Billing Plan - Next Bill Date

Hello
I have a requirmenet to generate a charge on a bill for one month only.
I've configured my item category to use a custom billing plan. I have most of the information correctly configured except for the Next Bill Date.
The Next Bill Date is showing 50 (monthly). Due to this, the sales order is generating a charge for subsequent months.
I tried to change the Next Bill Date but I see only 1 option i.e. 50.
How can I change this to that there is no Next Bill Date defined. I'm guessing that the system will stop the generation of charges if it sees that the Next Bill Date is not defined.
I can't leave it blank because it is a required field. I'd appreciate your help!
Thanks

Thank you so much for your replies.
One key requirement that I should mention is this:
In addition to the one-time charge, I also need to display a recurring charge on the same sales order. If I make the suggested changes, won't the system prevent the recurring charge to appear on subsequent bills?
This is how my bills need to look:
1st month: one-time charge + recurring charge
2nd month: recurring charge only
3rd month: recurring charge only
Please advise.

Similar Messages

Billing plan and billing status

Hello Friends,
I would like to clarify if my understanding is correct before I configure a billing plan:
1. Billing status is not seen in billing doc but in preceding doc like a DO.
2. For a Billing Plan, there can be 1 billing plan at item level for a set of settlement dates.
If the plan is defined at header level, only 1 billing plan is for all items.
3. Contract is a sales doc type and contract data is only at header level.
Is this considered an Order-related billing when invoice is printed at each billing date?
Is the contract considered as the reference doc for the billing doc sent to customer? I believe so. please confirm.
4. There is no such thing as master billing plan that item level billing plans need to be linked to.
5. date category : this is at billing date level and cannot be changed?
regards
Pascal

Hello,
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.
Thanks,
venkataswamy.y
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
Comments
the article was great it explained about billng milestone very well

Billing plan: milestone billing problem.

I have the following scenerio:
Billing plan:
(Net value: 1000 euros)
- Milestone nº1 20% (percentage of value to be invoice). That is: -->200 euros
- Milestone nº2 30% --> 300 euros
- Milestone nº3 50% -->500 euros
I create first invoice for milestone 1 (that is: 200 euros).
Then, this sales order is modified, so net value is now 1100 euros.
If I don't do anything, the system changes my billing plan:
- Milestone nº2 30% --> 330 euros
- Milestone nº3 50% -->550 euros
but I have 20 euros left that has not been invoiced. I know I could change manually the billing rule and choose billing rule 3 "Closing invoice in milestone billing", but i would like the system to do it automatically. In explanation, the system should propose:
- Milestone nº2 --> 330 euros + 20 euros
-_Milestone nº3_--> 550 euros.
Is it possible? How should I proceed?

Hello Luis,
it is not possible to assign automatically the difference in the second billing plan line.
But you can make the system automatcially assigns to the last one.
Please set the last milestone billing plan line as closing invoice:
- Date description 0008
- Billing rule 3
Best regards,
Ivano.

BAPI for billing plan and billing order

Hi Sap Guru, i need your help on bellow questions :
Are there any BAPIs or MF standard used to read billing plan from the business partner (header and lines) ? Are there any that permit to create, simulate, modifify or cancel a billing plan ?
Are there any BAPIs or MF standard used to obtain payment from a Busines Partner or Contract Account ? Are there any that allow to obtain views on the accounting records (header, extension, set of payments, discharges...)
Thanks in advance for all reply.

Check the BOR object PAYSCHEME . You would find all the methods there

How to update billing plan date in contract

Hi guys!
I*m using the bapi BAPI_CUSTOMERCONTRACT_CHANGE to change some data in my contract
However, I want to set the date for the beginn of the billing plan. (Billing plan start date) and i don't find this field in the BAPI.
So is there a way to set and change this date?
...by the way. There is a rule initiated named "rule for origin of start date of billing plan". This should set the billing plan start date to the contract start date. - The contract start date is updated with BAPI_CUSTOMERCONTRACT_CHANGE - but the changes doesn't affect the billing plan startdate.
If i edit the contract, the changes to the billing plan occur automatically, but not in the BAPI
thanks!!
Edited by: tom54321 on Aug 6, 2009 9:36 AM

Hi,
Plz check the link given below:
BAPI_CUSTOMERCONTRACT_CHANGE is giving dump when start date of contract
It may help you.
Thanks & Regards,
Sarita Singh Rathour

