Billing plan type

hi
i am trying to process a billing plant with mile stone billing where a customer pays a down payment 0009 and then pays the rest of the amount  after delivery 0008.
the customer puts a down payment of 10% or 100
when i try to process it with 0008 closing invoice it brings in the complete amount of $1000 instead of $900
how am i supposed to handle such requests? am i doing the right thing?

Hi
If you want to have down payment of 10% and the rest 90% in the final invoice then there is no need to process down payment request using the billing type FAZ. You can directly process the down payment with the billing type F2 instead of FAZ.
If you want to use down payment request process seperately then we need to clear the down payment in the final invoice by reducing the 10% from the final value and adjusting it against the already posted down payment in the FI since the down payment request will posted with special GL indicator in FI.
So you can either choose to have down payment process (10% + 100%) or a simple process of having down payment and final invoice (10% + 90%).
Regards
Rajkuamr K

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  • About billing plan types

    Sir ,
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    01-04-95 Maintenance 30 30,000 x x
    01-05-95 Acceptance 30 30,000 x x
    01-06-95 Final invoice .. .. x
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    Assembly 01-03-95 01-03-95
    Maintenance 01-04-95
    Acceptance 01-05-95
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    3. updated with the actual date of the milestone, if the date is earlier than the
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    Edited by: Giridharan Manokaran on May 18, 2009 11:36 AM

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  • Billing Plan values in the sales order

    Hi,
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  • Milestone Billing Plan issue

    Hi all,
    I have a scenario of project sales. The billing will be order based - 50% after order confirmation, 40% after delivery & 10% after installation & testing.
    I am using milestone billing plan for my project sales. I am not using the project system. I have created the billing plan in the following way:
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    For second step i sselected the date description as "delivery done".......billing % as 40%........selected the block........billing relevance as "Milestone billing on a percentage basis".......payment term........billing type as FV.
    For third step i selected the date description as "installation done"......billing % as 10%.......selected the block..........billing relevance as "Closing invoice in milestone billing".......payment term......billing type as FV.
    5. Assign billing plan types to sales document types....I assigned the billing plan to the sales doucment for project sales.
    6. Assign billing plan types to item categories.....I assigned the billing plan to the item category of the project item....with billing relevance as "I-Order-relevant billing - billing plan".....billing plan as the milestone billing plan.
    Copy controls: I maintained the copy control settings in VTFA.......sales order to billing document type FAZ & FV as well. In the transaction code VOV8 for the sales order document type I maintained the order related billing type as FV.
    Now I created a project sales order.......the system displayed the billing plan tab......the milestones were shown but the data regarding the billing percentage.......payment terms.........billing relevance.....was not shown. I entered all the details......with the document types as
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    FV.
    I removed the block from the first milestone......down payment.
    Now i created an invoice in VF01......selected the order number for reference......the system created 2 invoices.......1 for the down payment request & the other contract invoice. The down payment request had the correct amount but the contract invoice did not display any value.......
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    With best regards,
    Niyaz.

    Hi,
    You have done a good job.
    Enter different dates in sales order for each Milestone and assign billing block save the sales order.
    Goto change sales order, remove the block for one billing date.
    In billing screen, enter sales order no. don't press enter
    Click on Selection date (Shift+F7) enter the date range and press enter. you will get only first billing that is 50%.
    Actually we are using PS, milestones and billing dates will be copied from there.
    Regards,
    Chandra

  • Can it be possible to create invoice without billing plan date?

    Hi Gurus,
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    Hi,
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    Reward if helpful.
    Regards
    Ravi

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    Hi,
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    Regards,
    Krishna.

  • Billing planes

    Friends,
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    Here we are collecting 30% payment during sales order creation & 70% during shipment.
    Thanks

    Hi Friend,
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    Milestone billing is practiced by Infrastructure companies and Power Ind,and construction industry(projects).
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    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
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    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
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    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
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