SAP - Sales and Distribution - Billing - Lesson 16 - SapTechPro

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← SAP – Sales and Distribution – Credit Management – Lesson 17 (/post/SAP-Sales-and-Distribution-Credit-Control-area-Credit-
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SAP – Sales and Distribution – Shipping – Lesson 15 → (/post/SAP-Sales-and-Distribution-Shipping-point-Loading-Group-Picking-
Packing-Goods-Issue)
SAP – Sales and Distribution – Billing – Lesson 16 (/post/SAP-Sales-and-Distribution-Billing-

types-Copy-Control-Billing-Block-Invoice-List-Accounting-F1-F2-F5-invoice-types)
 28. December 2017  SAP Functional (/category/SAP-Functional)
SAP – Sales and Distribution – Billing – Lesson 16

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Previous Lesson (https://www.saptechpro.com/post/SAP-Sales-and-Distribution-Shipping-point-

Loading-Group-Picking-Packing-Goods-Issue)
Billing
A Billing document is legal document given by company to customer for goods or services provided. It contains the terms and
conditions agreed between two parties along with details on items and prices along with taxes. The Sales area is responsible for
creating and sending document on the terms agreed.
In Sales & Distribution, Billing represents the final processing stage for any business transaction.
Billing is linked with Order and delivery processing and information is available at each stage. Billing Document is always created
with reference to a preceding document, either an Order, Delivery or Credit/Debit memo request.
Billing transactions can be assigned a specific sales area from where the bill would be generated towards the customer.
An interface to Accounting exists from Billing hence company code needs to be associated with Billing document.
Billing document is controlled by Billing Type.
Different billing types are provided in system for different business transactions
Billing Type Name
F1 Order Related Invoice
F2 Delivery Related Invoice
F5 Proforma Invoice
G2 Credit Memo
L2 Debit Memo
S1 Cancellation Invoice
IV Intercompany Invoice
Credit Memo & Debit Memo: These are Billing documents created on basis of customer complaints. Credit memo reduces receivables
while Debit memo adds on to it.
Proforma Invoice: Invoice document created for exported goods to indicate cost of goods to authorities is Proforma Invoice. There is
no difference between Invoice and Proforma except that Proforma does not pass on to accounting.
F5 – Order related Proforma

F8 – Delivery related Proforma
(https://www.saptechpro.com/image.axd?picture=image_267.png)
Following methods are used in Billing
Individual Billing Document: A single Billing document is created for each sales document, example one Invoice per delivery. In
copy control routine can be defined to have an individual billing document.
(https://www.saptechpro.com/image.axd?
picture=image_268.png)
Collective Billing: Collective Billing combines different documents (orders / deliveries) into a single Invoice document provided
certain data specified is common across these source documents. The Header data appearing in billing document must be same.
Invoice Split: If Invoices are to be created separately according to some predefined criteria even for items originating from same
source document invoice split can be used. In copy control requirements can be defined with split criteria to ensure sales orders
or deliveries are not combined into a collective billing document.
Example – Invoice split based on material group in figure
(https://www.saptechpro.com/image.axd?picture=clip_image001%5B4%5D_5.gif)
Proforma Invoice: Invoice document created for exported goods to indicate cost of goods to authorities is Proforma Invoice.
There is no difference between Invoice and Proforma except that Proforma does not pass on to accounting.
Integration with Accounting

Integration of Billing Document in Sales & Distribution with Accounting is one of the main integration points in system.
Here integration consists forwarding billing data to
Financial Accounting (FI – Accounts Receivable)

Controlling (CO) module
On creation of billing document system can automatically create documents for
General Ledger (G/L) in FI-AR

Profit Center
Profitability Analysis (CO-PA)
Cost Accounting.
System can post entries from Billing documents to relevant accounts via ‘Account determination’.
Costs and revenue can be posted to following accounts

Customer Accounts receivables.
Revenue accounts
Sales deductions
Accrual accounts for rebates etc.
General Ledger accounts.
Reference number and Assignment number can be carried from Billing document to Financial document to be used as reference when
incoming payments are posted from customer.
Billing document can get blocked for accounting for two reasons i.e if it is set in customizing to block for the billing type or if errors occur
in account assignment.
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System has provided with a tool to analyse errors in account determination with which errors can be corrected and billing document
released to accounting.
For certain Billing documents or certain scenarios it is required that Billing documents be first checked by relevant authorities prior to
releasing it to accounting, in such cases automatic block is setup in customizing.
In integration with Controlling, costs and revenues from billing document data can be transferred to following sub-ledger accounts
Profit & Cost center

