PGI Mandatory in Order Related Billing

Hello Guys,
Is PGI can be made mandatory in Order Releated Billing in Billing Plan Scenario.
If possible, please let me know the requisite customization settings.
Thank you for hte help.
Subhadra

Hi,
Goto the T.Code "VTFA".
Select your valid combination.
Double Click on "Item".
Select your item category.
Details.
Maintain the "copying requirements" as "004".
Save.
If you have some other setting like this which is not present in standard,we have to go for enhancements.
We have create a new routine/requyirement by using the T.Code "VOFM".
Ask your ABAPer to do this.
Regards,
Krishna.

Similar Messages

PGI check in an order related Billing

When I do an Order related Billing in VF01, TAO item category does not have any check on whether PGI is done or not?
I need to establish the control on it.
Any Exit?
Pleasea give ur valuable suggestions.
Regards,
Anbu

Hi,
Here is a proposal of customizing activities to achieve this:
1. Create a new item category as a copy of the normal item category used for non-prepaid
   sales. (Change the billing in the item category to order related billing with no billing plan)
2. Create a new item category group "ZXXX" or something of your choice with the
   description "Prepaid" or something like that.
3. In item category assignment, add or check entries so that you have the order type used,
   and item category group defaulting the new item category.
4. Check copy control from sales document to billing document for the new item category.
   Also delivery copy control could be good to check.
5. Create a new distribution channel and assign it to the company structure (plant, sales
   org etc)
6. Extend your material(s) with views for the new distribution channel and enter the "ZXXX"
   item category group in the field for sales item category group.
Now you should be able to create a sales order with the new distribution channel where the new item category is defaulted. Check that the sales order is completed when both billing and goods issue for the delivery is posted.
If not check the completion rule in the new item category.
hope it works.
Siddharth.

Cash sales Order Related Billing

Dear Forum Members
Hi
I need clarification on the following. Both in cash sales and regular sales orders , delivery , PGI and then billing is involved. So why we call cash sales process as order related billing. I find that unless goods are posted in cash sales delivery , invoice can not be created like in normal sales order. Request your inputs
Thanks in advance
regards
narasimha

I need clarification on the following. Both in cash sales and regular sales orders , delivery , PGI and then billing is involved. So why we call cash sales process as order related billing. I find that unless goods are posted in cash sales delivery , invoice can not be created like in normal sales order. Request your inputs
Hi narsimha
There is a lot of difference between cash sales order and normal sales order
The differences are
cash sale document type - BV , standard sales order document type - OR
Item category for cash sale is BVN and normal cash sales order it is TAN.
In VOV8, if you go to BV document type details , shipping conditions will be on where as in OR , shipping conditions will not be on .
In cash sale order , automatically a delivery number will be created in the background once you save the cash sale order , whereas in normal sales order , after saving order you need to do delivery and then save it then only delivery number will be generated
In cash sale the billing date will be todays date only where as in normal sale billing date can be after 1 week also , depends on the availability check
In normal sales cycle , you get invoice in billing F2, where as in Cash sale when you create a cash sale order the output you get is the invoice for the customer.
In cash sale there wont be any credit , where as in normal sales order there will be credit for customers .
Example :
cash sale - A customer purchasing goods in a retail outlet and then and there he is paying cash (no credit) to the retailer.
Normal sale - Customer purchasing goods but paying in installments , that means he is a regualar customer and he is getting credit.
Why cash sale is order related billing ?
Because , once you save the cash sale order automatically the delivery number is also created. now when you go to VL02n and enter the picking quantity it has to be fully referenced , of how much you have given in the cash sale order . But if you try to do partial delivery . you cant do again , you need to change the quantity what you have given in the delivery and enter in VA02 and enter the same quantity. then only the order will be closed
check the billing relevance for the item category BVN ( it is order related billing)
normal sales order is delivery realted billing ?
Because the item category for TAN is relavent for delivery and Billing relevence is different from BVN
you can do paritial deliveries in normal sales cycle till complete order quantity is referenced
Reward points if useful
Regards
Srinath

Invoice is not getting created in Order related billing

Dear all,
I am trying to do a Order related billing. After creating the order i am going to VF01 and selecting the billing type i have created and trying to create the invoice. I am getting the error "No billing documents were generated. See log" when i am checking the Log its showing now errors.
In case if my account determination procedure is wrong, system should allow me to create a Sales invoice and accounting document will not be generated. But in this case even the sales invoice is also not getting created.
Please suggest me if there are any configuration changes i need to do to overcome this problem.

