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Former Member

Billing Configuration

Hi Gurus,

We have a new process in place due to which we do require to have billing doc. Earlier the Z item category was maintained as not relevant for billing.

Can you please give me the detailed list configuration to be made in order to get billing document created on basis of delivery document.

Thanks in advance!

Bawa

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2 Answers

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    Former Member
    Aug 13, 2008 at 08:59 AM

    Normal Sales Order Cycle:-

    Step 1: Sales Document Type

    IMG > Sales and Distribution > Sales > Sales Documents >

    Sales Document Header:

    1. Sales Document Type:The sales document types represent the different business transactions, such as Inquiry, Quotation, Sales Order, etc. To create new sales order type, always copy as with reference to similar sales order. If possible use standard sales order.

    2. Define Number Ranges For Sales Documents: Maintain number range with discussion with core team.

    3. Assign Sales Area To Sales Document Types:

    A. Combine sales organizations / Combine distribution channels / Combine divisions: Ensure to maintain these, else Sales Order creation will give error.

    B. Assign sales order types permitted for sales areas: Assign only required Sales Order Types to required Sales Area. This will minimize selection of Sales Order Type as per sales area.

    Sales Document Item:

    1. Define Item Categories: If possible use Standard Item Category. Incase if required to create new, copy as from standard & maintain New.

    2. Assign Item Categories: If possible, use standard. Formula for deriving item category: Sales Document Type + Item Category Group + Usage + Higher Level Item Category = Item Category

    Schedule Line:

    1. Define Schedule Line Categories: If possible use Standard Schedule Lines. Incase if required to create new, copy as from standard & maintain New.

    2. Assign Schedule Line Categories: If possible, use standard. Formula for deriving Schedule Line: Item Category + MRP Type / No MRP Type.

    Step 2:

    IMG > Logistic Execution > Shipping > Deliveries >

    1. Define Delivery Types: If possible use Standard Delivery Type. Incase if required to create new, copy as from standard & maintain New.

    2. Define Item Categories for Deliveries: If possible use Standard Item Categories for Delivery Type. Incase if required to create new, copy as from standard & maintain New.

    3. Define Number Ranges for Deliveries: Ensure to maintain number range.

    Step 3:

    IMG > Sales and Distribution > Billing >

    1. Define Billing Types: If possible use Standard Billing Type. Incase if required to create new, copy as from standard & maintain New.

    2. Define Number Range For Billing Documents: Ensure to maintain number range.

    3. Maintain Copying Control For Billing Documents: Maintain relevant copy controls such as Sales Order to Billing, Deliver to Billing, etc.

    Note: Ensure that Copy Control settings are done

    Sales Order to Sales Order (QT --> OR): VTAA

    Sales Order to Delivery (OR --> LF): VTLA

    Sales Order to Billing (OR --> F1): VTFA

    Delivery to Billing(LF --> F2): VTFL

    Billing to Sales Order (F2 --> RE): VTAF

    The configuration differs from scenario to scenario & requirement of the client.

    Regards,

    Rajesh Banka

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  • Aug 13, 2008 at 09:02 AM

    Dear Bawa

    Go to VTFL select your existing delivery type and billing type and double click on Item. Now see whether that item category is flowing. If not, press F5 or click on New Entries. Maintain the item category and save.

    For this item category, the copy controls may be maintained as follows:-

    Copying requirements:::::004

    Data VBRK/VBRP:::::::::::001

    Billing quantity:::::::::::::::::B

    Pos./neg. quantity::::::::+

    thanks

    G. Lakshmipathi

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    • Former Member Former Member

      Check 'Relevant for Billing' field in relevant Item Category, in T.Code: VOV7. What is it maintained as?

      Regards,

      Rajesh Banka