Billing
Content
Definition: document
Customizing (BC-CUS)
Information such as text or graphics stored in a separate table. The following document classes exist in Customizing:
• • • •
Book Structure node IMG activity Project documentation
SAPscript (BC-SRV-SCR)
A formatted text. A document is the result of assigning styles and forms to text. In SAPscript, the text is formatted for output to the screen or the printer.
Document Management System (CA-DMS)
A data storage medium containing information of a specific type. You can define a document as a group of related documents, or as part of another document, by linking subordinate documents to superior documents in a document hierarchy. To define a more complex structure, use a document structure.
Documentation Tools (BC-DOC-DTL)
The formatted SAPscript text for R/3 online documentation. A document contains text explaining components or functions in the SAP System. To display it, you use the help functions. A document is either assigned to one SAP System object or it is an independent system object. A document has a document type and a document class.
Controlling (CO)
A proof of a cost accounting posting. This posting can be made both within (for example, distribution) and outside of (for example, primary cost posting in FI) the CO module.
Financial Accounting (FI)
The proof of a business transaction. A distinction is made between original documents and data processing (DP) documents:
• •
Original documents include incoming invoices, bank statements and carbon copies of outgoing invoices. DP documents include accounting documents, sample documents and recurring entry documents.
Whereas accounting documents are a representation of the original document in the SAP System, sample and recurring entry documents are simply templates to simplify entry of accounting transactions.
Document Management System (CA-DMS)
Information medium for information that is intended either for the user responsible or for data exchange between systems.
• • •
Depending on the type of document (for example, engineering drawing, program, photo, or text), different document data is managed. Documents that are functionally related can be organized in a document hierarchy. Structures that are more complex can be organized as a document structure.
Sales and Distribution (SD)
A printed record of business transaction in sales and distribution processing. There are printed documents for:
• • •
Sales Shipping Billing
SAP Business Workflow (BC-BMT-WFM)
A collective term for all types of information generated from an application program. Documents include:
• • •
SAPscript text in RAW format Microsoft Word text in DOC format Microsoft PowerPoint presentation in PPT format
Basis Components (BC)
In the Web Control Framework, a document represents a top-level container for all of the controls on one page of a BSP application. By obtaining a reference to the document object in the Manipulation section of a page or in an event handler, you can address any of the controls in it.
Documentation and Translation Tools (BC-DOC)
A self-contained collection of written information with any content.
Delivery Processing (SCM-ECT-DLP)
An object containing all the data that is necessary to document and control a business process. Different document types, which can be configured, can be used for different processes.
Policy Management (FS-PM)
State for a correspondence category. It is the end product, after the formatting process from the Print Workbench. In the output management system, this document is then allocated to its physical target media (letter, fax, e-mail, and so on). Return -> Definition: document
Milestone Billing Milestone billing means distributing the total amount to be billed over multiple billing dates in the billing plan. As each milestone is successfully reached, the customer is billed either a percentage of the entire project cost or simply a pre-defined amount.During sales order processing, the system determines from the item categorywhether a billing plan is required and, if so, which type of plan. The type of billing planthat is determined at this point is set up in Customizing and cannot be changed in thesales document.Milestone billing is typically used for billing projects, such as plant engineeringand construction projects. Such projects often include a series of milestones that mark thec o m p l e t i o n o f d i f f e r e n t s t a g e s o f t h e w o r k . I n t h e S A P R / 3 S y s t e m , m i l e s t o n e s a r e defined in a network along with planned and actual dates for the completion of work. Themilestones 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 milestoneis completed. Configuration required for Milestone Billing Plan:1 ) B i l l i n g P l a n T y p e : The billing plan type defines the basic control data for the billing p l a n . F o r example, the billing plan contains rules for date determination. These rules determine, for example, the beginning and end dates for the schedule of billing dates. The billing plantype also contains a date rule for determining the horizon for the billing plan. The horizonc a l c u l a t e s t h e l a s t b i l l i n g d a t e i n t h e b i l l i n g p l a n , b a s e d o n t h e c u r r e n t d a t e p l u s a specified time period (for example: today’s date plus one year). The standard version of the SAP R/3 System includes the following billing plan types: • Milestone billing: For example, billing dates determined by the percentage of project completion • Periodic billing :For example, monthly fees for a rental contractThe billing plan type is displayed in the sales document but cannot be changed.Sales and distribution Billing Billing Plan Define Billing Plan Types Maintain billing plan types for milestone billing New Entriesa) Create New Billing Plan
BAb) Start date 01 (today’s date)c) Online order Deadlines Created Automaticallyd) FCode-OvervScrn 0003 (Milestone Billing)