Apart from the suggestion already given, also ensure that
the order is not showing in incomplete log
the order is not blocked for credit limit
You can also cross check in VF04 whether system is fetching that sale order. For information, once you execute VF04, by default, system will check only "Delivery related" check box. You have to manually select "Order related" check box.
G. Lakshmipathi

How to Create Excise Invoice (J1IIN) with order related billing document

Dear Experts,
Is it possible to Create Excise Invoice (J1IIN) with order related billing document? How? please guide
Regards
BK GAIKWAD

Sir,
We have make the supplementary Invoice (Debit Note) as per below process
1) Create sales order_VA01
2) Create billing document_VF01_with reference to sales order
3) Create Excise Invoice With J1IS (Other Movement) It is manually job & due to heavy work load (create 200 invoice per day) it is not possible to do manually.
Hence we want to create excise Invoice with J1IIN instead of J1IS, any alternative solution for that?
Regards
BK GAIKWAD

ConfigureCombined invoice for Delivery and Order related billing items

Dear Guru's,
Please tell us what settings one have to do in copy controls (like for TAS "OR to F2" & TAN "LF to F2") as to Combined invoice for Delivery and Order related billing items.
Regards,
Sai

Hi Sai,
for TAS "OR to F2"
T-code-VTFA
Target Billing Type --"F2" and Source Document as "OR"
At header level you can select .
Copying requirements "001" Header/order related
Tick mark copy item number
At item Level you give
Copy requirements "028" Order related 3rd party item
Data VBRK/VBRP= 000
Billing quantity="A"
Pos/Neg quantity="+"
Price type="G"
and Save
2)TAN "LF to F2
Go to Tcode-VTFL
Target Billing type "F2" and source document as "LF"
In header details you give
Copy requirements "001" Header-order related
detr export dta="B"
Allocatio number="B"
Reference number="A"
Tick mark copy item number
In item details you give
Copy requirements"004" delivery related item
Data VBRK/VBRP="003" Single invoive"
Billing qantity="D"
Pos/neg quant="+"
Price type=G"
Price source"E"
Regards
Seegal

Foreign Trade / Intrastat - data order-related billing (downpayments)

Hi,
Shortly we have implemented the down payment functionality in our flows. Because downpayments require order-related billing the intrastat/foreign trade data is not copied into the closing invoice.
Apparently it is only possible to copy the data from a delivery.
We are in a make-to-order environment and we still create deliveries but because of the down payments, the invoice is created from the sales order and hence no intrastat data is copied which ofcourse is required ...
Can't find a suitable user exit for filling this data into the billing document. Also tried using copy data transfer (vofm) filling up tables eikp and eipo but that didn't work.
The only option open for me at the moment is creating a proforma invoice automatically from the delivery. This document can then be included in the intrastat reporting.
Is there another solution ?
with regards

Hi,
in the copy control between order and invoice you need to set the 'determine export data' to 'B' so that it will be redetermined in the invoice. After that the relevant foreign trade userexits will work as well.
Balazs

In case of returns,will there be order related billing?

Hi,
In case of returns,will there be order related billing or the delivery related billing?

Hi,
The credit memo is issued even if the return delivery and the goods receipt are not created as it is order related billing except if you put a billing block on the return order but as soon as you will remove the billing block on the return order, the credit memo will be issued event if delivery is not created and goods have not been received.
This is strange but certainly german people are confident enough to reimburse their customers even if the goods have not yet been received.
Myriam.

