Periodic billing question

Hi,
I have a periodic billing plan that triggeres automatic order related invoice every month.Can I have Line item text in the invoice which gets created automatically.Is there any feature where the text can come everytime in the invoice line item in a monthly billing plan?
Also please note the text is not a constant one and it changes as per the billing dates(example invoice in the month of January should have a line item text as Jan 1 Invoice and likewise for the subsequent months).
So I can't use the normal SAP standard Text feature in which a fixed text will flow from order to invoice.
Is there any way we can achieve this functionality in SAP?

Hi
If you want such text in your billing output only, then its quite simple. Based on billing date your ABAPer code write a logic in smartform/script to display the required text.
Take help of your ABAPer.

Similar Messages

Down payment request for contract with periodic billing

Hi Friends,
Could anyone help me in understanding the configuration settings for down payment / advance payment senario for a CONTRACT which has Order related billing (I have done for Order with milestone billing plan).
The contract has order related *periodic billing plan* where settlement period is suppose quaterly billing and actual invoice is happening on 1st date of the quarter. But i want to create a down payment request say 10 days before the billing date[(actual invoice(F2) date] of every quater as an advance payment/ down payment.
FYI...
For order i am using standard billing rule 1 in milestone billing plan for final invoice but for downpaymnet billing dates (added additional settlement periods then actual invoice settlement period like 3 adv pay ment og 20%, 30% 50% & one actual invoice period for whole amount 100% as D4 doc only) i am manually changing the billing rule as 4 to create a down payment req.
But in contract as its has periodic billing plan no billing rule changing option (no additional settlement period can be added, only settlement period for actual invoice is getting proposed) so i can't have two different rule for a settlement period. no settlement period can be added separately for adv paymnet/down payment.
Kindly respond ASAP.
Rgds
Manish

Hi, Many thanks for your response.
But the down payment functionality for a SO with milestone billing i have already implemented.
The question was for CONTRACT Side (say rental / service contract). The contract has periodic billing (monthly / Q'ly).
Kindly let me know if you/anyone has any idea for config settings for a contract with the senario mentioned in previous thread post.
Thnx & Rgds
MG

ERROR IN PERIOD BILLING

CAN ANYBODY REPLY TO THIS QUESTION :
Mike Keller did a period billing for WBS 2008044-MO & 2008052-MO Jan 2 through Feb 29.
The Invoices had to be cancelled because of the wrong Tax Code. Mike cannot perform another DP91 for the same period.
How does he create another invoice for the same Time Frame Jan 2 - Feb 29???
PLEASE RESPOND AS THIS IS URGENT.

Hi,
Have you tried cancelling the invoice through VF11 and recreating it......
If so... I dont think we can create for that specific time frame.......
Regards
Bugs

Periodic billing (rental contract)

hi all
This is regarding the billing plan .currently my client is running his business by using periodic billing i.e(rental contract) and the contract is fomed in years and the billing is done on the monthly basis .now the company wants to the bill some of there customers on quarterly basis instead of billing on monthly basis .how can i achieve this ?what is that i need to configure for achieving the same
Thanks®ards
mohit

Dear Gauravjit
Thanks for your prompt reply
let me summarize what i have done
1)Taken the following path spro->sales&dist->billing->billing plan->define rules for determining dates.(tcode ovbs)
2)i was opposed with "rule table for determination" screen
defined new rule "55" and given the following description.End of Current Quarter
3)After defining the rule number "55" navigated to its details screen where in which i am able to see few fields as followed
A).base line date---->07 (billing date /invoice date )
B)Time period -
>1
C)Time unit -
>only four types of time units are available 1.day 2.weekly 3.monthly 4.year
(Note there is no time unit for quarter .My question is do i have to define new time unit as quarter for quartely billing to take place and if i have to define where should i define it iam not finding it any provision given in spro for defining the same
so i have assigned " 4 -year")
D) last month -
blank
E) calender id----- blank
the above two fieldsD&E are left blank
section 2
after doing the above config i went to the screen
Define billing plan type for periodic billing (tcode ovbi)
defined the billing plan type with the following settings
A)CONTRACT START DATE--13(CONTRACT START HEADER)
B)CONTRACT END DATE--14(CONTRACT END HEADER)
C)HORIZON--52 (HORIZON 1YEAR)
D)CONTRACT START DATE-- 11-CONTRACT START DATE
E)CONTRACT END DATE 09-CONTRACT END DATE
F)<b>NEXT BILLING DATE</b>----ASSIGNED THE DATE RULE "55" WHICH IS DEFINED PREVIUOSLY
NOW IF I TRY CREATIN A RENTAL CONTRACT THE SYSTEM IS BILLING YEAR WISE .my comprehesion is that since i have assigned time unit as year so it is billing year wise if i change the time unit to 1)week 2)day 3)month the billing is getting executed accordingly but i dont have option for defining quarter here as time unit .so that the billing can be exeuted quarterly
please correct me if i have done wrong or if there is any deviation in my configuration
Thanks&regards
mohite

