Delivery Related Billing in CRM

[Former Member]

Hi,

I have created a sales order into CRM & same document replicates into ECC. From ECC sales order I can create delivery.

But I require Billing to be occured into CRM System.

Kindly tell what settings are requiredin CRM.

Thanks

Natasha

[Former Member]

Hello,

I understood from your question that Billing should take place in CRM not in ECC.

Please check the following in ECC.

1. Item Category used for Z Order Type

2. In Business Data tab of Item category check Billing Relevance. It should be "Not relevant for billing"

Regards,

Rajendra Sonawane

[Former Member]

Hi Rajendra,

Thank you for your below helpful reply.

Is there any settings required in CRM side also for the Item category.

Natasha

[former_member222661]

Hi Natasha,

Make sure that you have made the following settings in Customizing for Customer Relationship Management:

• You have set the billing relevance Delivery-Related Billing or Delivery-Related Billing – No Zero Quantities for the relevant item category.

  You do this by choosing Billing Define Billing Relevance of Item Categories .  

• The billing-relevance Q is set for the corresponding item category in SAP ERP. This ensures the following:
  • Billing takes place in SAP CRM and not SAP ERP.
  • After billing, the status of the delivery item in SAP ERP is set to Billed and the billing document item is included in the document flow for the delivery item.
• You have specified that the billing item category assigned to the sales order is a dependent item. This ensures that the billing due list item created for the sales order cannot be billed independent of the delivery.

  You make this setting by choosing Billing Define Billing Item Categories and setting the Dependent Item indicator for the relevant billing item category.  

Example

In the standard system, the billing item category TAND is predefined for delivery-related billing. It can be assigned to transaction type TA (Sales Order) and the item category TAN (Sales Item) under Billing Item Category Determination Assign Item Categories .

End of the example.

• You have assigned a separate billing item category to the transaction type and item category that are used for the delivery. This enables the system to assign the correct billing type and billing item category to the billing due list item for the delivery.

Example

The billing item category TAN is predefined in the standard system. It can be assigned to transaction type LF (Outbound Delivery) and the item category TAN (Sales Item) under Billing Item Category Determination Assign Item Categories .

Process

The flow of data in delivery-related billing is:

1. A user creates a sales order in SAP CRM.
2. The system replicates the sales order in SAP ERP.
3. The system creates a dependent item in the billing due list, containing billing information from the sales order.
4. A user creates a delivery in SAP ERP.
5. The system updates the delivery status in the SAP CRM sales order, and updates the transaction history.
6. A user posts a goods issue in SAP ERP.

This works well . Give me some stars for the solution

Regards

Bhanu Singh