Milestone Billing in projects--Final Invoice

Hi all,
We are using Milestone billing in the project. Milestone confirmation in projects trigger the downpayment requests, partial invoice and final invoice in SD.
Everything works fine for down payment and partial invoice, but when the milestone for final invoice is confirmed in PS, the billing rule in the sales document item does'nt get removed. Consequently billing cannot take place.
Kindly thow some light on this. Is FNBL status on WBS , a must to carryout final billing ?
Warm regards,
Srinivas Potluri

Hi Srinivas,
Please check the Date Category of Milestone usage, the one u have selected for the final invioce. It should be 'Closing Invoice".
Please let me know if that resolve the issue.
Thanks,
Venkat

Similar Messages

Milestone Billing: without Projects

Gurus,
Can I use Milestone Billing without Projects?
How to do this?
Thanks!

Hi,
Yes you can use milestone billing in normal business situations also.
Regards
Goutham

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!

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.

Milestone Billing - Partial Invoice, Proportional Settlement

Can anyone advice the following statement from SAP documents? This is pertaining to milestone billing.
During partial invoicing, the amount of the down payment to be cleared can be changed (by changing the amount for condition type AZWR on the pricing screen for the item).
While doing the partial invoicing 'F2' after the inital downpayment request 'FAZ', i did not see condition 'AZWR' being proposed for me to make changes. Is there something i missing? Is the proportional settlement of downpayment done in SD billing?
Thanks
Peter

Hi,
Just make sure you configure the condition type AZWR in your pricing procedure, to let you change the downpayment during partial invoicing.
Regards,
Siddharth.

Milestone Billing

Dear Experts,
I'm interested to know whether DIP profile is mandatory to bill customer projects through milestone billing & sales order?
I never experienced customer projects and in capital projects, customer billing was not there.
So if we can bill without DIP profile, how can we do?
Waiting for your valuable suggestions
Regards,
VINOD.V.

Hi Vinod,
Milestone billing and RRB are two different concepts and RRB need not do anything with MS billing.
In Milestone billing, following are the configurations which need to be done.
You should have a Billing Plan with Milestone billing in SD with relevant date categories, etc and this Billing plan should be assigned to the relevant item category
From PS, you will have basic PS configuration entries followed by Milestones, with the usages etc.
Also some transactional projects, WBS elements or networks with Milestones enabled in either WBS or in Network activities.
These milestones should be Billing relevant milestones (Sales Document Date check box ticked on)
Now the sales order items should have account assignment object as WBS element.
If these set ups are available, then it is possible to have MS billing. When activities are confirmed in Network, billing is activated for the relevant milestones.
Having said these, it is also possible to have a simplified version of Milestone billing without Project System, just by enabling a MS billing plan. But here all the billing plan records need to be manually managed with billing block etc....
This is only a basic tip to explore further. If we shoudl enable the complete MS billing with PS, you will also need help from a PS consultant.
You can do MS billing very well without DIP profile
Hope this helps

Milestone billing for non project case

Hi,
I have a building/room that is going to be rented. I need to adopt Down Payment (%) with open date, which means the customer is have flexibility to choose when he/she wants to finish the payment. e.g: for a wedding, today the customer pay DP, let say 30% of total, and he/she will use the building next year and pay the remaining.
I try to explore the proper / suitable solution for this case in SD. I try to use milestone billing plan. I copy as SO doc type OR, copy as item category TOA, copy as billing doc type FAZ and FAS , and use milestone billing plan in item level while creating the SO doc.
My question is, before I continue to use it, I want to know if It is okay to use milestone biiling plan for non project case? and what is the possible effects?
thank you,
Regards,
Harris

Hi all SAP ers...
I want to continue my first question.
1. Right now I am considering, is it the right concept to use millestone billing plan in my case?
2. If I use Milestone Billing Plan for Down Payment Process, which point of view do we use? Is it I am the project owner and then I bill the vendor OR I am the Vendor who sends the invoice to the customer/project owner?
3. Is it "okay", if I use milestone billing plan ? (If the point of view is I am the Vendor who sends the invoice to the customer)
Regards,
Harris

Billing Plan / Sales Output tax to be deducted at final invoice

Hello Folks,
The scenario is related to construction industry where client billing is triggered via milestone/billing plan. the scenario example is lets say the price is 100USD. After applying 16% tax, the net value will be 116USD.
Now, there are total 3 invoices send to client.
2 invoice are commercial invoice (without sales tax) and third and last is sales tax invoice which includes total tax value from sales order.
1st Invoice 40% of price : 40 USD (Commericla invoice W/o Tax) - 1st of July
2nd Invoice 60% of price: 60 USD (Commericla invoice W/o Tax) - 1st of August
3rd invoice 16% of Price: 16 USD (Sales Tax invoice) - Final Invoice - 1st of August
Would like to know your opinions to map this process requirement in SAP.
**By the way we are using SAP IS-ECO.
Thanks.

