Advanced Returns Management in SAP MM S/4HANA Cloud: Manage Purchasing Info Records

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Advanced Returns Management in SAP MM S/4HANA Cloud
1 Purpose
Overview
The return process begins with the creation of a return purchase order and is followed by the
outbound delivery. Subsequently the items are picked and shipped to the supplier. Alternatively, you
can also directly post a goods issue. The process is closed with the creation of a credit memo, which
transfers the liability to the corresponding supplier.
1.1 Preliminary Steps
1.1.1 Create Purchasing Info Record
Purpose
In this procedure, you create info records.
Procedure
1 Log On Log on to the SAP Fiori launchpad as a Purchaser. The SAP Fiori
launchpad
displays.
2 Access the Open Manage Purchasing Info Records (F1982).

App
3 Open New Choose Create. The Purchasing

Purchasing Info Record
Info Record screen
displays.
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launchpad
displays.
4 Enter Header Go to Header area, make the following entries: Header data is
Data added.
● Purchasing Info Record Category: Standard
● Purchasing Organization: 1210
● Supplier: 12300006
● Material: TG12
● Plant: 1210
● Purchasing Group: 001
5 Enter Delivery Go to Delivery and Quantity area, make the following entries: Delivery and
and Quantity Quantity Data
● Delivery Time in Days: <Delivery Time>, for example, 1
Data is added.
● Under Delivery Tolerance in %: <Under Delivery Tolerance>,
for example, 10
● Over Delivery Tolerance in %: <Over Delivery Tolerance>, for
example, 10
● Tax Code: For example, <Input Tax Code>
Note When the TDT(time dependent tax) is activated via

SSCUI 101016 (Define Tax Codes for Sales and Purchases) for
Country of company code and Tax Code is given, the Tax Rate
Valid From field is mandatory. You can enter current date,
which will be adjusted to validate start date of tax code
according to the setting in SSCUI.
● Order Unit: <Order Unit>, for example, PC
● Standard Order Quantity: <Standard Order Quantity>, for
example, 1
● Select the following entries if required:
● Unlimited Delivery: <unselected>
● Goods-Receipt-Based Invoice Verification: <unselected>
● No Evaluated Receipt Settlement: < unselected>
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launchpad
displays.
● Order Acknowledgment Requirement: <unselected>
6 Enter Go to the Condition area, choose Create. Enter the following Condition Data
Condition data: is added.
Data
● Valid From: <Valid from Date>
● Amount: <Amount>, for example, 15
● Pricing Unit: <Pricing Unit>, for example, 1
● Valid To: <Valid to Date>
● Currency: <Currency>, for example, EUR.
Choose Apply.
7 Save Your Choose Create. A purchasing

Data info record is
saved.
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1.1.2 Analyse Stock Overview
Purpose
In this activity, you check stock/requirements list.
Procedure
1 Log onto Fiori Launchpad Log on to the SAP Fiori launchpad using the Inventory
Manager role. The SAP Fiori launchpad is displayed.
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2 Access the App Open Stock - Single Material (F1076). The Stock - Single Material screen is
displayed.
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3 Enter material Make the following entries:

Material:TG12
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Choose Enter. Reviewing stock requirements helps to determine the timing/urgency and to decide
if a normal process to replenish returned items is needed or if a purchase order must be created
immediately.
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1.1.3 Create Returns Purchase Order
Use
This step explains how to create a returns purchase order for the supplier.
Procedure
1 Log On Log on to the SAP Fiori launchpad using the Purchaser role.
2 Access the App Open Create Purchase Order - Advanced (ME21N)
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3 Enter Required Data for Returns Purchase Order Enter the necessary data:
Order type: Enh.Ret.to Supplier
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Supplier: 12300006
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Note This supplier 12300006 is a returns supplier. The Returns Supplier checkbox should be checked
in the Purchasing view for this supplier.
For business partner 12300006 with role supplier (defined), under tab Vendor: General Data, you must
assign the following value in section General Data:
Customer: 12100006
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In the Header section, on the Org. Data tab:
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Purch. Org.: 1210

Purch. Group: 001
Company Code: 1210
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In the Item Overview section:

Material: TG12
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Plant: 1210
Storage Location: 121R
Quantity: 1
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4 Save Returns Purchase Order Choose Save and when the returns purchase order number
is displayed, write it down for further use. Enh.Ret.to Supplier PO is created
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1.1.4 Create Outbound Delivery
Procedure
Note When you refer to the 1FM - Quality Management in Procurement to create the return
purchase order, the item needs to be flagged for returns and Stock Type needs to be Blocked Stock
on the Delivery tab.
1 Log onto SAP Fiori launchpad Log on to the SAP Fiori launchpad using the Shipping
Specialist role. The SAP Fiori launchpad is displayed.
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2 Access the App Open My Purchase Orders - Due for Delivery (VL10B). The Purchase
Orders, Fast Display screen is displayed.
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3 Enter Data for Delivery Creation In the header area:

