Retrobilling documents

[Former Member]

Can we set-up in configuration such that a specific Billing type should not be relevant for retro-billing?

E.g. F2 - Invoice is relevant for Retro-bill.. but DR (referencing to the F2-invoice) is not.. by standard it is getting all invoices including its CM and DM referencing to it.

Best regards,

[Former Member · Accepted solution]

Hello Gemma

You control that aspect (Relevant to Retro Billing or not) by using order reason. Let me quote directly form help documentation:

To make the credit and debit memos and memo requests relevant for retroactive billing, you need to assign a type to the order reason as follows:

for primary documents, assign type 2

for secondary documents, assign type 1

for documents which are not relevant for retroactive billing, do not assign a type

You assign types to order reasons in Customizing for Sales and Distribution (choose Sales> Sales Documents-> Sales Document Header -

---

> Define order reasons).

So if you use an order reason Which is bank (i.e. which is not assigned 1 or 2) for the field 'Use of order reason for retro-billing

' in the credit memo request (Which then gets copied to credit memo), then that CM/DM will not be taken into consideration for Retro-Billing processing. Although the system does not take documents with other order reasons into account, it displays them in the list in another color.

See this link:

http://help.sap.com/erp2005_ehp_04/helpdata/EN/ff/b9abf4eaf411d1954800a0c9306667/frameset.htm

Hope this helps.

[Shiva_Ram]

Can you check OSS Note 427102 - Incorrectly, billing document can be retro-billed would help?

Regards