For third-party order related billing based on GR

Hi Gurus,
I have special requirement.
In third party Processing we want to do statistical goods Goods Receipt.
generally we do billing based on the setting in Item category TAS billing relevance "F" So system will allow billing once we do MIRO.
Now i want to Do billing based on GRN.. is there any way for that????
I tried with the option "G" . but it is not working. Is there any Settings i need to in Copy controls.?????
     Not relevant for billing
A     Delivery-related billing document
B     Relevant for order-related billing - status acc.to order qty
C     Relevant for ord.-related billing - status acc.to target qty
D     Relevant for pro forma
*F     Order-related billing doc. - status according to invoice qty*
G     Order-related billing of the delivery quantity
H     Delivery-related billing - no zero quantities
I     Order-relevant billing - billing plan
J     Relevant for deliveries across EU countries
K     Delivery-related invoices for partial quantity
L     Pro forma - no zero quantities
M     Delivery-related invoices-no zero qtys (incl main batch itm)
N     Pro forma - no zero quantities (including main batch items)
P     Delivery-related invoices for CSFG - No batch split items
Q     Delivery-related invoices for CRM
R     Delivery-related invoices for CRM - No zero quantities
S     IBS-DI: Order-Related Bill. Doc. with DP w/o Billing Plan
T     Delivery-related CRM billing with IC billing in CRM
U     Deliv.-rel. CRM billing w. IC billing in CRM - no zero qties
your immediate Reply will be highly appreciated .
Thanks
Pradeep

Hi
You can make the control setting as to whether the invoice receipt quantity or the goods receipt quantity should be relevant for billing in the copy control for billing on the item level in the billing quantity field.
In Customizing, choose Sales and Distribution -> Billing -> Billing documents -> Maintain Copying Control for Billing Documents -> Copying Control: Delivery to Billing Document -> Item, then select an item category.
Thanks & Regards
Kishore

Order related billing

27.01.2011
Hi friends,
I am trying to create order related billing. The material is a service, but i need to have a delivery created in the background.
I have created an order and the delivery is created automatically.
But when i am trying to create an invoice F1 against this sales order the log shows
Order quantity 1 not equal to goods issue 0.
in the item category the billing relevance is 'B" relevant for order related billing - status according to order qty.
In the copy control for F1 billing type and orer type OR the billing quantity indicator is 'C' order quantity.
Can someone suggest the reason for the error message.
Regards,
Uday

HI,
Order related billing is applicable to service order processing. So, there is no need of delivery document here.
For your case:
In a delivery document the u2018Delivery quantityu2019 and u2018Picked Quantityu2019 should be same. In your case, the picked quantity is zero. This is the reason for error message. The picking quantity should be 1.
You can make the item as u2018Not relevant for pickingu2019 at Delivery item category level in customization. Then the Picked quantity field will be greyed. It will not throw error.
Regards,
K Bharathi

Order-related billing for item category TAN

Hi All,
How can I make item category TAN order related-billing document?
I already changed the settings for TAN:
Billing Relevance - B (Relevant for order-related billing)
And maintained the copy control between sales document and billing document for item category TAN:
Copying requirements: 002 (Item/Order Related)
Data VBRK/VBRP: 001 (Invoice Split - Sample)
But when i create the billing document, it is still showing that the item is not relevant for billing.
Delivery document has already been created for this item. Am I missing something?
Thanks,
Olyn

hi,
pl enter the billing doc type in the field for order related billing in the sales order document type overview.
2. there might be billing block at sales document header level or u might have checked billing block at item category TAN,
CHEERS

Order Related Billing - Overall Status B after billing

We have changed billing relevance of our order related billing item category to B (Relevant for order-related billing - status acc.to order qty) and the copy control to the billing document to E (Goods receipt quantity less invoiced quantity).
This now allows us to bill these sales orders based on the GR and not wait on the IR.
However, how can we control the overall status of the sales order item billed? When billed partially, the overall status is set to B (Being Processed).
I see no process, except changing order quantity which will set this overall status to C.
I see COMPLETION RULE but after setting this and completing billing, the overall status is still BEING PROCESSED. I assume this is because the copy control from sales document to billing document does not have an 'update document flow' option.
Is the solution a custom routine in the copy control?
Thanks

hello, jim.
the system behavior is correct. in a purely order-billing scenario, the status remains as "being processed" because you have not completely billed the item, and there are quantities that are still to be invoiced.
if the open balance is no longer to be billed, in general we "reject" the open items. this action completes the line item status. if there are no other line items in the order, the entire document will also be completed.
i think you have a third party transaction. when you say "partially billed", are you referring to quantities invoiced based on GR, which may be less than the order quantity? if so, rejecting open quantities in the sales order should complete the order.
regards.

