alternate powerpoint title page option 2docshare04.docshare.tips/files/27014/270142978.pdf ·...

SD-BIL-IV-BP Billing Plan

© 2013 SAP AG or an SAP affiliate company. All rights reserved. 2

Table of contents

• Purpose

• Periodic billing plan

• Milestone billing plan

• Billing plan configuration

• Important tables and fields

• Important function modules

• Important notes

Purpose


Purpose

1. The billing plan is a schedule of individual billing dates for a single item in a

sales document (contract or sales order).

2. A billing plan can be defined both on item and header level.

3. If a billing plan is assigned on header level to a sales document then it is valid

for all items assigned to it.

4. Depending on the business process two different billing plan types can be used:

• Periodic billing plan

• Milestone billing plan

Periodic billing plan



Periodic billing:

• Billing of a total amount of a contract divided for each individual billing date in the

billing plan.

• The billing dates can be used to determine when the billing should be carried out

e.g. on the first day of the month.

• The start and end dates are defined based on the duration of the billing plan.

These dates are copied from the start and end dates of the corresponding

contract or can be changed manually.

• Periods in a billing plan determine the frequency with which the billing dates are

created in the billing plan. It can be monthly, quarterly, anually.



Horizon:

If no end date is entered in a billing plan or the end date lies in the distant future

then a horizion can be used in order to determine the last date of the billing

plan.

The horizon is always set according to the rule which uses the current date as

baseline. If the current date is updated during the processing, then the horizon

gets automatically extended and so the schedule of billing dates in the future.



Billing plan view on item level:

• The billing plan type is determined

from the item category, this

customizing is not changeable in

the sales document

• For every billing date the system

creates a billing index.

• A billing block can be set for each

date within the billing plan. With

such a block processing of a

certain date can be blocked.

• Each billing date has its own

billing status. This status indicates

whether the date has been

processed.

• If a down payment is requested in

the billing plan, then billing type

FAZ has to be set for that date.

Milestone billing plan



Milestone billing is typically used for billing projects, such as construction

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

completion of different stages of the work. In the SAP 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.

In milestone billing the total value to be billed is distributed to individual dates

according certain rules.

Dates can be set according to the business needs.



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

date is:

• Fixed

• Always updated with the actual date of the mileston

• Updated with the actual date of the milestone, if the date is earlier than the

planned billing date for the date

• Updated with the actual date of the milestone, if the date is earlier than the

planned billing date for the date

The system automatically creates a billing index for each billing date.

For every date in a milestone billing plan a billing rule can be specified. This rule

determines how the billing amount for a certain date is calculated.

Billing plan configuration


Billing Plan configuration


Billing Plan configuration – Assignment of Billing Plan Type to

item category

• In transaction OVBK the assignment between billing type and item

category can be defined.

• The billing plan type is determined from the item category, this

customizing is not changeable in the sales document.

• The billing relevance and billing plan type can be customized here. In

standard billing relevance „I” is used.


Billing Plan configuration – Billing Plan types

• In transaction OVBI the billing plan

types can be configured.

• Here it can be set how the system

should determine the start and end

date both the billing plan and dates

within the billing plan.

• Field Horizon specifies with which

rule the system determines the

date of the last planned billing date

within the billing plan. The current

date is always the baseline date

for determining the horizon.

• Field Online order is set then the

dates in the billing plan are

automatically determined.


Billing Plan configuration – Date category for Billing Plan type

• In transaction OVBJ the

billing plan types can be

customized.

• A billing block can be set

here, which will be

automatically copied to the

billing plan item.

In case of milestone billing

this block gets automatically

removed once the

completion of the milestone

is confirmed from project

side.

• Billing rule specifies for

each billing plan date how

the value to be billed is

determined.


Billing Plan configuration – Date Proposal Maintenance

• The system takes the standard billing deadlines as default values

into the billing or invoice plan.

• The system calculates the deadlines during the transfer, with reference to the billing

or invoice plan start date.

• You can maintain the standard billing or invoice plan type in Customizing for the

project system.

• Field Online order is set then

the dates in the billing plan

are automatically determined.

• These can be changed in

transaction OVBM.


Billing Plan configuration – Maintaining Assignment if Billing

Plan Type to Sales Document

In OVBP the billing plan type can be assigned to the sales document type.


Billing Plan configuration – Rule for determining dates

• Date rules are needed in

the billing plan to define

start date and end date.

The foundation of date

determination rule is the

baseline date.

• With entering a Calender

ID the dates calculated

by the system can be

influenced.

• The date rules can be

change in OVBS.


Billing Plan configuration – Main transactions


Billing Plan configuration – Connection between the tables

Important tables and fields


Important tables and fields I.

• VBKD: Sales Document: Business Data

VBKD-POSNR Item number of the SD document

VBKD-VBELN Sales and Distribution Document Number

VBKD-FPLNR Billing plan number / invoicing plan number

• FPLT: Billing Plan: Dates

FPLT-FPLNR Billing plan number / invoicing plan number

FPLT-FPLTR Item for billing plan/invoice plan/payment cards

FPLT-FKDAT Settlement date for deadline

FPLT-FKSAF Billing status for the billing plan/invoice plan date

FPLT-TEMAN Process as for manually entered date

FPLT-NFDAT Settlement date for deadline


Important tables and fields II.

• FPLA: Billing Plan

FPLA-FPLNR Billing plan number / invoicing plan number

FPLA-VBELN Sales and Distribution Document Number

FPLA-FPART Billing/Invoicing Plan Type

FPLA-HORIZ Rule for Determining Horizon in Billing/Invoicing Plan

FPLA-BEDAT Start date for billing plan/invoice plan

FPLA-ENDAT End date billing plan/invoice plan

FPLA-PERIO Rule for Origin of Next Billing/Invoice Date

FPLA-LODAT Dates from

FPLA-TNDAT Dates to

Important function modules


Important function modules

• BILLING_SCHEDULE_DIALOG

Will be executed if navigated from the header or item to the billing plan in

dialog mode.

• BILLING_SCHEDULE_GENERATE

Creates a billing plan in the background e.g. a billing plan relevant item

should be created.

• BILLING_SCHEDULE_INVOICE_VALUE

Is executed after the PRICING was triggered.

• FORM FPLT_FKSAF_ERMITTELN

The status determination happens here, the status is read dynamically.

Important notes


Important notes

831158 Periodic billing plans

210123 Manual dates in the periodic billing plan

830097 Milestone billing plans

1652491 Project milestones with SD billing plans?

830291 Header billing plan and milestones

alternate powerpoint title page option 2docshare04.docshare.tips/files/27014/270142978.pdf ·...

Documents