Down payments - Delivery related billing

Hi Guys,
I am an FI guy. I have a question in SD billing. Is it possible to collect and clear down payments in delivery related billing. If so, Can you please elaborate the steps in doing so.
Thanks,
Satya

Use transaction F-29 for posting incoming downpayments.
and transaction F-39 for clearing
Regards,
PATHIK

Similar Messages

Down Payments & Delivery relevant invoice

Hi!
The problem is to create a down payment request to the customer through an SD order (this can be done with billing plan, item category TAO, condition type AZWR, invoice type FAZ) but we want to create the actual invoicing with a <u>delivery relevant invoice</u> and not an order relevant invoice.
I do not see how this is feasible, if it can be done!
Thanks in advance for you reply

I have now a better understanding of your solution.
But then the more "standard" solution of creating down payment through FI (F-37) is about the same, as it is using two different unrelated documents.
What I had in mind was:
1/ Create an order (with delivery block)
2/ Create a down payment request related to this order (VF01)
3/ Cash in the down payment and remove delivery block
4/ Deliver
5/ Create the delivery related invoice. (This invoice would of course then be able to remind customer that a down payment was done, down payment accounting clearing would be also done).
I know, I might be dreaming. But if I am not the only one

Order related & delivery related billing

Hi all,
I have a scenario which is explained as under:
In the sales order i have the following line items:
1. ATM machine - 1 qty. This will be a stock item.
2. ATM installation - 1 qty. This will be a service item so non-stock item.
3. Cables - 500 Mts. This will be a stock item.
4. Cables Installation - 1 qty. This will be a service item so non-stock item.
Now I have a project sales scenario (no PS configuration) & suppose the total order value is 1000 USD. Now the client wants to create 3 different invoices. The payment scenario will be
1. 50% after order confirmation. Once the sales order is confirmed, then an invoice should be generated from the system with a value of 500 USD. For this particular invoice the payment term will be "within net 7 days".
2. 40% after the delivery has been done. An invoice to be generated from the system with a value of 400 USD. For this particular invoice the payment term will be "within net 15 days".
3. 10% after installation, commissioning & testing. An invoice to be generated from the system with a value of 100 USD. For this particular invoice the payment term will be "within net 7 days".
Proposed Solution:
2 different document types will be used - one for normal sale & the other one for project sales scenario. For normal stock items the item category is TAN & the billing relevance for this is "A-delivery related billing". Also for service items it is TAX with billing relevance as "B - Relevant for order-related billing - status acc.to order qty".
I will create a new item category as ZTAN & ZTAX for the stock items & service items. I will use billing relevance as "I - Order-relevant billing - billing plan" & use milestone billling.
In the milestone billing, I will create 3 different milestones -
1. Order Confirmation - amount 50%
2. Delivery Completion - 40%
3. Installation & testing - 10%
So whenever i will use the project sales order type I will create direct invoices with reference to the sales order through the billing plan...........for my normal sales order it will be delivery related billing for the same items.
Is my solution correct?
My Doubts:
1. If i create order related billing for stock items then will there be any effect on the delivery & PGI. Will the system again allow to create the invoice with reference to the delivery?
With best regards,
Niyaz.

hello, friend.
re: your doubts...
your materials will still require delivery and PGI. copy controls will be such that your document flow will be updated once these are done.
however, since your billing will be order related, delivery and PGI will not be pre-requisites for billing.
regards.

Field FKSTA- Billing status of delivery-related billing documents not getting updated

Hi Experts,
I have a requirement wherein I need to fetch the FKSTA - Billing status of delivery-related billing documents into the datasource 2lis_11_VASTI. I have checked a lot of threads on this topic but have not found a concrete solution yet.
I have checked the settings in vov7 and vov8 and everything seems to be in place. I have also checked in table VBUP, when I filter based on field FKSTA = 'C', it shows me the outbound delivery document nos. But when I use the related sales document, it shows me blank values. VBUK as well doesn't show any values for field FKSTK.
I would like to know how and where I can identify the 'billing status of delivery- related' document.
I can see in VBUP table that if I enter the sales document no. related to the delivery document, it does not show the correct status. I believe that the statuses should ideally get updated to the underlying VBUK and VBUP tables. Is there any way to update and align them?
Is there a workaround, a similar field that i can use for datasource enhancement that will give me the correct values?
Appreciate any help I can get on this as it is urgent.
Thanks,
AM

