SD Cycle in PS

[Former Member]

Dear Experts,

My requirement is that I am making customer service project. So for that I have to make a project and sales order should attach to it. I knew that in Acct Assign Tab of sales order I have to mention WBS element. But exactly what are the steps that I should follow to receive payment from customer whom I am giving the service. Also here is periodic billing is done (monthly basis). So is there any configuration in SAP PS for this ???

Please guide me the step by step flow.

Thanks in advance

Raghav

Edited by: Virendra Pal on Dec 30, 2010 11:36 AM

Please first read SAP help and talk to other members of your project team e.g. SD consultant and PS consultant.

[Former Member · Accepted solution]

Hi,

Once the Sales order is assigned to the WBS/proejct, you can define and assign the required milestones in the project

For the same milestones you can mentain the % of completion, invioce percentage based on your requirement.

Once work gets completied you can confirm the same by which billing % and amount will be copied to sd and next process will

carried out.

Regards,

[virendra_pal · Accepted solution]

Not sure why would you use milestone billing for a monthly periodic billing requirement.

The configuration is in SD item category

[Former Member]

Dear Sir,

I have attach WBS to Sales order which also can be shown in CN55N.

I have conform d activity of 1000 Rs. Now I have to give invoice of 1000 Rs to my customer. Now in this case nothing I have mention in WBS billing plan. I have made SD billing plan as per you.

So how do I make invoice of 1000 Rs ?

Raghav

[Former Member]

When you say you have maintained a billing plan,does your billing plan has the first line as Rs1000?

Against this line remove the billing block and generate the bill in VF01.

[Former Member]

Dear Sir,

Then how to raise a bill ???

Raghav

[Former Member]

You maintain the billing plan in sales order item.Why do you want to maintain it in WBS and then get it replicated in SD order?

[Former Member]

Dear Sir,

I have assigned 1000Rs activity below WBS which is assigned to sales order. But in sales order billing plan tab nothing is displayed. why this is so ??

Raghav

[Former Member]

The WBS billing plan will not replicate in SD order Billing plan

[Former Member]

This message was moderated.

[Former Member]

Raghav,

Normally in periodic billing we dont trigger anything from PS after confirmation of work.Because when you say periodic irrespective of work is completed or not you are going to bill.So why are you concerned about the confirmation of work in PS.

In SD line item in the billing plan remove the billing block for the Rs 1000 and generate a bill in VF01.

Or

If you want some link in PS, attach a milestone to that activity enter the fixed date in the milestone as 01st of the month transfer these milestine dates to your SD billing plan.But the disadvantage here is you can define only a invoice percentage an not a absolute value.

Edited by: ravi kumhar on Dec 29, 2010 7:41 AM

[Former Member]

Dear Sir,

I have made 02 already and assign it to mydoc type. But the thng is my Billing Value tab is inactive. In the earlier forum it is said that It shud get activated . I have to make 3000 Rs bill. So from 20000 Rs sales order how can I do 3000 Rs billing ??

what are the necesary inputs ???

Raghav

[Former Member]

Raghav,

Do you mean to say that you Billing value column in Billing plan tab page is greyed out?

In PS WBS billing plan you have

Project system> Revenue and Earnings>Planned Revenues>Automatic Plan revenue calculation>Maintain Billing plan settings

Here you can define whtherthe user is going to provide the break up in percentage(15%,10%,40% and 35%) or absolute values(3000,2000,8000,7000)

Similarly you should have on teh SD side for that Billing plan,Not sure about the exact path.

Edited by: ravi kumhar on Dec 28, 2010 1:51 PM

[Former Member]

On SD side the settings is in OVBJ transaction.

The billing rule determines whether the input to be in percentage or in absolute values.

[Former Member]

Dear Sir,

My billing Value tab is inactive in VA02. So how could i generate VF01 for say 3000 Rs ?

It should be activated so please tell me the setting where I will able to make entries in it.

If I am giving service so per month I have to make entry in sales order ???

Please guide

Raghav

[Former Member]

Raghav,

You have to define a bill plan type, for periodic billing it is 02 in standard.Assign this billing plan type in OVBP(to your document type)Check creating a new sales document.

Also check your OVBK settings and check the item category group maintained in your sales material master.

[Former Member]

This message was moderated.

[Former Member]

In the conditions tab of sales order item,you will maintain this 20000.If it is periodic billing you would maintain a Start date,Period and horizon.

The 20000 will reflect in the Billing plan as Billing value.Now if you have 3 days invoice each a day.Based on your periodic plan your invoicing value will get updated if the sum of the three value is not equal to 20000,system will give an information that invoicing value not matching with your billing value.

[Former Member]

This message was moderated.

[Former Member]

changes

in Step 6,Billing plan in Sales order.If you maintain a billing plan in Sales order you dont require it in CJ20N.

Step 9 will be removing billing block

step 10 is VF01

[Former Member]

This message was moderated.

[Former Member]

Raghav,

There is setting in SD to keep either Billing % or Billing value open.Normally in Business we might control the user in entering the billing percentage and not the value.But in your case if you want the billing value column to open up for input you can do it in SD customising.

At any point of time you can view the periodic distribution of your planned revenue in the information system reports(CNS41) but not in CJ20N.

[Former Member]

Dear Experts,

Can you please tell me step by step flow for billing via SAP.

In my scenario it is periodic billng . For that I have created project and sales order also.

For one of the WBS I have attach billing plan for 10000 Rs. If my project is working from 1st Jan to 31st Jan , I want to raise the bills for 3000 , 4000 and 3000 on 1st feb , 1st March and 1st April. I have maintain these dates in sales order. So what are the next steps to raise these 3 bills.

Please explain

Raghav

[Former Member]

Hi Raghav,

As most of the steps are explained in the previous posts, My input is something relevant on the SD front

In periodic billing, we create a date determination record as per our billing requirement, there are some standard settings available too.

So you 10,000 gets distributed into three bills based on your date determination, as sometimes you bill the client on the last day of the month or every 15th and so on.

So once you have set up the billing plan as per the required date and value distribution, you normally remove billing block(02) to generate the billing document.Also the block cannot be removed automatically on 1st of the every month.

After removing billing block in VA02, you generate the billing document in VF01.

[Former Member]

Dear Experts,

Thnx for the prompt reply...We have periodic as well as milestone billing. So for sale order we have created 2 diff doc type for periodic and milestone billing.

Hereby I am giving you step by step flow. Please correct m if I am wrong :

1. Create a project

2. Assign WBS and Activities

3. Create sales order

4. Assign billing plan for WBS

Now please tell me further flow to raise bills either monthly or periodically.

Please also tell me where to assign dates in billing plan.

Thanks in advance

Raghav Puranik

[virendra_pal]

In the sales order there should be a billing plan tab on the item detail - this is whre you have the date and the billing block

Remove billing block

and then you can bill directly from the sales order

for milestone billing you can enter milestone completion which should remove billing block and you can bill from the sales order

There is also seperate billing transaction - search in SD menu path - check with the SD consultant - also read SAP help - these are standard processes

[former_member203108]

If you want some more information regarding billing, then go to PS Wiki Space, you can find the link in the first thread of this forum, there you will find a wiki related to Milestone billing, read that it may help you.

[Former Member]

Hi

Once you assign the WBSE to the Sales Order line item, standard SAP builds a link for furthur processing.

You can set up Billing Plan type for Periodic billing using milestones in PS which will furthur be accepted in SD for subsequent functions like Billing Block removal & then generating billing documents.

You can find the exact information in Sap help.

regards