Order-related billing and Dlv-related Billing in single Invoice

Say in a single order or order type say OR there can be two materials with different item categories say TAN and ZTAN.
TAN with billing relevance as A( delivery related billing) and ZTAN with billing relevance as B (order related billing )
If that happens the billing will be split
In VOV8 we mention for OR the order related billing as F1 and delivery related billing as F2 in the billing tab
Now in billing TAN will pick F2 as it is delivery related billing
and
ZTAN will pick F1 as it is order related billing.
Now my question:
In VOV8, i maintained OR order type for Order-realted Billing as F2 and Delivery-related Billing as F2 as well.
Then will there still be an billing split ? There will be two F2 invoices TAN will pick one F2 invoice and ZTAN will pick another F2 invoice...?
And i want to know whether this an right way of doing things?? IF not, what is the right way of doing things?
Thank you very much.

Hello,
Yes that is the right way.
You can create Single Invoice for Order Related Items & Delivery Related Items.
E.g. You are Selling Air Conditioner & also installing the same at Customer Location. Now you will Invoice the Customer for Air Conditioner & Installation in the same Billing Correct? Now Air Conditioner is Delivery Related Billing & Installation is Order Related Billing.
It is in such scenario Order Releted & Delivery Related Items can be Invoiced in same Billing Document.
While create Invoice enter the Delivery Number & the Sales Order Number, select both the LIne Items & Execute... You will see the system will pick items from both Order & Delivery.
Hope this helps,
Thanks,
Jignesh Mehta

Order related billing for third party. Third party order..

Hi
While we are running batch job for billing system is throwing below error.
Order related billing for third party. Third party order..

Dear Nortel,
Can you Please check whether, during the item category configuration for TAS (T. Code: VOV7); you have marked relevant for billing indicator as F?
Also, maintained the copy control (T. Code: VTFA) between OR => IVA (for TAS) as follows:
Copying requirement = '013',
Invoiced quantity = 'F', (*)
Quantity/value = '+',
Pricing type = 'G'.
Best Regards,
Amit
Note: I would recommend you to Please go-through following document in full, atleast fo once. This will definitely help you to review your settings for Third Party Order Process Customization.
[Third Party Process|http://yasosap.wordpress.com/2008/10/22/third-party-scenario/]

Can Billing Quantity be Different from Order Quantity in Order Related Bill

Hi
I have encountered a scenario here at my client.
My client wants that the billing document should be created with reference to Sales Order but only that value of invoice should be relseased to accounting which is delivered.
For example,
Sales Order = 10 units
Billing Document= 10 units
Delivery = 5 Units
Released to Accounting Value = Eqvalent to 5 Units which are delivered.
Reason why Sales Order and Billing should be of same quantity is that when a customer asks for an order confirmation, he requires Billing document for legal purposes but they want to hit their G/L's only on the basis of Quantity Delivered. As they are not aware when the customer come back to pick his remaining quantity. So they do not want to hit their accounting based on Sales Order quantity.
Any ideas?

Hi,
If billing has to be posted only after delivery, it is a clear case of Delivery related Billing. It is not order related billing.
You SHOULD have the following scenarios here.
Have a normal order and have Proforma invoice linked to it with the condition that the quantity in proforma invoice should be the same as order.
However do the actual invoice after doing delivery for the order. In this case, the posting will be only for the quantity delivered. You can change the quantity in proforma invoice when you are creating the same from order. So that reqmt is also taken care of.
I dont think of any other scenario where you can meet both reqmts.
Hope this helps

PGI Mandatory in Order Related Billing

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