Billing plan in partial deliveries

Dear SD Gurus;
We have a sales order with 10 M with 100 USD,and then 8M is delivered.
Then the client wants this 8M and with 80 USD,to be billed in 4 parts,with 20 USD each
We tries the biling plan here on,I adjusted th quantity come from the delivery which is 8 M but it gets the value automatically from the sales order,which was 25 USD for each 4 parts in the billing plan. But it should be 20 USD as only 8 M has been delivered.
IS it possible to accomplish this in standart way?
Kind Regards;
Jack

Hello Jack,
Please check the Note 726039.
Regards,
Raghavendra YN

Similar Messages

Billing plan with partial Delivery

Hello,
I would like to ask question regarding the Downpayment process when processing partial delivery.
I have a scenario where i manage a sales Order with item required 2 PC.
I have a billing plan for the sales order, with a Fisrt payement against the sales Order (30% of total value). Then i create a delivery with 1PC (partial delivery).
My question is, is it possible to create a closing invoice on the 1 PC delivered? Does SAP manage this kind of cases?
Thanks for your feedback
Regards

Hi
It is possible to do partial delivery.While creating Sales order give order quantity as 3pcs.For first billing date you give 2pcs and for another 1pc give another billing date.So for the first billing date you do order related billing and do delivery for 1pc only which is a partial delivery.
Regards
Srinath

Billing plan based on deliveries

HI
I wan to create a billing plan in which
20% upon order which we received and 80% upon partial shipments
so 20% up front on whole order. As each piece is shipped then 80% (the remainder) of that item should be invoiced.
example
5 items @ $100 each for a $500 order
first invoice should show $100 (20% up front)
we ship one of the five pieces.
next invoice based on delivery should show $80
we ship 2 more of the five pieces
next invoice based on delivery should show $160
How to achieve this, please suggest.
Thanks

question marked as answered because it is no longer required.

Allow partial quantity billing for billing plans - VOFM - SAP Note 726039

Hi Gurus,
I got one task, telling that copy that routine 23 into customized ex: 902 in VOFM. Then change the copying requirement for the corresponding item category in the copying control (Transaction VTFA).
reruirement is that the customer is paying cash in advance. Goods are partially delivered.
ex:
Order 10001206 creates a downpayment request for 10EA. A delivery is created for 2EA.
First clearing invoice 70700001 is created with billing quantity A in the copy control: A Order quantity less invoiced quantity. Hence the whole order quantity is considered for billing.
For the second clearing invoice 70700003 (the first was cancelled) billing quantity B is used in the coy control: B Delivery quantity less invoiced quantity. Hence 2EA are considered as billing quantity. For an item that has zero delivery quantity an invoice with zero billing quantity will be created ( the behavior we see).
Billing type : ZBAC
SalesDoc Type : ZSC
Item Category : zsak, zszs, zsao etc.
They are telling the Solution like this.
the quantity to be billed is calculated from delivery quantity minus the already billed quantity during the billing of a billing plan date
Pls help me, I never used VOFM for enchancement.
As an abaper what we have to do for this task,
Thanks in advance.
Kiran.
Edited by: ACC10583516 on Jun 11, 2010 6:54 AM
Edited by: ACC10583516 on Jun 15, 2010 6:31 AM

hei Kumar,
How you solve this problem?
i also face this problem.
Please share the solution. Thanks

Creation of Budget Billing Plan for Countries with Tax Jurisdiction

Hello Experts,
When I create a budget billing plan for a company code with country Canada/USA and jursidiction TAXCAJ/TAXUSJ using transaction EA61, I get the message "Taxes with jurisdiction code not permitted with down payments"(Message no. >0194). The long text for this message says "Delete your entry in the field for jurisdiction code" Is any one aware where from this jurisdiction code should be deleted.
Is it possible to create budget billing plan for countries with jurisdiction code at all ?
Thanks in advance
Venkat

Hello Roopali,
What I learnt in the process of exploring the functionality is that Payment PLan (BBP or AMB) is the budget billing method for countries with Tax Jurisdiction. Statistical, Partial & Payment Scheme only works when jurisdiction is not defined for tax procedure. Payment scheme is the recommend procedure for Eurpopean market
Thanks for your clarification
Best Regards
Venkat

