Queries on proforma, billing and taxation in CRM
Hi,
Scenario : SAP CRM Services + ECC 6.0
I have the following queries on billing and taxation in CRM:
1. Is it a must to use CRM Billing in case we are implementing CRM Services or can we use R3 Billing?
2. We are using billing plans in CRM service transactions. Can we still use R3 billing or CRM billing needs to be set up ?
3. Can we do taxation (tax determination) using R3 tax engine (CIN) for CRM Services scenario ? In that case where does the billing need to be done?
4. In case CRM billing and tax determination in CRM is a must in our case, can anyone help me with a TTE configuration guide (I believe that tax calculation in CRM can happen only using TTE)?
5. In certain cases we need to generate proforma as well as final invoices. Can this be done using CRM billing?
Thanks and Regards,
Dhaval
Dear Zaki,
I assume both proforma and commercial invoice is having the same number range interval which is internal.
In billing use the following user-exit
USEREXIT_NUMBER_RANGE (Module pool SAPLV60A, program RV60AFZZ)
Since the pro forma is created earlier, this exit should not be valid for pro-forma invoice type.
When the commercial invoice is created, this exit should trigger (if VBRK-FKART = COMMERCIAL INVOICE DOCUMENT TYPE) then put the delivery number in VBFA as the VBELV and fetch
the VBELN if the VBTYP_N is pro-forma invoice (U).
If there is any entry in VBFA with the above criteria, then use the same document number (VBRK-VBELN of pro-forma)
and fill it in the document number for Commercial invoice.
Check with your ABAP-er and you will get a better idea.
Thanks & Regards,
Hegal K Charles
Similar Messages
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Proforma Invoice for Contracts in CRM
Hi,
We have a setup where we print invoice documents from the billing document of the contract.
Now the requirement is to print the proforma invoice for the contract without doing the actual billing in the system.
How can we do this. I found that there can be a billing type with Proforma invoice type however we cant assign it to the existing billing item category.
Regards,
PPHi Pepe,
I have don some investigation on my side and came accross below informations:
In standard the Bill Category PROFORMA is used in two scenarios
mentioned below:
1)The Intracompany Stock Transfer process in order to create a Proforma
Invoice for crossing border requirements.
2)The Supplementary Invoice process where an additional Invoice has to
be created which is not relevant for Accounting.
In CRM Billing it is not possible to create a normal customer invoice
for the same sales order item once the Proforma invoice is created.
This is because only one billing item category can be assigned to a
source document type/item category.
To achieve your requirement you can follow this solution, as you say
there are only a few customers who request for a proforma kind of an
invoice,
1)Create a regular customer invoice and block it for the transfer
process to accounting(By setting the transfer block for the bill_type)
2)Handle this customer Invoice as a proforma Invoice and print it (i.e.
as a crossing border document) 3)When the
Customer Invoice has to be actually sent out to the customer after a
sign off from the customer then the same invoice can be transfered to
accounting
(Use Tx-/BEA/CRMB12)
Or in case if any correction is required in the invoice, then cancel
and re-bill after correction.
I hope this information is useful.In case of any further queries
regarding the same pelase revert else do confirm the message.
========================================================
Best regards
Christophe -
Not able to get Proforma Billing list in VF04
Hi
I am trying to get Billing list for proforma invoice in VF04
I have done follwoing setitng
In VOV7, item category "Billing Relevance"-have been "A"
In VTFL, maitnianed item category for the combination of delivery document type and proforma document type and --Billing quantity field ( at item category level) have been maintianed as "B"
-In VF04, have ticked the box "Delivery-related"
I am able to get the list with showing Billing type as F2 but not for the Proforma invoice.
I can create Proforma invoice by putting proforma billing type in Default data , but i am wondering why its not showing the Billing list for Proforma invoice .
Please advise.
Kind Regards,
SameerIn VF04, you can see the proformas also. If it is not appearing in VF04, then you need to check your copy control and item category.
First check your copy control VTFL where for your item category, you should have maintained the following:-
Copying requirements:::::004
Data VBRK/VBRP:::::::::::001
Billing quantity::::::::::B
Pos./neg. quantity::::::::+
Next go to VOV7, select your item category and maintain "B" for the field "Completion Rule".
Now create a sale order, delivery and see whether the delivery reference is flowing there.
thanks
G. Lakshmipathi -
Hello!
We have a self billing process wherein we do the Evaluated Receipt Settlement for certain vendors - the set up is that the invoicing party for these vendors is another vendor which is actually our own company for liability reasons. To clarify for the sake of terminology:
1. Company code A and company code B are both set up in SAP
2. Vendor X represents the company code B in the Purchasing org and co code A
3. Vendor Y which actually provides the freight setvices to us has it's invoicing partner set up as X
For liability and taxation reasons, the company code B is responsible for paying the vendor Y for the services provided to company code A.
