Billing Document with Amount & Quantity changes

[ronny-1]

Dear Experts, 

We are currently using Sales of Service (2EQ) & BDK. 
Case 1 :

We cannot find a way to reduce the quantity or amount in the billing document (for example Sales Order : 10 Quantity, 10K) , billing document ( 9 Quantity, 9K).
Is there a way to change the amount and quantity?

Case 2 :

Billing Document Split. There is only one line in Sales order 10 quantity, 10K, can we split billing into first month 5K, next month 5K? The reason behind sometimes customer might negotiate to split the invoice at last minute due to delay project deliveries.

Thank you 

[former_member131745 · Accepted solution]

Have you considered using a billing plan item to address case 2?

The following item categories are available:

CBAO Milestone-Bill.Plan

CBTA MTO Standard Item

CBTD Config.MileSt.-BP

CTAD Milest.-Bill.Plan SV

CTAX MilstBillPl NonStock

[michal_sladek]

Hi,
The process requirement can be solved following Scope Item I9I Sales Contract Management. There is process variant where down payment is created from billing plan in sales contract by leveraging usage of defined item category.

The process flow is:

1. Create sales contract

• it is necessary to use special item category allowing billing plan
• create down payment request billing milestone

2. Create Sales order with reference to contract

• system use standard item category TAN, which allows delivery related billing
• sales order schedule lines are blocked automatically for delivery. Delivery block is automatically removed after received prepayment . After removing delivery block, the delivery can be created.

3. Create Down payment request (FI)

4. Post incoming payment (FI)

5. Create Delivery from Sales order (even partially)

6. Create Billing document

• Process end with delivery related billing, so the process end with creating invoice against actual delivery.
• Invoice consist from delivered items and subitems - settled downpayements
• the settled amount is automatically equal to delivered value

This process is great alternative for BKJ Sales Order processing with Customer down payment, if sales order related billing from billing plan doesn't meet business needs.

For more details, follow test script available for process I9I that you can find in Process Navigator - SAP for Me

regards,
Michal

[Sai_Kasturi]

Hello,

There is a manual procedure to change the quantity and amount in a billing document. I have attached an example with some screen shots. Please refer to it.

thanks

Sai

[ronny-1]

sai

Dear Sai,

Many thanks for your reply. I tried following the procedure, in my case, it is billed quantity only, there is no open quantity? There is only billed quantity (I am using 2EQ, Sales of service);

The reason behind the question is due to Time & Material contract nature of the sales process. User would like to adjust quantity and amount on every month basis.

Thank you

[former_member131745]

sai

[michal_sladek]

Hi,

we are facing same issue, that we need to bill from sales order only partial quantity. Your manual workaround is not working for us in S/4 Hana Public Cloud (2308). Specifically, I am talking about sales order process with down payment (BKJ). Billing is done against milestones from billing plan (CBAO item category).

example, what we need to achieve:
1. Sales Order -> 100 PC's/100 000 Eur. Down payment request 50 000 Eur based on billing plan milestone.
2. DP request -> 50 000 Eur.
3. Delivery = 50 PC's
4. Billing (billing plan-order related) -> what we need is to bill 50 PC's (as delivered), not 100 PCs, and change value of settled DP to 25 000 Eur.

There are several solutions/workarounds in OnPrem world that I am familiar with, but none related to S/4Hana Public Cloud.

Do you have any suggestion how to solve our issue?

thanks and regards,

Michal

[former_member132363]

You can perform a billing split analysis to see why the system has split the invoice:

https://help.sap.com/viewer/DRAFT/085edb30fb3d413da552832f3d5c01c0/1808.500/en-US/058265a9873d4edab8...

You can take a look at the SSCUI cluster Copying Controls for Billing Documents, and the 'Billing Enhancements' SSCUIs. Some more information on this page:

https://help.sap.com/doc/bf7675d17e574ea98efe979dfc02256d/1/en-US/a778aed724a944c99dd70d5333bf6523.h...

[View Article](https://answers.sap.com/questions/13242879/view.html)

I hope this answered your question! If it did, please mark it as the 'Best Answer' so I can continue learning and answering questions in the community.