Shipping Point: 121R
Delivery creation dates (From): <delivery creation From date> Delete the default date
Delivery creation dates (To) <delivery creation To date> Delete the default date
Calc Rule: <calculation rule>, for example, 2.
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Go to the Purchase Orders tab and make the following entries then choose Execute:
Purchasing Document: Enter a returns purchase order that you created in step: Create Returns
Purchase Order
Activities Due for Shipping "Purchase Orders, Fast Display" screen is displayed. PO due for delivery is
listed.
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4 Create Delivery Select the line of purchase order from the list. Choose Background to Create
Delivery in Background. Activities Due for Shipping "Purchase Orders, Fast Display" screen is
displayed.
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5 Check Delivery Number Choose Log for Delivery Creation, on Delivery Creation Log screen,
choose Document, and note down the outbound delivery number shown in Document field. An
outbound delivery is created.
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1.1.5 Pick and Post Goods Issue
Purpose
This activity picks, packs, and ships components to the supplier.
Procedure
1 Log onto SAP Fiori Launchpad Log on to the SAP Fiori launchpad using the Shipping
Specialist role. The SAP Fiori launchpad is displayed.
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2 Access the App Open Change Outbound Delivery (VL02N). The Change Outbound
Delivery screen is displayed.
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3 Enter Delivery Number On the Change Outbound Delivery screen, make the following entry
and choose Enter.
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Outbound Delivery: Enter an outbound delivery that you created in the last step. The Returns (Pur.
Ord.) XXXXXXXX Change: Overview screen is displayed.
4 Enter Picking Data On the Returns (Pur. Ord.) XXXXXXXX Change: Overview screen,
choose the Picking tab, make the following entries:
Picked Qty: <picked quantity>
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Choose Save . The system shows the message: Returns (Pur.Ord.) xxxxxxxx has been saved. Screen
Change Outbound Delivery is displayed again.
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5 Post Goods Issue On the Change Outbound Delivery screen, choose Post Goods Issue.
Returns (Pur.Ord.) 8XXXXXXX has been saved.
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1.1.6 Create Credit Memo

Note If the credit memo is not created, and supplier will deliver the replacement material, then
please skip this step and process steps from Receive Replacement Material (Optional) to Check
invoice document(Optional).
Procedure
1 Log onto Fiori Launchpad Log on to the Fiori launchpad as an Accounts Payable
Accountant The SAP Fiori launchpad is displayed.
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2 Access the App Open Create Supplier Invoice (F0859). The Create Supplier Invoice screen
is displayed.
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3 Enter General Data On the Create Supplier Invoice screen, make the following entries:
Go to the General Information area:
Transaction : Credit Memo
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Company Code : 1210

Invoice Date: <Today>
Reference: <Fill the supplier Invoice Number>
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4 Enter Purchasing Document References Go to the Purchasing Document References area:

Reference Document Category :Purchase Order/Scheduling Agreement
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Purchase Order: <Returns purchase order you created>

Choose Enter.
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5 Check Invoice items Go to Invoice Items/Standard area and check the Amount, Quantity
and Tax Code.
Tax code: <same with tax code in PO>
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6 Enter Gross Invoice amount Go to the General information area:

Gross Invoice Amount: <Total amount in returns PO including tax>
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7 Post Invoice Choose Post.
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Note You can refer to the 2F9-Quality Management for Complaints Against Suppliers scope item. This
scope item describes the management of complaints against suppliers, for example, after delivery of
a product.
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The system message is displayed.
1.1.7 Receive Replacement Material

Note If the credit memo is created, and supplier will not deliver the replacement material, then
please skip the steps from Receive Replacement Material (Optional) to Check invoice
document(Optional). The receive replacement material related steps are only optional and not the
standard case.
Purpose
In this activity, you receive the replacement materials from supplier.
Procedure
1 Log On Log on to the SAP Fiori launchpad as a Receiving Specialist. The SAP Fiori
launchpad displays.
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2 Access the App Open Receive Replacement Materials - From Vendor (MSR_VRM_GR).
3 Maintain Selection Criteria Enter the following entries and choose Execute:
Returns Purchase Order Type: <NB2>
Returns Purchase Order: <enter returns purchase order number> The Vendor Replacement
Material – Document Selection screen displays.
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4 Select PO Expand Supplier/Purchase Order/Item on the left screen, and double click the
Item Number, then the data for purchase order on the right screen will show. The
Supplier/Purchase Order/Item has been expanded. The data for Return PO has been shown.
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5 Go to Replacement Go to the Replacement subarea and enter the Replacement

