periodic billing (rental contract)

[Former Member]

hi all

This is regarding the billing plan .currently my client is running his business by using periodic billing i.e(rental contract) and the contract is fomed in years and the billing is done on the monthly basis .now the company wants to the bill some of there customers on quarterly basis instead of billing on monthly basis .how can i achieve this ?what is that i need to configure for achieving the same

Thanks®ards

mohit

[Former Member]

Hi Mohite,

You can achieve this by changing the Billing Rule. Go to Tcode OVBS and configure your own rule table for date determination and go to OVBJ and assign to the Billing PLan type. This will work

Reward points of this helps.

Regards

Srini

[Former Member]

Dear srini

Thanks for your prompt reply

let me summarize what i have done

1)Taken the following path spro->sales&dist->billing->billing plan->define rules for determining dates.(tcode ovbs)

2)i was opposed with "rule table for determination" screen

defined new rule "55" and given the following description.End of Current Quarter

3)After defining the rule number "55" navigated to its details screen where in which i am able to see few fields as followed

A).base line date---->07 (billing date /invoice date )

B)Time period -

---

>1

C)Time unit -

---

>only four types of time units are available 1.day 2.weekly 3.monthly 4.year

(Note there is no time unit for quarter .My question is do i have to define new time unit as quarter for quartely billing to take place and if i have to define where should i define it iam not finding it any provision given in spro for defining the same

so i have assigned " 4 -year")

D) last month -

---

blank

E) calender id----- blank

the above two fieldsD&E are left blank

section 2

after doing the above config i went to the screen

Define billing plan type for periodic billing (tcode ovbi)

defined the billing plan type with the following settings

A)CONTRACT START DATE--13(CONTRACT START HEADER)

B)CONTRACT END DATE--

---

14(CONTRACT END HEADER)

C)HORIZON--52 (HORIZON 1YEAR)

D)CONTRACT START DATE-- 11-CONTRACT START DATE

E)CONTRACT END DATE 09-CONTRACT END DATE

F)NEXT BILLING DATE----ASSIGNED THE DATE RULE "55" WHICH IS DEFINED PREVIUOSLY

NOW IF I TRY CREATIN A RENTAL CONTRACT THE SYSTEM IS BILLING YEAR WISE .my comprehesion is that since i have assigned time unit as year so it is billing year wise if i change the time unit to 1)week 2)day 3)month the billing is getting executed accordingly but i dont have option for defining quarter here as time unit .so that the billing can be exeuted quarterly

please correct me if i have done wrong or if there is any deviation in my configuration

Thanks&regards

mohite

[Former Member]

hi

i feel you should seek the help from ABAP er to create the 5th option ie., quarterly, if works pl reward with points

[Former Member]

You can create new dates either directly in the biliing plan, or using the report RVFPLA01. You should schedule the report to run at regular intervals, since new dates are not formed automatically when individual settlement periods are billed. You can use the billing dates to determine when and how often billing is carried out, for example, on the first day or the last day of every month.

Change the billing rule in transaction OBVJ

Regards,

Gauravjit.

Reward Points if solution is helpful.

[Former Member]

Dear Gauravjit

Thanks for your prompt reply

let me summarize what i have done

1)Taken the following path spro->sales&dist->billing->billing plan->define rules for determining dates.(tcode ovbs)

2)i was opposed with "rule table for determination" screen

defined new rule "55" and given the following description.End of Current Quarter

3)After defining the rule number "55" navigated to its details screen where in which i am able to see few fields as followed

A).base line date---->07 (billing date /invoice date )

B)Time period -

---

>1

C)Time unit -

---

>only four types of time units are available 1.day 2.weekly 3.monthly 4.year

(Note there is no time unit for quarter .My question is do i have to define new time unit as quarter for quartely billing to take place and if i have to define where should i define it iam not finding it any provision given in spro for defining the same

so i have assigned " 4 -year")

D) last month -

---

blank

E) calender id----- blank

the above two fieldsD&E are left blank

section 2

after doing the above config i went to the screen

Define billing plan type for periodic billing (tcode ovbi)

defined the billing plan type with the following settings

A)CONTRACT START DATE--13(CONTRACT START HEADER)

B)CONTRACT END DATE--

---

14(CONTRACT END HEADER)

C)HORIZON--52 (HORIZON 1YEAR)

D)CONTRACT START DATE-- 11-CONTRACT START DATE

E)CONTRACT END DATE 09-CONTRACT END DATE

F)<b>NEXT BILLING DATE</b>----ASSIGNED THE DATE RULE "55" WHICH IS DEFINED PREVIUOSLY

NOW IF I TRY CREATIN A RENTAL CONTRACT THE SYSTEM IS BILLING YEAR WISE .my comprehesion is that since i have assigned time unit as year so it is billing year wise if i change the time unit to 1)week 2)day 3)month the billing is getting executed accordingly but i dont have option for defining quarter here as time unit .so that the billing can be exeuted quarterly

please correct me if i have done wrong or if there is any deviation in my configuration

Thanks&regards

mohite

[rmazzali]

you have to define new billing plan types in tcode OVBI and date determination ruels in OVBS.

all the customizing is under the sales->billing->billing plan customizing

pls. reward if helpful

regards

Roberto

[Former Member]

Dear Roberto

Thanks for your prompt reply

let me summarize what i have done

1)Taken the following path spro->sales&dist->billing->billing plan->define rules for determining dates.(tcode ovbs)

2)i was opposed with "rule table for determination" screen

defined new rule "55" and given the following description.End of Current Quarter

3)After defining the rule number "55" navigated to its details screen where in which i am able to see few fields as followed

A).base line date---->07 (billing date /invoice date )

B)Time period -

---

>1

C)Time unit -

---

>only four types of time units are available 1.day 2.weekly 3.monthly 4.year

(Note there is no time unit for quarter .My question is do i have to define new time unit as quarter for quartely billing to take place and if i have to define where should i define it iam not finding it any provision given in spro for defining the same

so i have assigned " 4 -year")

D) last month -

---

blank

E) calender id----- blank

the above two fieldsD&E are left blank

section 2

after doing the above config i went to the screen

Define billing plan type for periodic billing (tcode ovbi)

defined the billing plan type with the following settings

A)CONTRACT START DATE--13(CONTRACT START HEADER)

B)CONTRACT END DATE--

---

14(CONTRACT END HEADER)

C)HORIZON--52 (HORIZON 1YEAR)

D)CONTRACT START DATE-- 11-CONTRACT START DATE

E)CONTRACT END DATE 09-CONTRACT END DATE

F)NEXT BILLING DATE----ASSIGNED THE DATE RULE "55" WHICH IS DEFINED PREVIUOSLY

NOW IF I TRY CREATIN A RENTAL CONTRACT THE SYSTEM IS BILLING YEAR WISE .my comprehesion is that since i have assigned time unit as year so it is billing year wise if i change the time unit to 1)week 2)day 3)month the billing is getting executed accordingly but i dont have option for defining quarter here as time unit .so that the billing can be exeuted quarterly

please correct me if i have done wrong or if there is any deviation in my configuration

Thanks&regards

mohite