Third Party Billing Plan Invoice problem

I have an issue in regards to using milestone billing with a third party order..
We currently use third party ordering to ship goods direct to our customers from our parent company in France. This process works well. I know have a scenario where our customer wishes to pay for goods in 2 installments . When they place their 3rd Party order they pay 50% of the total price up front then pay the remaining 50% plus an additional fee of 5% after 12 months. I have configured a new milestone billing plan for this scenario but I am unable to raise a billing document for the customer.
In the non billing plan scenario the document flow works as follows
Customer sales order raised - Automatic Purch Req - Purch order raised against parent company - Parent company ship to customer and bill us - vendor ivoice loaded against PO (MIRO) - Customer is billed via original sales order
The Billing plan scenario should work like this (but doesn't)
Customer sales order raised - Automatic Purch Req - Purch order raised against parent company - Customer Billed initial 50% - Parent company ship to customer and bill us - vendor ivoice loaded against PO (MIRO) - 12 months later Customer is billed via original sales order.
The issue I have is that the system cannot see an open billing quantity for the order even after the Vendor invoice has been loaded into the system against the purchase order.
Has anyone else had issues with this scenario and if so could they offer some advice on how to resolve
Many Thanks

Hi Mark,
This is expected in standard scenario.
In third party scenario, the billing relevance is either E or F in the item category.
If A, you can do invoice only for the quantity for which MIGO is done.
If F, you can do invoice only for teh quantity for which MIRO is done.
Your non-biling plan scenario is working fine, becos you are doing MIRO.
It is not workign in billing plan as you are not doing MIRO here.
So,
If you want to do partial billign in billign plan, you have to do MIRO for partial quantity and then do billing. In this case, only that part of teh invoice value will be used for creating the invoice.
However, I would suggest you to use someother item category for third party item with billing plan which doesnot have billign relevance as A or F, but has B or C. Then try doing billign as per billing plan. It will work.

Contract , billing plan issue

Hello
I am having issue where I have cancelled billing document corresponding to a contract, then also I canu2019t rebill the contract. I found in the header billing plan the status is showing is B(Partially processed) which is partially processed and for a line item it is showing C(Completely processed), though I have cancelled all the invoices. Can some one help.
David

David
Try running reports SDVBUK00 and RVV05IVB to correct the status and/or billing index after carefully reading their documentation.
Hope this helps.

ERP - SD Sales orders with billing plan (material number change appear)

Sales and Distribution.
Regarding sales orders with billing plan.
We create the sales order and create billing plan at header or item level.
We issue down payment request(s) upon receipt of sales order.
Often during the life time of the sales order one or more of the material numbers are changed after the down payment request(s) has been issued and paid by the client.
Our issue is that prior to changing the material number in the sales order we have to reverse the payment(s), reverse the down payment request(s) and after the material number change re-issue the down payment request(s) and register the payment again.
We wish to find a solution avoiding all the reversals.
If you have a similar situation please inform how to handle material number change in the sales orders with billing plan.
Best regards
Lise

Dear Consultor SD ,
There is no setting to create the invoice based on schedule line.
What you can possibly do is create multiple deliveries based on the schedule line and
then invoice the individual deliveries.
If you want system to split the deliveries based on schedule line, then you will have to include Schedule line also
in the COMBINATION REQUIREMENT in VTLA.
Thanks & Regards,
Hegal K Charles

Pro forma invoice problems if billing plan is used

Hello experts,
i have a problem again with the billing plan.
To problem now is the pro- forma for following case:
A billing plan is used for the items in the sales order. only at the end when the delivery gets prepared at the end, the pro forma invoice will be created.
The billing relevance for the item category is 'I' - with the billing plan type (a partial billing with % used).
For the proforma the entire value should appear on the Pro forma finally when the manufactured modul passes the customs.
I am struggling with the correct copy control settings.
The already billed values do not appear on the PRO Forma - for the 'real bills' it is ok.While creating the pro forma the related message appears in the log.
Which settings in copy control for the copy control (sales order --> billing type (pro forma) do I need to use if I need to have the entire sales order item value on the pro forma bill.
all helpfull answers are highly appreciated.
Thanks a lot in advance
Kurt

