Defining values on SD Billing Plan during order entry

Scenario-
User enters a sales order with 10 line items.
Based on specific material master information (material group, etc), items will be split on two billing plans.
For example, lines 1, 3, and 10 would go on the first billing plan at 5% of the price.
The second billing plan would have the remaining 95% for lines 1, 3, and 10.... and 100% for lines 2, 4, 5, 6, 7, 8, and 9.
I can manually go through this process. Is there a way to automate? I see many user exits (old SD style, CMOD/SMOD style, and BAdI style), but they do not appear to manipulate the percentages or fixed values of the billing plan.
Are there any enhancements to set values and define the billing plan details?
Thanks!
Norm

Hi Erik,
Another solution would be to define an output type in the order for sending the mail and to attach a requirement to the output type which will trigger the output only in case the billing block is changed.
Regards,
John.

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Material Division during order entry

We have the Header Division set to Active in configuration and have all divisions, including the material divisions, defined in CRM. In our SD system, we set the configuration to not use the material division as this is being used for another purpose. During order entry in CRM, specifically in the IC, we are getting an error message that the material division doesn't exist. Is there any way to configure CRM to not use the material division?

Hi Seguin,
CRM configuration supports only for header division. There is no configuration for material division as far as I remember. Looks like a custom development
<b>Reward if helps</b>
Regards,
Paul Kondaveeti

Document currency and exchange rate processing question during order entry

Hi Gurus,
I have an issue where all our price records are stored in currency USD. When we take an order for a country that requires pricing to be in an alternate currency, the document currency is changed during order entry. This results in any price condition records retrieved through the condition techique to get converted correctly per the exchange rate. However we have conditions that are calculations off of the conditions retrieved using condition formulas. For example we have a condition which represents 90% of our list price. List price is retrieved in USD as 10.00 USD and converted to alternate currency 63.40 TTD with an exchange rate of 6.34, but our calculation dollar value remains in USD but displays the alternate currency as 9 TTD, should be 57.06 TTD . We are using standard pricing formulas. I know I can call a conversion function within my formula to get it right, however, is this correct system behavior? I expected standard SAP to convert all price results leveraging exchange rate into document currency. Any guidance will be appreciated.
Matt

Hi,
I went through the problem and still feel that there is somethign wrong in the routine which is used. You can confirm this by removing the routine from the condition type in the PP, and manually entering the value for the c.type in SO in USD and then check if the value is coming correctly in document currency. If the translation is happening for one condition type correctly and not correctly for another condition type, it should be the issue only with the routine.
Pls check the scenario without the routine and check once and accordingly update the situation.

Prepayment functionalitygives an error during Order Entry

Hi all,
We have oracle applications Suite - 11i (11.5.10.2) .
At time of prepayment during Order Entry form, we are getting following error.
_"Function not available to this responsibility. Change responsibilities or contact your system administrator" ._
Following is the Navigation Path :
Sales Order Entry > Query with existing SO > Others TAB > Select ACTIONS button > Select PAYMENTS option .
Thanks
Sanjay

Sanjay,
This is because the Function that is invoked when you select the Payments Action from Sales Order Screen has not been granted to your responsibility. The best way is to check the ONT_SUPER_USER menu in application Developer (this is the menu that is used by order Management super user), and see what all functions are there (manily the ones without prompts like 'Sales Orders: Print Payment Receipt'). ANd then compare the same with the menu that your responsibility is using (System Adminsitrator >> Security >> Responsibilities). I think you should get your answer. Please let me know.

Product cost during order entry

Hi,
Is it possible to enter the product cost during production order order entry, if yes possible please guide me.
sateesh

Production Order is more a logistics function. Whenever there is a requirement for a product to be produced an order is created to facilitate capturing the actual materials and labor issued to the order. Order creation could happen throughout the year.
The standards are generally set at the begining of the year, in some cases even monthly during the budgeting process. This sets up the standard cost which will serve as a standard for production orders wherein the variances are calculated against this standard and monitored.
Standard costs can be set only once for a period. Hence, standard costs are not set during production order entry.