Hi,
You are correct that stauts is updated in table VBUK and VBUP.
However, a sales order does not determine a billing status for delivery related billing, field
VBUP-FKSTA is only determined for delivey.
So, it is correct behavior that VBUP-FKSTA = BLANK when searching VBUP with
VBUP-VBELN = sales order number.
Just because of above reason, you will not find billing status field in VA03 -> goto header/item;
you could only find billing status field for delivery in VL03N -> status overview.
It seems that you are trying to find out sales orders that have been fully deliveried and fully billed, am I right? As far as I know, there is no directly table/field/tcode that could meet your requirement.
You could consider following workaround:
firstly, get a list of deliveries that have been fully billied(search VBUP with VBUP-FKSTA = C or search VBUK with VBUK-FKSTK = C);
Secondly, using these deliveries to search table VBFA to find out related sales orders.
Hope this helps.
Best regards,
Crystal

How to change Billing status of delivery-related billing documents?

Hi Experts,
Now I meet with the problem with the billing status.
I want to create a billing reference delivery notes, but the billing staus of delivery-related billing docuemnts is blank, I want to chage it to 'A' so as to create a billing refer to it.
Can anyone give me some hint to make it true?
Thanks a lot.
Best regards,
Chris Gu

Hi,
Billing status blank means, delivery is not relevent for billing. Check the deliver document, whether it has billing relevant items in it or not. To know the billing relevence, please check your item category definition.
For delivery relevant billing, billing relevance in item category definition (VOV7 transaction) should be 'A'.
A: Delivery-related billing document
Billing is based on the outbound delivery. Billing status is only updated in the outbound delivery.
Regards,
Satya.

How to display the button 'Down payment clearing ' in Billing document

Dear Gurus:
If I used transation code F-39 ,I can do down payment clearing for billing document .But I want to do this in transation code VF01 .
Can any one guide me how to do down payment clearing in billing document.

Could you please share your exactly requirement.
Regards,
Manoranjan.

Down payment request from billing

Hello
Can somebody answer what are
Down payment request from billing
Down payment settlements from AR
Billing value from AR (down payments excluded)
Where I can find these values for a particular Sales order (transactions , tables, etc)
Thanks

Hi,
Coming to your first question:Down payment request from billing
In general,we are going to create this down payment request for prepaid sales orders only.
Goto T.Code:VA02,Enter the order number.
Goto item details-->Billing plan.
Here you can maintain the necessity values for your down payment like the billing documnet type and down payment % value etc,...
While creating the down payment,there should be a block for final invoice.
This is down payment request from order.
2.Down payment settlements from AR .
For this down payment invoices the special G/L indicator will be defaulted as F.We have to pay that amount through F-28 T.Code.
While maintaining the values for this downpayment in F-28,don't forget to maintain the special G/L indicator as F and remove the tick mark for Normal O/Is
You can pay the necessity amount and the remaining amount has to be maintained in difference postings such that the not assigned value should be 0.00.After paying this amount the indicator will be turned to "A".You can check it in FB03 T.Code and change the layout in this transaction and include the field special G/L indicator.
3.Billing value from AR (down payments excluded)
This means that if the downpayment % is 0 then it is nothing but the final invoice amount.In this case it comes into picture.
It is equivalent to order and final invoice.And down payment is dummy here.
T.Code:VA02
Enter teh order number.Click on document flow.
You can find the downpayment and final invoice numbers.Make a note of them.
VBFA is tha table where you can find the subsequent documents.
FBL5N is the T.Code where you can find the cleared and open items for your customers.
All your cleared downpayments will be appeared here along with the clearing document number.
BSAD and BSID are the tables.
FB02/FB03 are the T.Codes for checking accounting document entries.
Regards,
Krishna.

Down Payments with out Billing plans is possible ?

Hi experts,
1. Is it possible Receiving down payments with out Billing plans?
Scenario is customer pays 50% payment firist and remaining amount pays before PGI. so how shall i map? Currently am receiving advance amount by using F-29 t.code.
2. If customer cancels his Sales Order how shalli pay advance amount return.
Thanks In advance
Rajendra

HI rajendra,
it is not possible to use downpayments without billing plan.either u have use milestone or periodic billing depending on business requirement.
if u r recieving advance from customer directly thru FI route ,system would generate accounting doc (parking doc ) as a reference which goes to particular G/l account.
use that doc number as reference and map it to downpayment condition record thru SD route in vk11,so that when ever u create a sales order system generates downpayment document with ref to this cond record.
if customer cancels order ,condition record for advance recived still exists which can be used to next transaction as advance.
but crucial part is once u have done PGI and billing for the advance recieved ,u will have to mark this conditionrecord as deletion or expired.sothat system will not use this or duplicate into other transactions.
this is feesible and achievable.
reward if helps !!!!!!

