Downpayments scenerio Billing Plans

Dear SAP Experts
In simulation of the downpaymnets from the Customers We have created a order document and a Material with Item category group 0005 and the Item category in the sales order is TAo.
As a Matter of Order realted billing Copy control is maintained as Order to Billing (FAZ)
Now When we are creating the billing of the document througth FAZ down payment request in the accounting the RV document is getting posted with no special Indiacator.
SO I fear there is a error.
What is the standard scenerio where in we recieve the downpayments from the Customers and these can be settled at the time of the final order enty being passed for the milestone billing.
please revert.
Also I am getting the follwoing error meassage when I am closing the invoice in the billing plans.
No account assignment to customer order (not active in COArea 1000, year
However I do not want the CO object assignemnets
Edited by: SAP Consultant on Feb 4, 2009 1:01 PM

Hi,
Sales Order Processing with Customer Down Payment *201* you can go through the std process of Best Practises and follow this

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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 !!!!!!

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.

How to bill the customer as per billing plan according to a contract

Hello All
Plz help me out I am stuck, scenerio is I am doing a contract with Perodic billing plan for every month. in contract the billing date shows rightly. but when I do vf01 for first month billing it shows all the billing plan days . but when I select first date for billing system allows me to save the bill. but later when I again go for vf01 for next month billing from putting the same contract no it shows a log stating that "paritially processed". Plz show me the path how to bill th customer on every month. is my process is right or any alternative Please suggest. I am waiting eagerly. thankx in advance.

Hi Mohan ,
In the periodic billing plan, you can adjust conditions to the length of
the period, only if you use the following calculation type for the
condition:
             M     quantity - monthly price
             N     quantity - yearly price
             Q     quantity - daily price
             P     quantity - weekly price
In this case the pricing determins correctly a prorated value
according to the lenght of the period in the billing plan.
Please check your conditions and use in a periodic billing plan
only conditions which have the mentioned calculation type. Otherwise
you will get every time the same value for a 'long' period or a
'short' period.
92655 - Billing plan: billing yearly prices on monthly basis
Regards
Goviind
Edited by: Govindraj Kulkarni on Feb 20, 2012 10:05 AM

How to update Billing Plan using BAPI_SALESORDER_CHANGE

Hi,
In my case initailly sales order header data is created and saved, with reference to SO Project is created and then item level data is updated.
So clients requirement is to create any upload programme which can use for mass upload.
i.e to develop a program to upload,
i) Items in Sales Order.
ii) Billing Plan & Pricing Conditions in SO
I am trying to use BAPI_SALESORDER_CHANGE for this requirement. Problem is in this scenerio user exit is already used which validate "Amount" at item level and "Bill. value" in Billing plan tab should be same.
As observed Billing plan data can not be updated using this BAPI.
Even I've tried to use BDC for this requirement, but as we need to double click on line item while updating billing plan data and conditions it does not work while recording.
Incase anyone have worked on similar scenerio and found out solution, please share all your inputs.
Warm Regards,
Nitish

Hi,
The following code will take you to Billing plan tab in BDC.
PERFORM bdc_dynpro      USING 'SAPMV45A' '0102'.
PERFORM bdc_field       USING 'BDC_CURSOR'
                                'VBAK-VBELN'.
PERFORM bdc_field       USING 'BDC_OKCODE'
                                '/00'.
PERFORM bdc_field       USING 'VBAK-VBELN'
                                wa_vbap-vbeln.
PERFORM bdc_dynpro      USING 'SAPMV45A' '4001'.
PERFORM bdc_field       USING 'BDC_OKCODE'
                                '=ITEM'.
PERFORM bdc_field       USING 'BDC_CURSOR'
                                itemno . "'RV45A-MABNR(wa_vbap-posnr)'.
PERFORM bdc_dynpro      USING 'SAPMV45A' '4003'.
PERFORM bdc_field       USING 'BDC_OKCODE'
                                '=T\06'.
PERFORM bdc_dynpro      USING 'SAPLV60F' '4001'.
PERFORM bdc_field       USING 'BDC_OKCODE'
                                '/00'.
Regards,
P Gomatheeswaran

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

Help in Periodic billing plan

Dear all,
Need help in Periodic Billing plan type, scenerio as mention below........
I have used a certain material with Item cat group -'LEASE' and now creating sales order. All the SPRO setting is done earlier.
I order header I can put ''settlement from' and '' settlement to' date, and Date Category is ''Rent''........ but could put Billing Value there ( as column is coming grey). I have tried putting value in ''Conditions'' , but it is not getting activated.
It seems I am doing something wrong, so therefore
Kindly let me kow where should I put the value
what will be the procedure to settle the bill after that.
Thanks in advance,

Hi,
Please check.
http://help.sap.com/saphelp_erp60/helpdata/en/31/03953401024735e10000009b38f83b/frameset.htm.
Thanks.

Billing Plan vs Installment Billing

Hi. Need suggestions on the better way to handle this scenario --
We are using RE Sales for a project. RE Sales is just an extension of SD so the settings (doc types, pricing, etc.) are still done in SD. We have a problem with the billing though.
Here's the scenario:
For example, we are selling a condo unit worth 100K.
Deposit = 10K
Remaining amount (to be paid in 9 monthly installments) = 90K
What is the best way to handle the billing for the 90K? Should it be done via Billing Plan? Or should it be through Installment Billing?
Do you have any materials on how to configure this?
Thanks!

