Rental Contract with Periodic Billing Plan

Hello,
I need to have a rental contract created, But the payment is one shot.
For example, if the customer rents a cylinder for a contract period of 1 year, he pays the contract payment for 1 year in one single shot. So, i need to have the periodic billing plan tweaked to take the payment and have just one billing doc and invoice created with 1 whole payment.
Can this be done?
Also, i want the revenue recognition to be activated to have this whole 1 year's payment split and posted on a monthly basis to finance.
Can someone help me with this?
Also, how can this be changed , reverted in case of contract cancellation in the middle or addition of material on the same existing contract. Please let know.

Hi..On top of this i have 2 requirements... 1. One year contracts with one shot payment 2. 3year contracts with 1 shot payment. Can they be done as a single transaction, as in the rental contract profile we define the time period.Or they can be only done as 2 different transactions with 2 separate contract profiles?

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Data Migration of Contracts with periodic billing and revenue recognition

Hello Experts,
I am trying to develop a legacy data migration plan for Contracts with periodic billing plan and revenue recognition.
Example of the scenario is given below:
Customer signed a contract for one year starting 01/01/2009.
Customer is billed quartely, billed in advance.
SAP going live on 04/01/2009
Customer is billed for 3 months and also for initial set up fees.
Revenue recognition is done monthly.
We have to migrate this contract to SAP.
Billing document posting may be necessay as it affects revenue recognition which spans across the total contract period.
Any ideas how to do this?
Thanks A Lot
Anil
Edited by: Anil Jose on Sep 17, 2008 9:38 PM

Hi Anil
How did you manage this? We also had the same problem in one of our contracts and what we did was that we copied the contracts from the legacy with the full value. That is suppose SAP went live on 1st April, 2009 and the contract was created on 1st January 2009 for a value of suppose 100 USD, with the first billing being done on 1st Jan for 33.33 USD for 4 months. We first created the contract with a validity from 1st Jan 2009 in the new system. We billed it with a billing type that we created that did not actually create new accounting entries as the accounting entries had already been created in the legacy system. In the new system then we recognised the revenue till the go live, so that the actual value remaining of the contract reduced. Then we started the billing plan of the contract from 1st of April 2009 for the remaining amount. So next invoice was created on 1st april for 33.33 USD. Can you share your solution.
Regards
Indranill

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

Shorter contract date, periodic billing plan reduced, not reflected in ECC

Hi,
We get quite a lot similar problems with service contracts with billing plan.
Because of new type of contracts (other material number) being sold to our customers, the old contract will change end date, let's say from 31.12.2012 to 31.05.2011. Next the line item will be put to completed.
The periodic monthly billing plan in CRM now only show billing dates as to 01.05.2011 which is correct.
However on the ECC side, the created contract still show the future lines of the billing plan with status open.
As a result they still appear in the billing due lists.
The problem does not seem to be situated in the middleware.
I changed the contract end date to 31.12.2013 (so even further in the future than in the initial status) and in ECC I see additional lines created for billing.
Now if I bring back the contract end date to 31.05.2011 the extra lines in ECC are gone (period 01.01.2013 - 31.12.2013), but all lines for period 01.06.2011 - 31.12.2012 stay in overall processing status "Open" because they are "Not invoiced".
Anyone came accross the same issue and knows how to solve it?
Best regards,
Geert

Reason was incorrect processing sequence in changing contract dates

Change quantity in periodic billing plan

Hello Gurus,
I have to map contract relevant billing with periodic billing plan. But here contract quantity and billing quantity can be differ. But as per the item category billing relevance "I - Order-relevant billing - billing plan" i can not change quantity while creating billing document.
Can any one suggest me what should i do to change the billing quantity in this case ?...
Any user exit or enhancement which can help me ?..what should be the logic ?..
Regards,
Tarpan

Hello
For your requirement, you can place a Billing Request Order in b/w Contract & Billing Document.
Contract
->
Billing Request (Sales Order)
->
Invoice
This will provide you a fexibility of changing quantities before invoicing the same.
Regards
JP

Regarding Periodic Billing Plan in Rental Contract

Hi all,
Scenario.:
My client having a scenario, rental contract for the period of one year and billed periodically every month.Rent is fixed based on no of hours.(e.g. 200 Rs per hour)
But the total rent to billed for the month is changed every month because no of machine working hours are changing every month.How do i capture this scenario?By using periodic billing plan we can bill same amount of rent every month during contract validity period.Here we can't change no of hours every month.
Please give some idea.
Regards,
Kartheek.

Dear Kookie,
Initially i created rental contract with the service unit as no of hours and in the quantity field i have entered the total number of hours for the month.By this way i can able to only bill for the same quantity every month.But this is not working incase of machine hours changes every month.So am not able map this.
Please suggest the way to confirm the actual machine no of hours and billing the same periodically.
Thanks & Regards,
Kartheek.

