3/30/2019 Billing Plan configuation

(http://w
ww.sap.c
Products
om/) (https://www.sap.com/products.html)

Industries (https://www.sap.com/industries.html)

upport
Services and Support (https://www.sap.com/support.html)

Training (https://www.sap.com/training-certi cation.html)

Community (https://www.sap.com/community.html)

Developer (https://developers.sap.com/index.html)

Partner (https://www.sap.com/partner.html)

About (https://www.sap.com/corporate/en.html)

 
Ask a Question (https://answers.sap.com/questions/ask.html) Write a Blog Post (https://blogs.sap.com/wp-admin/post-new.p

Archived discussions are read-only. Learn more about SAP Q&A

(https://go.sap.com/community/about/questions-and-answers.html)

Billing Plan configuation

Hi,

Can any body help me in configuring milestone billing plan with out project systems. The problem I am
facing is that I am not able to copy the billing value from billing plan date to invoice document.

(https://people.sap.com/former.member)
https://archive.sap.com/discussions/thread/379160 1/6
3/30/2019 Billing Plan configuation

Former Member
June 18, 2007 at 18:24 PM
0 Likes

ng for? View more on this topic (https://go.sap.com/community/tag.html?

66377230676804921) or

://answers.sap.com/questions/ask.html?primaryTagId=209057551571413566377230676804921)

4 replies

(https://people.sap.com/former.member)
Former Member replied April 18, 2007 at 05:04 AM

Milestone billing means distributing the total amount to be billed over multiple billing

dates in the billing plan.

As each milestone is successfully reached, the customer is billed either a percentage

of

the entire project cost or simply a pre-defined amount.

During sales order processing, the system determines from the item category whether
a

billing plan is required and, if so, which type of plan

The type of billing plan that is determined at this point is set up in Customizing and

cannot be changed in the sales document.

Billing plans for periodic billing and milestone billing plans for project-related milestone

billing have different overview screens so that you can enter data relevant to your

processing.

For example, for milestone billing, you must be able to enter data to identify the

individual milestones.

IMG configuration requires :-

1. Maintain billing plan types for milestone billing in OVBO.

2. Define date description in SM30 - V_TVTB.

3. Maintain Date Category for Billing Plan Type IN OVBJ.

4. Allocate date category in SM30 - V_TFPLA_TY.

5. Maintain date proposal for Billing Plan Type in OVBM.

6 Assign Billing Plan Type to Sales Documents Type in OVBP

https://archive.sap.com/discussions/thread/379160 2/6
3/30/2019 Billing Plan configuation
6. Assign Billing Plan Type to Sales Documents Type in OVBP.

7. Assign Billing Plan Type to Item Categories in OVBR.

8. Define rules for determining the date in OVBS.

Milestone billing is typically used for billing projects, such as plant engineering and

construction projects. Such projects often include a series of milestones that mark the

completion of different stages of the work. In the SAP R/3 System, milestones are
defined

in a network along with planned and actual dates for the completion of work. The
milestones

are also assigned to the billing dates in the billing plan.

Each milestone-related billing date is blocked for processing until the Project System

confirms that the milestone is completed.

Delivery-relevant order items for which a milestone billing plan applies are billed on the

basis of the requested delivery quantity and not on the total of the confirmed
quantities.

The connection between the project and the sales document item is made in the
individual

schedule lines of the item. Each schedule item can be assigned to a network in a
project.

To display the project-related data for a schedule line, proceed as follows:

In one of the overview screens of the sales document, select

1. Item -> Schedule lines.

2. Mark the schedule line and select Procurement details.

The following figure shows an example of milestone billing where only the Contract
have

been billed :

Order Item Turbine 100,000

Billing Plan

Billing date Description % Value Billing Block Milestone Billing Status

01-10-94 Contract 10 10,000 - x x

01-03-95 Assembly 30 30,000 x x

01-04-95 Maintenance 30 30,000 x x

01-05-95 Acceptance 30 30,000 x x

01-06-95 Final invoice .. .. x

Network/Activities

Milestone Estimate Actual

Assembly 01-03-95 01-03-95

https://archive.sap.com/discussions/thread/379160 3/6
3/30/2019 Billing Plan configuation
Assembly 01-03-95 01-03-95

Maintenance 01-04-95

Acceptance 01-05-95

For each billing date in a milestone billing plan, you can specify whether the billing

date is:

1. fixed

2. always updated with the actual date of the milestone

3. updated with the actual date of the milestone, if the date is earlier than the

planned billing date for the date

reward points if it helps

regards

Biju

(https://people.sap.com/former.member) April 20, 2007 at 03:13 AM

Former Member replied

hi,

appreciate for your response...

I have defined billing plan with three different dates and billing amount is split into
three values using percentage basis billing rule, My problem is while billing the system
is able to copy the billing plan item based on the selection of date with total value (net
value) of the item.instead of copying the respecting billing plan item value.

any one is there to help me

regards

AVS

(https://people.sap.com/former.member)
Former Member replied May 07, 2007 at 17:19 PM

Hi Biju-

Thanks for the information on Milestone Billing I am looking for additional information
https://archive.sap.com/discussions/thread/379160 4/6
3/30/2019 Billing Plan configuation
Thanks for the information on Milestone Billing. I am looking for additional information
on Periodic Billing. Specifically, I do not see how to configure the system to do a "One
Time Billing" no matter how long the contract duration.

I see to create a Billing Plan Type for this, but there are only 4 time units (DAY, WEEK,
MONTH, YEAR). I see my only options is to create 100's of billing plant types for each
time unit to accomodate this. Do you know how I can create one Billing Plan Type, that
will accommodate a request for one time billing, no matter how long the duration of the
contract? Thanks for your help

-Melody

Former Member replied June 18, 2007 at 18:24 PM

If I understand you right, Melody, you may try in the IMG for Billing Plans Maintain
Date Category for Billing Plan Type -> Billing Rule = 5.

This is under Milestone Billing, and I beleive this will allow you to have manual control
over the billing dates, including just entering in whatever date you want.

Bill

Share & Follow

(https://www.facebook.com/sapcommunity) (https://twitter.com/SAPCommunity)

(https://www.youtube.com/c/SAPCommunities) (https://www.linkedin.com/company/sap)

(http://www.slideshare.net/SAP) (https://instagram.com/sap/) ()

Privacy (http://sap.com/about/legal/privacy.html) Terms of Use (http://sap.com/corporate/en/legal/terms-of-

use.html)

Legal Disclosure (http://sap.com/about/legal/impressum.html) Copyright (http://sap.com/about/legal/copyright.html)

Trademark (http://sap.com/about/legal/trademark.html) Cookie Preferences

https://archive.sap.com/discussions/thread/379160 5/6
3/30/2019 Billing Plan configuation

Sitemap (http://www.sap.com/sitemap/index.html) Newsletter (https://sap.com/registration/newsletter.html)

https://archive.sap.com/discussions/thread/379160 6/6