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Former Member

How do you create an installment plan?

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

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3 Answers

  • Best Answer
    Sep 24, 2009 at 06:05 PM

    Hi

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

    Regards

    Srinath

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    Former Member
    Sep 25, 2009 at 04:06 AM

    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

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    Former Member
    Sep 25, 2009 at 08:18 AM

    This message was moderated.

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