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How do you create an installment plan?

Former Member
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I want to bill someone in monthly installments. How do I set this up? Thanks!

Accepted Solutions (1)

Accepted Solutions (1)

former_member217082
Active Contributor
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Hi

If you want to bill someone in Monthly Installments then you configure through Downpayment Process , you can achieve your requirement.

Regards

Srinath

Answers (2)

Answers (2)

Former Member
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This message was moderated.

Former Member
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Hi

This can be achieved by Periodic billing plan.

Setting required are:

Periodic Billing Configuration:

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

Also visit:

https://www.sdn.sap.com/irj/scn/wiki?path=/display/erplo/periodicBillingConfiguration