Extended General Ledger O Make-to-order Sales orders O Profitablity (CO-PA)
Projects
Customization for activation of Controlling area and integration needs to be setup for transfer to take place.
Invoice List
Invoice List is a functionality within billing provided by system to create, at specified time intervals or on specific dates, a list of billing
documents, to be sent to a Payer.
Billing documents in Invoice list can be individual or collective documents.
Standard system includes two type of invoice lists
LR – For Invoice and Debit memo’s

LG- For Credit Memo’s
1. Configuring Billing Documents

1.1 Define Billing Document Types
This configuration setting enables creation or modification of billing document type. Billing document type is an indicator which enables
system to process different business transactions in different ways.
Various Billing types are pre-configured in system and can be used for various scenarios. There are three options for configuring new
sales document types:
Change existing Billing type

Copy existing Billing type and change it to new requirements.
Create a new Billing type.
Definition and configuration of sales document type can be divided in three parts
1. Definition of Billing type itself (with key example - F2 etc.)

2. Definition of additional billing functions (like number ranges etc.)
3. Configuration for general billing functions (like pricing etc.)
We will study the configuration of SAP provided sales document type for standard delivery related billing ‘F2’.
Instructions
Follow Menu Path: IMG ® Sales and Distribution –> Billing –> Billing Documents –> Define Billing Types
1. Click (https://www.saptechpro.com/image.axd?picture=clip_image001%5B8%5D_2.gif)
Following pop-up is displayed
(https://www.saptechpro.com/image.axd?picture=clip_image002_39.gif)
Click on (https://www.saptechpro.com/image.axd?picture=clip_image003_14.gif) and click on

(https://www.saptechpro.com/image.axd?picture=clip_image006_8.jpg)
Here the three options explained in background are applicable.
a. If existing Billing type is to be modified, choose the document type from list and click on
(https://www.saptechpro.com/image.axd?picture=clip_image007_14.gif) to get into details
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b. For copying existing Billing type to new one select the sales document type to be copied and click on
(https://www.saptechpro.com/image.axd?picture=clip_image008_32.gif) or F2.
c. For creating a new Billing type click on (https://www.saptechpro.com/image.axd?picture=clip_image009_15.gif)
Here we will follow option ‘a’ and select Billing type F2 and click on (https://www.saptechpro.com/image.axd?
picture=image_270.png). To search for correct order type click on (https://www.saptechpro.com/image.axd?
picture=image_271.png) and enter the key.
Following screen is displayed
The controls are grouped in various blocks like Number Systems, General Control, Account Assignment etc.
2. Maintain the fields as explained below: The explanation is provided block wise
picture=clip_image014_15.gif)
Field Name Field Description and Value
Billing Type 4 character key for the Billing type. Description is next to it
Created by Name of person creating the object
No.range int.assgt. No range to be used for Billing document numbers if assigned internally
Item no.increment Increment of item no in billing document.

SD document categ. A basic classification of document types used in Sales processing.
Etc.
Transaction group Grouping that controls certain characteristics of sales doc processing.
Posting Block This check box controls blocking of billing document transfer to accounting.
Statistics Check box controls whether system stores the billing information for statistical purposes and
reporting.
Billing Category Used to differentiate billing document requirements. Generally left blank
Document Type FI document type can be assigned here
Negative posting A correspondingly set posting on the debit side reduces the credits side of the account. A
credit posting reduces the debit side of the account.
Indicator is used for credit memos and cancellations.
Branch/Head Office Indicator controls which partner functions can be passed on to Accounting
Credit memo w/ValDat Used for Value date to be filled in case of Credit Memo
Invoice List Type Invoice List type assigned to Billing type

