urgent - invoicing

[Former Member]

Gurus,

Can someone please explain about invoicing in sap sd.

Its transactions and different scenorios.

Thanks in advance

Andy

[Former Member · Accepted solution]

Hi Andy,

Invioce is always created with the reference to the some Preceeding Documents Like

Sales Order and Delivery Document.

Invoice is document indicating to delivery goods and Billing is a receipt of payment

Generic term for invoices, credit memos, debit memos, pro forma invoices and cancellation documents.

The tables are VBRK and VBRP.

Types of Billing Types

F1 - Order Related Invoice

F2 - Delivery Related Invoice

L2 - Debit Memo

G2 - Credit Memo

S1 - Cancellation of Inv

S2 - Cancel of Cred Memo

S3 - Cancellation of Inv

Please Reward If Really Helpful,

Thanks and Regards,

Sateesh.Kandula

[Former Member]

hi,

Umbrella term for invoices, credit memos, debit memos, pro forma invoices and cancellation documents.

Use

The billing document is created with reference to a preceding document, in order to create an invoice or a credit memo, for example.

When you create a billing document, the billing data is forwarded to Financial Accounting

Basic functions in billing include:

Billing types

Number range

Match codes

Copying control

Blocking reasons

Displaying lists

Displaying the billing due list

In Customizing for the item category, you can determine the basis for billing using the indicator Billing relevance.

A sales document used to bill a customer for a goods delivery or a service.

Use

Deliveries and services which are carried out on the basis of sales orders are invoiced to the customer. If no complaints are made about the delivery, the business transaction is considered complete from the sales point of view.

When you create an invoice, you can refer to an order, a delivery, individual order or delivery items, or even partial quantities within an order item or a delivery item.

If you want to make sure that the goods are sent out before the invoice is created, you would create an invoice on the basis of the delivery.

If you want to receive money before you send the goods to the customer, you would create an invoice with reference to a sales order.

When you bill a customer for a service, you would probably refer to the sales order, since a service is usually based on an order, not a delivery.

When creating an invoice, you can refer to either a sales order or a delivery. You can either bill all items, or select certain items or a certain quantity for billing.

During billing processing, you create, change and delete billing documents (invoices, credit memos, debit memos, etc.).

Features

You can create billing documents:

with reference to a sales order

with reference to a delivery

with reference to external transactions:

Pl reward if it helps.

Thanks

Sadhu Kishore

[Former Member]

Normal Sales Order Cycle:-

Step 1: Sales Document Type

IMG > Sales and Distribution > Sales > Sales Documents >

Sales Document Header:

1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.

2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team.

3. Assign Sales Area To Sales Document Types:

A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error.

B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

Sales Document Item:

1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New.

2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

Schedule Line:

1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New.

2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.

Step 2:

IMG > Logistic Execution > Shipping > Deliveries >

1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New.

3. Define Number Ranges for Deliveries: Ensure to maintain number range.

Step 3:

IMG > Sales and Distribution > Billing >

1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New.

2. Define Number Range For Billing Documents: Ensure to maintain number range.

3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.

The configuration differs from scenario to scenario & requirement of the client.

Regards,

Rajesh Banka

[Former Member]

Adding to Billing Type:

IV - Intercompany Billing

F5 - Proforma Invoice for Order

F8 - Proforma Invoice for Delivery

RK - Invoice Correction

Regards,

Rajesh Banka