Clear the Differential Amount on a Budget Billing Plan in SAP ISU

[former_member1345851]

Hi Experts,

We have a client requirement- to consider the Differential amount at the end of the BB Plan in the calculation of new BB Plan's installment amount.

We know, based on settings on contract we can choose to not to release this amount at the end of BB cycle, and on top of this we did an enhancement too to consider the differential amount in the new Plan's installment. But, since we did not release the last plan's differential to any invoice, that differential amount is still being carried forward to the new plan.

We are looking for a way to have the last plan's differential amount balanced out (without releasing it to any invoice or getting it carried forward to new plan).

Please help!

Thanks in Advance!

Regards,

Twinkle Upadhyay

[william_eastman]

Hi:

What do you expect to do with the differential? It needs to be accounted for - either roll it into the new plan or post it as an open item.

regards,

bill.

[former_member1345851]

Hi William,

Thanks for your reply. We have a custom enhancement to consider that amount in the new plan installment amount (monthly BB amount). So, it is accounted for in the new plan installment, that's why we want to get rid of it from CA? Like clear it, after new plan creation, but we are looking for the specific FMs or FQEVENTS to achieve this.

Regards,

Twinkle

[william_eastman]

This is still confusing. At the end of the plan, the customer has used $1000 of electricity but has only been billed/paid $800 so they owe $200. You can either roll the $200 into the next plan so that it is spread out above/beyond the expected plan amount for next year - or you can post it immediately for payment. First scenario would create next year's plan for $1200 (1000 + 200); second scenario would create for $1000 with a $200 amount owed included on the current invoice. In either case the $200 differential is handled.

What do you expect the accounting to be for this?

[former_member1345851]

Yes, in the above scenario we are spreading it to the next plan i.e., making the next plan for $1200- but we are doing this using an enhancement( making the differential $200 to not be released with the last invoice- Using BB debit amount field control on contract), and even after making the next plan for $1200, the $200 is still showing up on the BB Plan as differential amount. So, at the end of second year's BB Plan we would have $200 differential from the first year plan + second year's BB Plan differential say $300, and when we are going for third year Plan renewal it is considering $1000(consumption from last year)+ $200(which already considered in the second year)+$300.

Ideally, the second year plan at the start should have differential amount zero as first year plan's differential is already spread out to the plan.

Is there any standard way- FM which we can use to roll out $200 to next year calculation without having the issue of $200 differential still hanging on CA after it was considered in the new plan roll out?

I hope I was able to clarify and explain the issue we are facing.

Thanks,

Twinkle

[former_member1345851]

Thanks William for your responses! I finally get that the Differential accounting side should remain as is, as that needs to be settled in with each payment by customer.

Regards,

Twinkle