Quantity: <1 PC>
Note Replacement Quantity must be the same with Quantity for Returns Purchase Order.
The Replacement Quantity has been entered
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6 Go to Goods Movement Go to the Goods Movement subarea and enter in the Receiving
Stor.Loc field with value 121A and select S (Block stock) for field Stock Type. The Receiving
Storage Location and Stock Type have been entered.
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7 Save Double click returns purchase order number, and choose Save.
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When the purchase order for replacement material is displayed, write it down for further use.
Message as follows will be displayed: Replacement purchase order 45XXXXXXXX has been
created; see session log for details.
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8 Check the Inbound Delivery of Replacement Material Number On screen: Receive

Replacement Materials from Supplier, double click the number of Returns Purchase Order, and choose
Menu > Goto > Returns Overview (Shift+F12) , and note down the inbound delivery of replacement
material in the Document Number column. The Inbound Delivery of Replacement Material is
automatically created.
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1.1.8 Post Goods Receipt
Purpose
In this activity, you put away and post goods received for inbound delivery.
Procedure
1 Log On Log onto the SAP Fiori Launchpad as a Receiving Specialist. The SAP Fiori
launchpad displays.
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2 Access the App Open Change Inbound Delivery (VL32N). The Change Inbound
Delivery screen displays.
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3 Enter inbound delivery number Make the following entries then choose Enter:
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Enter Inbound Delivery Number: XXX The Change Inbound Delivery XXXXXXXXX Change: Overview
screen displays.
4 Enter Putaway Qty Enter Putaway Qty: X The Putaway Qty has been entered.
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5 Post Goods Receipt Choose Post Goods Receipt. The Goods Receipt is posted.
A success message is shown.
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1.1.9 Follow-Up Activities For Replacement Material
Purpose
In this activity, you set follow-up activity for the replacement material.
Procedure
1 Log On Log on to the SAP Fiori launchpad as a Receiving Specialist. The SAP Fiori
launchpad displays.
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2 Access the App Open My Follow-Up Activities - For Replacement Materials (MSR_VRM_LFU)
The Document Selection of Inbound Deliveries screen displays.
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3 Maintain Selection Criteria Enter the following entries and choose Execute:
Deliveries without confirmed logistical follow-up activity: Selected
Show all items of selected deliveries: Selected
Delivery: <enter Inbound Delivery number> The inbound delivery is selected
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4 Enter Follow-Up Activity Go to the Logistical Follow-Up subarea, enter Follow-Up Activity:
<0011 Transfer to Free Available Stock >
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5 Save Choose Save and Confirm.
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Choose Continue to confirm the Information screen Message as follows will be displayed:
Logistical follow-up activity has been saved.
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1.1.10 Check Invoice Document
Purpose
In this activity, you check the document in Invoice Verification that the system has created
automatically after the goods receipt for the replacement purchase order has been posted. This
document represents a credit memo of value 0 for the returns purchase order and an invoice of value
0 for the replacement purchase order. The document is required to balance the GR/IR clearing
account.
Procedure
1 Log On Log on to the SAP Fiori Launchpad as a Purchaser.
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2 Access App Search for web GUI . The Display Purchase Order screen is displayed.
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3 Enter Purchase Order Number Choose Other Purchase Order and enter the returns
purchase order number.
Go to Returns tab on head level, and choose Return Overview. The Returns Overview for Returns
Purchase Order XXXXXXXXXX screen displays.
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4 Check Invoice In Document Number column, you can see the number of the document in
Invoice Verification. The system automatically creates a document in Invoice Verification that
serves both as a credit memo and an invoice with value 0.
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Advanced Returns Management in SAP MM S/4HANA Cloud

1.1 Preliminary Steps

1.1.1 Create Purchasing Info Record

In this procedure, you create info records.

2 Access the Open Manage Purchasing Info Records (F1982).

3 Open New Choose Create. The Purchasing

Mickaël QUESNOT © - Copyright

Note When the TDT(time dependent tax) is activated via

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● Order Acknowledgment Requirement: <unselected>

7 Save Your Choose Create. A purchasing

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Mickaël QUESNOT © - Copyright

Mickaël QUESNOT © - Copyright

Mickaël QUESNOT © - Copyright

Mickaël QUESNOT © - Copyright

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Mickaël QUESNOT © - Copyright

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1.1.2 Analyse Stock Overview

In this activity, you check stock/requirements list.

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3 Enter material Make the following entries:

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1.1.3 Create Returns Purchase Order

2 Access the App Open Create Purchase Order - Advanced (ME21N)

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In the Header section, on the Org. Data tab:

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Purch. Org.: 1210

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In the Item Overview section:

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1.1.4 Create Outbound Delivery

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3 Enter Data for Delivery Creation In the header area:

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