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Milestone billing Requirement with out Project system

SAPlearner7861
Participant
0 Kudos

Hi All,

Is there a way to configure the progress billing in Sales Order without doing any integration with PS? I think there should be. Please confirm.

Our offshore Hitachi team does not know this and they have done SD-PS configuration to achieve this functionality and it’s still not working! So I thought of checking with you.

Requirement :

Sales Order with milestone (e.g. Design service)

·         Billable at  Acceptance of order   : 20%

·         Billable at completion of phase I  : 20%

·         Billable at completion of phase II : 60%

We should generate a direct invoice from Sales order. Only need to show the invoice for order acceptance as an example.

Thanks,

Sj

Accepted Solutions (0)

Answers (2)

Answers (2)

suman_sardar2
Active Contributor
0 Kudos

Hi,

As stated this can be achieved in standard SAP SD config.Try to create sales order with item category "TAO" and maintain the Billing Plan rule accordingly.

The process would be;

  1. Create Sales Order - VA01
  2. Maintain Billing Plan in SO - VA02
  3. Create Billing with ref to Sales Order - VF01

One more thing I just want to share with you that in sales order billing plan tab there is Warning Message for the Net Value and Bill Value (Sum of invoice value differs from the item value) but you need to restrict it through the USER EXIT_SAVE_DOCUMENT in MV45AFZZ.

Thanks,

Suman$

Former Member
0 Kudos

Hi,

yes it's possible and it's a standard functionality. Please check in the forum to find how-to.

Regards,

JM