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Santosh Kumar
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During your project you may need to implement SAP SD billing plan
functionality .I am publishing part I of SAP Billing plan documentation .This
part of documentation mostly covers Periodic billing plan used in SAP SD.I
will cover Milestone billing plan in my part II section of documentation .
Billing plan
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 1/15
01/11/2017 Billing Plan (Periodic)-SAP SD-Part1 | SAP Blogs
Periodic billing plans are used for service products such as rentals or
maintenance mostly. You should have a service product with a time-
dependent price (i.e. calculation type M, N, O or P) which need to be billed
regularly, e.g. monthly, quarterly, etc.Client can raise the rental or
maintenance/service invoices based on
NOTE:- The sum of every line item added to the Net the value of the
contract .
From the above example value of the contract will be 200 MYR.
Milestone billing is used for sales products in big projects when the product
is paid in various installments.Milestone billing plans are used in sales
quotations and sales orders or Items in service orders .You have a sales
product with a known net value.
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 2/15
01/11/2017 Billing Plan (Periodic)-SAP SD-Part1 | SAP Blogs
From the above example value of the sales order will be 200 MYR.
A. Start date :- Date from which billing plan will start .Start date is
compared with next billing date(5) and gives first date of “Settlement To”
and “Billing date” in periodic plan. ie. If your start date is the 24rd of a month
and you are billing monthly, all billing date will start on the 23rd” (if there are
no further conditions discussed in the later part of the document ).
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 3/15
01/11/2017 Billing Plan (Periodic)-SAP SD-Part1 | SAP Blogs
billing plan, based on the current date plus a specified time period.
Example-
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 4/15
01/11/2017 Billing Plan (Periodic)-SAP SD-Part1 | SAP Blogs
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 5/15
01/11/2017 Billing Plan (Periodic)-SAP SD-Part1 | SAP Blogs
D. Dates From To : – These date has meaning when item level has certain
validity . Billing plan will be deactivated after validly expired on item level.
Item 10- Header plan- validity from 27.08.2015 Until 26.08.2016 . (Billing
dates created up to 26.08.2016)
Item 20 Item level Dates from – 27.08.2015 to Dates Until 26.09.2015 .So
Item second has validly only until 26.09.2015.(Billing dates created up to
26.09.2015)
however,wants to be billed two days before the end of each month. You
enter a date determination rule, which subtracts two days from the billing
date determined by the system.
Example :- Your client is billing the customer at the end of every month.
Client wants to bill the customer 2 days before end of the month. With
deviation rule you can force system to calculate billing date before or after
deviation days .
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 7/15
01/11/2017 Billing Plan (Periodic)-SAP SD-Part1 | SAP Blogs
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 8/15
01/11/2017 Billing Plan (Periodic)-SAP SD-Part1 | SAP Blogs
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 9/15
01/11/2017 Billing Plan (Periodic)-SAP SD-Part1 | SAP Blogs
Logic – if End date of or To date changed and it falls before the last billed
date , System propose a correction date and correction amount
automatically
Example – In the below screen customer was billed for the period of billing
Plan dated 01.07.2015 until
31.07.2015 for 100 Euro . But later contract was foreclosed dated
25.07.2015.Credit issued to the customer for the period of 26.07.2015 to
31.07.2015
Date descriptions are defined to describe the various purposes for which
billing Plans can be used.This is only for description only. It has no effect in
transaction.
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 10/15
01/11/2017 Billing Plan (Periodic)-SAP SD-Part1 | SAP Blogs
v. Pricing – If you want to carry out new pricing at the time of billing.
vi. Billing Type- This is the default billing type proposed at the time of
contract creation in billing Plan.
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 11/15
01/11/2017 Billing Plan (Periodic)-SAP SD-Part1 | SAP Blogs
This is the last section of the documentation for periodic billing plan.Please
proceed with T-code va41 and test on different scenarios .
537779 – Date generation for Periodic Invoicing Plans Related user exits for
billing plan
Related Exits :-
BILLING_SCHEDULE_DELTA
USEREXIT_MOVE_FIELD_TO_FPLT
https://blogs.sap.com/2015/08/28/billing-plan-periodic-sap-sd-part1/ 12/15