Hi Kurt,
If you are using a billing plan say periodic billing plan; then i dont think you will have a delivery created against it. From the order / contract; it would be a billing document.
If you are planning to use any of the billing plans; then invoices are bound to split based on invoicing dates and the settings of billing plan.
If you are planning to pull all the parts for the purpose of customs then probably you can plant to develop a new output type that would print the details from the billing document (instead of Proforma from delivery). This new output type will be used for "N" number of billing documents against a sales order / contract in order to capture all the part numbers in it. So if you have 3 parts in the order and 6 invoices, then the new output would get triggered 6 times and you will end up with 6 prints.
Making changes to incorpoate billing plan related copy control settings would turn your development / configuration more complex.
I hope i understood your question correctly.
Hope this helps;
Regards,
Syed Nasir

Billing plan - DP settlement

hi all,
i made contract $100,000, then my client want to pay DP 20% from contract ($20,000). cust pay DP 20,000
$100,000 in contract is divided into 5 sales order, each $20,000.
because cust has paid DP $20,000, i want every invoice (from sales order) has partially DP settlement
so, its gonna be
SO 1 -> Billing 1 = $20,000 - DP settlement (4,000)
SO 2 -> Billing 1 = $20,000 - DP settlement (4,000)
SO 3 -> Billing 1 = $20,000 - DP settlement (4,000)
SO 4 -> Billing 1 = $20,000 - DP settlement (4,000)
SO 5 -> Billing 1 = $20,000 - DP settlement (4,000)
*remember, DP is created referenced to contract, but DP settlement happen in billing referenced to sales order
please kindly your advice.
Best Regard,
Hendry

"If you want billing plan in your sales order only b'coz of DP.
And based on your requirement, I would suggest you as:
>if we put billing plan for Down payment in Sales order, amount will be % * Net value in Sales order. all i want is DP will be % * net value in contract, but DP settlement happen when we create billing (from SO that reference to that contract)
Maintain a relevant terms of payment at your sales order (created with reference to contract) or at Billing Doc level (which you can achieve by maintaining terms of payment at Customer Master: Billing Tab).
This terms of payment will split you accounting entries into 2 for customer.
Then, use F-28 to receive DP payment against your invoice.
Or use F-32 to clear already received payment for DP.
And also you can maintain a Z condition type(header) to indicate the amount for DP (based on %) at the end of your pricing procedure.
For maintaining term of payment, take assistance of FI consultant for payment terms.
Or maintain the same in tcode OBB8 for customer account type.
say,
Z001 20% DP - Immediate & 80% on on confirm serv(in payment terms section - tick Installment payment)
Z002 20% DP - Immediate
Z003 80% On confirm serv
In tcode OBB9.
maintain installment
Z001- Z002 20% DP - Immediate
Z001- Z003 80% On confirm serv
Standard Example check Vendor Payment terms 2008, 2016 in tcode OBB8
Try and let us the result.
Thanks & Regards"

Budget billing plan is inconsistent due to incorrect log. line numbering

Hello All,
We are facing an issue with Budget Billing Plan Change(EA62)/Display(EA63).
Issue details are as follows.
-       Initially BBP had 2 products and I partially billed both products and Then I moved out one product and Then I invoiced that one and Then I partially billed the remaining product.
-    Now if i am trying to open the Budget Billing Plan using EA62/63,i am getting the following error.
         Budget billing plan is inconsistent due to incorrect log. line numbering,Message No: TU397.
          We have applied note no : 0001969117.
         Still we are facing the same issue, Kindly help me on this.

Hello All,
We are facing an issue with Budget Billing Plan Change(EA62)/Display(EA63).
Issue details are as follows.
-       Initially BBP had 2 products and I partially billed both products and Then I moved out one product and Then I invoiced that one and Then I partially billed the remaining product.
-    Now if i am trying to open the Budget Billing Plan using EA62/63,i am getting the following error.
         Budget billing plan is inconsistent due to incorrect log. line numbering,Message No: TU397.
          We have applied note no : 0001969117.
         Still we are facing the same issue, Kindly help me on this.

