is it possible to create billing document with reference to quotation

[Former Member]

Dear sd experts

   i have one doubt regarding Billing

is it possible to create billing document with reference to quotation because in one business process if one customer gives quotation to company 20 percent he is supposed to pay while giving quotation itself

so here company wants to raise billing after creating quotation

so any extra setting will i do

please clarify me my doubt

thanks for your kind help

[Former Member · Accepted solution]

Dear Venu,

As per my experience if your client has the requirement to create billing document with reference to Quotation you can create the Proforma Invoice,  when you create proforma Invoice system will not create any accounting document.  so that there will not be any impact at FI side.

Eaven we are using this functionality, we have received the requirement from our client that in LC sales scenario they are required the Proforma Invoice, so that the solution provided to create proforma Invoice with reference to Quotation.

1. Customer Invquiry

2. Company send Quotation to customer

3.If customer agree then he request to send Proforma

4. Proforma Invoice will be created with ref to quotation

5. LC will be opend in the bank as per the terms and condition provided in the proforma Invoice

6. LC will be maintained in the system by Trade and Finanace dept.

7. LC sales order will be created by sales dept. in the system and FD (LC) will be assinged to sales order.

8. Deliverey and billing docs will be created accordingly.

Best regards,

MH

[Former Member · Accepted solution]

Dear mahammad

Thanks for giving information but  pl tell me what is LC

[Former Member · Accepted solution]

Dear mahammad

i will do test on my ides and will come to you but i have one more doubt we create billing with refernce to quotation

then  we create order or not ?

[Former Member · Accepted solution]

LC :  Letter of Credit

[Former Member · Accepted solution]

yes sales order will be created with reference to quotation.

in this way it will help them alot to avoid data entry work just copy from quotation all the entries will be passed from quotation to sales order.

Best Regards,

MH

[Former Member · Accepted solution]

Dear mahammaed

i have done testing on my ides

i created inquiry, and quotation while creating billing in vf01

Billing type is there on scree here what billing we select here i found proforma invoice  with reference to sales order is there

but how to create billing with reference quotation

pl give me path how to do

please check this screen shot plz

Dear all very thanks for your supporting

[former_member182378 · Accepted solution]

Venu,

but how to create billing with reference quotation

Why do you want to go against SAP standard configuration?

Cann't you convince your client that creating billing document with regards to quotation is incorrect and should not be done?

What is being sold? (what material?)

Please give some more information about your client's business.

[Former Member · Accepted solution]

Dear Venu,

Steps to be follows:

1. Maintain the D in the Billing relevence field of quotation item category (VOV7)

2. Maintain the copy controls from Quotation to Billing (VTFA)

Ex: QT to F5

3. Creating the Quotation

4. then Create the Proforma with ref. to Quotation

5. Goto VF01 enter the billing type F5

6. Enter the Quotation  no.

7. Click on Execute Button

8. Click on Save

9. system will generate the Proforma Invoice No.

Best Regards,

MH

[jignesh_mehta3 · Accepted solution]

Hello,

LC is Letter or Credit, with if a form of Payment Guarantee.

For further information on LC in general & it's configuration in SAP in particular, search on internet & SCN Forum & you will find ample informations.

Thanks,

Jignesh Mehta

[Former Member · Accepted solution]

Dear Muhammadsir

i have maintained all step what you have given to create billing with reference to billing

while create billing system is not allowing so what could i do

[Former Member · Accepted solution]

Thank you so much muhammad

i created billing ok thanks

[former_member182378 · Accepted solution]

Venu,

Good that you have configured your process!

1. Did you / your client want to create a Proforma invoice?

2. Could you please paste the pricing procedure (V/08) and the details in Tab Conditions from your billing document?

[Former Member · Accepted solution]

T.W sir

i am very thankful to you but i am doing some tests on my ides only bz i want to learn some different scenarios from legends in this forum that's way  i am asking different business process

once again i really thanks to you ,,...bz you are so energetic 

[former_member182378]

Venu,

As suggested by members, do not create billing document with reference to quotation.

Please comment on the below points:

1. When is the sale done?

In other words, is every quotation converted in to sales order > delivery > billing?

2. Two processes:

2.i. Quotation not converted in to sales order:

For the creation of the quotation, a service charge is levied:

QT>Z1SE>F1

2.ii. Quotation converted in to sales order, then delivery & then billing document:

QT>OR>LF>F2

In pricing you can have a surcharge for the service of creating the quotation

3. Standard SAP configuration:

In VOV7, for AGN (item category for quotation), the field Billing relevance = BLANK

In other words, there is no billing for quotations in standard SAP

Side comment: Just for creating a quotation the company charging 20% is an astronomical figure

Say you go to a layer, he understands your case, to ascertain if he shall take the case of not, maybe he charges a fee of 1 hr.

If he says he shall charge 20% of the total expenses incurred (for the entire case)...that would sound ridiculous!

