periodic billing

[Former Member]

Dear Gurus,

Can anybody send me the detailed conf steps for Rental Agreements with Periodic billing.I need step by step and field wise.It is very urgent,so pls send it ASAP.

Regards

Rams

[Former Member · Accepted solution]

Periodic Billing.

Step 1:

A. 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

B. 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

C. 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: 02

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

D. 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 '02' plays the main controller for periodic 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

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.

Note: Ensure that Copy Control settings are done

Sales Order to Sales Order (QT --> OR): VTAA

Sales Order to Delivery (OR --> LF): VTLA

Sales Order to Billing (OR --> F1): VTFA

Delivery to Billing(LF --> F2): VTFL

Billing to Sales Order (F2 --> RE): VTAF

Regards,

Rajesh Banka