Periodic Billing plan -Contracts

Hi mates
I am just creating Quantity contract and trying to activate periodic billing plan.When i select the line item and click the billing plan tab
iam getting following error
"ITEM 000010 CANNOT BE INVOICED ACCORDING TO THE BILLING PLAN"
Can anybody explain me in detail the configuration involved in this so that periodic billing plan works
Thanx in advance

Dear Karthik,
For the Item Category TAO as per standard the item category group is 0005 which is for partial billing. So whenever you are doing the partial billing by using billing plans the item category group should be 0005 and item category TAO fir milestone and WYN for periodic.
KMN is for quanity contract item category..... also check the setting of billing relevance in VOV7.
Thanks,
Raja

Regarding billing plan

Hi,
Can anybody can help me in providing document on billing plan i.e
1.milestone billing
2.periodic billing
3.resource related billing ASAP.
Thanks
Arun

Hi
Billing Plan for Milestone Billing
Milestone billing means distributing the total amount to be billed over multiple billing
dates in the billing plan.
As each milestone is successfully reached, the customer is billed either a percentage of
the entire project cost or simply a pre-defined amount.
During sales order processing, the system determines from the item category whether a
billing plan is required and, if so, which type of plan
The type of billing plan that is determined at this point is set up in Customizing and
cannot be changed in the sales document.
Billing plans for periodic billing and milestone billing plans for project-related milestone
billing have different overview screens so that you can enter data relevant to your
processing.
For example, for milestone billing, you must be able to enter data to identify the
individual milestones.
IMG configuration requires :-
1. Maintain billing plan types for milestone billing in OVBO.
2. Define date description in SM30 - V_TVTB.
3. Maintain Date Category for Billing Plan Type IN OVBJ.
4. Allocate date category in SM30 - V_TFPLA_TY.
5. Maintain date proposal for Billing Plan Type in OVBM.
6. Assign Billing Plan Type to Sales Documents Type in OVBP.
7. Assign Billing Plan Type to Item Categories in OVBR.
8. Define rules for determining the date in OVBS.
Milestone billing is typically used for billing projects, such as plant engineering and
construction projects. Such projects often include a series of milestones that mark the
completion of different stages of the work. In the SAP R/3 System, milestones are defined
in a network along with planned and actual dates for the completion of work. The milestones
are also assigned to the billing dates in the billing plan.
Each milestone-related billing date is blocked for processing until the Project System
confirms that the milestone is completed.
Delivery-relevant order items for which a milestone billing plan applies are billed on the
basis of the requested delivery quantity and not on the total of the confirmed quantities.
The connection between the project and the sales document item is made in the individual
schedule lines of the item. Each schedule item can be assigned to a network in a project.
To display the project-related data for a schedule line, proceed as follows:
In one of the overview screens of the sales document, select
1. Item -> Schedule lines.
2. Mark the schedule line and select Procurement details.
The following figure shows an example of milestone billing where only the Contract have
been billed :
Order Item Turbine 100,000
Billing Plan
Billing date Description % Value Billing Block Milestone Billing Status
01-10-94 Contract 10 10,000 - x x
01-03-95 Assembly 30 30,000 x x
01-04-95 Maintenance 30 30,000 x x
01-05-95 Acceptance 30 30,000 x x
01-06-95 Final invoice .. .. x
Network/Activities
Milestone Estimate Actual
Assembly 01-03-95 01-03-95
Maintenance 01-04-95
Acceptance 01-05-95
For each billing date in a milestone billing plan, you can specify whether the billing
date is:
1. fixed
2. always updated with the actual date of the milestone
3. updated with the actual date of the milestone, if the date is earlier than the
 planned billing date for the date
Periodic Billing
Some customers may require invoices to be processed periodically, so that all deliveries due for billing by a certain time are put into one collective invoice.
Prerequisites
To fulfill this requirement, a billing schedule must be defined for the customer:
A factory calendar which contains special rules instead of working days must be created. These special rules refer to the days on which billing should be carried out. If, for example, an invoice is to be issued every last working day of the month, then this day must be entered as "valid from" day and "valid to" day. This day must be the only day defined as a working day in the calendar for each month.
The ID-number of the factory calendar must be specified on the billing screen of the payer's customer master record in the Billing schedule field.
Activities
When a sales document is created, the system copies the invoice date from the factory calendar and enters it into the relevant document as follows:
On the next billing date determined by the factory calendar, the system selects all sales orders and deliveries and puts them in a billing due list. They can now be billed.
As a result of the ID-number of the factory calendar defined in the customer master record, all sales orders or deliveries for that customer over a particular period have the same billing date, and they can be combined in one collective invoice.
The following figure shows how the system proceeds if a billing schedule has been defined for a customer.
<a href="http://help.sap.com/saphelp_dimp50/helpdata/EN/59/54fc37004d0a1ee10000009b38f8cf/content.htm">Resource-Related Billing</a>
http://help.sap.com/saphelp_46c/helpdata/en/dd/560fdd545a11d1a7020000e829fd11/content.htm