Delivery Related Billing in CRM

Hi,
I have created a sales order into CRM & same document replicates into ECC. From ECC sales order I can create delivery.
But I require Billing to be occured into CRM System.
Kindly tell what settings are requiredin CRM.
Thanks
Natasha

Hi Natasha,
Make sure that you have made the following settings in Customizing for Customer Relationship Management:
You have set the billing relevance Delivery-Related Billing or Delivery-Related Billing – No Zero Quantities for the relevant item category.
You do this by choosing Billing Define Billing Relevance of Item Categories .
The billing-relevance Q is set for the corresponding item category in SAP ERP. This ensures the following:
Billing takes place in SAP CRM and not SAP ERP.
After billing, the status of the delivery item in SAP ERP is set to Billed and the billing document item is included in the document flow for the delivery item.
You have specified that the billing item category assigned to the sales order is a dependent item. This ensures that the billing due list item created for the sales order cannot be billed independent of the delivery.
You make this setting by choosing Billing Define Billing Item Categories and setting the Dependent Item indicator for the relevant billing item category.
Example
In the standard system, the billing item category TAND is predefined for delivery-related billing. It can be assigned to transaction type TA (Sales Order) and the item category TAN (Sales Item) under Billing Item Category Determination Assign Item Categories .
End of the example.
You have assigned a separate billing item category to the transaction type and item category that are used for the delivery. This enables the system to assign the correct billing type and billing item category to the billing due list item for the delivery.
Example
The billing item category TAN is predefined in the standard system. It can be assigned to transaction type LF (Outbound Delivery) and the item category TAN (Sales Item) under Billing Item Category Determination Assign Item Categories .
Process
The flow of data in delivery-related billing is:
A user creates a sales order in SAP CRM.
The system replicates the sales order in SAP ERP.
The system creates a dependent item in the billing due list, containing billing information from the sales order.
A user creates a delivery in SAP ERP.
The system updates the delivery status in the SAP CRM sales order, and updates the transaction history.
A user posts a goods issue in SAP ERP.
This works well . Give me some stars for the solution
Regards
Bhanu Singh

Delivery related billing with VF04 based on sales group.

Hi Expert
I want to do delivery related billing in vf04 but sales group filed is grayed in vf04 so sorting is not possible if i not sort then it will bill to all customer that we dont want , i want to bill manually for different Customer on the basis Sales Group, how to handle this situation. we donu2019t have other choice such as Shipping point is only one. Even sold to party is same for all site. how to handle this situation.
thanks
Mona.

Hi Mona,
The selection criteria fields for VF04 are hard-coded.
This cannot be done, the fields in the billing due list index are the
the fields in the billing due list (VKDFS) -> these are the only ones
that can be read and available to be added to the billing due list.
The nature of your request indicates that is is rather a consulting
issue.
Nevertheless :
A solution for this requirement can look like this (example with
sales office and sales group for RV60SBAT):
Add with an append the new field(s) on table VKDFS
(take care about the customer name space ZZ*)
Fill the fields ZZVKBUR and ZZVKGRP with userexit LV05IF0V
for Orders
       FORM USEREXIT_VKDFS_SORTKRI_SALES.
        VKDFS-ZZVKBUR = LVBAK-VKBUR.
        VKDFS-ZZVKGRP = LVBAK-VKGRP.
       ENDFORM.
for Deliveries
       FORM USEREXIT_VKDFS_SORTKRI_DEL.
        VKDFS-ZZVKBUR = LLIKP-VKBUR.
        VKDFS-ZZVKGRP = LLIKP-VKGRP.
      ENDFORM.
You will need to take a copy of RV60SBAT and add these fields to the
selection criteria and the select of VKDFS. See note 25026 which is
for selection via Payer but may provide additional information. Also
see note 63523.
You will also need to re-build the billing due index VKDFS with
program RVV05IVB.
I hope this information helps so far.
Thanks,
Alex

