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Billing Plan

Former Member
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Dear All,

Can any one explain me what is Billing Plan? where it is used.

Also plz send me the customization for Billing Plan in SD ASAP.

Thanks & Regards,

Pankaj.M

Edited by: Pankaj Mahajan on Jan 1, 2008 7:06 AM

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Hai, pankja, this is srinivas naidu sap-sd guru,09849869304

Billing Plan can be defined for Service Related items, and Project Related item, basically there are two types of Billing Plans are there that can be propsed from SalesDocment header level( vov8>Billing Plan) or Sales Doc Item level(vov7Billing plan),.

a) MileStone Billing

b) Periodic Billing

IN Mile Stone Billing the total amount is going to be billed at a certain stages of Project( ex; sap implemention, or construction of Building) that can be segregated as a different phases, when the Project work reaches to these stages certain amount i.e. absoulte, or percentage can be paid,

IN Periodic Billing the total amount that is going to be billed is going to be distributed between predifiend billing dates ex. end of the month or Starting of the month, that should be paid (at regular periods) ex. if you are in flat for rent every month 1st you have to pay the rent to landlard till 11months or 12 months. ok as far as custimizing pl go to IMG->SD-> BILLING-> BILLING PLANS check, still have doubts pl send the mail

Former Member
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Dear srinivas naidu-sd-guru

Thanks for your reply.

Can u plz send me the detail customization for billing plan.

Thanks & Regards,

Pankaj.M

Answers (1)

Answers (1)

Former Member
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Dear Friend,

Billing plan processing includes the following functions:

Automatic creation of billing plan dates

Pricing

Billing block

Billing index

Billing status

Billing rule for milestone billing

Fixed dates in milestone billing

Document flow

Creating with reference

Exchange rate determination

Automatic Creation of Billing Plan Dates

In Customizing for Sales, you control how the system automatically creates the schedule of dates in a billing plan. The system determines the schedule of individual dates based on general date information, such as the start and end dates. This general date information is copied either from contract header data or from proposals in the billing plan type.

Pricing

Sales document items are billed as each billing date in the plan becomes due. The system determines the amount to be billed either from the condition records that are applicable to the item or from the values that are explicitly entered in the billing plan for a particular billing date. In milestone billing, for example, you can specify a percentage to be billed or an actual amount.

Billing block

A billing block can be set for each date in a billing plan. The block prevents processing for a particular billing date but does not necessarily affect any of the other dates in the plan. In milestone billing, the system automatically sets a billing block for each billing date. This block remains in effect until the project system reports back that the milestone in the corresponding network has been successfully completed. At this point the system removes the block.

Billing index

For every billing date in a plan, the system creates and updates a billing index. If a billing date is blocked for billing, the system copies this information into the index.

Billing status

The system assigns a billing status to each billing date in the plan. The status indicates to what extent the billing has been processed for that particular date. After billing has been carried out successfully, the billing status is automatically set to ‘C’. This prevents a billed date from being billed again.

Billing Rule for Milestone Billing

For every date in the milestone billing plan, you can specify a billing rule. The rule determines how the billing amount for the particular date is calculated. For example, you can specify whether the billing amount is a percentage of the total amount or whether it is a fixed amount. The following figure shows an example of how a billing value can be determined.

In addition, you can specify that the amount to be billed is a final settlement that takes into account billing that has not yet been processed. For example, price changes may take place after billing dates in the plan have already been processed. The price differences can be taken into account during final settlement.

Final settlement is not automatically proposed in the billing plan by the system; you must enter it manually during processing.

Fixed dates in milestone billing

You can control for each date in a billing plan, whether the date is fixed or whether the system copies the date from the planned or actual milestone dates in a project.

Document flow

After a particular date in a billing plan is processed for billing, the system updates the document flow for the corresponding sales document item. The following figure shows an example of document flow for a billing plan.

The document flow for the sales document displays the following data:

Creation date

Billing date

Billed value

Creating with reference

When you define a billing plan type in Customizing for Sales, you can enter the number of an existing billing plan to serve as a reference during subsequent billing plan creation. During sales order processing for items that require billing plans, the system automatically proposes the reference plan and, if necessary, re-determines the billing dates (based on the current date rules) for inclusion in the new billing plan.

Exchange rate determination

In the billing plan with partial billing, you can store a certain exchange rate for each date. The amount billed is the amount determined after using this exchange rate to convert from the local currency into the document currency.

An exchange rate can also be stored at item level for the sales document (field: Exchange rate for FI on the Billing tab page. This fixed rate is valid for all dates in the item billing plan for which no rate is specified in the billing plan. If an exchange rate is entered both for the date in the billing plan and at item level in the exchange rate field, then the system uses the rate specified for the date during billing.

If no exchange rate is entered for the the date or at item level, then the system uses the exchange rate used for invoice creation and it is forwarded to FI.

When using a header billing plan, all billing plans linked to this header billing plan are automatically updated. If, for example, you enter an exchange rate manually for the first date in the header billing plan, this is automatically copied to the corresponding dates for the item billing plans.

Reward If useful...

regards,

Amlan Sarkar.