SOX: Protecting override ship-to address during order entry

Hi,
Our SOX auditors stated that the person entering the sales order cannot also be able to modify the ship-to address for a "drop-ship". They say this violates segragation of duties. I am a SD configuer and ABAP developer. My approach would be to find a user/function exit to add logic to make the override addrss fields be read-only during VA01, then in VA02 allow update only if the users if differnet than who saves the order and has a secrity object so the 2nd person is allowed.
I did not get to far finding an exit. So, has anyone tackled this very odd request from an R/3 perspective?
Thanks, Ssott

This can be very well done. As i succeded in doing in my project
Goto-SHDO
enterVA01 and do go on till u get the partner address tab and there u select Wcontent display and save
and again take VA02 and do the same procedure and save it
And also dont forget to activate in SHDO nor it will not work
hope this will clear u
Sri

Down payment - billing plan bill. value

Hello people,
I would like to ask you for help with payment in advance scenario. I have one materiál in sales order with value and item category TAN. Then I put new item with item category TAO. Billing plan is active and is possible to edit data in it. What I have:
Is there any chance that in this field will be actual value of sales order - automatically?
Thank you.
BR,
David

Dear Abul Rahim,
few years ago there was a SAP consultant in our company and together with my colleague bulit this solution. It was never used (for down payment is still used very old solution which is hard to modify so I decided to try this "new one").
How it should work. Create standard sales order with requested materiál items. Then if down payment should happen, insert new service item with item category TAO. Then for this service item create FAZ invoice. After this document is cleared by incoming payment, delivery from sales order is created. And then standard F2 invoice.
This scenario works well, the only thing I do not like is to fill "Billed value" manually to "Billing plan".
As I assume, you mentioned use TAO item category for all "materiál" items. I am not sure whether this is proper solution. If I will have dozens of items to modify in case of down payment is necessary - sales people will hate me. And I am not sure how to handle delivery from this items. For me is preferred solution to use extra service item for down payment. If it means that there is necessary to fill amount, so be it. But if there is a way how to do it automatically, I would be happy.
Thank you and best regards,
David

Bill Plan with Sales Order item rejected

Milestone Billing Plan created.
IMG Config Sales Order Item Reason for Rejection = BIC checked (Not Relevant for Billing)
Add material on the (Billing Plan) Sales Order Item.
Set the Item Reason For rejection (same reason as set in IMG config for BIC above)
Create some Billing Plan dates (at the sales order header).
[F3] back. You get an info message "Value-based differences in the billing plan cannot be allocated"
Save the Order.. All is fine.
If I do not set a reason for rejection on the item all is fine.
Can anyone explain this ?

Hi Friends
I have resolved the problem myself. I have used sap note : 97272 and downloaded the utility/ correction program ZZUNREJE and ran it for rejected sales line item.
The reason for rejection was successfully reversed without touching any of the associated POs.
Regards

Missing billing plan value in header of contract

We are using billing plan, but we don't see the value in the header for the contract.
Though we can see the correct values of the billing plan on item level. Are there any customizing steps we have overlooked?
Please take a look at picture
<a href="http://img144.imageshack.us/img144/1849/missingbillingplanxd8.jpg">Missing billing plan value</a>

Hi,
We can maintain plans at header level and item level.
If you enter billing dates/values at item level, system will not copy values to header.
If you enter billing dates/values at header level, it will copy values to item.
Eg.
1) Item level billing plan
You have 2 items in one sales order, and maintained different billing dates and values for each item.System will not copy values to header.
For same scenerio :
2) Header level billing plan
If you maintain blilling dates at header level, system will automatically distrubute dates and values for both the line items.
Best Regards,
Chandrasekhar.S

How to link sales order and billing plan?

Hi,
Based on a sales order how can I know the billing plan? I tried to search for some posts, but could not find one with one exact answer regarding this.
Thanks,
Best regards

Hi,
In "OVBP" T.code,you can find the billing plan assigned to a sales order.
The path is:
SPRO>Sales and Distribution>Billing>Billing Plan>Assign the billing plan type to the sales order.
In two ways we can assign this billing plan to order.
One is the above mentioned one.
Another one is to assign the billing plan type to the item category using the T.Code "OVBR".
Regards,
Krishna.