The transaction takes place between in sales org/co code A and the accrual for the services takes place in co code A against the paying partner X for services that are actually provided by Y. We do the ERS process where we self bill in co code A the liability it owes to co code B. That part works fine and creates the A/P in A to B. However, we need to automate the process whereby which this self billing will also create the A/R in company code B from co code A and we want to do the MIRO in B for the invoices received from Y.
Something similar to the normal inter company transactions where we can create the A/P via the Idocs or any other way of doing it?
Any clues how we can go about it?
Appreciate any help/direction? Please respond with any questions you may have?
Thanks a lot!HI ,
AR module deals with the Customers related transactions,
predominantly sales/ collection(receipts) related transactions.
AP module deals with Vendor related transactions-predominantly procurement& payments related transactions.
chandra -
How to enable ERP Billing document display in CRM
Hi Experts,
we are looking for a possability to show the ERP billing document in CRM WebUI. We can see this billing document ID in CRM WebUI in a sales order or a claim and it is possible to click on the ID of the document, but the system is not starting correctly the ITS Transaction in the ERP System... We only get a blank screen with the header informartion ERP: Billing Document..
thanks for any feedback
regards
MarcMarc,
what version are you on (CRM and ERP)?
For issue in CRM (about PREPARE_DATA_FLOW method) you can copy this class in your own z-class make changes in prepare_data_flow method as follows and put this class in TL definition. The code is from our current CRM 7.0 system from standard class
METHOD if_crm_ic_action_handler~prepare_data_flow.
DATA: __gdc TYPE REF TO if_crm_ui_data_context,
__source TYPE string,
__line TYPE string,
__path TYPE crmt_ic_ac_identify_path.
__gdc ?=
cl_crm_ui_data_context_srv=>get_instance( gv_view_controller ).
********** Begin of parameter declaration ***********
DATA icwcprocessedobject TYPE ty_icwcprocessedobject .
DATA icwebclientborkeyparameter TYPE ty_icwebclientborkeyparameter .
CONCATENATE
'OBJKEY'
INTO __source.
CALL METHOD cl_crm_ui_ltx_cuco_access_srv=>get_instance
EXPORTING
iv_controller = gv_view_controller
RECEIVING
rv_result = gv_ltx_cuco.
gv_selected_entity ?= gv_ltx_cuco->get_selected_clipboard_entry( ).
IF gv_selected_entity IS BOUND.
TRY.
__path = __source.
CALL METHOD
cl_crm_ic_activity_clipboard=>get_property_as_value
EXPORTING
iv_xpath = __path
iv_entity = gv_selected_entity
IMPORTING
ev_result = icwebclientborkeyparameter.
CATCH cx_crm_bdc_no_data cx_crm_bdc_xpath_error cx_root.
CLEAR icwebclientborkeyparameter .
ENDTRY.
ENDIF.
icwebclientborkeyparameter = cl_crm_ic_aic_util=>add_leading_0( icwebclientborkeyparameter ).
me->set_container_object(
iv_name = '<*MAINOBJ*>'
iv_object_key = icwebclientborkeyparameter
iv_object_type = gv_bortype ).
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gv_data_flow_complete = abap_true.
ENDMETHOD.
About ERP side. Even on our 46C system VBRK object can receive a billing document number. Not from a parameter of the method DISPLAY, but If you run into a programm for display method you can see that FM BAPI_BILLINGDOC_DISPLAY starts with BILLINGDOCUMENT = OBJECT-KEY-BILLINGDOCUMENT.
You can check this by pressing Test button in swo1 and then press Instance button and give system a billing document number. After that execute DISPLAY method. -
Hi,
Can we create Proforma Invoice when the shipment status is Trp Planning completed.
We are not able to create proforma Invoice and the error we are getting when we tried to create Proforma invoice is " statistical Line item not relevant for billing".Hi,
Shipment status won't affect if you are creating a proforma invoice for a delivery.
Check the billing relavance field for the delivery item category.It should be billing relavance.
Regards,
Gopal. -
Proforma billing split due to GTS system
Hello forum,
I've a problem with a custom billing type (ZGTS). In UK the custom doesn't accept mixed declaration. It means that starting from a shipment, in which are stored many deliveries with many items, I cannot make one proforma billing document for all the materials because they can have duties paid or duties unpaid.
