During your project you may need to implement SAP SD billing plan functionality .I am publishing part I of SAP Billing plan documentation .This part of documentation mostly covers Periodic billing plan used in SAP SD.I will cover Milestone billing plan in my part II section of documentation .
Billing plan
In SAP SD 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 the billing plan.
| Types of billing plan |
| SAP SD has two billing plans a. Periodic billing Plan b. Milestone billing Plan |
When To Use Periodic billing plan :-
Periodic billing plans are used for service products such as rentals or maintenance mostly. You should have a service product with a time-dependent price (i.e. calculation type M, N, O or P) which need to be billed regularly, e.g. monthly, quarterly, etc.Client can raise the rental or maintenance/service invoices based on monthly , quarterly ,yearly etc. basis to their customers.
NOTE:- The sum of every line item added to the Net the velue of the contract .
Example- One service contract being billed on monly basis .
Start date -27.08.2015
End Date - 26.10.2015
Settelemtn From Settelemtn To Billing date Billing Value
27.08.2015 26.09.2015 27.08.2015 100 MYR
27.09.2015 26.10.2015 27.09.2015 100 MYR
From the above example value of the contract will be 200 MYR.
When To Use Milestone billing plan :-
Milestone billing is used for sales products in big projects when the product is paid in various installments.Milestone billing plans are used in sales quotations and sales orders or Items in service orders .You have a sales product with a known net value.
NOTE:- You distribute the net value over several milestones.
Example- One sales order created having value 200 MYR.
Value of 200 MYR will be distributed among varius dates( % or amount ) as per the configuration.
Billing Date Description Billing Value
27.08.2015 Phase -I Completion 50 MYR
27.09.2015 Phase -II Completion 100 MYR
27.11.2015 Phase- III Completion 50 MYR
From the above example value of the sales order will be 200 MYR.
Configuration steps for Periodic billing plan
Below is the path for reach up to billing plan.
Spro> S&D >Billing >Billing Plan
1. Define Billing Plan Types
Maintain billing plan types for periodic billing
A.Start date - Date from which billing plan will start .Start date is compared with next billing date(5) and gives first date of "Settlement To" and "Billing date" in periodic plan. ie. If your start date is the 24rd of a month and you are billing monthly, all billing date will start on the 23rd" (if there are no further conditions discussed in the later part of the document ).
B.End Date - Date on which billing plan ends .
Screen shot from rental contract header.
C. Horizon :- This is optional field .If there is no End date entered or Contract end date is far in the future . Not all billing dates can be accomodated in the billing date screen.The horizon calculates the last billing date in the billing plan, based on the current date plus a specified time period.
Example-
If the rental /service contract which is valid from 24.08.2015 until 23.12.2098 .
Rental contract with no Horizon
Screen 1 - End date far in future
Screen 2 - No Horizon period
Screen 3 - Billing dates created upto 2098 .
Rental contract with Horizon
Screen 1 - End date far in future
Screen 2 - Horizon period
Screen 3 - Billing dates created only up to Horizon period.(Only for this the current quarter ).
Note : - Schedule a back ground job for RVFPLAN01(T-code V.07) to create the future billing date for the given horizon period.
D. Dates From To : - These date has meaning when item level has certain validity . Billing plan will be deactivated after validly expired on item level.
Example- Rental contract has two line Items.
Item 10- Header plan- validity from 27.08.2015 Until 26.08.2016 . (Billing dates created up to 26.08.2016)
Item 20 Item level Dates from - 27.08.2015 to Dates Untill 26.09.2015 .So Item second has validy only untill 26.09.2015.(Billing dates created up to 26.09.2015)
E. Rule for Origin of Next Billing/Invoice Date :- This is copied from customization , The rule assigned here is compared with start date and billing dates are proposed in the contract.Please refer to point number A.
F. Rules for determining deviation in Billing/Invoice date :-
This field determines if there is exception or deviation in billing dates proposed by billing rule .The customer is to be billed retrospectively for the rental of a photocopier at the end of every month. The customer, however, wants to be billed two days before the end of each month. You enter a date determination rule, which subtracts two days from the billing date determined by the system"