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 plan -Contracts

Hi mates
I am just creating Quantity contract and trying to activate periodic billing plan.When i select the line item and click the billing plan tab
iam getting following error
"ITEM 000010 CANNOT BE INVOICED ACCORDING TO THE BILLING PLAN"
Can anybody explain me in detail the configuration involved in this so that periodic billing plan works
Thanx in advance

Dear Karthik,
For the Item Category TAO as per standard the item category group is 0005 which is for partial billing. So whenever you are doing the partial billing by using billing plans the item category group should be 0005 and item category TAO fir milestone and WYN for periodic.
KMN is for quanity contract item category..... also check the setting of billing relevance in VOV7.
Thanks,
Raja

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

Down Payments with out Billing plans is possible ?

Hi experts,
1. Is it possible Receiving down payments with out Billing plans?
Scenario is customer pays 50% payment firist and remaining amount pays before PGI. so how shall i map? Currently am receiving advance amount by using F-29 t.code.
2. If customer cancels his Sales Order how shalli pay advance amount return.
Thanks In advance
Rajendra

HI rajendra,
it is not possible to use downpayments without billing plan.either u have use milestone or periodic billing depending on business requirement.
if u r recieving advance from customer directly thru FI route ,system would generate accounting doc (parking doc ) as a reference which goes to particular G/l account.
use that doc number as reference and map it to downpayment condition record thru SD route in vk11,so that when ever u create a sales order system generates downpayment document with ref to this cond record.
if customer cancels order ,condition record for advance recived still exists which can be used to next transaction as advance.
but crucial part is once u have done PGI and billing for the advance recieved ,u will have to mark this conditionrecord as deletion or expired.sothat system will not use this or duplicate into other transactions.
this is feesible and achievable.
reward if helps !!!!!!

Date assignment in Periodic Billing Plan

Hi experts,
I am creating periodic billing plan and while maintaining date category to billing plan i am getting this error
Billing rule is not compatible with the billing plant type Pease help me regarding this
Thanks in advance

Hi Seshu,
Refer to the following SAP help for Billing Plans
[Billing Plan|http://help.sap.com/printdocu/core/print46c/en/data/pdf/SDBIL/SDBIL2.pdf]
[Date Assignments|http://help.sap.com/saphelp_46c/helpdata/en/dd/56069b545a11d1a7020000e829fd11/content.htm]
Regards,
Amit

Want periodic billing plan in hours

Dear Experts
We have a requirment of periodic billing plan by which we can have the billing value in hours.
Currenty we have billing plan fortnightly which calculate the billing value of 15 days correctly but we want to charge to customer for 15 days 5 hr.
warm regards
Vijay Kumar

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 plan / change amount

HI All. Can you explain me . is it possible to change amount in only one row in periodic billing plan and which settings i have to do?

hi,
the only possibility is to change either the price or the length of the period. The latter is easier to influence the price but I guess it is not what you need. If you change the condition, it will be relevant for all lines waiting for invoicing. So the best would be to invoice all lines with old price, create new line with new price, invoice it and continue with the other dates.
I hope this helps.
Balazs

Help in Periodic billing plan

Dear all,
Need help in Periodic Billing plan type, scenerio as mention below........
I have used a certain material with Item cat group -'LEASE' and now creating sales order. All the SPRO setting is done earlier.
I order header I can put ''settlement from' and '' settlement to' date, and Date Category is ''Rent''........ but could put Billing Value there ( as column is coming grey). I have tried putting value in ''Conditions'' , but it is not getting activated.
It seems I am doing something wrong, so therefore
Kindly let me kow where should I put the value
what will be the procedure to settle the bill after that.
Thanks in advance,

Hi,
Please check.
http://help.sap.com/saphelp_erp60/helpdata/en/31/03953401024735e10000009b38f83b/frameset.htm.
Thanks.

Extending periodic billing plan to more than a year?

Hello,
I am able to create a billing plan for a sales order for anything less than or equal to an year. The billing schedules are being created just fine.
However, I am unable to figure out how I can do the same things for any length of duration (more than 1 year). I believe the Horizon is what is restricting it to <= 1 year. There need to be some thing which needs to be done with Horizon.
Any help with sequence of step will be greatly appreciated.

In OVBS I did define a new "Rule for Date Determination" as Z1:
Baseline date = 02 (Contract Start Date)
Time period = 18 (Months)
Time Unit = 3 (for months)
Last of the month = A
Now, when I come back to OVBI for Billing Plan Type = 02, I have the following setup:
In "Origin of General Data" section, I have:
Start Date = 11 (Contract Start Date)
End Date = 09 (Contract End Date)
Dates from = 11 (Contract Start Date)
Dates Until = 09 (Contract End Date)
Horizon = 52 (Horizon 1 Year)
The problem in the above scenario is that I am unable pick the Z1 int he pull down of the Horizon field. It does not show up the whole list of choices which is available in OVBS transaction.
I am assuming I should be just able to do F4 on Horizon and pick Z1 and then I will be set. But, the choice does not appear.
I am puzzled. Any input?

Rental Contract with Periodic Billing Plan

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