Regarding billing plan

[Former Member]

Hi,

Can anybody can help me in providing document on billing plan i.e

1.milestone billing

2.periodic billing

3.resource related billing ASAP.

Thanks

Arun

[Manoj_Mahajan78 · Accepted solution]

Arun,

During certain kinds of sales order processing, you may want to bill a particular item according to a schedule of billing dates. For example, you may want to bill a rental contract with monthly invoices for the duration of the contract. Or, you may have a make-to-order item which is assigned to a project and you want to bill the customer a certain percentage of the total as different stages of the work are completed. The schedule of billing dates is called a billing plan. Billing plans can be created automatically during processing, provided that the necessary control data has been maintained in Customizing for Sales and Distribution.

A billing plan is a schedule of individual billing dates for a single item in a sales document. You can define a billing plan at header level, which is then valid for all items assigned to it.

Depending on the kind of business process you are carrying out, the system can automatically propose one of two different types of billing plan: periodic billing or milestone billing.

Periodic billing means billing a total amount for each individual billing date in the plan. For example, if you are creating a rental contract, the system can propose a schedule of monthly rental payments, according to the length and conditions of the contract.

Milestone billing means distributing the total amount to be billed over multiple billing dates in the billing plan. For example, you can use a billing plan for billing a make-to-order item that is assigned to a project in the SAP Project System. When you enter the project-related make-to-order item in the sales order (or assembly order), the system proposes a billing plan based on milestones defined for networks in the project. As each milestone is successfully reached, the customer is billed either a percentage of the entire project cost or simply a pre-defined amount.

During sales order processing, the system determines from the item category whether a billing plan is required and, if so, which type of plan: The type of billing plan that is determined at this point is set up in Customizing and cannot be changed in the sales document. For each billing plan you create, you can enter a freely-definable search term in the details screen of the billing plan in the sales document. When you save the document, the system automatically assigns a number that later uniquely identifies the individual plan. You can use the search term later to locate specific billing plans.

Billing plans for rental contracts and billing plans for project-related milestone billing have different overview screens so that you can enter data relevant to your processing. For example, for milestone billing, you must be able to enter data to identify the individual milestones.

http://help.sap.com/saphelp_470/helpdata/en/dd/560674545a11d1a7020000e829fd11/frameset.htm

REWARD if it helps..

Regds

MM

[Former Member]

Hi

Billing Plan for Milestone Billing

Milestone billing means distributing the total amount to be billed over multiple billing

dates in the billing plan.

As each milestone is successfully reached, the customer is billed either a percentage of

the entire project cost or simply a pre-defined amount.

During sales order processing, the system determines from the item category whether a

billing plan is required and, if so, which type of plan

The type of billing plan that is determined at this point is set up in Customizing and

cannot be changed in the sales document.

Billing plans for periodic billing and milestone billing plans for project-related milestone

billing have different overview screens so that you can enter data relevant to your

processing.

For example, 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.

Milestone billing is typically used for billing projects, such as plant engineering and

construction projects. Such projects often include a series of milestones that mark the

completion of different stages of the work. In the SAP R/3 System, milestones are defined

in a network along with planned and actual dates for the completion of work. The milestones

are also assigned to the billing dates in the billing plan.

Each milestone-related billing date is blocked for processing until the Project System

confirms that the milestone is completed.

Delivery-relevant order items for which a milestone billing plan applies are billed on the

basis of the requested delivery quantity and not on the total of the confirmed quantities.

The connection between the project and the sales document item is made in the individual

schedule lines of the item. Each schedule item can be assigned to a network in a project.

To display the project-related data for a schedule line, proceed as follows:

In one of the overview screens of the sales document, select

1. Item -> Schedule lines.

2. Mark the schedule line and select Procurement details.

The following figure shows an example of milestone billing where only the Contract have

been billed :

Order Item Turbine 100,000

Billing Plan

Billing date Description % Value Billing Block Milestone Billing Status

01-10-94 Contract 10 10,000 - x x

01-03-95 Assembly 30 30,000 x x

01-04-95 Maintenance 30 30,000 x x

01-05-95 Acceptance 30 30,000 x x

01-06-95 Final invoice .. .. x

Network/Activities

Milestone Estimate Actual

Assembly 01-03-95 01-03-95

Maintenance 01-04-95

Acceptance 01-05-95

For each billing date in a milestone billing plan, you can specify whether the billing

date is:

1. fixed

2. always updated with the actual date of the milestone

3. updated with the actual date of the milestone, if the date is earlier than the

planned billing date for the date

Periodic Billing

Some customers may require invoices to be processed periodically, so that all deliveries due for billing by a certain time are put into one collective invoice.

Prerequisites

To fulfill this requirement, a billing schedule must be defined for the customer:

A factory calendar which contains special rules instead of working days must be created. These special rules refer to the days on which billing should be carried out. If, for example, an invoice is to be issued every last working day of the month, then this day must be entered as "valid from" day and "valid to" day. This day must be the only day defined as a working day in the calendar for each month.

The ID-number of the factory calendar must be specified on the billing screen of the payer's customer master record in the Billing schedule field.

Activities

When a sales document is created, the system copies the invoice date from the factory calendar and enters it into the relevant document as follows:

On the next billing date determined by the factory calendar, the system selects all sales orders and deliveries and puts them in a billing due list. They can now be billed.

As a result of the ID-number of the factory calendar defined in the customer master record, all sales orders or deliveries for that customer over a particular period have the same billing date, and they can be combined in one collective invoice.

The following figure shows how the system proceeds if a billing schedule has been defined for a customer.

