Project Billing - Block of Dollar

Hi,
Need help regarding following billing scenario: -
This is Block of Dollar billing - customer will have budget available but not ready to receive services. So, at the beginning, the whole PO amount will be invoiced/billed.
As the actual work starts, based on the billing rate, dollars will be deducted from the total PO/SOW amount and client should receive an invoice/block of dollar statement displaying how much budget dollar left out of the total amount.
Can anyone have some pearls of wisdom on how to meet this billing requirement in a seeded way? If customization needed, what kind of customization?
Thanks to all in advance.

Hi
I'm not sure I understood the scenario.
The customer send you a PO, which you may enter as an agreement and fund the project.
You say the customer want to get an invoice for the total PO amount, up-front, before you started to work on the project. If that should indeed be an invoice, you can enter a billing event for the total amount, and generate a draft invoice for that.
However, if you already invoiced for the entire allocated fund, you will not be able to invoice again, as work occurs.
I see two alternatives -
A) Consider the first payment as a prepayment, advance payment, and enter it in Oracle Receivables. Later on generate periodic invoices as work occured (Invoice method = WORK) and submit them to the customer. In AR apply the advance payment / on account to the invoices, as they are released.
B) Consider the first payment as an invoice, which customer is paying up-front. Later on generate draft revenue each period based revenue method = WORK. Develop a report showing the RDL's included in each draft revenue, and submit such report to the customer to inform him of the actual work done.
Dina

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Not working Billing Block functionality for Invoicing Plan

Hi Experts,
I am using Invoicing plan functionality to purchase materials by using Milestones from Network of Project System. The system is allowing to post Vendor Invoice (MIRO) without removing of Billing Block of Invoicing Plan from PO and the system should give error message because of non removal of Billing block.
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Hi Rao
You need to have the invoicing plan done in Project System (PS) under the project with Milestones and save the plan. On dong this, the system would generate a 'Reference Number'. This can be seen when you again go to the invoicing plan.
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Billing block in periodic billing

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Need a solution for the following project scenario.
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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.
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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.
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Role design: use of billing block
Billing block should be applied automatically after the net total hit a certain $ value.
For example, any credit memo request above $1,000 would automatically get a billing block.
User ID #12345 can release a billing block up to $1,000.
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Which transaction(s) are the user ID´s designed to use for this?
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Where is the user and the role?
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hi,
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Hi Surjith,
task is not for the billing process ....
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Dear Kanna,
Go to XD02 at the toppage you will find Extras
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If you have any concerns revert back the same to me
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Billing block is greyed out

Hi Friends,
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In normal circumstances, once you have generated a billing document and cancelled, you can still be able to assign billing block which would be in editable mode only. I feel, in your case, some exit is applied. Alternatively, you can assign Reason for Rejection for that line item.
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Delivery & Billing Block at Item level in Sales Order ( Urgent)

HI All,
I am getting delivery & Billing block at item level when I create an order with config material.
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I need some help on Profoma Invoice--delivery related.
I have created a Sales order with Billing block, then created delivery and picking,handling but no PGI.
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Both the program are fetching delivery for proforma creation if PGI is done (Even though the billing block is set on Sales order)
or Billing block is not there on Sales order if PGI is not done.
Thanks and Regards,
Ananda

Hi,
The programs below are for the specified transactions below.
"SDBILLDL" program is for the transaction "VF04" which is for creating the Final invoice(Original Invoice) i.e. Billing due list.
Where as "RV60SBAT" is for the T.Code "VF06" which is for creating the invoice in background.
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Incase if you have only proforma invoice not final invoice,then maintain this proforma invoice type in "VOV8" T.Code under order/delivery-related billing.thwn you can create Proforma invoice by using Vf04/VF06(By using these programs).
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I am trying to set a billing block for a credit memo request. The item category in VOV7 configuration only allows you to set one. I need to be able to set any of them and for it to block. If we do not use one; the system allows the credit memo to get created. If we choose the one that we configured in VOV7 it allows us to only use that one. The client needs to be able to select any billing block from the drop down when creating a credit memo request in VA01 instead of just one specific one. Is this possible? If so, where would I do this?

Surprising! when a billing block is applied in the sales document, then the system will NOT allow to create the billing document(in your case credit memo). Can you check in t.code OVV3, the billing blocks are assigned to billing types? After assigning, create a new document and test. The path is SPRO->Sales and distribution -> billing->billing documents ->define blocking reasons for billing->assign blocking reasons to billing types.
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Billing block

Hi ALL,
WE HAVE CONFIGURED BILLING BLOCK IN OUR ORDER TYPE FOR CREDIT MEMO REQUEST IN V0V8.
THIS BLOCK AUTOMATICALLY APPEARS WHEN WE CTREATE A CREDIT MEMO REQUEST IN VA01 T CODE.
NOW THE REQUIREMENT IS THIS FIELD SHOULD BE GRAYED OUT IN VA01 TRANSACTION AND SHOULD BE MODIFIABLE IN VA02.
THIS IS REQUIRED BECAUSE WHILE CREATING CREDIT MEMO REQUEST ITSELF, THE USER SHOULD NOT REMOVE THE BILLING BLOCK. IT SHOULD BE REMOVED ONLY IN VA02 BY AN AUTHORISED PERSON.
IS IT POSSIBLE THROUGH CONFIGURATION APART FROM TRANSACTION VARIANT.
WAITING FOR YOUR VALUABLE INPUTS.
SANDEEP KAR

Hello,
There are two ways to do it:
1. Authorizations (Basis): Speak to your Basis person & ask him to remove Authorization (43) for the Sales Orders for required User Profiles.
2. Screen/ Transaction Variant: Create a Screen Variant (T-Code: SHD0) & make the Billing Block Feild in Grey Out mode.
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How I can put Billing Block in specific SD Document
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Hi,
There are two ways.
1)Goto VOV8 T.Code and select your order type.
Put value for the field billing block under billing tab in the deatils screen.
Save.
After that when creating a new document there will be a block for you which will not allow you tocreate a invoice unless the authorised persons remove this block.
2)After creating the order,Goto VA02 and enter the order number.
Put billing block in the overview screen manually.
Save.
After that when creating a new document there will be a block for you which will not allow you tocreate a invoice unless the authorised persons remove this block.
Pls check whether the blocking reasons are defined in customization or not.
If not then maintain using "OVV3" T.Code.
And then assign them.
Now try with theoptions that are provided.
Regards,
Krishna.

How to remove billing block for rejected order

Hi gurus,
There is a question about billing block that needs ur help..
A sales order's credit status in header level is "Not approved" and thus it's blocked for billing. We've rejected this sales order in all items, but this sales order is still showing in V23-Billing block report, how can we remove it from that report without changing Credit status?
Or we have to update the credit status and then reject it again?
Looking for your advice and thanks in advance.

First tell me have you checked the credit status of that particular customer.
Have you rejected all the item in sales order of the same order in which you have set the credit limit.
then in that case you will have to increase the credit limit and then reject it.
I hope it completed your work
please let me know is it a proper solution.

Project Billing - Block of Dollar

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