Milestone Billing(100% ED)

Dear all,
In Sales Order i need to maintain Milestone Billing (w/o Project ref).
Lets say Order value is 10000/-
Iam maintaing 3 milestones....Here my Requirment is
1st milestone 20%100% Taxes(Excise dutyCessHcesssales tax)
2nd Milestone 30%+0%Tax
3rd Milestone 50%+0%Tax,
In General,If i maintain milestone based on Milestone Taxes will pixk,But here i need to do this seenerion
How can i do it ?
Thanks in Advance
Regards
raj.

HI,
Yes we can do it like this.....but iam facing the Problem to frame Formula in Pricing procedure.
Lets Say:
Item price PR00-1000
Excise duty is -10% on PR00
In between iam Adding NE00(Net price )-Header condition type
Here i need to calculate Excise on NE00....how can  i frame the formula?
Note:In Header level ,if i maintain Header condition type ,system should calculate the Excise duty on Header condition type(Overwrite the value on Item condition type)
Thanks in Advacne
Regards
raj..

Similar Messages

  • Milestone Billing  for third party order process

    hai Gurus
                 Pls help me in understanding of milestone billing with example.
                 Is it possible to link the milestone billing for Thirdparty order process?
                 pls send me documents to my Id [email protected]
    I will reward points for the helpfull answers
    Regards
    SaravananS
    Message was edited by:
            Saravanan Sevuga perumal

    Hello Saravanan,
    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
    <b>**REWARD IF THIS HELPS**</b>
    Regards
    AK

  • Milestone Billing based on Percentage & Quantity

    Hi,
    Can you please guide how to map the following scenario
    I have Business Scenario in Milestone Billing.
    The Milestone terms are assigned in CJ20N and the same is copies to
    sales order. The Milestone terms defined in the Project are
    50% Advance Payment
    40% Agaisnt Supply (Treating this also as advance)
    10% At the time of Installation.(Treat this also as advance)
    50% Revenue Realisation
    50% Revenue Realisation
    Order quantity is 100RMT
    Order Value 10000
    The definition of the each milestone is as follows -
    Advance Payment: This Milestone raised at the time of booking of sales
    order for Advance Payment. Unless advance is receivd orders are not
    execute in the business. It means 50% of 10000 = 5000
    40% Agaisnt Supply : This Milestone is raised based on supply of
    material to the customer. It means as of Milestone Billing Date if
    material dispatched is 20MT then the Milestone Billing Booked in the
    system is 10000*40% *20/100= 800 (treat this also as advance payment
    and client called it as Running Bill) and the same way book the billing
    in the system upto completion of 100RMT.
    At the time of Installation: This Milestone is raised when the
    Installation process is starts. It mean example, if finish the
    Installation of 10RMT, then the Milestone Billing is raised as per
    below formula - 1000010%10/100 =100 (Treat this also as Advance
    Payment and call it as Running Bill).
    Actual revenue is booked in the system, once receive the completion
    certificate from the client.
    As of now in the system, only accept the value base or percentage base
    milestones in the system. This type of above scenario how to map in
    the system, can please propose a solution.
    Kindly help me
    Regards
    Goutham

    hi Goutham,
    you need to configure your item categories for revenue recognition based on milestones. Thus, what happens then is you are separating revenues and billing. You can continue billing your customer for whatever milestones you have 50/40/10%, and the revenue can be recognized on the completion of the final milestone.
    For customizing revenue recognition type on item category level go to
    Sales and Distribution -> Basic Functions -> Account assignment / Costing ->
      Revenue Recognition, Or via transaction: OVEP.
    Set Revenue recoginition as Category ‘A’ timebased revenue recognition
    and Accrual period start as B -proposal based on billing plan start date
    in a milestone billing plan, the billing date of the first milestone is then taken as accrual start date.
    You can work on the latest version of the Revenue Recognition Best Practices Guide. The link can be found in note 779365.
    Thanks

  • Milestone Billing Structure

    Dear PS Experts,
    We have real estate projects (Customer projects), and one typical structure is we have a housing complex project of 100 villas. (We are in process of implementing PS but all other SAP modules like FI/CO, MM, SD, PM, PP, QM etc are existing.)
    Now after construction or during construction phase itself, these villas need to be sold through SD sales where following selling scenarios exists.
    1. Each villa separately sold to individual customer. 1 S/O per Villa.
    2. One S/O with multiple villas (Each villa is line item in S/O)
    Here while I structure the project, I considered, two structures as follows,
    1. 100 Villa project with project definition ABC/20014/PJ01. One main WBS with 100 WBS under that. Each of this WBS represent one villa and S/O will be assigned with this WBS.
    2. 100 Villa project with project definition ABC/20014/PJ01. One main WBS with 4-5 WBS under that (1. Engineering & design 2. Land preperation 3. Construction etc..) and each villa is represented as a network & S/O will be assigned to main WBS and each S/O item will be assigned to these corresponding network of 100.
    I would like to hear from you the best possible solutions.
    Please share your ideas.
    Regards,
    VINOD.V