Rebate Settlement Indicator to control if billing type is used for Rebate settlement exclusively.
Rel for Rebate Check box, which controls if a Billing type is relevant for rebates.
Key fields are explained below:
Cancellation Billing type Cancellation billing type to be assigned to this billing type to be used when billing documents is to
be cancelled.
Copying requirements In case copying requirements are to be assigned here.
Reference number Additional information to be passed on to Accounting from SD
Allocation Additional information to be passed on to
number accounting line item level.
AcctDetermProc. Account determination procedure is assigned here to Billing document type. If this is not assigned
the document cannot be passed on to accounting. Example Proforma Billing type
Doc. pric. Procedure Document pricing procedure is assigned here in case separate Pricing procedure needs to be
determined in Billing document.
Example – Inter-company billing document.
Acc. det. rec Account determination procedure for
Reconciliation accounts
Acc. det. cash. Account determination procedure for Cash accounts
Acc. det. pay. Account determination procedure for Payment
cards cards
Key fields explained below, rests are system copied.
Output determ proc. Output determination procedure is assigned here
Application Application is V3 for Billing
Output Type Default output type proposed when printing
Header partners Partner determination procedure for Billing Header
Item Partners Partner determination procedure for Billing Item
TextDetermProcedure Text determination procedure for Billing Header
Text Determ. Proc. Itm Text determination procedure for Billing Item
Delivery text Check box if texts from delivery are to be copied to Billing
Click (https://www.saptechpro.com/image.axd?picture=clip_image024_9.gif) and back.
EFFECT OF CONFIGURATION
Billing type configured here would be used for creating Billing document in specific scenario.
1.2 Define Number Ranges for Billing Documents

This configuration setting enables us to define the number ranges for Billing document. Number ranges are defined directly in the
production system.
Instructions
Follow Menu Path: IMG –> Sales and Distribution –> Billing –> Billing Documents –> Define Number Ranges for Billing Documents
2. Click (https://www.saptechpro.com/image.axd?picture=clip_image026_6.gif)
3. Click (https://www.saptechpro.com/image.axd?picture=clip_image029_7.gif) to add new number range interval, mark

check for external if it is an external number range.
4. Click (https://www.saptechpro.com/image.axd?picture=clip_image030_8.gif)
Effect of Configuration
Number range maintained here will be assigned to Billing type as explained earlier and used for billing document creation.
2. Maintain Copy Control for Sales Documents

This configuration enables copy between sales documents at order level and delivery level to Billing document level, various controls for
document and data flow are also available here
In this configuration copy control is maintained for following options
Sales document to Billing document

Billing document to Billing document
Delivery document to Billing document
The controls specify how and what data needs to be copied on to the target billing document from the source.
Instructions Follow Menu Path: IMG –> Sales and Distribution –> Billing –> Maintain Copy Control for Billing Documents
1. Click (https://www.saptechpro.com/image.axd?picture=clip_image001%5B10%5D.gif)
Following pop-up is displayed.
2. Click on (https://www.saptechpro.com/image.axd?picture=clip_image032_6.gif) and click
Target – This is the Billing type, which would be created.
Source – This is the Delivery type used as reference from which new data would be transferred to create new Billing document.

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For existing Billing types provided in system copy control is maintained. Let us study configuration of Target ‘F2’ and source ‘LF’.
3. Select entry and click on (https://www.saptechpro.com/image.axd?picture=clip_image007%5B1%5D_4.gif)
Following fields are maintained
Copying requirements Routine no is assigned here for Copying requirements to be checked at header level while creating
billing document.
Determ.export data Where system should get export data is specified here.
Allocation number Additional information to be passed on to accounting line item level.
picture=clip_image022%5B1%5D.gif)
Reference Number Additional information to be passed on to Accounting from SD
picture=clip_image021%5B1%5D.gif)
Copy Item number Indicates whether system copies item no from source to target document.
Click (https://www.saptechpro.com/image.axd?picture=clip_image039_4.gif) to go back.
4. Click on (https://www.saptechpro.com/image.axd?picture=clip_image040_3.gif) on Left hand side to maintain copying

