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Retroactive Billing in Order Management

Retroactive Billing allows you to change billing amounts retroactively in the event of a price
renegotiation. Retroactive Billing is a business process in some industries, whereby a customer
requests changes to the amounts charged on already invoiced orders and receives credits or
additional invoices. Order Management provides a query to identify order lines that have previously
been invoiced that may be subject to such retrobilling, a simple approval mechanism, and then the
automatic generation of credit memos (and occasionally invoices).



1) Retrobilling Reason Code ( Optional)

This is to define a credit memo reason code in Oracle receivables for retrobilling credit
memo and invoice. This is not a required setup but provides for an easy way to search for
the invoices using the reason code
a) Order management -> Setup -> Quick Codes -> Receivables
b) Query with the following parameter
c) Define the new credit memo reason code
Meaning: Retrobilling
Description: Reason Code used for Retrobilling
Tag: Y
From: 10-JAN-2013
Enabled check box: Enabled

2) Order Management Transaction Type

To create new order type to be used for retrobill orders (Only the order type definition is
described and not the line types here)
a) Order Management -> Setup -> Transaction Types -> Define
b) Create New order type as below
Transaction Type: Retrobilling
Order Category: Mixed
Transaction type code: ORDER
c) No credit checking rule is to be enabled for the Retrobill order type
d) Auto schedule check box is to be un-checked in the shipping tab.
e) No demand class should be assigned as this transacion type should not appear in any
planning or scheduling activities
f) Assign line types with bill only workflow processes
- For default Return line type : Line Flow - Return for Credit Only
(or with approval if required)
- For default order type: Line Flow - Generic, Bill Only

3) Order Management System Parameters

Assign values to the system parameters affecting retrobilling. You can override the order
type and reason code for individual runs of Retrobilling. This step determines the defaults
Retrobilling uses.
a) Order Management->Setup->System Parameters->Values
b) Query for Catergory: Retrobilling Parameters
c) Assign the following values
Default Order Type Retrobilling (Transaction type created in Step 2)
Enable Retrobilling- Yes
Retrobill Reason Code- Retrobilling ( Credit memo reason code created in step 1)

4) Assign Retrobilling organiser menu

Add the Retrobilling Organizer menu item to the responsibilities that will do Retrobilling.
This menu item is seeded, but is not active for any responsibility until you assign it. If you
have installed Oracle Release Management, this menu item is seeded as granted, so you do
not need to perform this step.

5) Folder to display Retrobilling related fields

Main Tab: Retrobilled Price
Others Tab: Retrobilled Order and Retrobilled Line