2) Date Description : Date descriptions are defined to describe the various purposes for which billing plans can be used. Depending on the date category you use, the system proposes a datedescription for the billing dates in the billing plan. The descriptions are for information purposes only and do not affect processing.Sales and distribution Billing Billing Plan Define date descriptions New Entriesa ) B 0 0 1 S i g n i n g t h e T a s k O r d e r b)B002 Completion of Clinical Period Of Studyc)B003 Completion of Analytical Period Of Studyd)B004 After Draft report Submissione)B005 - After F i n a l r e p o r t S u b m i s s i o n 3) Date category : The date category defines data for each billing date that appears in the billing plan.For example, the date category determines the following data: • Billing rule: Determines whether the billing date is based on, for example, the percentage of project completion or a monthly periodic payment for a servicecontract, and so on. • Date description: specifies, for example, whether the billing date is for a rentalcontract, maintenance contract, and so on. • Billing block: The billing date may be blocked, for example, if a project milestonehas not been confirmed •
Whether the date is fixed or not: In milestone, you may want the system to use theactual date of the milestone, for example. • Billing type: proposes the type of billing document to be used during billing:invoice, pro forma, and so on.Sales and distribution Billing Billing Plan Define & Assign Date Categories Maintain Date Category for Billing Plan Type New Entriesa) Billing Plan Type BAb) Date category BAc) Billing rule 2 (Milestone Billing on Value Basis)d) Fixed date 1 (Planning actual date of Milestone) e) Billing block AB (Accounts Block)f) Billing type ZCI 4)Proposed date category : For every billing plan type, you can assign a date category. During sales order p r o c e s s i n g , t h e s y s t e m t h e n a u t o m a t i c a l l y p r o p o s e s t h e d a t e c a t e g o r y a n d i t s corresponding data for each billing date in the planSales and distribution Billing Billing Plan Define & Assign Date Categories Allocated date categoriesa ) P u t d a t e c a t e g o r i e s a g a i n s t b i l l i n g p l a n t y p e 5) Proposed date : The date proposal function is used only for milestone billing. This f u n c t i o n enables you to create a standard billing plan as a reference. This billing plan can
be usedduring order processing. The dates can be used as the basis for an actual billing plan andchanged if requiredSales and distribution Billing Billing Plan Maintain date proposal for billing plan types Maintain Datea ) S t a r t d a t e today’s date b ) P u t B i l l i n g d a t e a s p e r y o u r r e q u i r e m e n t c)Put Date Description & Percentage against billing date Please Note that – Table Entries of FPLA, FPLT & TPFLA to be copied separately because Billing plan references cannot be transported6) Assign Billing Plan types to Item categories : Billing Plans are controlled by item category. In customizing for sales, you canspecify that individual item categories are relevant for order related billing by means of billing plan. You can also specify billing plan types of each item category.Sales and distribution Billing Billing Plan Assign Billing Plan types to ItemcategoriesEnter following details against Item categoriesa ) B i l l i n g R e l e v a n t I (Order relevant Billing – Billing plan ) b ) B i l l i n g P l a n t y p e BA
Customizing (BC-CUS)
Information such as text or graphics stored in a separate table. The following document classes exist in Customizing:
• • • •
Book Structure node IMG activity Project documentation
SAPscript (BC-SRV-SCR)
A formatted text. A document is the result of assigning styles and forms to text. In SAPscript, the text is formatted for output to the screen or the printer.
Document Management System (CA-DMS)
A data storage medium containing information of a specific type. You can define a document as a group of related documents, or as part of another document, by linking subordinate documents to superior documents in a document hierarchy. To define a more complex structure, use a document structure.
Documentation Tools (BC-DOC-DTL)
The formatted SAPscript text for R/3 online documentation. A document contains text explaining components or functions in the SAP System. To display it, you use the help functions. A document is either assigned to one SAP System object or it is an independent system object. A document has a document type and a document class.
Controlling (CO)
A proof of a cost accounting posting. This posting can be made both within (for example, distribution) and outside of (for example, primary cost posting in FI) the CO module.
Financial Accounting (FI)
The proof of a business transaction. A distinction is made between original documents and data processing (DP) documents:
• •
Original documents include incoming invoices, bank statements and carbon copies of outgoing invoices. DP documents include accounting documents, sample documents and recurring entry documents.
Whereas accounting documents are a representation of the original document in the SAP System, sample and recurring entry documents are simply templates to simplify entry of accounting transactions.
Document Management System (CA-DMS)
Information medium for information that is intended either for the user responsible or for data exchange between systems.
• • •
Depending on the type of document (for example, engineering drawing, program, photo, or text), different document data is managed. Documents that are functionally related can be organized in a document hierarchy. Structures that are more complex can be organized as a document structure.
Sales and Distribution (SD)
A printed record of business transaction in sales and distribution processing. There are printed documents for:
• • •
Sales Shipping Billing
SAP Business Workflow (BC-BMT-WFM)
A collective term for all types of information generated from an application program. Documents include:
• • •
SAPscript text in RAW format Microsoft Word text in DOC format Microsoft PowerPoint presentation in PPT format
Basis Components (BC)
In the Web Control Framework, a document represents a top-level container for all of the controls on one page of a BSP application. By obtaining a reference to the document object in the Manipulation section of a page or in an event handler, you can address any of the controls in it.
Documentation and Translation Tools (BC-DOC)
A self-contained collection of written information with any content.
Delivery Processing (SCM-ECT-DLP)
An object containing all the data that is necessary to document and control a business process. Different document types, which can be configured, can be used for different processes.