information for item data
Select ‘TAN’ and click on (https://www.saptechpro.com/image.axd?picture=clip_image007%5B2%5D_2.gif)
(https://www.saptechpro.com/image.axd?picture=clip_image044.jpg)
Fields to be maintained as below
Copying requirements Copying requirements to be checked at item level.
Data VBRK/VBRP Routine for data transfer at header & item level. Here routine can be assigned for creating Individual
Billing documents etc.
Billing quantity Specifies which quantity system copies from source document.
Pos/neg. quantity Specifies when copying quantity in target document has positive, negative or no effect of quantity in
source document.
In this case the delivery document is updated with positive quantity
Pricing Type Specifies how system treats pricing data when creating billing document. There are many pricing types ,
generally used one’s are below
Pricing Exchange rate type Determines pricing exchange rate type.
picture=clip_image048.gif)
Cumulate Cost Check box indicates if cost of sub-items is to be cumulated in main item
Price Source Sequence and source from where prices are to be copied
Click (https://www.saptechpro.com/image.axd?picture=clip_image024%5B2%5D.gif) and back.
Similar configuration can be carried out for (https://www.saptechpro.com/image.axd?

picture=clip_image050_2.gif) & (https://www.saptechpro.com/image.axd?
Difference here is that Source is Delivery & Billing Document.
Effect of Configuration: Copy Control is setup for Billing document creation.
3. Define Blocking Reason for Billing

This configuration enables definition of Reasons for blocking of billing documents. These reasons can be used to block billing creation
for customer.
Instructions
Follow Menu Path: IMG –> Sales and Distribution –> Billing –> Define Blocking Reason for Billing
Following pop-up is displayed
Click on (https://www.saptechpro.com/image.axd?picture=clip_image053_3.gif) and click

(https://www.saptechpro.com/image.axd?picture=clip_image033%5B1%5D.gif)
(https://www.saptechpro.com/image.axd?picture=clip_image054.gif)
(https://www.saptechpro.com/image.axd?picture=clip_image024%5B3%5D.gif)Click on
(https://www.saptechpro.com/image.axd?picture=clip_image009%5B1%5D_1.gif) for maintaining new one’s. and then click Following
fields are maintained
Block 2 character key for billing block
Description Description of billing block
Click (https://www.saptechpro.com/image.axd?picture=clip_image024%5B4%5D_1.gif) and

(https://www.saptechpro.com/image.axd?picture=clip_image055.gif).
2. Click on (https://www.saptechpro.com/image.axd?picture=clip_image056_1.gif) and click

Click on (https://www.saptechpro.com/image.axd?picture=clip_image009%5B2%5D.gif) for maintaining new one’s. and

then click (https://www.saptechpro.com/image.axd?picture=clip_image024%5B5%5D.gif)
Effect of Configuration Billing block reasons are defined and assigned to Billing types.
4. Configuration for Invoice List

4.1 Assign Invoice List Type to Billing Type
Invoice List type is also a Billing type and is created in Billing type creation configuration menu. Here for Invoice Lists to be created they
needs to be assigned to billing types. This configuration is provided for this purpose.
Instructions
Follow Menu Path: IMG –> Sales and Distribution –> Billing –> Invoice Lists –> Assign Invoice List Type To Each Billing Type
Billing types are available here. The Invoice List type is assigned to billing types.
Click (https://www.saptechpro.com/image.axd?picture=clip_image024%5B6%5D.gif) and

(https://www.saptechpro.com/image.axd?picture=clip_image055%5B1%5D.gif).
Effect of Configuration Invoice Lists can be created in system for Billing documents.
5. Define Rules For Determining Dates

This configuration setting enables creation or modification of rules for determining dates in Billing plan.
Various Rules are preconfigured in system and can be used for various scenarios. There are three options for configuring new rules:
Change existing rule