How Interim Meter Reading before Device Replacement is adjusted in Periodic Billing after Replacement without sending Interim Bill Doc. to Customer

Dear All,
At my Project Consumption is calculated as per Status and Notes Taken,i,e if it is "OK" reading MR is taken Directly for Consumption Periodically and Billed, but according to Logic if Customer MR Status and Notes is DL and AB(Door Lock and Abnormal) we Estimate Consumption according to logic written.
Now i have a problem when ever OK Reading Billing is done before Replacement - consumption of Replacement (Consumption given when Old Device billing related removal) with OK Notes is getting adjusted after replacement, but when estimation billing by DL or AB or Disconnected status Consumption been billed before replacement and after this device is been replaced is not able to adjust Replacement "OK" Reading (Consumption given when Old Device billing related removal) in Next Periodic Billings. So what i found is adjustment is not happening because of Absence of "OK" MR Billing before Replacement and i asked them to make and Interim Billing so that the consumption should be adjusted before replacement and after replacement there should not be any issue. Now my User is ok with the above idea, but he want Interim Bill Consumption should not be sent to Customer and Interim Bill Consumption should be included in Periodic Billing and Invoice after Replacement is sent to Customer.
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PORT YOUR NUMBER OUT...T MOBILE WILL PAY YOUR ETF IF YOU GIVE THEM YOUR VERIZON PHONES.

How to club the downpayment and periodic billing scenario in Sales Order

Hi experts,
Could you please let me know how to club the downpayment and periodic billing scenario in Sales Order.
Requirement is : If you have 10 lacs total amount and out of that 50% should be the downpayment and rest of the amount should be distributed among three equated instalments for 2 months each (periodic billing). This should work with one line item in sales order. Pls provide relevant inputs how to work out this scenario.
Your help would be appreciable.
regards....Diwakaran

Hi Yang,
Workflow is the best approach for any issue related to business objects.
Since you want call FM BAPI_SALESORDER_CHANGE, it will change SO. It means everytime any SO is changed there will an event being triggered.
object type: BUS2032
event: Changed
simple solution:
1. Please create object type (SWO1) and its super type should be BUS2032.
2. Add your own method and attach your custom FM which actually updates the qty & PR)
3. Create Task (PFTC_INS)
in basic data:
- provide object type which you have created
- provide method which you have added
goto triggering events tab
- Choose Object Category as BOR object type
- provide object type (better give BUS2032)
- provide event as CHANGED
Please have look into very nice video blog which helps you to create your workflow.
blog: [Creating your first SAP Business Workflow]
Regards,
Sukhbold Altanbat.

Multiple invoices created in periodic billing

Hii All,
We are facing a problem in periodic billing. When i remove the billing block for 1 period in a sales order and try to raise the biling for the same, the system raises the billing doc for all the periods.
e.g. I have 4 billing blocks in a year. I remove the billing block for the first period and go to VF01 to raise the bill. The system shows 4 lines corresponding to 4 periods. I select only first line & save it. But the system raises the billing document for all the 4 periods.
Actually the system should show the line item (in VF01) for the period for which the billing block is removed and the document should be raised for that line item only.
Regards,
Vijay

Try thru VF04.
Regards,
Udaynath

Periodic billing value is not dividing as per the months.

Hi,
While mapping periodic billing plan-my requirement is net value 10,000 should split into as per the end date months. But if we see the net value in billing plan is multiplying with the months as per the year i.e.130,000/- is coming which is wrong.
But it should come as 10,000/12= PER MONTH VALUE .(NET VALUE IN CONDITIONS/MONTHS).
Can you guide me to meet the requirement.