    Hi Vinod,
    I would suggest you to go with one sales order and One Project for each villa
    because sales order is specific to one customer ( one sold to and one ship to)
    in the Project you can structure one WBS at Header as Billing element and assign below to it subsequent WBS such as (land acquisition, Engineering, design, construction and miscellaneously) and this individual WBS will in turn have networks and activities based on the phase.
    Finally post the actual cost to Each of the WBS and settle to Main WBS
    Assign this main WBS to each sales order at line item level to populate actual cost to sales order line using DP91
    if you have Milestone billing , you can configure Sales order line item with Billing plan and get 20% as down payment from customer, before you release Project and bill respectively
    hope this is useful
    thanks
    santosh              

  • Milestone billing with TAX

    Hi
    I have a billing plan type milestone billing assigned to sales order type and item category.
    I have created date proposal and assigned to billing plan type, In date proposal, there is only one line item,  which is closing invoice( i.e 100% of net price).
    In the sales order, if the material is liable for tax and the tax value of the material is 100 $, how does this 100 $ gets posted. As in the billing plan tab in the sales order, it shows the net value and billing value as same (because its 100 %).
    But what about the tax and  how it is posted to accounting.
    Regards
    Sreekar

    Hi
    Is there any condition defined for tax determination.
    So u r saying if the invoice is 100 then tax is 100 and hence total is 200.
    According to me if u define the tax as 100% then billing value shows 100 only without considering tax. You can define a subtotal which is same as billing value. Put the tax value same as the billing value and then add together.
    Reward if helpful
    Kind Regards
    Sandeep

  • Milestone billing not splitting the invoice

    Hi,
    i specified Milestone Billing during a Sales Order but when i try to bill the customer using transaction VF01,
    it bills the whole amount of the Sales Order even though i specified only 25% to be billed.
    For example, i created a Sales Order with net amount $100, and specified in the Billing Plan for it
    to invoice the customer 25%  today.  But when i do simulate the billing using transaction VF04, it
    shows the invoiced amount as $100 instead of $25. 
    Can anyone help?
    Thanks in advance.

    Hi SHAMBHU SARKAR,
    I got milestone billing to work by specifying billing type F2 under the 'Billing plan'  tab in transaction VA02.
    Also make sure that your 'Date Category' in the 'Billing plan' tab is set to 01 for milestone billing.
    Otherwise,  go to SPRO -> Sales and Distribution -> Billing -> Billing Plan ->....  to check that your settings are correct and that
    you have assigned a Billing Plan to either your Sales Document Type or your Item Category depending
    on whether you want to use milestone billing at header level or line item level.
    Hope this helps.
    Good luck!

  • Quantity Issue- Milestone Billing

    i am doing milestone billing, where the scenario is , i hav to bill the amount in 3 stages.
    30-30-40.
    Here i am using the billing type F1
    earlier when i was creating a invoice for the first time by default the system was taking total vaule of the invoice where it should take only 30% of the amount and 30% of the quantity
    Total Qty  =100       Billing Amount 50,000
    As per break up it is
    qty                 Amount                 invoice
    30                  15000                      F1
    30                 15000                           F1
    40                  20000                      F1
    Now the billing should happen in the same way where if i invoice the customer for the first time the ststem should take the quantity as 30 and the amount as 15000.
    As told i change the the copy control setting for pricing type for sales-billing , so now the system is picking up 15000 as the value for the first billing .
    BUT THE QUANTITY WHICH THE SYSTEM IS PICKING IS 100, where it should pick up- only 30.
    plz guide me for the solution

    Hi Rishi
    Your requirement can be fulfilled through Down payment configuration
    Check the down payment configuration , it will help you and it will solve your problem
    item category group - 0005
    item category  - TAO
    for this TAO item category a billing plan 01 (milestone billing plan -01) will be assigned and its billing relevance should be I which is order related billing .
    billing doc type - FAZ
    cancellation billing doc type - FAS
    maintain a condition type AZWR which is down payment settlement , it has requirement as 2 and calc type as 48 acct key as ERL
    Now when you enter a material in line item 10 and go to item data , you can see the billing plan tab.
    now go to billing plan tab and enter the start date and enter the dates on which billing has to be done and then in billing request enter 0009 which is for down payment.once u press enter automatically it all the dates get blocked and billing request by default  you get as 1 , that you change it to 4 or 5 . 4 is for down payment at value basis and  5 is for down payment at percentage basis. and beside that there will be a billing type .assign billing doc type as FAZ. to all dates
    check the copying requirements are there at VTFA as 20 and for item category TAO copying requirements 23 is maintained or not 
    now do the cycle    OR - LF - FAZ (billing doc type)
    NOTE : Make this configuration in the billing plan
    Total Qty =100 Billing Net Amount 50,000
    qty Amount invoice
    30 15000     FAZ
    30 15000     FAZ
    40 20000       F1
    Hope this will solve your problem
    Regards
    Srinath

