Hi all . how to configure periodic billing and mile stone billing ..
hi gurus
could someone please tell me the process of defining periodic billing and milestone billing for a customer or group of customers and how do we show the deficit in the accounts .. how to do the config for the periodic and milestone billing ..
thankyou very much in advance
bj
Hi,
Billing Plan for Milestone Billing
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
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
Regards,
Pankaj
Similar Messages
-
How to Configure E-mail and Chat functionalities
Dear all,
How to configure E-mail and Chat functionalities for IC Webclient.
through IC Webclient ICI interface how can we configure E-mail functionality, As per my understanding, E-mails can be handled in a similar way of receiving phones.
Where these E-mails can be stored?, Where we define agent E-mail id?
being ICI is a multi channel support does it need SMPT server support? If No, would there be any difference in the functionality?
How does CHAT functionality works?
Please educate in above scenarios to get a better understanding.
Your help will be highly appreciated.
Best wishes
Raghu ramDo you make any effort to search for your answers before you post your questions? ERMS is the email response system
The 2nd post on this board - Documentation for Interaction Center (IC) WebClient
There is tons of stuff here to answer your questions as well as show you the configuration. You need a 3rd party CTI solution to do chat that you will read about in the blog.
SAP Notes
759923 Frequently Asked Questions about IC WebClient
940882 Frequently Asked Questions about ERMS
882653 Frequently Asked Questions about Agent Inbox
1114557 SAP CRM 2007 Internet Browser Releases
1118231 Supported user interfaces for SAP CRM
981710 Support for Microsoft Internet Explorer 7.0
1144511 Blank screen when starting CRM WebClient or IC WebClient
1115493 CRM Web UI: Mandatory SICF services for CRM framework
992848 Mandatory ICF nodes for CRM WebClient UI Framework
IC WebClient Consultant Cookbook for CRM 2005
Online Documentation
Online Knowledge Products
Blog: How to Configure Contact Center Simulator User Interface (CCSUI)
Blog: What is Computer Telephony Integration (CTI) -
Mile stone billing for service contract
Hi gurus,
can you help me for the following:
i want to configure mile stone billing for service contract in my client business process,
can any one send me the complete configuration process steps for mile stone billing.
I'll reward you full marks,
Thanks in advance
nitchelHiya...
Billing Plan for Milestone Billing
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
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
Keep Sapping
Regards -
How to configure sales forcast and assign marketing budget
how to configure sales forcast and assign marketing budget
Hi,
As per my knowledge i am telling forecasting is done by Historical Data { MM & PP Module }
when you collect the data based that we have to plan every month how much you want to procure the raw material etc..,
that should be entered in the material master under "Forecasting" tab there we have to maintain monthly wise forecasting values
i think it should get some idea if i wrong please clarify
Regards,
Prasanna -
How to configure the runtime and consolidation for a track in CMS.
How to configure the runtime and consolidation for a track in CMS.
I can see the track exists in CMS but the same doesnt pull up in the NWDS in the development configuration perspective.
I compared the given track with the one which gets pulled up in NWDS. Theres something called runtime system and consolidation which isnt defined for the track which is invisible.
Please advise , what are these required for. And how can we configure the same.The runtime systems are defined for a track to setup the Transport path for any code changes....the Consolidation system is usually defined as a Virtual system for the track and used for comparison and fixing any broken or Dirty DC's ....that means it's not used as a Runtime System for Deployment as compared to DEV,QAT and PROD used for Deployment...
Hope it helps..
Regards,
Shikhil -
I need to know how to configure wi-fi and VPN on m...
I need to know how to configure wi-fi and VPN on my E61i.
everytime I search for any available WLAN,I find one(in my company)and when start browsing,it gives me(WLAN not found).
What should I do?iOS: Connecting to the Internet
-
Whast is order related billing and delivery related billing?
Explain about order related billing and delivery related billing
thankshi,
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 -
Need the exact difference betwn Intercompany Billing and Inter-project bill
Hi,
Can any one tell me the exact difference between the intercompany Billing and inter-project billing?