Hi Suman,
My sales order value is 10,000/- which I would like to charge my customer for the coming 13 months service.
I have maintained the same in my condition tab (Second screen shot).
But if I see my billing plan the net value is coming as 1,30,000/-. Means it is multiplying instead of dividing.
My requirement is 10,000/13 =
But currently coming as 10,000*13=.
Hope you got my problem.

How to Prepare FD for a Periodic Billing report

Hello Gurus,
I need to create a FD for Periodic Billing report.
could anyone of you help me to prepare it?
My Basic doubts are:
how do i know what are the characteristics, KFs,Mp etc should i use in creating?
While discussing regarding requirement what should i ask the user to give inputs.
Please help me to do it.
BR,
Shyamala.

hi
why dont u use Prompt Display to "Place label on side of prompt" ?? . it will align automatically.
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Sher

Billing Plan - GL Account Problem. (Periodic Billing Plan)

Hi Every body,
I created rental agreement throguh contact and aslo I have configured the periodic billing plan. when i am saving the document,system through an error i.e., GL account not maintained.
can you please tell me, how to maintain this GL account and where i need to maintain.
thanks in advance .
Regards,
Srinivas.

Is this the incomplete log you are getting?
Normaly system should never ask for the GL account while creating a contract......
Anyways system is trying to create a billing doc in the background, try to create block the billing (you have the option available in billing plan) and save the transaction.
I think in the configuration you have the option where, when ever you create a billing plan the system should block the plan untill release it manualy or by milestone........
Rgds
Sudhir reddy
Edited by: sudhirreddy on Jun 29, 2009 6:09 PM

Resource related billing and periodic billing and milestone billing

Hi friends,
Any one having resource related billing and periodic billing and milestone billing
documents are any config documents and any more details.
Waiting for reply urgently,
Regards.
kishore

Hi Kishore,
Pl. check these links :
<a href="http://help.sap.com/saphelp_47x200/helpdata/en/31/03953401024735e10000009b38f83b/frameset.htm">Periodic Billing</a>
<a href="http://www.sap-img.com/sd006.htm">Milestone Billing</a>
<a href="http://help.sap.com/saphelp_47x200/helpdata/en/4a/ac853478616434e10000009b38f83b/frameset.htm">Resource related billing</a>
Reward if useful.
Thanks & Regards
Sadhu Kishore

Downpayment in Periodic billing.

Are downpayments possible in periodic billing as well ? When I try to bill periodic billing with down payments, system says, SC (service contracts) WVN can not be billied with FAZ?

Hi,
Are you asking about whole process of periodic billing or you just want to know where we put billing block and where we remove it.
I am considering you know how to set up periodic billing.
Now go to OVBJ and select your date category which is used for period billing
Over here you can set billing block for the periodic billing.
In OVBI you can find out your periodic billing plan and date category assigned to it.
For removing the billing block you have to go to VA02 and enter your document number.
Now go to Goto u2013 Header Data u2013 Billing plan.
Over here you have to remove your billing block one by one when your task is completed.
Then try to carry out billing document for that.
Hope so this will solve your query
Regards
Raj.

Downpayment..milestone..periodic billing...WBS element...

downpayment..milestone billing.....periodic billing...WBS element...billing plan..commission agent....rentals...extra work in construction...cancellation of flat..allotment of parking..sale of real estate unit..sale of TDR..sale of services...payment terms..
these are the words making me MAD for the last few days can anyone have an idea on real estate business..how it actually works in SAP. i mean to say that how in SAP SD we work on the standard system with out using SAP RE-FX module...
and as in a part of business process after the creation of order wat we actually do..whether delivery or billing process.. and how the collection part from the customer will come in to picture..
the answer will send me from SUN to MOON...
thanx