  • Milestone Billing for partial quantities

    Hi,
    My client is having Milestone billing schedule where in they bill their customers as per the billing schedule maintianed in the billing plan tab in sales order.
    Billing plan is activated at Item level as the various items in a sales order can have different schedules.
    But the issue is that they bill their customer on pro-rata basis which means the the billing document created for different milestones in the billing plan for each item can happen for partial quantities of the item under consideration.
    Standard SAP Functionality doesnot allow this. In Copy Control, I tried out using the Invoice Split in Data Transfer Routine in Copy Control  which doesnot give me the desired fucntionality.Copy Requirements Formula used is 023 (Item ord.ref. w/o AZ) as i need to create invoices for each milestones at item level which is working fine. But just that i cannot do milestone billing  (for individial milestones at Item Level) for rpartial quantities. It can only happen for the entire order quantity.
    In short the condition BIlling Quantity = Order Quantity - Invoiced Quantity is not working. Always Billing Quantity = Order quantity.
    Delivery Related billing will not serve their purpose either...
    Can any one throw some light on the above issue? Can I achieve the desired rersult using some custom routines?
    Regards,
    Nithin

    Hi Navaneetha,
    Thanks for your reply.
    I do completely agree with you and informed the same to the client.
    I have activated Billing plan at item level and each item is been assigned with different WBS Element and everything is working Fine except the fact that partial billing is not possible for the quantities.
    Let me explain the business implications of the same.
    My client might have a billing schedule with 4 milestones for an Item A of 100 Quantities in a Sales order
    Milestone 1 : Upon the confirmation of Order Acceptance , they bill the customer for 10 %
    Milestone 2 : Upon the completion of designing part, they bill the customer for another 20 %
    Milestone 3 : Upon the dispatch of materials to the customer. they bill the customer for another 60 %
    Milestone 4 : Upon the submission of the documents and completion the legal aspects, the final invoice for the 10 % which completes 100 % Milestone billing
    Now here in the third milestone when the items are dispatched, they also need to create the excise invoice.  here what they do is that they bill the customer for 60% of the net item value as explained above, but the taxes would be calculated for 100% net item value( VAT/CST & Excise Duties).and based on this commercial invoice, the excise document is created. I managed to map that. No problems
    But their concern is with third milestone. Milestone 1, 2 & 4 will happen for the full 100 quantities. But for third milestone, let us say that they dispatched 90 quantities of the item and for some reasons they could not dispatch 10 nos of items. They are entitled to bill their customers for the 90 nos of the Item and the rest 10 Nos they will bill it as a different invoice. Now SAP Doesn't allow this.
    One solution is to ask them to prepare Proforma/Commercial Invoice against the delivery Document  and Excise Invoice against the invoice so created. But then it further complicates the process and already billing against billing plan is so complicated that they are complaining that their life was so easy before the implementation of SAP
    They want some solution for this problem of theirs as when they mean one quantity of Item A, they mean some thing around 10-50 Crore Rupees.
    There is one note released by SAP but that is restricted to versions below 4. 7 and become obsolete for higher versions.
    Can any body help me out with this? How about possibility of a custom Routine in Copy Control or Data Transfer?
    The problem is that the moment i activate an item category with billing plan, it deactivate the copy control setting for partial order billing.
    Thanks & Regards,
    Nithin Mohanan

  • How to calculate milestone percentage for final milestone (billing rule 3)

    Hi,
    Client is using percentage based milestone billing. For final milestone, billing rule is set to "3 Closing invoice in milestone billing" and milestone percentage, field FPROZ, is empty without any value.
    My aim is to calculate final milestone percentage, so it would be printed on invoice layout.
    I have suggested below logic to developer:
    "If RV60F-SFPRO field is not equal to  0,00 (zero), pass billing plan VBRP-FPLNR and item numbers VBRP-FPLTR into FPLT table to get FPLT-FPROZ"
    But developer can't find RV60F-SFPRO value anyway...
    Therefore, I have a problem - how to calculate final milestone percentage in this case?
    Could anyone provide any other logic how to calculate it?

    Percentage can't be added into final milestone in SO billing plan, field FPROZ is not editable....
    Moreover, this milestone just have billing value in SO billing plan.
    I am going to use this logic that hopefully would fix the issue:
    If invoice billing type VBRP-FKART value is XXX and billing plan rule FAREG value is 1, or 3, or 4, or 5, then milestone percentage should be calculated by following formula: milestone billing value x 100 and then divided by order net value from VBAP-NETWR.
    If invoice billing type XXX, but billing plan rule is different then, no milestone percentage is not printed. This logic is valid for header and item level billing.

