Billing relevance

[Former Member]

Hi Professionals,

I am unclear about the billing relevance setting in Sales Doc type, eg. OR.

If both Delivery-relevance billing type and Order-related billing type are set with default values, what does it imply? Is this a possible scenario?

If I create a sales order of type OR and includes an item of item category TAN configured for Delivery-related billing , when billing doc is created for this order, it would be a Delivery-relevant billing type as specified in default value field in the Sales doc Type configuration eg F2. Given that delivery-related billing type setting in Sales Doc Type means a billing doc will be created without reference to any Sales Order, why is it delivery-relevance billing type is a field that can be set in a Sales Doc Type?

If the same order has another item of billing relevance : Order-related , does it mean 2 billing doc needs to be created since a different billing type configured for this type of item? Will 2 billing docs be automatically created for the 2 items in the same order?

regards

John

[Former Member · Accepted solution]

Hi,

You can do collective billing for both delivery and order related items in one billing document.

For that first make sure that in VOV8 for your sales document type you have the same billing type for both (order and delivery related billing).

And then in VF04 you can indicate both 'order-related' as well as 'delivery-related' checkboxes.

Watchout might be with copy controls (VTFA and VTFL transactions) to check if that does not work.

Regards,

Dominik Modrzejewski

[csaba_szommer]

If both Delivery-relevance billing type and Order-related billing type are set with default values, what does it imply? Is this a possible scenario?

For instance, it is possible that sometimes you use the same sales document type (order type) in connection with:

- order related billing (e.g. third party process - document type: OR , item category: TAS)

- delivery related billing ("normal" sales scenario; order type: OR, item category: TAN)

If I create a sales order of type OR and includes an item of item category TAN configured for Delivery-related billing , when billing doc is created for this order, it would be a Delivery-relevant billing type as specified in default value field in the Sales doc Type configuration e.g. F2. Given that delivery-related billing type setting in Sales Doc Type means a billing doc will be created without reference to any Sales Order, why is it delivery-relevance billing type is a field that can be set in a Sales Doc Type?

Have a look at such kind of delivery in data table LIKP. You will see that the default delivery related billing type from sales document (order) type is copied into LIKP-FKARV.

If the same order has another item of billing relevance : Order-related , does it mean 2 billing doc needs to be created since a different billing type configured for this type of item?

I think so.

Will 2 billing docs be automatically created for the 2 items in the same order?

When you create sales order related billing document, you refer to the sales order in VF01. When you create delivery related billing document you refer the delivery in VF01.

If you enter only the sales order in VF01, and that order has also items related to delivery-based billing, I don't think system will create the delivery-based invoice automatically...