Billing Plan_ Rules for determining dates

[srinivaskurma]

Hi Friends

The below snapshot is what i have created. But my client requirements is different.

  I tried creating sale order in middle of quarter, in billing plan its taking 3 months from the creation date of sale order . but i need it to be created with end data as end of quarter as below. Whenever i create sale order first line item in billing plan should be from creation date to end date of that quarter

Settlement Date        To

07.05.2012                  30.06.2012

01.07.2012                                   31.09.2012

01.10.2012                                   31.12.2012

01.01.2013                                   31.03.2013

If i create in middle of second quarter then billing plan should be as below

Settlement Date        To

09.08.2012                  31.09.2012

01.10.2012                  31.12.2012

01.01.2013                  31.03.2013

Last line item of billing plan should end by end date of fiscal year. In the above snapshot its ending one year after creation of sale order.

Please help me with steps for configuring as per above requirements

Regards

Srini

[former_member184701 · Accepted solution]

dear,

can you please post the screenshot of your billing plan ZF ?

it seems to me t-code OVBI...

regards,

[srinivaskurma · Accepted solution]

Pls find the image for billing plan ZF

[former_member184701 · Accepted solution]

and please show the rules for ZQ and ZT dates (t-code OVBS)

regards,

[srinivaskurma · Accepted solution]

Please find the Rules for ZQ

Rules for ZT

Regards

Srini

[former_member184701 · Accepted solution]

okay...

first,

please set "Dev.Bill.Date" blank (remove the ZT) and tick the "In advance".

test it and provide the result screenshot (the billing plan tab)

regards,

[srinivaskurma · Accepted solution]

Hi

Did the above changes in ZF billing plan. Please find the below snapshots

Sale order billing plan

regards

Srini

[Former Member · Accepted solution]

Hi Srinivas Kurma :

Having gone thru' ur post, It looks like u want the start and end date to be for one year i.e start of the fiscal year and end for the fiscal year and if in between there is an SO created the settlement dates should follow as per the invoice rule set.

Based on my above understanding : You can do as said :

1. Always have your start date and end date as the start of the fiscal year and end of the fiscal year.

i.e  01.04.2012 as start date and 31.03.2013 as end date no matter when the SO is created. This will take care of the settlement dates based on your rule.

2. With this, If you create a SO in the middle of the quater i.e in ur example 07.05.2012 the Dates from will be based on the create date i.e 07.05.2012 and your calculation for settlement would start from 07.05.2012 and end by 30.06.2012. This 30.06.2012 is because of point 1.

Hope this is of some help.

[praburam_suresh]

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