Different purchase order number on each line of billing plan

Hi
I have a problem which I am having difficulty resolving and wondered if there was any way of doing the following. We have many customers who sign a deal with us for an online service. The deal may last for three years, but they are set up on one sales order with a billing plan with three entries on, as they want to be billed in three annual lumps.
The problem is, customers often want different purchase order numbers on each year's bill. As the PO number is held at item level, I can't see any way of doing this. Any ideas?
Jon

Hi Jon,
in standard your requirement can not be realised. A possible solution (if it is not too much manual effort):
create a new line item for each year.
Best regards, Baerbel

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

VF01 Exit BADI to Postpone or block items in billing plan.

Hi Experts,
The business requirement is where they are not suppose to bill the customer more than the Sales Order value.
While positng a invoice with referenceto to an Sales order (VF01) for a perticular order type with a billing plan.
I want block items in invoice / billing plan of order if the value of billing items is exceeding the order netvalue.(only while posting the invoice document).
Please suggest any EXIT, badi.
Thanks in advance.
Regards,
Mahesh

Hi,
Exits for VF01:
SDVFX007 User exit: Billing plan during transfer to Accounting
V60A0001        Customer functions in the billing document
SDVFX009           Billing doc. processing KIDONO (payment reference number)
V05I0001             User exits for billing index
V05N0001           User Exits for Printing Billing Docs. using POR Procedure
J_3RSINV            User Exits for Printing Billing Docs. using POR Procedure
BADIs
SD_CIN_LV60AU02                BADI for billing
VOR_WA_FAKTURA              Billing before Goods Issue

Billing Plan Down Payment

Dear All,
I am creating the Down Payment for Billing Plan.When i am trying to do multiple lines, the total amount of Down Payment deducted in full amount. here is the example :
I have created Down Payment Request with 200 Eur and then go to F-29 to claim this amount.
Then i tried to go for first batch which is 40%, so it is supposed the the Down Payment that will be deducted is 80 Eur however the full 200 Eur came as full amount.
any idea.

Dear Abul Rahim,
few years ago there was a SAP consultant in our company and together with my colleague bulit this solution. It was never used (for down payment is still used very old solution which is hard to modify so I decided to try this "new one").
How it should work. Create standard sales order with requested materiál items. Then if down payment should happen, insert new service item with item category TAO. Then for this service item create FAZ invoice. After this document is cleared by incoming payment, delivery from sales order is created. And then standard F2 invoice.
This scenario works well, the only thing I do not like is to fill "Billed value" manually to "Billing plan".
As I assume, you mentioned use TAO item category for all "materiál" items. I am not sure whether this is proper solution. If I will have dozens of items to modify in case of down payment is necessary - sales people will hate me. And I am not sure how to handle delivery from this items. For me is preferred solution to use extra service item for down payment. If it means that there is necessary to fill amount, so be it. But if there is a way how to do it automatically, I would be happy.
Thank you and best regards,
David

Header billing plan

hi i am doing a code fro an user exit !! in that by the help of the value in rv45a-kfrel i am checking whether the header billing plan is checked or the item billing plan is checked!! but the problem is that for transactions va21 and va22 the value is getting populated but for transactions va01 and va02 the rv45a-kfrel is always getting unchecked i.e the value is not coming !! can u guys plss tell me wat can be the reason!!! n wat other field can hold the value for this billing plan. rv60f-kfrel is also not working!!

Well, sort of. However, as part of a month-end procedure, I'm having them run V23 to display and ideally remove any billing blocks for items that are due to be billed that month. To use VA05 would be cumbersome, as this client has about 24 divisions. I suppose I could configure multiple divisions to be used in VA05, but I'm really looking for a standard report before I embark upon workarounds.
Thanks! I appreciate your response!
Lee Ann

Defining values on SD Billing Plan during order entry

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