Copy existing rule and change it to new requirements
Create a new rule.
You define the rules for date determination on the basis of the following dates:
The possible baseline date is predefined by a fixed value range (for example current date, beginning of the contract) and cannot
be changed.
You can define the period in any way by specifying a number with a corresponding time unit.
If you use a calendar ID to define a rule, the system determines the next possible workday starting from the baseline date. If you
use a calendar ID, you may NOT specify a period.
We will study the configuration of SAP provided rule ’50 – Monthly at end of each month’.
Instructions
Follow Menu Path: IMG –> Sales and Distribution –> Billing –> Billing Plan –> Define Rules for Determining Dates
d. If existing Rule is to be modified, choose the Rule from list and click on (https://www.saptechpro.com/image.axd?
picture=clip_image007%5B3%5D_2.gif) to get into details
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e. For copying existing Rule to new one select the Rule to be copied and click on (https://www.saptechpro.com/image.axd?
picture=clip_image008%5B1%5D_2.gif) or F6.
f. For creating a new Rule click on (https://www.saptechpro.com/image.axd?picture=clip_image009%5B3%5D.gif)
Here we will follow option ‘a’ and select Rule ‘50’ and click on (https://www.saptechpro.com/image.axd?
picture=clip_image007%5B4%5D_5.gif). To search for Rule click on (https://www.saptechpro.com/image.axd?
picture=clip_image063_3.gif) and enter the key.
Maintain the fields as explained below:
Date Det.rule 2 character code for Indirect rule determination of dates in Billing plan. Here ‘50’ exists in
system, for new any two characters can be entered.
Description Text description of rule for identification
Baseline date This is baseline date from which further dates are calculated. This is predefined in system
and following entries exist:
Here ‘07’ is selected

Time Period Time Period, which is to be added or subtracted from baseline date, is added here.
Time Unit Time Unit of time period defined above
Last of Month Last of month switch for date determination
Calendar ID If Calendar is to be used to influence date determination, example actual dates in month it
has to be entered here.
Contract data Used for Contract items where item date has not to be selected from baseline date, but from
Header date.
Click (https://www.saptechpro.com/image.axd?picture=clip_image024%5B7%5D.gif) and back.
EFFECT OF CONFIGURATION
Rule for date determination are defined to be used in Billing plans.
6. Define Billing Plan Types

This configuration enables definition of Billing Plan types, which contain the basic control data for billing plan.
There are two basic billing plan types pre-configured in system:
1. Periodic Billing.
2. Milestone Billing.
There are three options for configuring new billing plan types:
Change existing plan type

Copy existing plan type and change it to new requirements.
Create a new billing plan type.
Instructions
Follow Menu Path: IMG –> Sales and Distribution –> Billing –> Billing Plan –> Define Billing Plan Types
Following pop-up is displayed.

2. (https://www.saptechpro.com/image.axd?picture=clip_image070_1.gif)Click on and click

a. If existing Billing Plan type is to be modified, choose from list and click on (https://www.saptechpro.com/image.axd?

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b. For copying existing Billing Plan type to new one select the Rule to be copied and click on
(https://www.saptechpro.com/image.axd?picture=clip_image008%5B2%5D_1.gif) or F6.
c. For creating a new Billing Plan type click on (https://www.saptechpro.com/image.axd?

picture=clip_image009%5B4%5D_1.gif)
Using option ‘a’ here, select entry ‘02’ and click on (https://www.saptechpro.com/image.axd?
picture=clip_image007%5B6%5D_1.gif) Following screen is displayed
Following important fields are explained

Billing plan type 2 character code for Billing plan type can be entered
Start date Date rule for determining origin of Billing plan dates
End date Date rule for determining end of Billing plan
dates
Horizon Rule for determining horizon of Billing plan i.e. period from start date till when billing plan applies in
future.
Next bill. Date Rule for determining next billing date in billing plan
Calendar ID Calendar for defining dates relevant for billing
Online order Mark ‘x’ if automatic proposal of dates is required in order.
In advance If field is activated billing is carried out in advance
FCode- OvervScrn Overview screen to be displayed after entering original billing plan data.

3. Click on (https://www.saptechpro.com/image.axd?picture=clip_image075.gif)
a. If existing Billing Plan type is to be modified, choose from list and click on (https://www.saptechpro.com/image.axd?
b. For copying existing Billing Plan type to new one select the Rule to be copied and click on
c. For creating a new Billing Plan type click on (https://www.saptechpro.com/image.axd?

picture=clip_image009%5B5%5D.gif) Using option ‘a’ here, select entry ‘01’ and click on (https://www.saptechpro.com/image.axd?
picture=clip_image007%5B8%5D_1.gif)

BillingPlanType 2 character code for Billing plan type can be entered
Start date Date rule for determining origin of Billing plan
dates
Online order Mark ‘x’ if automatic proposal of dates is required in order.
FCode- OvervScrn Overview screen to be displayed after entering original billing plan data.

