ISU Billing Configuration and Billing Cycle

Hi All,
Can anyone please provide me billing configuration and cycle in ISU information?
Thanks,
Shahid
Moderator note: Please read the Research Resources and Rules of Engagement and other sticky posts for rules and hints for research.
Edited by: William Eastman on Mar 9, 2010 7:19 PM

Hi,
You can define document type & no. range for reversal document type in following path:
No . range
Utilities Industry/Invoicing/Invoice Processing/Define Number Ranges for Print Documents
Document Type:
Utilities Industry/Invoicing/Invoice Processing/Define Document Types for Print Documents
then allocate document types to print document:
Utilities Industry/Invoicing/Invoice Processing/Allocate Document Types to Print Documents
In this define creation reason, company code & document type
Hope this may help you.
Thanks,
Harshal

Similar Messages

Billing Variant and Billing Schemas

Hi Gurus,
I have to create some custom billing variant.
Can somebody share some cookbook or manual regarding billing variants & billing Schemas.
Thanks in advance.

There is no any official cookbook or manual on billing variants and billing schemas.
If you have to create your own variant you should:
a) figure out what is an existing variant closest to your requirements,
b) analyze its documentation (EA88) and source text,
c) create your own variant (EA88)
d) copy variant chosen to your own function module for your variant (ISU_Zxxxxxxxx, where xxxxxx - your variant), change it and
e) test&debug, test&debug, test&debug ... until it works the way you like.

Billing plan and billing status

Hello Friends,
I would like to clarify if my understanding is correct before I configure a billing plan:
1. Billing status is not seen in billing doc but in preceding doc like a DO.
2. For a Billing Plan, there can be 1 billing plan at item level for a set of settlement dates.
If the plan is defined at header level, only 1 billing plan is for all items.
3. Contract is a sales doc type and contract data is only at header level.
Is this considered an Order-related billing when invoice is printed at each billing date?
Is the contract considered as the reference doc for the billing doc sent to customer? I believe so. please confirm.
4. There is no such thing as master billing plan that item level billing plans need to be linked to.
5. date category : this is at billing date level and cannot be changed?
regards
Pascal

Hello,
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.
Thanks,
venkataswamy.y
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
Comments
the article was great it explained about billng milestone very well

BAPI for billing plan and billing order

Hi Sap Guru, i need your help on bellow questions :
Are there any BAPIs or MF standard used to read billing plan from the business partner (header and lines) ? Are there any that permit to create, simulate, modifify or cancel a billing plan ?
Are there any BAPIs or MF standard used to obtain payment from a Busines Partner or Contract Account ? Are there any that allow to obtain views on the accounting records (header, extension, set of payments, discharges...)
Thanks in advance for all reply.

Check the BOR object PAYSCHEME . You would find all the methods there

Posting Date and Billing Date.

Hi Experts,
I am working on an IS-U project at the moment.
Could anyone please let me know what is the difference between Posting Date and Billing Date?
Thanks in Advance.
Regards,
Chandu.

Hi,
<b>Posting Date:</b> The date on which a transaction in SAP will be posted to the appropriate accounts. SAP will default this field to be the current date, but changes are allowed. For items to be posted in a future or past period, you must enter the posting date.
<b>Billing Date:</b> Billing date from - Date the billing began and Billing Date To - The default is the last date of the current month.
Hope this helps.
PB

Billed Quantity and Value Report

Dear All,
Is there any standard report in which I can have Billed quantity and Billed amount on the basis on Material Group? If not then if there any way to cater the data fom standard.
Thanks in Advance
Nomi

Dear Nomi
How about MCBK, MC dot N, MC dot O. ?? If these reports does not fulfill your requirement, then, you can go to table SE16, input table VBRK and have the selection optiom as Material Group.
thanks
G. Lakshmipathi

Default Billing Type in Billing Plan

Hi,
How do I change the default billing type in my billing plan?
Thanks!

Hi
Goto T Code OVBJ (SPRO>SD> Billing> Billing plan>Define and assign date category).
Select your billing Plan type and corresponding Date category.
On next screen u can change/set default Billing Type, Billing block and Billing rule.

Release billing block in billing plan

I am using periodic billing plan and I would like that the billing block will be deleted automatically when the billing date arrives.
Does the standard system supports this feature and how?

Hello,
I don't think the system will automatically remove the billing block from the plan an bill it. You may create a program to remove the billing block from the line items in a billing plan order with the help of an ABAP expert and schedule it accordingly.
So whenever the date comes, the system will remove the billing block and bill it.
Prase

ISU Billing configuration

Hi Expert,
Please let me know what are ISU Billing configuration setting has to done in system and pls provide the document on same.
Is there any config setting related ot Interim billing & Reversal document number range and document type.
Thanks in advance

Hi,
You can define document type & no. range for reversal document type in following path:
No . range
Utilities Industry/Invoicing/Invoice Processing/Define Number Ranges for Print Documents
Document Type:
Utilities Industry/Invoicing/Invoice Processing/Define Document Types for Print Documents
then allocate document types to print document:
Utilities Industry/Invoicing/Invoice Processing/Allocate Document Types to Print Documents
In this define creation reason, company code & document type
Hope this may help you.
Thanks,
Harshal

Configuration of Bills of Exchange and Letter of Credit

< MODERATOR: Message locked. Please read the [Rules of Engagement|https://www.sdn.sap.com/irj/sdn/wiki?path=/display/home/rulesofEngagement] before posting next time. If you have a specific question, please ask. Otherwise search first. >
Please can someone give me the steps for configuration of Bills Receivable, Payable and Letter of Credit.