Hi Nagendra Prasad,
Please find good stuff on Billing Plans Below:
1. Resource Related Billing
Configuration at Broad level will be as under:
1. Configuration of Project System to create Projects. (PS)
2. Sales Order Type as Main Order (SD)
3. Configuration for Hours maintainance (PS)
4. Sales Order Type for Dependend Order (SD). This order should be having control as automatic. It will be taken automatically in Billing Request through DIP Profile.
5. DIP Profile (PS / SD)
6. Billing Type (SD)
7. VKOA setting for G/L account Determination (SD / FI)
2. Milestone Billing
This can be configured using Milestone Billing.
1. Create New Sales Order Type, say ZOR (Copy of OR) through T.Code: VOV8
Maintain Delivery Type as LF & Billing Type As 'F1' - Order Related / 'F2' Delivery Related.
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Documents Types
2. Assign New Sales Document Type to Sales Area, For Eg:
1000 (S.Org) / 10 (D.Channel) / 10 (Division) / ZOR (S.O Type)
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Assign Sales Area to Sales Document Type
3. Create New Item Category, say ZTAN - Copy of TAN (For delivery Related) / ZTAD - Copy of TAD (For Order realted) / ZTAS - copy of TAS (For Third Party)
Maintain as under (others remaining same)
Billing Relevance: I
Billing Plan Type: 01
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Category
4. Assign Item Category, for ex (assuming Usage & higher level item category as blank):
Sales Document Type | Item Category Group | Default Item Category
ZOR | NORM | ZTAN
ZOR | DEIN | ZTAD
ZOR | BANS | ZTAS
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Assign Item Category
Note: In the above Billing Type '01' plays the main controller for milestone billing. In Sales order, at item level, we require to maintain the billing plan.
Follow the Sales cycle as normal sales cycle for particular Scenarios
3. Periodic Billing
This can be configured using Periodic Billing.
1. Create New Sales Order Type, say ZOR (Copy of OR) through T.Code: VOV8
Maintain Delivery Type as LF & Billing Type As 'F1' - Order Related / 'F2' Delivery Related.
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Documents Types
2. Assign New Sales Document Type to Sales Area, For Eg:
1000 (S.Org) / 10 (D.Channel) / 10 (Division) / ZOR (S.O Type)
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Assign Sales Area to Sales Document Type
3. Create New Item Category, say ZTAN - Copy of TAN (For delivery Related) / ZTAD - Copy of TAD (For Order realted) / ZTAS - copy of TAS (For Third Party)
Maintain as under (others remaining same)
Billing Relevance: I
Billing Plan Type: 02
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Category
4. Assign Item Category, for ex (assuming Usage & higher level item category as blank):
Sales Document Type | Item Category Group | Default Item Category
ZOR | NORM | ZTAN
ZOR | DEIN | ZTAD
ZOR | BANS | ZTAS
IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Assign Item Category
Note: In the above Billing Type '02' plays the main controller for periodic billing. In Sales order, at item level, we require to maintain the billing plan
Have a look to these SAP documents: very useful they explain all.
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/MYSAP/SR_CS.pdf
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/CS/PMSMASC.pdf
http://help.sap.com/saphelp_47x200/helpdata/en/31/03953401024735e10000009b38f83b/frameset.htm
Please Reward If Really Helpful,
Thanks and Regards,
Sateesh.Kandula

Billing block in periodic billing

Hii all,
Need a solution for the following project scenario.
We have a scenario where periodic billing is involved through project.
In the sales order we assign the WBS element in account assignment. After assigning the WBS element, billing is blocked.
If we confirm the activity in project then the billing block in the sales order should be removed. But it is not removed. The same scenario works fine if the billing type is milestone billing.
Please suggest.

Hi,
Are you asking about whole process of periodic billing or you just want to know where we put billing block and where we remove it.
I am considering you know how to set up periodic billing.
Now go to OVBJ and select your date category which is used for period billing
Over here you can set billing block for the periodic billing.
In OVBI you can find out your periodic billing plan and date category assigned to it.
For removing the billing block you have to go to VA02 and enter your document number.
Now go to Goto u2013 Header Data u2013 Billing plan.
Over here you have to remove your billing block one by one when your task is completed.
Then try to carry out billing document for that.
Hope so this will solve your query
Regards
Raj.

Periodic Billing Plan in Contract

Hi
I am trying to configure periodic billing plan in service contract scenario but when I assign it to Sales Doc. and item category, and create contract, the value in contract overview screen ( Net Document Value) does not match with Net header value . when I remove Billing plan then they match.Billing is to be done quarterly in this scenario.Please guide.

Hi,
for Contract end rule 10
In T.Code: OVBZ
maintain baseline date as 01= Todays date
time period as 1
time unit as 4= year.
Alternately maintain Contract Validity period as 1 year and check. It looks the contract end and validity are not uniform.
Hope this will help.
Regards,
sharan

Periodic billing question

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