Billing Plan type is now configured for Periodic and milestone billing and can be used for creating billing plan in sales documents.
7. Define Date Descriptions

This configuration enables definition of Date Descriptions for billing dates in billing plans. These reasons are used for textual reasons
only.
Instructions
Follow Menu Path: IMG –> Sales and Distribution –> Billing –> Billing Plan –> Define Date Descriptions
Click on (https://www.saptechpro.com/image.axd?picture=clip_image009%5B6%5D.gif) for maintaining new entries apart

from one’s defined in system.
Fields maintained are
Date description – Four character code for Date description
Description – Text description of date description. Click (https://www.saptechpro.com/image.axd?

picture=clip_image024%5B10%5D.gif) and (https://www.saptechpro.com/image.axd?picture=clip_image039%5B3%5D.gif).
8. Define and Assign Date Categories

In this configuration date categories can be created and assigned to Billing plan types. There are various controls on combination of
date category and billing plan type. It also specifies description for billing date.
Several date categories can be specified for a billing plan type hence a default date category is also specified here for each billing plan
type.
Instructions
Follow Menu Path: IMG –> Sales and Distribution –> Billing –> Billing Plan –> Define and Assign Date Category
Following popup is displayed
Click on (https://www.saptechpro.com/image.axd?picture=image_273.png)and
For maintaining new entries click on (https://www.saptechpro.com/image.axd?picture=clip_image009%5B7%5D_1.gif).

Here we will see existing entry. Select entry of Billing Plan type ‘02’ and Date Category ‘01’ and click on
(https://www.saptechpro.com/image.axd?picture=clip_image007%5B9%5D_1.gif)
BillingPlanType 2 character code for Billing plan type is selected here from list created earlier
Date Category 2 character code for Date category to be entered here.
Date Description Description of Billing date to be selected here from List of descriptions created in previous task.
Billing Rule Specifies for Billing plan date how the value to be billed is determined.
In this case it’s a equal split in no of billing dates defined.
Billing block Default billing block to be proposed for billing dates in plan in sales document.
Click (https://www.saptechpro.com/image.axd?picture=clip_image024%5B11%5D.gif) and BACK .
2. Click on (https://www.saptechpro.com/image.axd?picture=clip_image091.gif) and
Default Date category is to be assigned to Billing Plan type in this configuration.
Click (https://www.saptechpro.com/image.axd?picture=clip_image024%5B12%5D.gif) and BACK.
Effect of Configuration Date rule is defined here for Billing Plan types.
9. Maintain Date Proposals for Billing Plan Types

Date Proposal specifies the sequence of dates, which can be used during order processing as reference for date determination.
Date proposal is used only for Milestone billing. When sales order is created with milestone billing dates are copied according to
reference and re determined on based of current rules.
Instructions
Follow Menu Path: IMG –> Sales and Distribution –> Billing –> Billing Plan –> Maintain Date Proposals for Billing Plan Types
Select ‘01’ and click on (https://www.saptechpro.com/image.axd?picture=clip_image007%5B10%5D_1.gif)
Click on (https://www.saptechpro.com/image.axd?picture=clip_image098_2.gif)
Click on (https://www.saptechpro.com/image.axd?picture=image_276.png)
Following fields are maintained
Billing Date Billing date for billing plan
Date Description of Billing date in plan
Description
% Percentage of total amount to be billed in milestone
Block Default billing block for billing date
Billing rule Billing rule for milestone is selected here
picture=clip_image105.gif)
Billing Type Default billing type to be used if required.
Click on (https://www.saptechpro.com/image.axd?picture=clip_image106.gif)
Number of Billing plan would be generated on screen
Date proposal is assigned to Milestone billing plan, which would be used as reference when creating billing plan in sales documents.
10. Assign Billing Plan Types to Document Types

Billing Plan type defined can be assigned in this configuration to Sales Document type. This configuration enables Billing plan creation
at Sales Header level, which would apply to all items in sales document.
Instructions
Follow Menu Path: : IMG –> Sales and Distribution –> Billing –> Billing Plan –> Assign Billing Plan Types to Sales Document Types
Assign Billing Plan type to Sales document type
Click (https://www.saptechpro.com/image.axd?picture=clip_image024%5B14%5D.gif) and .
Effect of Configuration Billing plan creation at Sales Header level is enabled.
11. Assign Billing Plan Types to Item Categories

