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Periodic billing plan

Former Member
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Hi ,

I am working on a scenario where billing happens on a periodic basis on the sales order created of one line item. eg for a service that extends for a period of three months I need to create one sales order of the service but needs to bill the party every monthend. Pls let me know if the scenario is possible in Periodic billing . If yes what are the necessary configurations required for the same.

Thanks & regards,

Ambrish

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Hi there,

For your case, 1st define perioding billing in T-code OVBI.

Give the start & end dates as per your business requirement.

In the next bill date give it as end of current month.

This will create a billing at the end of every month starting from your current month.

Then assign your billing plan types to your sales doc types.

Regards,

Sivanand

Answers (3)

Answers (3)

Former Member
0 Kudos

Thanks

Former Member
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Hi,

Thanks alot for your reply. I have a confusion. In case I have to invoice a customer for $100 on a monthly basis for three months that is a total of $300 , Do I need to create a sales order of $300 and then assign a billing plan which will then on its own split the total value into three billing periods of $100 each or I need to create a sales order of $100 and then assign a periodic billing plan to it which will be valid for three months and every billing period will create a invoice of $100 which is the order value.

I hope I have clearly spelt what i expect. I will be great if anyone let me know on the same.

Thanks & regards,

Ambrish Sahai

Former Member
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Yes, it should be possible through periodic Billing, if fixed amount is to be invoiced every month.

Periodic Billing.

1. Create New Sales Order Type, say ZOR (Copy of OR) through T.Code: VOV8

Maintain Delivery Type as LF & Billing Type As 'F1' - Order Related / 'F2' Delivery Related.

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Documents Types

2. Assign New Sales Document Type to Sales Area, For Eg:

1000 (S.Org) / 10 (D.Channel) / 10 (Division) / ZOR (S.O Type)

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Assign Sales Area to Sales Document Type

3. Create New Item Category, say ZTAN - Copy of TAN (For delivery Related) / ZTAD - Copy of TAD (For Order realted) / ZTAS - copy of TAS (For Third Party)

Maintain as under (others remaining same)

Billing Relevance: I

Billing Plan Type: 02

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Category

4. Assign Item Category, for ex (assuming Usage & higher level item category as blank):

Sales Document Type | Item Category Group | Default Item Category

ZOR | NORM | ZTAN

ZOR | DEIN | ZTAD

ZOR | BANS | ZTAS

IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Assign Item Category

Note: In the above Billing Type '02' plays the main controller for periodic billing. In Sales order, at item level, we require to maintain the billing plan.

Follow the Sales cycle as normal sales cycle for particular Scenarios

Regards,

Rajesh Banka