Delivery-related billing for TAS : take VPRS value from GR or Invoice

Hello,
One my customers currently invoices stock items and Third-Party Items separately. He now wishes to invoice both items together.
In Third-Party standard flow no delivery is needed. In order to invoice both items together I have now activated the delivery for the Third-Party item flow (item category TAS).
I can now invoice both items together based on the common delivery.
I have now another problem regarding the TAS item invoiced...
- In standard flow (third-party processing = order-related billing), the value for VPRS is taken from the MM flow (either from Goods Receipt or from vendor's invoice depending on the customizing) automatically. This is great since the vendor might enter a different cost than the one from the sales order and it is that cost that we need to find in the billing doc and in CO-PA.
- When I do delivery-related billing for my TAS item the VPRS is not updated from MM but is taken from Sales order (thus from material cost) --> incorrect value for my customers's need
I need to do delivery-related billing for item TAS with VPRS in billing doc (SD invoice) = value of MIGO or MIRO
Can anyone indicate me how to do this (user-exit? routine? ....)
Thank you
Regards,
Cynthia

Hi Cynthia,
Anyone, please correct me if i am wrong.
can we do like this for the given situation:
instead of changing TAS functionality, let us have billing relevance G (Order-related billing of the delivery quantity) in the item category for the stock items. so that you can bill both stock item and third party item in one billing document with reference to Order instead of delivery document.
you can have separate Item category for changing in SO for stock item whenever you want to club Third party item and Stock item for billing in the same document.
thanks
Rajam

Delivery Related Billing rather than Order Related Billing in Return Sales

Hi
There is a requirement from the client that the Returns Invoice (RE) generated must be related to LR Delivery Type rather than Return Sales Order Type(RE).
I have maintained the Copy Control from LR (Returns Delivery Type) to RE(Returns Invoice Type).
Then Changed the billing relevance of REN (Item Category ) from - 'B' Relevant for order-related billing - status acc.to order qty
to A Delivery-related billing document.
When i create the Returns Invoice, it is allowing me to create the Invoice even before the Post Goods Receipt of the LR Returns Delivery Document.
It should allow me to create the invoice only after Post Goods Receipt.
Can any one share their inputs.
Regards
Mohan

Dear Kandy Sreekanth ,
PLEASE READ THR RULES OF ENGAGEMENT BEFORE REPLYING TO POSTS / POSTING ISSUES
Do not ask for points - This forum should be firstly about information exchange; points are an incentive and a way of saying thanks.
Asking for points is like asking someone to say "thank you": The only time we do this in real life is when teaching a child good manners. Saying it to an adult is insulting, so why do it in the forums? If someone keeps asking questions without awarding points, simply stop answering them or use the abuse button to report it.
Thanks & Regards,
Hegal K Charles

Whast is order related billing and delivery related billing?

Explain about order related billing and delivery related billing
thanks

hi,
just to add,
In Customizing for the item category at VOV7, you can determine the basis for billing using the indicator <b>Billing relevance</b>.
This allows you to carry out the following controls:
A: Relevant for delivery-related billing documents
Outbound delivery is the basis for billing. The billing document status is only updated in the outbound delivery.
B: Relevant for order-related billing documents
The sales document is the basis for billing. The billing status is defined by the required quantity.
In the standard system the item categories REN (returns) and BVN (cash sales) are set up in this way.
So depending upon the billing documents configured to the sales document for order and delivery related billing, would be triggered based on the item category setting for billing relevance.
Pl reward if it helps.
Thanks
Sadhu Kishore

Delivery related billing for repair order

Hi sdn,
Could you please explain how to do the delivery related billing for repair orders.
Earlier we my client was using order related billing for repair orders. Instead of that he wants delivery related billling.
We have done all configuratin settings
While doing the delivery the system is going to termination.
In earlier process IRPA IRRP IRRE IRAL item categories are determining in the repair order.
IRPA is relavent for price and billing
IRRE and IRRP relavant for returns delivery
IRAL item category relavant for delivery and not relavan for pricing
We changed the config settings for IRPA item category .we changed the IRPA item category relavan for delivery
When enter the VL01n the syetem is terminating program.
Due to this include L1PWF46 system going to terminate
Please advice how i will change the process into delivery related billing instead of order related billing.
Thanks
KV

I have done all configuration settings which were related to delivery related billing but still the program was terminated.This process related repair and service.
please suggest needful answer.
Thanks
KV

Table which houses the status in delivery related billing

hi guys,
In which sales table can we see the status(i.e order status,billing status,delivery status) of a delivery related billing and order related billing
Thanks,
Shamik

Hi,
If you want to have an overall status of the Sales Order, you can use
VBUK - Sales Document: Header Status and Administrative Data
And if you want all the status line item wise you can use
VBUP - Sales Document: Item Status
Hope it helps.
Thanks in advance.
Best Regards,
HP

Down payments - Delivery related billing

Similar Messages

Maybe you are looking for