I would suggest, this can be achieved with diff pricing procedure & billing doc type.
1st Invoice 40% of price : 40 USD (Commericla invoice W/o Tax) - 1st of July
2nd Invoice 60% of price: 60 USD (Commericla invoice W/o Tax) - 1st of August
Say, the above have diiferent billing doc type with diff doc pricing procedure the sales order and determine pricing accordingly.
Here, don't allow system to determine tax, say, don't have tax condition in pricing
3rd invoice 16% of Price: 16 USD (Sales Tax invoice) - Final Invoice - 1st of August
here also diiferent billing doc type with diff doc pricing procedure other used in sales order & above billing doc type and determine pricing accordingly. Thus allow system to determine tax, say, have tax condition in pricing.
Regards
JP

Excise Invoice for Milestone billing

We have configured mile stone billing.
30% - Downpayment
40% - Delivery
30%- Closing invoice.
Currently system is calculating excise and taxes at each step (CST & VAT)
Our problem is how to creat single excise invoice at delivery time ( excise should be calculated on PR00 basic price in sales order at delivery against billing)
Regards
Sachin Kadam

Our MTO Process is as below
VA21 - Quotation
VA01 - Sales order wrt to quotation
VF04 - Create invoice, print down payment request and send to customer
F-29 -Post customer down payment
Production process ---> Sales order stock is available.
VL01N - Delivery
VA02 - Delete billing blocks
VF04 - Create invoice, print payment request and send to customer
F-28 - Post milestone invoice
Billing plan deatails as below
19.01.2010     0009          Down payment     30.00     573.89      INR
18.02.2010     YB01          Delivery                          40.00     765.18      INR     02
20.03.2010     0008          Closing Invoi                                   1,147.77      INR     02
Regards
Sachin

Error while creating Credit Memo Request for Milestone billing invoice

Hi All,
I have a scenario where i have Milestone billing(% based) at header level in Contracts. I create Invoice for that and then try to create Credit Memo Request with reference to the Invoice.
Problem comes when we try to change the qty in the credit memo request. we are able to change the qty but the value is not changing. It remains the same constant value of that milestone.
In my copy control from Invoice to Credit memo request for the item category i have maintained the pricing type as "C" because i want to copy and manual conditions.
So kindly let me know which config setting should be done so that whenever i change the qty the value should also be changed.
Please Note : This is happening only when my billing plan is at header level. For Billing plan at Item level its working fine.....
Thanks.....

Hiiii.....
Can anyone please advise on the below issue of mine.....
Thanks alot for the help.......in advance

Hi When i create the downpayment process in the invoice i get amount as value but my requirement is in percentage even after i select the percentage basis milestone billing please help what can be done

Hi When i create the downpayment process in the invoice i get amount as value but my requirement is in percentage even after i select the percentage basis milestone billing please help what can be done

downpayment percentage , so if i want 50 percent of order value to be paid and when i go to faz type the invoice is created for 0 value that 50 percent of the amount is not getting calculated , where as when i enter in order same as 50 percent in amount it gets calculated in invoice, any help ?

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

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.

Down payment no final invoice (F2)