<a href="http://help.sap.com/saphelp_dimp50/helpdata/EN/59/54fc37004d0a1ee10000009b38f8cf/content.htm">Resource-Related Billing</a>

http://help.sap.com/saphelp_46c/helpdata/en/dd/560fdd545a11d1a7020000e829fd11/content.htm

[Lakshmipathi]

Hi Arun

<b>1) Milestone Billing</b>

http://help.sap.com/saphelp_47x200/helpdata/en/dd/5606c2545a11d1a7020000e829fd11/frameset.htm

<b>2) Periodic Billing</b>

http://help.sap.com/saphelp_47x200/helpdata/en/dd/5606c2545a11d1a7020000e829fd11/frameset.htm

<b>3) Resource related billing</b>

http://help.sap.com/saphelp_47x200/helpdata/en/59/54fc37004d0a1ee10000009b38f8cf/frameset.htm

Thanks

G. Lakshmipathi

[Former Member]

Hi Arun Kumar Akula

Billing Plan for Milestone Billing

Milestone billing means distributing the total amount to be billed over multiple billing

dates in the billing plan.

As each milestone is successfully reached, the customer is billed either a percentage of

the entire project cost or simply a pre-defined amount.

During sales order processing, the system determines from the item category whether a

billing plan is required and, if so, which type of plan

The type of billing plan that is determined at this point is set up in Customizing and

cannot be changed in the sales document.

Billing plans for periodic billing and milestone billing plans for project-related milestone

billing have different overview screens so that you can enter data relevant to your

processing.

For example, 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.

Milestone billing is typically used for billing projects, such as plant engineering and

construction projects. Such projects often include a series of milestones that mark the

completion of different stages of the work. In the SAP R/3 System, milestones are defined

in a network along with planned and actual dates for the completion of work. The milestones

are also assigned to the billing dates in the billing plan.

Each milestone-related billing date is blocked for processing until the Project System

confirms that the milestone is completed.

Delivery-relevant order items for which a milestone billing plan applies are billed on the

basis of the requested delivery quantity and not on the total of the confirmed quantities.

The connection between the project and the sales document item is made in the individual

schedule lines of the item. Each schedule item can be assigned to a network in a project.

To display the project-related data for a schedule line, proceed as follows:

In one of the overview screens of the sales document, select

1. Item -> Schedule lines.

2. Mark the schedule line and select Procurement details.

The following figure shows an example of milestone billing where only the Contract have

been billed :

Order Item Turbine 100,000

Billing Plan

Billing date Description % Value Billing Block Milestone Billing Status

01-10-94 Contract 10 10,000 - x x

01-03-95 Assembly 30 30,000 x x

01-04-95 Maintenance 30 30,000 x x

01-05-95 Acceptance 30 30,000 x x

01-06-95 Final invoice .. .. x

Network/Activities

Milestone Estimate Actual

Assembly 01-03-95 01-03-95

Maintenance 01-04-95

Acceptance 01-05-95

For each billing date in a milestone billing plan, you can specify whether the billing

date is:

1. fixed

2. always updated with the actual date of the milestone

3. updated with the actual date of the milestone, if the date is earlier than the

planned billing date for the date

<b>For Period Billing Plan. Refer the Link Below</b>

http://www.shef.ac.uk/content/1/c6/06/17/31/TR_MAR_Creating_Periodic_Billing_Plans_GMGRANT.doc

Reward if useful to u

Message was edited by:

narendran vajravelu

[Former Member]

hi

During certain kinds of sales order processing, you may want to bill a particular item according to a schedule of billing dates. For example, you may want to bill a rental contract with monthly invoices for the duration of the contract. Or, you may have a make-to-order item which is assigned to a project and you want to bill the customer a certain percentage of the total as different stages of the work are completed. The schedule of billing dates is called a billing plan. Billing plans can be created automatically during processing, provided that the necessary control data has been maintained in Customizing for Sales and Distribution.

A billing plan is a schedule of individual billing dates for a single item in a sales document. You can define a billing plan at header level, which is then valid for all items assigned to it.

Depending on the kind of business process you are carrying out, the system can automatically propose one of two different types of billing plan: periodic billing or milestone billing.

Periodic billing means billing a total amount for each individual billing date in the plan. For example, if you are creating a rental contract, the system can propose a schedule of monthly rental payments, according to the length and conditions of the contract.

Milestone billing means distributing the total amount to be billed over multiple billing dates in the billing plan. For example, you can use a billing plan for billing a make-to-order item that is assigned to a project in the SAP Project System. When you enter the project-related make-to-order item in the sales order (or assembly order), the system proposes a billing plan based on milestones defined for networks in the project. As each milestone is successfully reached, the customer is billed either a percentage of the entire project cost or simply a pre-defined amount.

During sales order processing, the system determines from the item category whether a billing plan is required and, if so, which type of plan: The type of billing plan that is determined at this point is set up in Customizing and cannot be changed in the sales document. For each billing plan you create, you can enter a freely-definable search term in the details screen of the billing plan in the sales document. When you save the document, the system automatically assigns a number that later uniquely identifies the individual plan. You can use the search term later to locate specific billing plans.

Billing plans for rental contracts and billing plans for project-related milestone billing have different overview screens so that you can enter data relevant to your processing. For example, for milestone billing, you must be able to enter data to identify the individual milestones.

<a href="http://help.sap.com/saphelp_470/helpdata/en/dd/560674545a11d1a7020000e829fd11/frameset.htm">http://help.sap.com/saphelp_470/helpdata/en/dd/560674545a11d1a7020000e829fd11/frameset.htm</a>