Milestone billing

[Former Member]

Frineds,

Our clinet wants to provide differnt invoices to the customer for example 20% Advance, 40% intermediate payment & 40% last payment.

How it can be mapped using Milestone billing ple proivde step by step configuraiton detials and testing process.

Thanks

[Former Member · Accepted solution]

Milestone Billing.

1. Create New Sales Order Type, say ZOR (Copy of OR) through T.Code: VOV8

Maintain Delivery Type as LF & Billing Type As 'F1' - Order Related / 'F2' Delivery Related.

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Documents Types

2. Assign New Sales Document Type to Sales Area, For Eg:

1000 (S.Org) / 10 (D.Channel) / 10 (Division) / ZOR (S.O Type)

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Assign Sales Area to Sales Document Type

3. Create New Item Category, say ZTAN - Copy of TAN (For delivery Related) / ZTAD - Copy of TAD (For Order realted) / ZTAS - copy of TAS (For Third Party)

Maintain as under (others remaining same)

Billing Relevance: I

Billing Plan Type: 01

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Category

4. Assign Item Category, for ex (assuming Usage & higher level item category as blank):

Sales Document Type | Item Category Group | Default Item Category

ZOR | NORM | ZTAN

ZOR | DEIN | ZTAD

ZOR | BANS | ZTAS

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Assign Item Category

Note: In the above Billing Type '01' plays the main controller for milestone billing. In Sales order, at item level, we require to maintain the billing plan.

refer

https://www.sdn.sap.com/irj/scn/wiki?path=/display/erplo/milestone+billing.

[Former Member · Accepted solution]

Thanks for help.

Kindly explain how we can test milestone billing scenario,

Do we need to enter any data related to billing plan?

Please help

Thanks

[Former Member · Accepted solution]

Hi,

For testing the milestone billing,your item category must have the billing plan type assigend to it.

Goto the T.Code VA01.

Enter your order type and sales area.

Double click on the item.

Goto Billing plan tab.

Based on the plan,you have maintained there the number of items will appear in this tab.

As per your requirement maintain just three items and delete the remaining all.

Ensure that the date description is "0011" for downpayment and "0010" for final invoice.

And also maintain the correct billing rule and Billing type.Initially assign the billing block for all items.

Maintain the % as 20%,40% and 40%.

If you want to create the downpayment,then remove the billing block for the item in the downpayment and create a downpayment.

Pay that amount.

Now if you want to create a final invoice,then remove the billing block for the first final invoice and create a final invoice.In this final invoice two line items will appear.

Like this we have to remove the billing blocks and process the billing documents.

Regards,

Krishna.

[Former Member · Accepted solution]

Dear Krishna,

Thanks for your valuable guidance,

As you said, Based on the plan,you have maintained there the number of items will appear in this tab. however I am not able to get this item under Billing plan tab. What could be the reason.

Please help.

Thanks

[Former Member · Accepted solution]

HI

Goto T code OVBM, and maintain reference billing plan number for your billing plan type. Click on "Maintain date" button under billing plan details screen.

This plan will be applicable in all future assignment under sales order.

try and revert

[Former Member · Accepted solution]

Dear Friend,

Thanks for reply.

While creating Billing plan in OVBM pop up for Network is trigger.

What value should I provide there?

Thanks

[Former Member · Accepted solution]

Hi,

Goto the T.Code "SE11/SE16".

Enter the table name as "FPLA".

Select the field name as "RFPLN".

Click on number of entries.

If the number of entries are more than 10 then restrict the number of hits to 10.Otherwise system will take some time to open the whole list.

Select any entry.Click on Display.

Fetch the value of the field "RFPLN(Billing plan No.)".

Pass the same in "OVBM" TCode.

And you are telling that you are not able to see the tab in your order.For this to appear,Goto T.Code VOV7.

Select your item category.

Details.

Maintain the billing plan type in "Business data" tab.

And create a fresh order.

If the number of entries in the table are "0",then create a new order with your own number of items in the billing plan.

And save the order.

After this billing plan number will be generated.Copy that number and maintain in "OVBM" T.Code.

Regards,

Krishna.

[Former Member · Accepted solution]

Dear Krishna,

Thanks for your valuable guidance,

our client requirement is that, they want to spilt single invoice in to different invoice to submit customer.

For example First invoice will be 10% of PR00

Second invoice is 80% of PR00

Thired invoice is 10% of PR00

Forth invoice is 100% taxes and duties

Fifth invoice is 100 % Frieght

Should you use Billing plan functionality for this?

If yes which billing plan Milestone or Periodic?

Please guide us.

Thanks

[Former Member · Accepted solution]

Hi,

Yes we can do this by billing plan.But the problem here is we have to caculate the price manually.

For this we have to calculate the prices manually.

Maintain the billing rule as "5" for downpayment.

Maintain the billing rule as "3" for final invoice.

Here the % field wil be greyed out.

Manually calculate the billing value.

Suppose for first invoice calculate the value as 10% of PR00.

Similarly maintain for other invoices also.

Regards,

Krishna.

[Former Member · Accepted solution]

Dear Krishna,

Thanks for your help.

Should you use Billing plan functionality for this?

If yes which billing plan Milestone or Periodic?

Please guide us.

Thanks

[Former Member · Accepted solution]

Hi,

Yes,You can use the billing plan functionality for this.

You have to go for mile stone billing.

In this you have to maintain the settings as stated in my above post.

you have maintain the billing values manually.

And also you have to calculate these values manually.

Regards,

Krishna.

[Former Member · Accepted solution]

Dear Krishna,

Thanks for your continious guidance

*As you saind , Pass the same in "OVBM" TCode. My billing plan number is 23 not sure how I should pass to OVBM T code.*

& While Maintaining the billing plan type in "Business data" tab.of my item cat YTAN

I am getting error as Billing plan type only required if relevant for billing acc.to bill.plan

Please help.

Thanks