Billing Plan : Quarterly

Hi
I have a scenario where in i want to have Quarterly Billing plan in contract instead of monthly and billing date could be 1st of 4th month or it could be 30th of 3rd month. I am using standard contract type SC in ECC6.
I have tried defining date rule etc. it is not woring out.
Billing plan should be as follows
01.01.2007 - 31.03.2007
01.04.2007 - 30.06.2007
Please help me to know steps. Suitable answer will certainly be rewarded.
Regards
Kalpesh

Hi,
refer these settings for date det rule, billing plan and assigning to item cat, if need ref H29 billing block
4.1.3     Defining Rules for Determining Dates
Use
In this step, you define rules for determining dates for the billing plan.
Procedure
1.     Access the activity using one of the following navigation options:
Transaction Code     SPRO
IMG Menu     Sales and Distribution  Billing  Billing Plan  Defining Rules for Determining Dates
2.     Choose New Entries.
3.     On the New Entries: Details of Added Entries screen, make the following entries:
Field name
Value     Description
Date det. rule     YH     Quarterly advance
Baseline date     07
Time period     3
Time unit     3
Last of month     A
Calendar ID
Contract Data
1.     Access the activity using one of the following navigation options:
Transaction Code     OVBI
IMG Menu     Sales and Distribution  Billing  Billing Plan  Billing Plan Types  Maintain billing plan types for periodic billing
2.     On the Change View Maintain billing plan types for periodic billing: Overview screen, select the billing plan type S3 and choose   Copy as to create a billing plan type.
3.     On the Change view Maintain Billing Plan Types for Periodic Billing : Data screen, overwrite the following existing entries:
Field name
Value     Description
BillingPlanType     S3  Y1     Periodic quarterly BPHT
Next bill.date     50  YH
In advance     Select
4.     Save your entries and choose Back.
8.     Select the item category WVC and choose   Copy as to create a new item category.
9.     On the Change View Maintain Item Categories: Details of Selected Set screen, make following entries:
Field name      Description     User Action and Values     Note
ItCa          YWVQ
          Service Quarterly HT
Business Data
Billing Plan Type          Y1
Determine Cost          X
Revenue Recognition     Time-related revenue recognition     A
Delimit. Start Date     Proposal based on contract start date     A

Invoice Correction Request with reference to Billing plan

Dear SDN frnds,
I'm having one query in Invoice Correction Request (ZBOC) creation,
While creating with reference to billing document of billing plan type (ZCI), the net value in Invoice Correction Request is '0' and the net value is not modifiable during any correction done in quantity (L2N) debit, the net value still remains '0' and it is greyed.
It should get modified!!!
My configuration in copy control from Billing document (ZCI) to Sales document (ZBOC)
Header level :
DataT: 052 - Billing doc. header                           Copy requirements: 021 - Billing header
                                                                         Copy item no. activated
DataT: 103 - Billing business header data
DataT: 003 - Billing header partner
Item level :
DataT: 153 - Item from billing document                Copy requirements: 303 - Billing header
                                                                         Copy item no. activated
DataT: 104 - Billing business item data                 Pricing type - E
                                                                         2nd Pricing type - F
DataT: 004 - Billing item partner                           X - Update document flow
Billing plan - 402 - Billing plan
Kindly resolve my issue............
Best Regards,
Giridharan (Mumbai)

Dear Sagar,
I have selected 'E' in Pricing type in Item category, I didn't make any changes here (Credit memo item in order, Copy control Bill to sales order) and 'M' in 2nd pricing type in Item category, (Debit memo item in order, Copy control Bill to sales order). Still it didn't worked out.
Kindly reply me your views and suggestions.
Thanks for your support.
Best Regards,
M. Giridharan
Edited by: Giridharan Manokaran on May 18, 2009 11:36 AM

Reg: Billing Plan Report

Hi
I got one FS from Client side regarding Billing Report i unable to write the logic for some Fields, please find attach the Ouput Format required from Clinet.
Sales Order Number (VBAK-VBELN)
Project Definition Number
Project Definition (from project)
Project Manager (person responsible from project)
Customer Number
Customer Name
Order Type
Sales Order Line
Billing Plan Item Number
Billing Item Milestone Description (from Project)
Billing Plan ItemValue
Billing Item Currency
Billing Block Status
Billing Plan Item Billing Type
Milestone Planned Billing Date
Milestone Release Confirmation Date
Billing Plan Item Invoice Number
I am unable to find the logic for the Below output Feilds
Billing Item Milestone Description (from Project)
Milestone Planned Billing Date
Milestone Release Confirmation Date
Billing Plan Item Invoice Number
Please let know which Table which will fetch this details
The Input for this report is Plant ( Mandatory Feild) and optional Feild are Sale order No and Project Definition No.
Kindly help me out SAP GURUS
Regards