So I have to do 2 different proforma billing documents checking on GTS for each material which is the duty status. The main problem is when I have a mixed answer from GTS: it means that for the quantity requested partial is paid and partial is unpaid.
I need, where's possibile, a suggestions about this last point.
Thanks.Hi,
I feel, still some more info is needed to provide the fruitful suggestion.
- Can you explain, on what basis this pro-forma invoice has to be created separately ( as you already said based on duty paid or unpaid) ,
- How you are identitying whether specific line items is duty paid or unpaid, if its through tax classifications, then you can set this control by creating new routine & assign in Invoice split criteria.
- if with cond types, still creating new routine holds good.
- if it depends on ship to Zone / location?
- if not, let us know- how its getting idenfied in system
Regards,
ReazuddinMD -
Customization of Billing and Receipt History Report
HI,
I am trying to customize the standard report "Billing and Receipt History" in Accounts Receivable.
I need to sort the data in the report based on due date.
I have commented all the other sort criteria in the queries but still the report does not show the result as needed.
Please let me know how to sort data in reports.
Thanks!Hi
Thanks a lot for suggesting a way out.
Actually I want to implement a logic where a program need to be written for the authorization check for the user in the display of invoices in VF05.
I have written the FS but where I need to write this program I am unable to find.
Will this be implemented through User Exit?
Kindly suggest a solution.
Thanks in advance.
Regards
Himanshu -
Adding new field in Billing due list in CRM
Hi
What are ways to add new fields to billing due list in CRM.
Can we use any badi
Is there any configuration of layout.
Any other way
Thanks in advance for your help
AmitHi,
Adding new field in CRM can be done by AET.
AET is able to add new field from Web UI.
Please this blog for more details: /people/tzanko.stefanov2/blog/2008/11/26/application-enhancement-tool-creating-and-reusing-custom-fields-with-crm-70-part-2-of-2
Regards,
Steve -
Good news! I'm happy to announce that we've launched our shiny new Billing and Payment pages.
You can view them now, here: http://ee.co.uk/help/accounts-billing-and-topping-up/billing-and-payment
A few things to keep an eye on include:
Separated content specific to your plan
Dedicated self-serve Help using My Account – answering your top queries on account management
More information on price plans, out of plan charges and information such as how to get a vat receipt
Cost checker added to check charges seen on your bill from other companies (third party services)
And there you have it. Please take a look and have a play around. Most importantly, feel free to let us know what you think.
I've noticed a new offers page for existing customers and some of them are really tempting, here are some of the deals: Offer 1
With 2GB data, 2000 minutes, and unlimited texts
Just £13.99 (was £16.99)
Offer 2
With 4GB data at double the standard 4G speed & unlimited minutes and texts.
Just £16.99 (was £19.99)
Offer 3
With 6GB data at double the standard 4G speed & unlimited minutes and texts
Just £19.99 (was £22.99) It doesn't state whether they are thirty day or annual contracts. Any ideas? Are these offers for active SIMS or new connections only? -
Contact mail for bill and package enquiry
Is there a contact I can email regards a number of enquiries I have re my billing and possible change of package? My time is limited at the mo so would rather bang out a straightfoward email enquiry for someone to look at as opposed to spend time on the blower if thats possible? This forum is great by the way, very useful.
Hi Superhoop,
Thanks for posting. I can look into your query if you link. You can email me at [email protected] with the details. Please include a link to this page for reference.
Cheers
David
BTCare Community Mod
If we have asked you to email us with your details, please make sure you are logged in to the forum, otherwise you will not be able to see our ‘Contact Us’ link within our profiles.
We are sorry but we are unable to deal with service/account queries via the private message(PM) function so please don't PM your account info, we need to deal with this via our email account :-) -
Diff b/w Intercompany Billing and TPO.
Hi SAP gurus,
What is the diff b/w Inter company Billing and Third Party OrderDear Sabina
Inter Company Billing
You can set up your system in such a way that one purchasing organization procures material for a plant from a vendor (plant) that belongs to another company code within the same client (corporate group). This is an instance of an inter-company-code stock transfer with an SD delivery and a billing document
Third Party Billing
In third-party processing, you place a purchase order with a vendor to deliver goods or perform a service for a third party (for example, for a customer).
This means that your company does not deliver the material. You forward the order to an external vendor instead, who then sends the material directly to the customer and invoices you.
Third-party processing is carried out in the components SD (Sales and Distribution) and MM (Materials Management). By creating a third-party item in a sales order, purchase requisition, or purchase order, you can request that the vendor sends the goods directly to your customer. A document can consist of one or more third-party items.
