Milestone billling

[former_member657193]

I am using the Milestone Billing Manual entries, where i am manually changing the Item cateogry for the material for Billing Plan in the order .

I have a order of 1,00,000 Rs for line item . i am using the milestone billing for this line item where billing is done on % basis.

like 30 % , first stage of project

next 50 % second stage of project

final 20 % of the project

When i am doing the billing for the first stage 30 % that is 30,000, using the F1 as this is order -rel- Billing, the system is picking up the total value of the Invoice that is 1,00,000.

plz guide me

[former_member657193]

thnx

[former_member217082]

Hi rishi

Your requirement can be full filled through downpayment , so kindly check the downpayment configuration ,if every thing is correct then check the billing data and also make sure that you are maintaining the following data

make the following down payment configurations

item category group - 0005

item category - TAO

for this TAO item category a billing plan 01 (milestone billing plan -01) will be assigned and its billing relevance should be I which is order related billing .

billing doc type - FAZ

cancellation billing doc type - FAS

maintain a condition type AZWR which is down payment settlement , it has requirement as 2 and calc type as 48 acct key as ERL

Now when you enter a material in line item 10 and go to item data , you can see the billing plan tab.

now go to billing plan tab and enter the start date and enter the dates on which billing has to be done and then in billing request enter 0009 which is for down payment.once u press enter automatically it all the dates get blocked and billing request by default you get as 1 , that you change it to 4 or 5 . 4 is for down payment at value basis and 5 is for down payment at percentage basis. and beside that there will be a billing type .assign billing doc type as FAZ. to all dates

check the copying requirements are there at VTFA as 20 and for item category TAO copying requirements 23 is maintained or not

now do the cycle OR - LF - FAZ (billing doc type)

Regards

Srinath

[Former Member]

Hi Rishi,

Please check that for your item category check in customizing:

SPRO>Sales>Sales document Item>Define Item Categories>Select your item category.

In that select the billing plan type as Milestone-Stage pay.

You can define the billing plan type by using the T.Code:OVBO

assign your billing plan type to your sales document type by using the T.Code:OVBP

assign your billing plan type to your item category by using the T.Code:OVBR

In this pls select the billing relevance as I(Order rel.)

Maintain the date proposal for your Plan type using the T.Code:OVBM.

Now your problem is going to be solved.

Edited by: mohan phani on Nov 27, 2008 7:13 PM

[Former Member]

Hi,

Have you maintained different billing dates for each stage?

In general for each stage we maintain different billing dates.

In VF01, after enter the sales order number click on selection date (Shift F7), enter the billing date and press enter, you will get only one stage.

Regards,

Chandra

[former_member657193]

Hi,

I did the same as told by you, but while billing for the first stage the system is picking up the total value of the order and also the quanity is mentioned same as in order. It is like

Order value is 100,000 Rs

Project stage 1 30 % 30,000 F1 Billing type

Project Stage 2 30 % 30,000 F1

Project stage 3 40 % 40,000 F1

while invoice is generated the value which is displaying is 100,000.

I am using the standard Milestone billing , that is i am changing the item cateogry in the order manually to TAO and the creating the billing dates as 28/08, 29/08 30/08

plz let me know where i went wrong.

[Former Member]

Hi,

Are you using standard milestone billing plan? (billing plan type 01)

Try with billing plan type 01, check billing block field 02 in OVBJ, don't assign billing type here.

Goto billing plan tab in sales order,

Enter billing dates 29/11/2008 30%

02/12/2008 30%

04/12/2008 40%

Default system gives billing block for all billing dates. remove the billing block for one billing date and save.

Goto VF01, you can do bill with billing type F2 also. enter sales order number and click on selection date.

Enter the billing date in billing upto field and press enter and execute.

Regards,

Chandra