Hi,
The logic for Billing plan item invoice number is:
Pass the sales order number into VBKD table.Execute.
Select your lineitem and fetch the value if Billing plan number(FPLNR).
To know the number of items in billing plan enter this FPLNR into FPLT Table.Execute.
Pass the FPLNR into VBFA table and Execute.
You will find the invoice numbers for your billing plan items.
Regards,
Krishna.

Billing Plan with 2 invoices:1st:Down Pymt Type,2nd related to deliv.

Hello Gurus,
My customer has this need:
Customer must pay a percentage before sending the goods (Down Payment Type)
Then, when it is paid, the following invoice should be based on the real delivered quantity:
When they pick the goods, if a part of the ordered goods are missing (breaked...), the invoice should just be based on the ral quantity.
By ex:
Ordered: 100 - Account Invoice: 50%
Picking:
- if total: F2 invoice: 50%
- if Only 60/100 - F2 invoice: 60-50= 10%
Is it possible?
Best regards,
Sébastien

Hi,
It is very much possible,
In periodic billing, you have something called the Date categories. You have to enable various date categories, atleast 2, with 1 having an invoice of downpayment type and another with actual invoice type.
Now when you create sales order, in the billing plan, maintain two date categories, teh first one being teh one for downpayment type and the second date category being the one with the actual invoice type.
Once this is done, and the downpayment is made, you can remove the billing block from SO, create invoice for the first billing plan. In this case, it will create a downpayment request. Here the revenue wont be recognised , only downpayment will be posted.
Once delivery is made, create the invoice using the second billing plan. In this case, it will create the actual invoice. This will be posted in AR.
Now you can reconcile between downpayment and AR in FICO.

To add Billing Plan at Sales Order Header Level

Dear All,
Our requirement is such that for a project, we need to define a billing plan at header level of sales order.
As of now we are defining billing plan at sales order line item which are having accunt assignment to WBS elements.
Pl. let me know whether we can add billing plan at SO header level and if it is possible then how to do it. Because right now there is no tab available for "Billing Plan" at SO header level.
If we can add it then will it be valid for all item levels?
Need your help.
Regards
Ratna Palit

SPRO - SD - Billing - Billing Plan - the first 5 config nodes (Define Billing Plan types / Define Date descriptions / Assign Date categories / Maintain Date Proposals / Assign Billing Plan types to Sales Doc types) are applicable to you.
this is pretty tranparent for a reference.
What else is required?

From Billing plan invoice raised automatically

Hi,
We create a sales order, copy a billing plan from project plan financial milestones,
then as soon as we confirm an activity of financial milestone in project plan automatically invoice get raised in the system and shows in the vf04 finance.
But now in some cases we have created a billing plan. and billing date has been given for all milestones. as soon as todays date reaches automatically all milestone from billing plan triggers the invoice. even without confirming the activity.
Pls suggest.
Point will be rewarded.
Thanks

Hi Vinayak,
One way to avoid this is to set up billing blocks for individual billing plan dates.
In the change sales order screen goto the billing plan tab page and for each billing plan date set up a billing block under the column heading for billing block. You can do this manually as well set up an automatic block for all billing plan date.
Regards,
PATHIK

Billing document type in billing plan

Hi Guru's,
I am configured down payment process.
when creating a sales order , for a line item --> billing plan tab --> Billing type FAZ is automatically picked.
Can any one suggest me the configuration steps to determinate the customized billing type ZFAZ , which should be picked instead of standard FAZ.
Please suggest
thanks
Gopalkrishna

Dear Gopalkrishna,
Please check the date categories for billing plan type in transaction OVBJ.
You can set the proposed billing type (TFPLT-FKARV) there.
Best regards,
Csaba Soltesz

Collective billing wrt billing plan

Hi Expert,
we have one scenario in which we make a single sales order for particular item . for which we have a billing plan as our MIS requirement we need to have billing plan so that we get a revenue for each month, how much we have collection from this customer , but our customer required only single invoice . so when i tried to make it by collective invoice it gives error that splitting happened due to different header data.
our requirement is whether billing plan have different dates for particular order . but we should make it into single invoice..
Please tell us what kind of changes we can make into copy control so that we can make it into single invoice.
With Regards.
MILIND

