Order related Billing with Billing Plan

[oritra]

Hi Gurus,

I have a scenario in which I have to create an Order Related Billing Document.

I have the following settings for Item category in VOV7:

SD Item Cat: ZFCI

Billing Relevance:I

Special Stock:W

Billing Plan:ZP

When I save the Sales Order, I expect this sales document number to be present in Billing Due List (VF04).

Could you please help me in resolving this scenario.

Regards,

Oritra

[laura_vieceli]

Hello Ori, I am back again.

Could you solve your problem?

BR

Laura

[laura_vieceli]

Hello Ori, I checked again, simulating a situation like yours.

In my opinion it is the special stock W that makes so that you don't see the net value on the billing plan, Never used it so I must look deeper into it.

Nevertheless it doesn't seem to create problems: I could invoice without errors and I see correctly the lines in VF04, therefore according to me you must have something wrong with VF04 selection, be sure to put the range "billing date from" including at least some billing date of your plan (third column in the BP), check "order related and leave the rest blank.

I assume PR00 is the std pricing condition and you didn't change it from standard.

BR

Laura

[andrea_brusarestelletti]

Hello,

  usually biiling plan items are created with the billing block defaulted. Check on

the Sales Order in the billing plan tab if some of the milestones have the billing block., and remove it.

On top of that, check the search criteria to run VF04: "Order-related" option should be thicked.

Best regards,

Andrea

[oritra]

Hi Andrea,

Thanks a lot for your prompt reply. I have checked both the thngs mentioned by you. Everything seems to be fine as per search criteria and Billing Block.

Regards,

Ori

[andrea_brusarestelletti]

Hello,

  try with VF01  (without saving) just to check possible errors.

Best regards,
Andrea

[oritra]

HI,

I tried VF01, I dont see any error log for this document.

Regards,

Madhav

[laura_vieceli]

Hello both,

just to be sure, even with billing blocks and even with downpayments the BP lines should show up in VF04.

As already Andrea said you need to check in VF04 the "order relevant" tick.

Than make sure that the date on the BP lines are in the range selected in VF04.

Did you put on the BP line an SD invoice type?

Do you see the total value of the billing plan?

Let us know, in case could you attache a screenshot of the Billing Plan tab?

Regards,

Laura

[oritra]

Hi Laura,

I have checked 'Order relevant' in VF04. Can see other Order related docs. with different Item Categories.

Attaching screenshot of Billing Plan Tab for your reference.

Regards,

Ori

[laura_vieceli]

Hello Ori,

chek the very first line: I see there a zero net value.

Could it be that you put the values only on billing plan but not on the "condition" tab?

Try inserting the total BP value as a price, save the order and try VF04 again with all the range of previewd billing and checking "order related "tick.

BR

Laura

[oritra]

Hi Laura,

Thanks a lot for your reply. Seems like there is some issue in calculating the Net Value in Billing Plan tab. When I see Condition tab, I am able to see the value (Attached Screenshot of Condition TAB).

Could you please guide me, what needs to be done so that "Net Value" gets populated in "Billing Plan" tab.

regards,

Ori

[laura_vieceli]

Hello Ori,

There must be somthing missing or wrong in customizing, let's check again:

1. did you try to invoice? could you save it? Can you try and save an invoice (you can cancel it afterwards). Only to see if you get any message

2. again on VOV7, how is it set the pricing indicator? It is like:

Billing relevance = I

Billing plan type = ZP

Billing block

Pricing =?