1) No restart is necessary when dataguard broker is used to upgrade the protection mode from maxperformance to maxavailability, you have to do this if you would change the mode manually outside the broker.
2) ... Won't this be a problem since unless a switchover/ failover has been performed the standby database is not supposed to be mounted? ...
I don't understand this. A standby database is always (at least,it may be even open,depending on the configuration and version,which you don't tell) to be mounted.
You don't need to add 'standby database' to 'alter database mount', because Oracle knows is it a primary or a standby database. This clause is optional,more interesting for a human reader.
Werner

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

Canceled service before end of contract and billing cycle. Being charged an extra month!

Hi. I have been a loyal Verizon wireless customer for a long while, but have had such a bad experience in the past year (where I have paid bills as high as $700.00) that I decided to cancel my services and move to another network. My billing cycle runs from 14th of the month to 14th of next month, typically. I have autopay set up to pay my bills and it deducts money for the following month on or around 6th of that month.
I ported out my verizon number to a service on 4th of this month and since my verizon account got immediately closed, I called up verizon to find out about the ETF and final bill. I was surprised to find that I had to not only pay ETF but also pay the bills for the next month (which I am not using as I canceled before the Feb 14th!). Is this common practice? I feel so cheated. I feel its a sneaky move to squeeze that extra amount of money from me!

shiphone wrote:
There were many options to choose from when my contracts ended every two years, and I stuck with VZW. The CSR whom I spoke with mentioned its a Verizon policy. She did not talk about billing error and mentioned to avoid paying this extra months bills I must have canceled my service before the bill was generated for the following month! I find that conniving.
But thank you for your response.
I'm sure you stuck with Verizon because they were giving the best service for a reasonable price. That's not loyalty. That's just being a smart consumer. Being loyal would be sticking with Verizon when other carriers where offering equal or superior service for less money. And in that case that may be being loyal but it's also kind of stupid.
As far as your bill my new bill is generated about 4-5 days after the end of my billing period. So if your billing period ended on the 14th the new bill would be generated on the 18th. Verizon bills in advance so your bill that got generated on the 18th of January would be from January 15th to February 14th. Which would be due around Feb 6th. So you were billed correctly.

Variant configuration statistics of sales order and billing document

Is there any transaction that allow me to get statistics from the sales orders and billing document for configurable materials ? (like VA05) better if using the values of the characteristics that make up the positions of order.
Thera are any information from "Sales Information System" using LIS?
Thanks.

Hi,
With LIS, we'll find different infostructures.
See this link to configure LIS reports :
http://help.sap.com/saphelp_47x200/helpdata/en/c1/375723449a11d188fe0000e8322f96/frameset.htm
Using many infostructures before to see sales analysis.
Another solution :
In sales order (by user exit), copy characteristics in new fields in VBAP.
Then, you can use these fields in VA05 (add user exit) or new ABAP report.
Regards,
Lionel

Workflow configuration for FICO module for Bill Posting and Release of Paym

Hi All,
I need your help regarding configuration of workflow for FICO bill posting and payment release transaction. Can any one guide me in this process. In my scenario, the client has a billing department, which receives bill from various vendors and other departments. Once they receive the bill, they check it and post it. After bill posting bill needs to be approved by various levels depending upon value.
<= 10000 Approval by HOD
>=10001 and <= 100000 Approval by HOD and Finance Head
>=100001 Approval by CEO.
I have worked thoroughly on PO & PR workflow in MM module, but i don't have idea about FICO module. Can anybody guide me what all steps are involved in workflow configuration of above FICO process.
Thanks & Regards
Ranjan

Hi KK,
Now my requirement is change, below are my requirement details:
I need your help regarding configuration of workflow for FICO bill posting release transaction.There are no standard process in SAP , I have to customized and develop new workflow for this scenario. Can any one guide me in this process. In my scenario, the client has a billing department, which receives bill from various vendors and other departments. Once they receive the bill, they check it and post it. After bill posting bill needs to be approved by various levels depending upon value.
<= 10000 Approval by HOD
>=10001 and <= 100000 Approval by HOD and Finance Head
>=100001 Approval by CEO.
I have worked thoroughly on PO & PR workflow in MM module, but i don't have idea about FICO module. Can anybody guide me what all steps are involved in workflow configuration of above FICO process.
Thanks & Regards
Ranjan

Billing Configuration

Hi Gurus,
We have a new process in place due to which we do require to have billing doc. Earlier the Z item category was maintained as not relevant for billing.
Can you please give me the detailed list configuration to be made in order to get billing document created on basis of delivery document.
Thanks in advance!
Bawa

Normal Sales Order Cycle:-
Step 1: Sales Document Type
IMG > Sales and Distribution > Sales > Sales Documents >
Sales Document Header:
1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.
2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team.
3. Assign Sales Area To Sales Document Types:
A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error.
B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.
Sales Document Item:
1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New.
2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category
Schedule Line:
1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New.
2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.
Step 2:
IMG > Logistic Execution > Shipping > Deliveries >
1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New.
2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New.
3. Define Number Ranges for Deliveries: Ensure to maintain number range.
Step 3:
IMG > Sales and Distribution > Billing >
1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New.
2. Define Number Range For Billing Documents: Ensure to maintain number range.
3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.
Note: Ensure that Copy Control settings are done
Sales Order to Sales Order (QT --> OR): VTAA
Sales Order to Delivery (OR --> LF): VTLA
Sales Order to Billing (OR --> F1): VTFA
Delivery to Billing(LF --> F2): VTFL
Billing to Sales Order (F2 --> RE): VTAF
The configuration differs from scenario to scenario & requirement of the client.
Regards,
Rajesh Banka

ISU Billing Configuration and Billing Cycle

Similar Messages

Maybe you are looking for