HI ,
I have found out that if the billing plan is attached to sales document then we need to maintain value 10 (billing plan single invoice) at item level in copy control. This will make a single invoice irrespective of all the billing plan date.. but still I am getting error while creating a invoice. it gets split due to different dates at header level.
my question is ...do we need to maintain billing plan copy controll also for this ? ... where exactly.
hemik16

Regarding billing plans

Hi friends... please ssuggest me the configuration steps of periodic billing and mile stone billing... please send me if possible the configuation steps to my mail id [email protected]

Hi Durga Prasad,
Periodic Billing
Periodic billing means billing a total amount for each individual billing date in the plan. For example, if you are creating a rental contract, the system can propose a schedule of monthly rental payments, according to the length and conditions of the contract.
Milestone Billing
Milestone billing means distributing the total amount to be billed over multiple billing dates in the billing plan. For example, you can use a billing plan for billing a make-to-order item that is assigned to a project in the SAP Project System. When you enter the project-related make-to-order item in the sales order (or assembly order), the system proposes a billing plan based on milestones defined for networks in the project. As each milestone is successfully reached, the customer is billed either a percentage of the entire project cost or simply a pre-defined amount.
1) Periodic Billing
Periodic billing can be used, for example, in rental contracts. The billing dates in a periodic billing plan can be determined from the following sources:
=> Control data in the billing plan
=> Header data in the rental contract
=> Manually entered dates
The following dates are important for billing date determination:
=> Start and end dates
=> Period (monthly, quarterly, annually)
=> Horizon
Start and end dates
Start and end dates define the duration of the billing plan and, whenever possible, are copied from the start and end dates of the corresponding rental contract. Depending on the configuration of your system, these dates may be indirectly determined by the system. For example, the contract start date may be determined automatically as soon as the installation date is entered.
Period (monthly, quarterly, annually)
The periodicity of the billing dates determines the frequency with which the billing dates are created in the billing plan and, in addition, whether a billing date is processed for billing on the first or last day of the month.
Horizon
In case no end date is entered, or the end date lies so far in the future that not all billing dates can established, then a rule for determining the horizon can be entered. The horizon for periodic billing determines the last date of the billing plan.
The horizon is always determined by a rule that uses the current date as a baseline. If the current date is updated during processing, the system automatically extends the horizon and the schedule of billing dates into the future.
2) Milestone Billing
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.
For each billing date in a milestone billing plan, you can specify whether the billing date is:
=> fixed
=> always updated with the actual date of the milestone
=> updated with the actual date of the milestone, if the date is earlier than the planned billing date for the date
=> updated with the actual date of the milestone, if the date is earlier than the planned billing date for the date
As of Release 3.0C it is also possible to assign milestones to the dates of the billing plan during milestone billing if no network plan has been opened.
In order to do this you must assign the milestone manually in billing plan maintenance. For you to be able to make this assignment, the Fixed date field of the proposed date category of the billing plan type must not be blank. The additional fixed value (as of Release 3.0C) of Fixed date means that you cannot assign it to a milestone. Milestone assignment is possible for all other values. You make these settings in the Implementation Guide.
For configuration please find the below path:
IMG --> Sales and Distribution --> Billing --> Billing Plans
Please Reward If Really Helpful,
Thanks and Regards,
Sateesh.Kandula

Config to Turn Off Indicator for Billing Plan in Header

Hi,
anyone knows whether there is a config that is able to turn off (or default as blank) for the indicator for "billing plan in header" that is found in the item's billing plan? This is the indicator that cause the item billing plan dates to copy from header's billing plan.
I am trying to write a program that create sales order with billing plan using BAPI_SALESORDER_CREATEFROMDAT2. As this BAPI does not allow me to change the item billing plan dates, I am looking at using the stardard program SDFPLA02 after the BAPI is called. However, for the program to work, I need this "Billing Plan in Header" un-tick,
Or, is BAPI_SALESORDER_CREATEFROMDAT2 able to un-tick this indicator?
Regards,
Norman

Hi,
In SPRO> Sales and Distribution> Billing> Billing Plan> Assign Billing Plan type to Sales Document type.
Remove the assignment.
Hope this helps.
Regards,
Sharan
Edited by: SharanKumar.S on Oct 3, 2011 11:25 AM

Billing Plan - Next Bill Date

Similar Messages

Maybe you are looking for