ByDesign

1. Navigate to the Application and User Management workcenter.
2. Open the Approval Process view.
3. Open the approval rule for Customer Invoice.
4. You have one condition with:
1. Field: Net Value.
2. Compare Operator: Greater Than.
3. With: Value 10USD.

Credit memos are not going into approval.

• The Compare Indicator is checking the Net Value, which in a credit memo is negative.
• For approval rules in credit memos, you need to use a negative Compare Operator.

1. Navigate to the Application and User Management workcenter.
2. Open the Approval Process View.
3. Copy the approval rule for Customer Invoice.
4. Edit the condition with:
1. Field: Net Value.
2. Compare Operator: Less Than.
3. With: Value -10USD.
5. Activate the rule.

Now all credit memos with a credit net value of more than 10 USD will go into approval.

Approval, Customer Invoice, Credit Memo, Net Value, Genehmigung, Kundenrechnung, Gutschrift, Nettowert , KBA , AP-CI-CI , Customer Invoice , Problem