Periodic Billing Plan Setup

[Former Member]

Hi Guru,

I have a problem in setting up a billing plan.

Here is the criteria that must met

1) Billing Date must be the end of month

2) Contract Last for 1 year

3) There should have ONLY 12 invoices generated.

e.g. Contract Start Date: 23/06/2009

Contract End Date = 22/06/2010

Billing Plan:

01) 23/6/2009 - 30/06/2009: Billing Date: 30/06/2009

02) 01/07/2009 - 31/07/2009: Billing Date: 31/07/2009

03) 01/08/2009 - 31/08/2009: Billing Date: 31/08/2009

04) 01/09/2009 - 30/09/2009: Billing Date: 30/09/2009

05) 01/10/2009 - 31/10/2009: Billing Date: 31/10/2009

06) 01/11/2009 - 30/11/2009: Billing Date: 30/11/2009

07) 01/12/2009 - 31/12/2009: Billing Date: 31/12/2009

08) 01/01/2009 - 31/1/2010: Billing Date: 31/01/2009

09) 01/02/2010 - 28/2/2010: Billing Date: 28/02/2009

10) 01/03/2010 - 31/3/2010: Billing Date: 31/03/2009

11) 01/04/2010 - 30/4/2010: Billing Date: 30/04/2009

12) 01/05/2010 - 31/5/2010: Billing Date: 31/05/2009

13) 01/06/2010 - 30/6/2010: Billing Date: NO Billing

if Contract Start Date: 01/06/2009

Contract End Date = 31/05/2010

Billing Plan:

01) 01/6/2009 - 30/06/2009: Billing Date: 30/06/2009

02) 01/07/2009 - 31/07/2009: Billing Date: 31/07/2009

03) 01/08/2009 - 31/08/2009: Billing Date: 31/08/2009

04) 01/09/2009 - 30/09/2009: Billing Date: 30/09/2009

05) 01/10/2009 - 31/10/2009: Billing Date: 31/10/2009

06) 01/11/2009 - 30/11/2009: Billing Date: 30/11/2009

07) 01/12/2009 - 31/12/2009: Billing Date: 31/12/2009

08) 01/01/2009 - 31/1/2010: Billing Date: 31/01/2009

09) 01/02/2010 - 28/2/2010: Billing Date: 28/02/2009

10) 01/03/2010 - 31/3/2010: Billing Date: 31/03/2009

11) 01/04/2010 - 30/4/2010: Billing Date: 30/04/2009

12) 01/05/2010 - 31/5/2010: Billing Date: 31/05/2009

Could anyone please suggest me how to setup this billing plan?

I am totally confused with those baseline date / Start Date / End Date /Horizon / Dates from / Dates until in the IMG.

Please kindly help me. Thanks a lot!!

Best regards,

Chris

[Former Member]

Solved by creating a new Date determination record for the billing plan end period.

Thanks for help.

[Former Member]

hi.

As per inputs given by the experts , i think u are clear what to do...

just to start with basics,

You need to create a billing plan and remove the value in the "block feild " to generate the invoice for the given month. System does not allow to do so....

[Former Member]

Hi,

This a Standard setting in a billing plan ,

just select billing date as a start of the month or end of the month as per requirement,

Regards,

Sai

[Former Member]

Hi Sai,

I though it is a standard setting in billing plan before as well.

But with the "start of the month" or "end of the month", it will lead to 13 billing period generated. But what I want is exactly 1 year, i.e. 12 month billing only.

As I listed before.

If the start date is 23/06/2009, the contract end date will be 22/06/2010, and base on this standard billing plan, it will generate 13 billings!!

01) 23/06/2009 - 30/06/2009: Billing Date: 30/06/2009 (End of the month)

02) 01/07/2009 - 31/07/2009: Billing Date: 31/07/2009 (End of the month)

03) 01/08/2009 - 31/08/2009: Billing Date: 31/08/2009 (End of the month)

04) 01/09/2009 - 30/09/2009: Billing Date: 30/09/2009 (End of the month)

05) 01/10/2009 - 31/10/2009: Billing Date: 31/10/2009 (End of the month)

06) 01/11/2009 - 30/11/2009: Billing Date: 30/11/2009 (End of the month)

07) 01/12/2009 - 31/12/2009: Billing Date: 31/12/2009 (End of the month)

08) 01/01/2009 - 31/1/2010: Billing Date: 31/01/2010 (End of the month)

09) 01/02/2010 - 28/2/2010: Billing Date: 28/02/2010 (End of the month)

10) 01/03/2010 - 31/3/2010: Billing Date: 31/03/2010 (End of the month)

11) 01/04/2010 - 30/4/2010: Billing Date: 30/04/2010 (End of the month)

12) 01/05/2010 - 31/5/2010: Billing Date: 31/05/2010 (End of the month)

13) 01/06/2010 - 30/6/2010: Billing Date: 30/06/2010 (End of the month) <----- I do not want this billing to be generated

Any advise?

Thanks.

Best regards,

Chris

[Former Member]

Dear Chris,

Don't be confused. You can change the billing date manually as per you req. in sales order itself.

My ques. is

>23/06/2009 - 30/06/2009: Billing Date: 30/06/2009 (End of the month)

This is your first billing date.

So are you going to bill the customer 100% just for 7 days ???

If poss. make the billing plan start date as 01/07/2009

Or

Change the billing amount on prorata basis for 7 days and bill the customer on 30/06/2009 for 7 days and bill the remaining amt

at the end of the billing plan i.e. on 30/06/2010

So, if you total the amount it will be exactly equal to net value.

But my suggestion is to make billing plan start date as 01/06/2009 or 01/07/2009

Hope you will get some inputs

Sagar