[siva_vasireddy2]

Hi TW,

          its a pleasure to read your Analysis.

Siva

[jpfriends079]

TW,

Nice try...

2.ii. Quotation converted in to sales order, then delivery & then billing document:
QT>OR>LF>F2 
In pricing you can have a surcharge for the service of creating the quotation
of creating the quotation

But, why delivery for the service material? Any significant relevance.

Regards, JP

[former_member182378]

Jyoti,

why delivery for the service material? 

Please read again!

The surcharge is not for a service material, it is for a service i.e. creation of quotation.

E.g.

Customer asks a quotation of 10 TVs.

The service (which is charged) is creation of quotation.

If the quotation is converted in to a sales, then (2.ii.): The process includes the delivery of TVs to the customer's delivery address. Thus delivery (along with its sub-processes) are included!

Message was edited by: Type Writer: Update in blue font

[jpfriends079]

Thanks for clarifying

[former_member184065]

Hi TW ,

In which industries ,for quotation also charging a huge amount ? Have you created quotations like this in your experience ?

After creation of the quotation based on customer willingness ,may be doesn't want get material from that company or on quotation also .What about surcharge  ?

Thanks in advance .

Naren

[former_member182378]

Narendra,

I request you to read my posts carefully.

for quotation also charging a huge amount ?

For me too, 20% is charged while creating the quotation looked "puzzling", this doubt I have raised with the OP

After creation of the quotation based on customer willingness ,may be doesn't want get material from that company or on quotation also .What about surcharge  ?

I have discussed both these points i.e.

- Does every quotation get converted in to a sale? If not then the process, If yes then the process

- Concept of surchagre (where it is applicable and where not applicable)

[former_member184555]

venu gopal reddy wrote:
Dear sd experts 
   i have one doubt regarding Billing
is it possible to create billing document with reference to quotation because in one business process if one customer gives quotation to company 20 percent he is supposed to pay while giving quotation itself
so here company wants to raise billing after creating quotation 
so any extra setting will i do 
please clarify me my doubt
thanks for your kind help

It is not the customer who gives quotation to company, but the other way...the company gives quote to the customer.

Regards,

Ravi Sankar

[Former Member]

Dear ravi shankar gee

by mistake i wrote  

if one customer gives quotation to company( IT SHOULD BE REVERSE )

pl ignore this

THANKS A LOT

[siva_vasireddy2]

Hi Venu,

           Generally in most of the Companies they generate Proforma invoice with refrence to Quotation.

if that is your Requirement it can be Done.

Sivavasireddy

[jpfriends079]

Venu

Logically, you can't raise billing document aganist quotation.

So, for your requirement:

Step 1. Create Quotation.

Step 2. Create Order for Down Payment Request, where your pricing can be based on 20% of quotation pricing.

Step 3. Create Invoice for Down Payment Request.

How to achieve Step 2 & Step 3? Please search.

Regards, JP

[former_member182378]

Jyoti,

You have assumed that every quotation shall be converted in to a sale!

Could you please explain if this material is not something for which billing plan is applicable, what would be the impact of having a billing plan via which payment is done?

[jpfriends079]

TW

May be you are right. That was my assumption.

And I believe, OP never mention for which industry this query is related to.

So, no alternative, just to assumed.

Possibly, I misread the query. Which I feel now.

But, in same time OP didn't understand the question asked in interview.

Further, I never said, Billing plan is involved.

So, do you really, feel & TESTED, without billing plan you can't have down payment process & subsequent recieve of payment?

Regards, JP

[former_member182378]

Jyoti,

So, do you really, feel & TESTED, without billing plan you can't have down payment process & subsequent recieve of payment?

According to my understanding, down payment can be created only in a billing plan. Furthermore, I have checked this in IDES and SAP literature.

SAP text (taken from below link): A down payment agreement is created as a deadline in the billing plan. 

http://help.sap.com/saphelp_erp2004/helpdata/en/dd/561621545a11d1a7020000e829fd11/content.htm

Could you please give some examples where downpayment has been created without billing plan?

Side comment: It would be interesting to understand /know how practically down payment can be part of a process, when there are no subsequent bills to be created (or have been created) (for a particular line item in a sales order).

[jpfriends079]

TW

Please refer one of my previous discussed discussion on down payment,

- Down Payment

Regards, JP

[Former Member]

Dear TW,

Please find the screen shots

[Former Member]

Dear Venu Gopal Reddy.

The Problem looks similar to RE(Real State) Module.

You can do here by taking advance payment, where you can receive the payment after creating the quotation and which you can assign during sales order processing.

Or

in VOV8 in Billing tab assign your Order related billing type and in VTFA do the settings to create order related billing where you can do necessary settings to make it happen, but this is not suggested.

Thanking you!

Ashish Mishra

[former_member182378]

Ashish,

Thanks for your post!

The Problem looks similar to RE(Real State) Module.

Could you please elaborate on RE (Real Estate) Module & how this particular case would be handle therein?

Is this a separate module?