Thanks
G. Lakshmipathi -
Outrageous bill and excessing usage
Are we signed up to play the role of "the rich and ignorant?" Evidentlywe are, bc I have been getting outrageous bills and claims that I am using 20 g each month all of a sudden and there is no way. Before the 4g (4th generation) service, my family had no problems doing what we wanted through our tablets or phones. Now, we have to "starve" our enjoyment of the digital age and education time due to being charged these fees. We see no difference that would validate Verizon's outrageous bill. The service is no faster than it was and it actually drags like it s r struggles to load our pages. So Verizon's answer is always to check to see if this is running in the background, etc. NO....WE CHECKED EVERYTHING ALREADY. EVERYTHING IS TURNED OFF LIKE WE HAVE A BASIC PHONE AND ITS STILL HAPPENING. Why should we have to spend countless hours doing what verizon should've done before they pushed these phones and service in our faces. It's Verizon's job to give their customers the best Problem-free service. Not ours. We have jobs. The Times we have to spend on our devices is supposed to be for our enjoyment or whatever else we may choose to do with it. Not working for verizon and receiving A bill for it.
Anyone care to fix this? verizon perhaps.....Original thread: doubled data usage with no apparebt cause
Note: Creating numerous threads will not speed up a resolution, but cause more confusion. -
I have been trying to download apps from the app store and every time it tells me there is a problem with my previous billing and direct me to put in new billing information and every time i do that it still will not let me download any apps.
Have a look here > http://support.apple.com/kb/TS1646
-
Questions about Using APIs to import Bills and Routings - AND COSTS
Hi Forum - the following is a back-and-forth with a customer about use of APIs - Inventory developer suggested I post the question here. Note the 2nd question - and thanks for any assistance.
SR# 7332152.994 ALCOA
Instructions given to ct:
Q1 - Can I load the bill header and components at the same time?
You should be able to load the bill header and components at the same time. Customer loads bill and component data inserting enough "other" data for each so that the bill sequence id will be derived. For the component record, the assembly item, org and alternate_bom_designator values will be used by BMCOIN to derive the bill_sequence_id.
Example:
INSERT INTO BOM_BILL_OF_MTLS_INTERFACE
ORGANIZATION_CODE,
ITEM_NUMBER,
ALTERNATE_BOM_DESIGNATOR,
PROCESS_FLAG,
TRANSACTION_TYPE
VALUES
'M1',
'&PARENT_ITEM',
NULL,
'1',
'CREATE'
INSERT INTO BOM_INVENTORY_COMPS_INTERFACE b
ORGANIZATION_CODE,
ASSEMBLY_ITEM_NUMBER,
ALTERNATE_BOM_DESIGNATOR,
COMPONENT_ITEM_NUMBER,
OPERATION_SEQ_NUM,
COMPONENT_QUANTITY,
EFFECTIVITY_DATE,
PROCESS_FLAG,
TRANSACTION_TYPE
VALUES
'M1',
'&PARENT_ITEM',
NULL,
'&COMPONENT_ITEM',
1,
1,
trunc(SYSDATE),
1,
'CREATE'
Hi Aruna, some additional information that may be useful:
We can load/create the bill header and components at the same time using the scripts given (as above)
Required Data for Creating a Routing : assembly_item_id,
organization_id, routing_type, transaction_type, process_flag
And following scripts can be used to load routing header and operations equences.
INSERT INTO BOM_OP_ROUTINGS_INTERFACE
(assembly_item_id,
organization_id,
routing_type,
transaction_type,
process_flag)
VALUES (2255800,207,1,'Create',1);
INSERT INTO BOM_OP_SEQUENCES_INTERFACE
(assembly_item_id,
organization_id,
operation_seq_num,
Department_code,
effectivity_date,
transaction_type,
process_flag,
operation_description)
VALUES
(2255800,207,100,'ASSEMBLY',
to_date('24-FEB-2009'),'Create',1,
'Paint Wagon');
Q2: One more question, can an expense item can be added to the bill and can contribute the cost.
As there is a confusion of what I asked, below I am rephrasing my question
By an Expense Inventory Item, I mean an item that is just tracked for quantity only i.e.,Checking the attributes - Inventory Item, Stockable, Transactable under Inventory Tab and not checking the attribute - 'Inventory Asset Value'.
My question here is, For these Expense Inventory Items, What is the difference between having the 'Costing enabled' attribute turned ON as opposed to having it UNCHECKED
*Q3 I have tried to load the items and I could only load 1st level of components but could not load second level of bom at the same time.
While inserting I have inserted plan level too.
Please let me know if I have to do anything different to load second level.*
Thanks
JamesYou may want to look at using the more4apps bill of materials wizard, an excel based solution for uploading assemblies and their components.
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