milestone billing

[Former Member]

dear gurus

pls provide the milestone billing configuration screen shots to my email id raju_varma55@yahoo.com so that i can congigure in my client place

[Former Member]

This can be configured using Milestone Billing.

1. Create New Sales Order Type, say ZOR (Copy of OR) through T.Code: VOV8

Maintain Delivery Type as LF & Billing Type As 'F1' - Order Related / 'F2' Delivery Related.

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Documents Types

2. Assign New Sales Document Type to Sales Area, For Eg:

1000 (S.Org) / 10 (D.Channel) / 10 (Division) / ZOR (S.O Type)

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Assign Sales Area to Sales Document Type

3. Create New Item Category, say ZTAN - Copy of TAN (For delivery Related) / ZTAD - Copy of TAD (For Order realted) / ZTAS - copy of TAS (For Third Party)

Maintain as under (others remaining same)

Billing Relevance: I

Billing Plan Type: 01

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Category

4. Assign Item Category, for ex (assuming Usage & higher level item category as blank):

Sales Document Type | Item Category Group | Default Item Category

ZOR | NORM | ZTAN

ZOR | DEIN | ZTAD

ZOR | BANS | ZTAS

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Assign Item Category

Note: In the above Billing Type '01' plays the main controller for milestone billing. In Sales order, at item level, we require to maintain the billing plan.

Follow the Sales cycle as normal sales cycle for particular Scenarios

Regards,

Rajesh Banka

Reward point if Helpful

[Former Member]

Thankyou for your support in sales order billing plan in which fields data should be maintain and who to configure retro billing.

pls do the needful

[Former Member]

HI

<b>Milestone Billing:</b>

This is actual billing, which is done on completion of an activity or difined milestone. This will create accounting entries & is an factual invoice. This is an scenario itself in SD.

1. To create mile stone billing. You need to have a sales order.

After craeting project and mile stone you need to go to sales order and assign the WBS in account assignment. It will prompt if you want to copy the mile stone from the WBS. Then copy the

mile stone from project to sales order. On confrmation i.e. enter finish date in project milestone the

mile stone in sales order automatically get due for billing (billing block is removed) Do billing with respect to salesorder. In you case try to configure the quoataion to billing plan an see if billing can be done.

REWARD IF THIS HELPS

[Former Member]

for milestone billing, you must be able to enter data to identify the

individual milestones.

IMG configuration requires :-

1. Maintain billing plan types for milestone billing in OVBO.

2. Define date description in SM30 - V_TVTB.

3. Maintain Date Category for Billing Plan Type IN OVBJ.

4. Allocate date category in SM30 - V_TFPLA_TY.

5. Maintain date proposal for Billing Plan Type in OVBM.

6. Assign Billing Plan Type to Sales Documents Type in OVBP.

7. Assign Billing Plan Type to Item Categories in OVBR.

8. Define rules for determining the date in OVBS.

Reward points if found valuable.

Thanks & Regards

Subodh

[Former Member]

screen shots pls