The decision to which should be used in which scenraios.
also what is the Setup Level Difference in both.
If you have any white paper / document / note in metalink also on this topic then I will be very happy to have that.
Thanks very much in advance.
RegardsHi
Inter project billing may be used within the same operating unit.
Intercompany billing may be used only accross operating units.
Inter project billing means the provider organization is charging a separate provider project.
With intercompany billing provider organization is charging the same project as of the receiver organization.
With inter project billing the provider project may bill the receiver in any billing method as any contract project. With intercompany billing the billing is based on transfer price rules which may be only applied to actual expenditures of the provider organization.
There is full list of all setup steps in Oracle Projects Implementation user guide.
Dina -
Order-related billing and Dlv-related Billing in single Invoice
Say in a single order or order type say OR there can be two materials with different item categories say TAN and ZTAN.
TAN with billing relevance as A( delivery related billing) and ZTAN with billing relevance as B (order related billing )
If that happens the billing will be split
In VOV8 we mention for OR the order related billing as F1 and delivery related billing as F2 in the billing tab
Now in billing TAN will pick F2 as it is delivery related billing
and
ZTAN will pick F1 as it is order related billing.
Now my question:
In VOV8, i maintained OR order type for Order-realted Billing as F2 and Delivery-related Billing as F2 as well.
Then will there still be an billing split ? There will be two F2 invoices TAN will pick one F2 invoice and ZTAN will pick another F2 invoice...?
And i want to know whether this an right way of doing things?? IF not, what is the right way of doing things?
Thank you very much.Hello,
Yes that is the right way.
You can create Single Invoice for Order Related Items & Delivery Related Items.
E.g. You are Selling Air Conditioner & also installing the same at Customer Location. Now you will Invoice the Customer for Air Conditioner & Installation in the same Billing Correct? Now Air Conditioner is Delivery Related Billing & Installation is Order Related Billing.
It is in such scenario Order Releted & Delivery Related Items can be Invoiced in same Billing Document.
While create Invoice enter the Delivery Number & the Sales Order Number, select both the LIne Items & Execute... You will see the system will pick items from both Order & Delivery.
Hope this helps,
Thanks,
Jignesh Mehta -
How to conf mile stone billing for contract sales
Dear Gurus,
I want to config sales of Residential flats through contract with mile stone billing.could u pls send the conf steps reg this senario.
Steps
1.Contract agreement
2.sales order
3.Mile stone billing.
These r the 3 steps in this process.I hope better solns from u.
Regards
RamsDear rams,
Milestone billing : Normaly used in projects , means, payment released as work progreses .
Goto *VOV8* and select your order type and click on details , Goto Billing , keep billing plan type as 01 , (if billing plan not available , create u2013 Goto VOB0 and create an new billing plant for milestone billing ).
Then create sales order u2013 Goto header -- Billing --- billing plan --- plan your billing date and Define date description , % of billing and billing type .
Now, system will allow you to make the billing as per your plan
saravanan -
Mile stone billing: Excise invoice
Hi,
We are doing milestone billing.
In sales order,There is one line item with complete project name & in pricing all excise duty n sales taxes a
are applicable.
I can do the Delivery for this line Item.
and I can generate bills for mile stone mentioned in sales order. which contain only prices for that mile
stone no Excise duty n Taxes are applicable because that already mentioned in Sales order's item line.
My question What about excise duties for the delivery I am doing?
because as per Stnd system will noy do billing for that delivery if we do that also then double amount bills w
will get generate.
In this case of milestone How to take care of Excise dutie & How to create Excise invoice in J1IIN.
Pls give your expert experience .
Regards,
AkshayDear Friend,
When you are doing a Milestone billing, I hope you will be creating multiple deliveries and multiple billings, And i think each billing will have a different excise duties charged. so you are suppose to create multiple excise invoice according to your invoices.