Billing Plan type defined can be assigned in this configuration to Sales Item Categories; also Billing relevance is also assigned here.
This enables Billing plan creation at item level.
Instructions
Follow Menu Path: : IMG –> Sales and Distribution –> Billing –> Billing Plan –> Assign Billing Plan Types to Item Categories
Billing Relevance - (https://www.saptechpro.com/image.axd?picture=clip_image113.gif) is

assigned to Item Category and Billing Plan Type created earlier.
Billing Plan type is assigned to Item level and billing plan can be created at sales document item level.
12. Configuring Sales Document Header

12.1 Define Sales Document Types
Complaints and Returns start with a sales order and hence configuration of Sales orders types is first step in cycle. The entire
configuration is explained in Configuration guide for ‘Sales’. Here we will see the order types provided in Standard system for
complaints and returns processing.
The standard order types used are
Subsequent Delivery Free of charge - SDF

Returns - RE
Credit Memo request - CR
Debit Memo request - DR
Instructions
Follow Menu Path: IMG –> Sales and Distribution –> Sales –> Sales Documents –> Sales Document Header –> Define Sales
Document Type
g. If existing Sales document type is to be modified, choose the document type from list and click on
(https://www.saptechpro.com/image.axd?picture=clip_image007%5B11%5D_1.gif) to get into details
h. For copying existing sales document type to new one select the sales document type to be copied and click on
i. For creating a new sales document type click on
A. Order Type – SDF (Subsequent Delivery Free of charge)
Here we will follow option “a” and select order type SDF and click on . To search for correct order type, click on
and enter the key.
Thus important thing here is that SD document category is (https://www.saptechpro.com/image.axd?

And document pricing procedure is (https://www.saptechpro.com/image.axd?picture=clip_image122.gif)

B. Order Type – RE (Returns)
Select order type RE and click on (https://www.saptechpro.com/image.axd?picture=image_281.png). To search for correct order
type, click on (https://www.saptechpro.com/image.axd?picture=image_282.png)and enter the key.
Here the important controls are:
SD Document Category as (https://www.saptechpro.com/image.axd?picture=clip_image125.gif)
C. Credit Memo Request – CR
Select order type CR and click on . To search for correct order type, click on and enter the key.
SD Document Category as (https://www.saptechpro.com/image.axd?picture=clip_image128.gif)
D. Debit Memo Request – CR
Select order type DR and click on . To search for correct order type, click on and enter the key.

SD Document Category as (https://www.saptechpro.com/image.axd?picture=clip_image131.gif) Click

Sales Document types for respective business scenarios within complaints and returns processing are defined.
For further configuration tasks related to entire business process refer configuration guide for Sales, Delivery and Billing.
Tags : SD (https://www.saptechpro.com/?tag=/SD)
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SAP - Sales and Distribution - Billing - Lesson 16 - SapTechPro

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SAP – Sales and Distribution – Billing – Lesson 16 (/post/SAP-Sales-and-Distribution-Billing-

SAP – Sales and Distribution – Billing – Lesson 16

Previous Lesson (https://www.saptechpro.com/post/SAP-Sales-and-Distribution-Shipping-point-

Billing Type Name

F1 Order Related Invoice

F2 Delivery Related Invoice

F5 – Order related Proforma

Following methods are used in Billing

Example – Invoice split based on material group in figure

Integration with Accounting

Here integration consists forwarding billing data to

Financial Accounting (FI – Accounts Receivable)

On creation of billing document system can automatically create documents for

General Ledger (G/L) in FI-AR

Costs and revenue can be posted to following accounts

Monetize your site

Profit & Cost center

Billing documents in Invoice list can be individual or collective documents.

Standard system includes two type of invoice lists

LR – For Invoice and Debit memo’s

1. Conﬁguring Billing Documents

Change existing Billing type

1. Definition of Billing type itself (with key example - F2 etc.)

Following pop-up is displayed

Click on (https://www.saptechpro.com/image.axd?picture=clip_image003_14.gif) and click on

Here the three options explained in background are applicable.

c. For creating a new Billing type click on (https://www.saptechpro.com/image.axd?picture=clip_image009_15.gif)