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Periodic Bill Plan in CRM

Jun 20, 2017 at 02:29 PM

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Former Member

Hi

I am working on periodic bill plan in CRM. After entering the contract start date and end date system is not splitting the billing amounts periodically.

I have used standard Bill plan assignment to the item category.Still it is not working. Do we have to do some other settings to achieve this in CRM?

Note : We have also activated CRM Performance Switch in SFW5 in CRM .Do this have any impact on the functionality. I hope this splitting of billing amounts for the defined contract period in header should work as per standard.

Bill plan Config in CRM

bill-plan.jpg

In Contract

contract.gif

Thanks and Regards

Arvind.C

bill-plan.jpg (31.6 kB)
contract.gif (39.5 kB)
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1 Answer

Spencer Liang
Jun 26, 2017 at 12:15 AM
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Hi Arvind,

Is the pricing and net values for item carried out properly?

You may refer to note 1112798 - FAQ note billing plans for more information.

Spencer

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