  • Sales order with milestone billing in real estate scenario

    dear Sir;
    My client is in real estate buisness; typically the process is sales order-mile stone billing. my client requirement is that they wants to change the sales order value in between milestone.
    for ex: if sales order value is Rs 100 and they done billing of Rs20 by milestone billing, they wish to change the order value to Rs 80.
    currently we are following process like reversing all the billing doc and posting and change the sale order value and re billed it.
    please suggest some suitable solution.
    regards
    Ashish

    Dear Friend,
    This can be done by configuring billing plan in SAP SD.
    Go through the following links.
    Configuration of Milestone billing / Periodic Billing
    Billing plans
    Thank you,

  • Milestone Billing based on POC(Percentage of completion) and Sales Order

    Dear Experts,
                      With reference to following link
    SD Cycle in PS
    i would like to add one more doubt.
    My client want to copy milestone only when milestone POC is completed.
    Like After Completion of 30% of work,Billing must be copied from it.
    System does not allow you to exit untill u complete 100% billing in sales order.
    Kindly put some valuable inputs.
    Regards

    >
    astosh wrote:
    > 2.Milestonewise Billing for completion of each floor, Like for 0% completion of work 10% billing can be done, for 100% Completion of first floor 20% billing to be done.
    > Regards
    You can create activities for each task and attach milestone on it. when you complete the task confirm the activity so system will automatically confirm milestone as well, which will remove the billing block.
    >
    astosh wrote:
    > 3.Is there any way to know whether the completion of floor is occured or not.
    > Regards
    System wont know automatically, your project engineer should confirm the activity based on the completion of tasks.
    >
    astosh wrote:
    > 4.Please elaborate process to be incorporated while making Sales order.
    >
    > Regards
    Search the forum there are many posts available and also refer sap help for milestone billing.
    Tnx.
    Abdul

  • Milestone billing through PS confirmation

    Hi All,
    In a sales order i have assigned the WBS element to trigger a project system activity.
    On confirmation of project stock, i raise a delivery order wrt to sales order.
    I have assigned milestone billing plan in sales order which will be subsequently confirmed by PS.
    But in sales order if i have mentioned 100 nos. but delivered 80 nos.
    when i go for billing it is accepting sales order and copying 100 nos. for billing but actually it has to copy from delivery document.
    Can you please help me in this??
    regards
    Anil Kumar

    Hi,
    Confirmations document the state of processing for activities and activity elements in a network, and can be used to forecast progress in the future.
    Precise confirmations are very important for realistic and accurate project planning.
    You can make confirmations directly in the Project System or by using the following functions:
    Confirmation via Time Sheets (CATS)
    Confirmation via Intranet (PS-CON)
    Confirmation in External Systems (PDC)
    Decentralized Confirmation using MS-ACCESS
    Open Project System
    for more details log on to:
    http://help.sap.com/search/search_overview.jsp
    regards,
    Siddharth.

  • Milestone Billing, Billing date value exceeds Net Value

    Hi all,
    I have a issue related to Milestone Billing. Here billing dates are entered manually. Say for eg for Rs.1000, 4 billing dates will be entered for 25% based on completion of a project.
    Now the problem here is , The net value will be 1000 [contract amount] but system is allowing to enter more than Rs.1000 in milestone billing dates. means i can enter more than 100%. how to restrict this. Do we need to use any user exit.? I have tried all standard ways.
    Thanks & Regards
    Praveen

    Dear Praveen,
    You can put a logic to compare the Total Value and also the individual milestone amount and trigger a error message while saving the sales order.
    This seems the only way.
    However lets wait for the experts to comment on this requirement.
    Thanks & Regards,
    Hegal K Charles

  • Rounding mechanism in milestone billing plans

    Hi Sapians
    We have created a SO with Billing Plans activated. It has 2 milestone billing lines.SO is having a value of 1000.06 and it is Rounding up with -.01. So the Net value is 1000.05 and 2 milestone are 100.02 and 900.03. when billing is done then for the first Milestone system is taking values correctly but for 2nd one system is taking 900.04?
    Why the system is taking 900.04 instead of 900.03.
    Kindly give the solution to this issue
    regards
    prakash

    Hi guys,
    Any solution??
    rg

  • Periodic billing and Milestone billing

    Dear SD gurus,
    Can anybody explain what is Periodic billing and Milestone billing?
    If you have the configuration guide for the above, please send the same to my email id : [email protected]
    Thanks in advance
    Regards
    Manivannan R

    Hi,
    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
    reward points if it helps
    Regards
    Govind.

Maybe you are looking for