Regards,
Sudhir -
Mile stone billing & down payment
i want to configure mile stone billing and down payment i was configured in the sales order milestone billing is working and the downpayment amount is also comming after raising downpayment invoice it was showing errror document is blocked i was checked there is no block how to do this problem please specify. and also specify the whole process of milestone billing & downpayment process.
Regards,
Kishore.Dear Kishore
Milestones needs confirmation of an activities to invoice that milestone. Else the block will be there. You can manually release the block
Path -- VA02 (double click on item) Billing plan tab, block you can see 02 will be there. Remove it & save the sales order. Then bill it
Thanks
Deepu Pillai -
Mile stone billing with Down payment clearing
Hi,
Urgent help needed.
I need to set up mile stone billing plan at item level with down payment getting automatically offset with Invoice
ie,
I have 10% down payment (FAZ).
And mile stone invoicing of 40% and 60% each.
I have raised down payment request and the incoming payment is posted.
Now, when I raise the invoices, I want the down payment received auotomatically deducted from the invoice amount and shown as separate line item in the invoice. What settings need to be done?
ie, if 10000 EUR is the total amount, down payment is 1000 EUR.
My first invoice should show 4000 - 400 = 3600 EUR due from the cutomer and second invoice shud have 6000-600=5400 EUR due.
The item category is ZTAO
I have maintained the following settings:
1. Condition type AZWR in the pricing procedure with requirement as 2 (item with pricing) and the calculation formula 48
2. Copy control set up for Order type TA with billing type FAZ for the item category ZTAO with Copying requirement 20
3. Copy control set up for Order type TA with billing type F2 for the item category ZTAO with Copying requirement 23
But the invoice is not showing the down payment amount. Can any one tell me what is that I am missing? This is in ECC6.0
Thank You,
Resmi.Yes, Shripad thats the problem I faced too.. unfortunately didnt get any solution so far.. and I had been focussing on some other area off late..
Any one who come across a solution, pls mail us!!
Thanks,
Resmi. -
once u raise the sales order, how you will do milestone billing (this is for order related billing) billing will be done reference to with slaes order numbers so help me how we will do mile stone billing.
Dear Emmanuel,
Please read the link on milestone billing-
http://help.sap.com/saphelp_46c/helpdata/en/31/03953401024735e10000009b38f83b/frameset.htm
Regds
MM -
Mile stone billing plan - issue
Hi sap experts
i have a probleme in creating mile stone billing plan. in MS Bill plant if my billplan exceeds my order quantity system is accepting without showing any error message or bloking the billing. i.e if my plan exceeds more than 100 % system should block the bill without creating but in my case system is allowing.
Kindly Advisehi
goto delivery item category TAO in tcode OVLP and maintain "check overdelivery" field as "B"
hope this helps you in solving
regards
prashanth
Maybe you are looking for
-
I previously use an apple id called *** @hotmail.co.uk, I have tried to reset and even changed the id on the settings on my phone but each time I try to update an apple apps , I keep getting the same old ID on my phone. What do I do? <Email Edited by
-
Running quicken on parallels vs boot camp
I am having to reinstall all of my programs as my hard drive failed. I'm curious whether to re download parallels to run my quicken for windows or should I use boot camp and instal there? I don't really know much about boot camp. Any experience a
-
Is there a magsafe to usb connector ?
Hello Everyone, is there a magsafe to usb connector available? If not do not rant my face off just leave a message
-
Embedded LDAP on Weblogic Server
Hi Everyone i'm currently using the embedded LDAP available in Weblogic for Security for SOA 11g The users are getting updated on the system-jazn.xml file.But i dont know where the email information is getting stored. Does anyone know where it is sto
-
Error Connecting to Oracle from J2EE SDK1.4
I am getting the following error when trying to Ping Oracle from a J2EE 1.4 SDK: Operation 'pingConnectionPool' failed in 'resources' Config Mbean. Target exception message: Error getting connection from the EIS I have the following connection inform