Billing plan: milestone billing problem.

[Former Member]

I have the following scenerio:

Billing plan:

(Net value: 1000 euros)

- Milestone nº1 20% (percentage of value to be invoice). That is: -->200 euros

- Milestone nº2 30% --> 300 euros

- Milestone nº3 50% -->500 euros

I create first invoice for milestone 1 (that is: 200 euros).

Then, this sales order is modified, so net value is now 1100 euros.

If I don't do anything, the system changes my billing plan:

- Milestone nº2 30% --> 330 euros

- Milestone nº3 50% -->550 euros

but I have 20 euros left that has not been invoiced. I know I could change manually the billing rule and choose billing rule 3 "Closing invoice in milestone billing", but i would like the system to do it automatically. In explanation, the system should propose:

- Milestone nº2 --> 330 euros + 20 euros

-_Milestone nº3_--> 550 euros.

Is it possible? How should I proceed?

[ivano_raimondi · Accepted solution]

Hello Luis,

it is not possible to assign automatically the difference in the second billing plan line.

But you can make the system automatcially assigns to the last one.

Please set the last milestone billing plan line as closing invoice:

- Date description 0008

- Billing rule 3

Best regards,

Ivano.

[former_member183879]

Hi,

I dont think that can happen automatically, unless you have a billing relevant milestone in all your PS configuration with the billing rule3 which can take care of the differences. In other cases, you only have to manually provide the billing rule in the billing plan at the item level.

[Former Member]

Hi,

when creating a milestone in my PS i can't see any option to associate to the milestone a specific billing rule. Is it possible?

[ivano_raimondi]

Hi,

please run transaction OVBM. There you can maintain the billing rule in the RefBillPlanNo (field BR)

Best regards,

Ivano.