Pro rate function in billing plan

Folks
Would any one know how i could pro rate the value for the last month of the billing plan cycle. You would think this is a standard SAP function
I have looked, and i am not able to find a solution. Our customer does not want to do any code changes. Let me know if you know of any standard changes that can be done.

Hi,
Looks like you are not rewarding for the helpful responses.
Please do reward for the helpful responses.
SAP has Retroactive Billing funcitionality
Use
New pricing agreements that you make with your customers may affect billing documents that have already been processed and settled. If a new pricing agreement is effective before the pricing date of the billing documents, you can perform retroactive billing to call up a list of these documents and reevaluate them with the new price. You can then create additional billing documents to settle any differences.
Integration
Retroactive billing is a special billing function often used in scheduling agreement processing.
Features
With the retroactive billing function, you can:
Call up a list of documents affected by price changes
Trigger the system to create the necessary retroactive billing documents directly from the list
Create credit or debit memos directly
Review any errors in a log
Simulate the retroactive billing process for any document
How does Retroactive Billing work?
In this example, the system calculates the difference between the net value of the invoice ($100) and today's net value based on the new price ($90). It then creates a credit memo with the net value of $10 to be credited to the customer.
Primary and Secondary Documents
The system calculates retroactive billing values for primary documents. It can use secondary documents to help calculate this value.
Invoices are always primary documents.
Other billing documents, such as debit or credit memos, can be primary or secondary documents. This depends on the order reason entered in the billing document.
For more information on how the order reason is used to control primary and secondary documents, see Order Reason in Retroactive Billing. This section will also provide a more detailed example of how retroactive billing works.
Primary Documents
Primary documents are:
Invoices
Credit memos that refer to returns
Credit and debit memos in which you have entered the relevant order reason
You can also assign an order reason to a memo request which then passes it along to the referenced credit or debit memo.
Secondary Documents
Secondary documents are the following billing documents in which you have entered the relevant order reason:
Credit and debit memo requests
Credit and debit memos
The system displays such a document only when it has been created with reference to the invoice and when the currencies in both documents match.
If you create a credit or debit memo (or memo request) without reference to an invoice, you will not be able to see in the retroactive billing list if the invoice has already been billed retroactively.
When you create a credit or debit memo request which is relevant for retroactive billing as a secondary document, the system will use it to calculate retroactive billing for the referenced document.
The system does not take into account whether or not a request has been rejected, partially billed, or billed using another pricing procedure. Also, it does not take into account any changes in the payer, sold-to party, sales organization, billing date, or material.
Reward if helpful.

Issue in PS Cash Management Planned payment coming from SD billing plan

Issue in PS Cash Management:
Coming from my sales order (SD billing plan), I get cash management lines item in PS ==> table COFP (Document Lines (project cash management)) with value type 62 (Planned Payments).
Then I invoice the WBS element with VF01. During invoicing, the system creates new line items in COFP with value type 54 (Invoices).
Issue
The problem is that planned payment (value type 62) is not reduced and whatever the invoice is, planned payment are the same.
From my understanding, new lines item should have been created with negative sign in order to reduce planned payment amount. Like invoices are reduce when payment is done.
Who can you confirm?
What are your feeling?
Thanks in advance

Helo,
Regular setting for PS cash management have been done such as:
- FM area creation
- Assignment Fiscal Year variant to FM area
- Activate PS cash management
Once the setting is correctly done, we can follow incoming & outcoming payment on project.
Table COFP is then impacted.
B/R

Billing plan in partial deliveries

Similar Messages

Maybe you are looking for