Dear experts
I have configured the system for down payment. I have followed the steps defined for this configuration, i.e:
1) Billing plan. Data related:
a) Material with item category group 0005 (milestone billing).
   b) Billing plan type: 01 (Milestone Billing)
   c) Date category: 03 (Down payment request -proc.)
   d) Date proposal
2)     Pricing Procedure:
a)     Subtotal with the base value calculation formula 2 (net value) before the condition AZWR.
b)     Condition Type AZWR
i)     Calculation type B (fixed amount)
ii)     Condition category e (down payment request / clearing).
iii)     Included before output tax.
iv)     Condition 2 (item with pricing)
v)     Calculation formula 48
vi)     Printing indicator
3)     Sales document: TA
4)     Sales document position TAO
5)     Billing Document
a)     Billing type FAZ (down payment request)
b)     Billing type FAS for canceling.
c)     Billing category P of the billing type.
d)     Blocking reason 02 (complete confirmation missing) ->assign it to billing type FAZ.
6)     Copying control
a)     From TA  FAZ. Copying requirement 20 entered at item level (item category TAO).
b)     From TA  F2.    Copying requirement 23 entered at item level (item category TAO).
7)     Financial Accounting settings
a)     Field status definition G031 assigned to reconciliation accounts - For the `received DP' and `DP requests'.
b)     Posting key for DP (ANZ) and for output tax clearing (MVA)
c)     G/L account number assignment for the tax account.
d)     For posting key 19, set Sales Order as an optional field (OB41).
e)     For field status variant 0001, field status group G031, set the sales order as an optional field.
f)     Assign the company code to the field status variants (transaction OBC5)
After that to create the DP I have done the following flow:
1. Create sales order (VA01) with a DP set throught a billing plan
2. Create an invoice (VF01) for DP request
3. Collect the down payment related (f-29)
4. Clearing the DP (f-39)
And this should ends with the creation of a final invoice (throught VF01, invoice type F2). However, when I try, the sales orders doesn't have any invoice outstanding to be created and condition AZWR is no updated. Therefore I cannot create the final invoice.
Is there any customizing or step in the process that I have missed??

Dear Arijeet
Thanks for your answer.
I have made a new test not doing F-39 before the invoicing. I.e.:
1) VA01 sales order
2) VF01 invoice FAZ
3) F-29 collect DP
4) VF01 invoice F2 -not working
So I have got the same result: no data to be invoiced at all from the original order
I'll appreciate any other suggestion
Kind regards
B

Down payment no final invoice

Hi,
I have created a down payment. It was ok, I have made the followign steps:
1. Create the downpayment using a millestone billing plan in the SD order
2. Create the down payment request in SD (VF01)
3. Posting the down payment request (VF01)
4. Collect the downpayment (F-39)
However when I have try to make the final invoice, no value have been substracted from the total invoice value (the down payment previously made have to be substracted). Why the downpayment quantity is not substracted in the final invoice?
I appreciate any suggestion
Thanks in advance
NOTE: I have made the down payment customizing:
1 Billing plan.
- Material with item category group 0005 (milestone billing).
- Billing plan type: 01 (Milestone Billing)
- Date category: 03 (Down payment request -proc.)
2 Pricing Procedure:
- Subtotal with the base value calculation formula 2 (net value) before the condition AZWR.
- Condition Type AZWR
   i) Calculation type B (fixed amount)
   ii) Condition category e (down payment request / clearing).
   iii) Included before output tax.
   iv) Condition 2 (item with pricing)
   v) Calculation formula 48
   vi) Printing indicator
3 Sales document: TA
4 Sales document position TAO
5 Billing Document: FAZ (down payment request)
6 Copying control
- From TA  FAZ. Copying requirement 20 entered at item level (item category TAO).
- From TA  F2.    Copying requirement 23 entered at item level (item category TAO).
7 Financial Accounting settings
- Field status definition G031 assigned to reconciliation accounts - For the `received DP' and `DP requests'.
- Posting key maintained for the down payments (posting key ANZ in the standard system) and the output tax clearing (posting key MVA in the standard system)
- G/L account number assignment for the tax account.
- For posting key 19, set the sales order as an optional field (transaction OB41).
- For field status variant 0001, field status group G031, set the sales order as an optional field.
- Assign the company code to the field status variants (transaction OBC5)

Hi Gonzalez
Say in the sales order ->item data -> billing data you have given the data as follows
Say for example :
Net value - 5000
No. billing date     date              billing type         amount
1st billing date     - 07/11/2008        FAZ              1500
2nd billing date   -   14/11/2008        FAZ               1000
Final Billing date   - 15/11/2008        F1                 2500
So when you create 1st billing you will get Rs 1500/- and for the 2nd billing you get amount of Rs.1000/- and When you do your final billing then you will get Rs.2500.
But when the 1st billing doc gets generated for Rs1500 it has to be cleared by FI also and even for the 2nd billing document and finally for the last billing date.Then the accounting gets cleared
Regards
Srinath

Milestone Billing in projects--Final Invoice

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