Hi
Both the options are open. But personally I feel that the installment Plan is an easier way out. Nevertheless, many companies use the Milestone billing process for Downpayments clearing as well. So just check out the below links and apply whatever suits your organization and requirement , the best.
<a href="http://help.sap.com/saphelp_47x200/helpdata/en/4a/ac853478616434e10000009b38f83b/frameset.htm">Milestone Billing with Down Payment Clearing</a>
<a href="http://help.sap.com/saphelp_47x200/helpdata/en/4a/ac853478616434e10000009b38f83b/frameset.htm">Installment Plan</a>
Cheers !

Detailed operation for billing plan

Hello Gurus,
I have created billing plan, but I don't know where to use these billing plan. please show me the scenario where I can use biling plan and show me the detailed operation?
thanks very much!

HI zhang
If you assign billing plan to sales doc type at header level a billing tab will come and If you assign a billing plan to item category a billing tab will come at item level
Periodic billing plan
These billing plans are using for agreements.The best example is scheduling agreements where you can use the periodic billing plan
Milestone Billing plan
These are used to set to the customers. The best example for this is when we configure downpayments in SAP. In down payments customer pays the amount in advance either 50%or 100% then we will deliver.(depends on the business requirement).
In Down payments , the material has to be assigned item category group005 and when you create sales order item category will be TAO which will have billing plan assigned
Now you can created dates and fix amounts as per the billing plan. and you can assign a billing block also. if you want
Regards
Srinath

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

Sales Order Status with Billing Plan

Dear SAP SD Gurus,
I have an order with 2 billing plans and both of them have been invoiced.
The status of my order still considered "being processed" eventhough both invoiced have been created and posted to FI.
I'm using item category "TAO".
Any clue will be greatly appreciated.
Thanks,
Soo

Dear All,
I have fixed the problem. The schedule line for TAO should be non-delivery relevant.
I have changed to not-relevant for delivery and it is working now.
Thanks a lot for all the clues.
Regards,
Soo

Billing plan (Downpayment) for saved and open sales orders at header level?

Hi gurus,
I have configured billing plan in my SD environment at Item Level.
I want to change it to header level.
Questions:
1- When I make the changes to update the system to have billing plan at header level for future sales orders, is that possible for me to change all my saved orders and open orders with the new settings so that I can also have those saved and open orders with a billing plan at item level?
2- If that scenario is not possible, could we for example copy the data of a previously saved or open sales order into a new sales order with the new customizing (Billing plan at Header level?)
Thanks for your input
Kind regards
Chris

Hi
I am afraid you cannot do that converstion for the existing orders. BP at header level are enabled at teh document type level, while BP at item level is done at item category. So both are independent. Mostly it is advisabel to use BP at item level only.
If you are already using item level BP, and want to mvoe to header BP, then only future transactions can be executed with BP at header level. Existing item level BPlans will remain so in the system.

Billing plan as per delivery schedule

Hi,
Is it possible to have the billing plan dates as per the schedule lines of the items using the billing plan configuration(either via either periodic billing plan or milestone billing)
for e.g. for a line item - qty 10(value 1000), delivery schedule is as follows
10-Mar-2009 - qty to be delivered is 6
02-Apr-2009 - qty to be delivered is 4
( dates and qty would be decided as per the customer needs. No periodic differences between dates).
My expected billing plan should be as follows
10-Mar-2009 - value to be billed is 600
02-Mar-2009- value to be billed is 400
if yes, please let me know.
Thanks in Advance for your answers.
Regards,
Madhuri

Hello,
I believe the Condition Record for Rent would be based per Month. Now you cannot change this record to Daily because in that case system will bill only for 28 days in month of February.
Instead there is a way out, in the Condition Type maintenance - T-Code V/06, Under Changes which can be made, put a Tick mark in Qty Relation Check Box.
This will allow you to change the Calculation Type while creation of Sales Document. Thus for the month of January, you can change the Calculation Type to daily & leave it as it is (Monthly) for other months.
Hope this helps,
Thanks,
Jignesh Mehta

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
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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

Excise Invoice- Based on Billing Plan

Dear All,
Here in my client's place, we have a requirement like,
For a project-XYZ we create one sales order with materials A,B & C.
For this sales order we maintain billing plan 50% = X1 Rupees ,
25% = X2 Rupees ,
and 25% = X3 Rupees.
When project is finished 50% we create billing with X1 amount with reference of sales order and then we create excise invoice based on this billing document (NO delivery) and send it with material.
And for second billing for X2 amount SAP is not allowing to create excise invoice and throws message like modvat utilization has been done already.
Kindly suggest how to proceed and how to create excise invoice for remaining two amounts.
Thanks & Regards

Hi ,
Thanks for your responce...
Is there any transaction code for removing the billing block automatically in the sales order and how can i indentify the date category as per billing plan..
Thank you very much..
Thanks in advance.
Regards,
KV

Downpayments scenerio Billing Plans

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