Policy Management (FS-PM)
State for a correspondence category. It is the end product, after the formatting process from the Print Workbench. In the output management system, this document is then allocated to its physical target media (letter, fax, e-mail, and so on). Return -> Definition: document
Milestone Billing Milestone billing means distributing the total amount to be billed over multiple billing dates in the billing plan. As each milestone is successfully reached, the customer is billed either a percentage of the entire project cost or simply a pre-defined amount.During sales order processing, the system determines from the item categorywhether a billing plan is required and, if so, which type of plan. The type of billing planthat is determined at this point is set up in Customizing and cannot be changed in thesales document.Milestone billing is typically used for billing projects, such as plant engineeringand construction projects. Such projects often include a series of milestones that mark thec o m p l e t i o n o f d i f f e r e n t s t a g e s o f t h e w o r k . I n t h e S A P R / 3 S y s t e m , m i l e s t o n e s a r e defined in a network along with planned and actual dates for the completion of work. Themilestones 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 milestoneis completed. Configuration required for Milestone Billing Plan:1 ) B i l l i n g P l a n T y p e : The billing plan type defines the basic control data for the billing p l a n . F o r example, the billing plan contains rules for date determination. These rules determine, for example, the beginning and end dates for the schedule of billing dates. The billing plantype also contains a date rule for determining the horizon for the billing plan. The horizonc a l c u l a t e s t h e l a s t b i l l i n g d a t e i n t h e b i l l i n g p l a n , b a s e d o n t h e c u r r e n t d a t e p l u s a specified time period (for example: today’s date plus one year). The standard version of the SAP R/3 System includes the following billing plan types: • Milestone billing: For example, billing dates determined by the percentage of project completion • Periodic billing :For example, monthly fees for a rental contractThe billing plan type is displayed in the sales document but cannot be changed.Sales and distribution Billing Billing Plan Define Billing Plan Types Maintain billing plan types for milestone billing New Entriesa) Create New Billing Plan
BAb) Start date 01 (today’s date)c) Online order Deadlines Created Automaticallyd) FCode-OvervScrn 0003 (Milestone Billing)
2) Date Description : Date descriptions are defined to describe the various purposes for which billing plans can be used. Depending on the date category you use, the system proposes a datedescription for the billing dates in the billing plan. The descriptions are for information purposes only and do not affect processing.Sales and distribution Billing Billing Plan Define date descriptions New Entriesa ) B 0 0 1 S i g n i n g t h e T a s k O r d e r b)B002 Completion of Clinical Period Of Studyc)B003 Completion of Analytical Period Of Studyd)B004 After Draft report Submissione)B005 - After F i n a l r e p o r t S u b m i s s i o n 3) Date category : The date category defines data for each billing date that appears in the billing plan.For example, the date category determines the following data: • Billing rule: Determines whether the billing date is based on, for example, the percentage of project completion or a monthly periodic payment for a servicecontract, and so on. • Date description: specifies, for example, whether the billing date is for a rentalcontract, maintenance contract, and so on. • Billing block: The billing date may be blocked, for example, if a project milestonehas not been confirmed •
Whether the date is fixed or not: In milestone, you may want the system to use theactual date of the milestone, for example. • Billing type: proposes the type of billing document to be used during billing:invoice, pro forma, and so on.Sales and distribution Billing Billing Plan Define & Assign Date Categories Maintain Date Category for Billing Plan Type New Entriesa) Billing Plan Type BAb) Date category BAc) Billing rule 2 (Milestone Billing on Value Basis)d) Fixed date 1 (Planning actual date of Milestone) e) Billing block AB (Accounts Block)f) Billing type ZCI 4)Proposed date category : For every billing plan type, you can assign a date category. During sales order p r o c e s s i n g , t h e s y s t e m t h e n a u t o m a t i c a l l y p r o p o s e s t h e d a t e c a t e g o r y a n d i t s corresponding data for each billing date in the planSales and distribution Billing Billing Plan Define & Assign Date Categories Allocated date categoriesa ) P u t d a t e c a t e g o r i e s a g a i n s t b i l l i n g p l a n t y p e 5) Proposed date : The date proposal function is used only for milestone billing. This f u n c t i o n enables you to create a standard billing plan as a reference. This billing plan can
be usedduring order processing. The dates can be used as the basis for an actual billing plan andchanged if requiredSales and distribution Billing Billing Plan Maintain date proposal for billing plan types Maintain Datea ) S t a r t d a t e today’s date b ) P u t B i l l i n g d a t e a s p e r y o u r r e q u i r e m e n t c)Put Date Description & Percentage against billing date Please Note that – Table Entries of FPLA, FPLT & TPFLA to be copied separately because Billing plan references cannot be transported6) Assign Billing Plan types to Item categories : Billing Plans are controlled by item category. In customizing for sales, you canspecify that individual item categories are relevant for order related billing by means of billing plan. You can also specify billing plan types of each item category.Sales and distribution Billing Billing Plan Assign Billing Plan types to ItemcategoriesEnter following details against Item categoriesa ) B i l l i n g R e l e v a n t I (Order relevant Billing – Billing plan ) b ) B i l l i n g P l a n t y p e BA
