SD-BIL-IV-BP Billing Plan

Transcription

SD-BIL-IV-BP
Billing Plan
Table of contents
•
Purpose
•
Periodic billing plan
•
Milestone billing plan
•
Billing plan configuration
•
Important tables and fields
•
Important function modules
•
Important notes
© 2013 SAP AG or an SAP affiliate company. All rights reserved.
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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:
•
•
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Periodic billing:
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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.
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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.
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Billing plan view on item level:
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The billing plan type is determined
from the item category, this
customizing is not changeable in
the sales document
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For every billing date the system
creates a billing index.
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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.
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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.
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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.
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For each billing date in a milestone billing plan you can specify whether the billing
date is:
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Fixed
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Always updated with the actual date of the mileston
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Updated with the actual date of the milestone, if the date is earlier than the
planned billing date for the date
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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.
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Billing plan configuration
Billing Plan configuration
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Billing Plan configuration – Assignment of Billing Plan Type to
item category
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In transaction OVBK the assignment between billing type and item
category can be defined.
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The billing plan type is determined from the item category, this
customizing is not changeable in the sales document.
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The billing relevance and billing plan type can be customized here. In
standard billing relevance „I” is used.
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Billing Plan configuration – Billing Plan types
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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.
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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.
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Field Online order is set then the
dates in the billing plan are
automatically determined.
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Billing Plan configuration – Date category for Billing Plan type
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In transaction OVBJ the
billing plan types can be
customized.
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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.
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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.
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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.
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Billing Plan configuration – Rule for determining dates
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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.
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Billing Plan configuration – Main transactions
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Billing Plan configuration – Connection between the tables
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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
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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
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Important tables and fields II.
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FPLA: Billing Plan
FPLA-FPLNR
FPLA-VBELN
FPLA-FPART
FPLA-HORIZ
FPLA-BEDAT
FPLA-ENDAT
FPLA-PERIO
FPLA-LODAT
FPLA-TNDAT
Billing plan number / invoicing plan number
Sales and Distribution Document Number
Billing/Invoicing Plan Type
Rule for Determining Horizon in Billing/Invoicing Plan
Start date for billing plan/invoice plan
End date billing plan/invoice plan
Rule for Origin of Next Billing/Invoice Date
Dates from
Dates to
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BILLING_SCHEDULE_DIALOG
Will be executed if navigated from the header or item to the billing plan in
dialog mode.
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BILLING_SCHEDULE_GENERATE
Creates a billing plan in the background e.g. a billing plan relevant item
should be created.
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BILLING_SCHEDULE_INVOICE_VALUE
Is executed after the PRICING was triggered.
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FORM FPLT_FKSAF_ERMITTELN
The status determination happens here, the status is read dynamically.
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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
28
Thank you

SD-BIL-IV-BP Billing Plan

Transcription

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