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India SAP CoE, Slide 3
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India SAP CoE, Slide 4
Purpose
Billing is an essential part of Sales and Service processes. Billing comprises the collection of billable items in the billing due list and the functionality to invoice this data, producing billing documents that are transferred to accounting. On time, Accurate and Effective Billing process , ensure good financial health of an Enterprise.
India SAP CoE, Slide 5
Use
The Billing function can handle generating invoices (Normal, Corrections & Cancellation invoices, Debit & Credit Memos) for Order and Delivery related transactions. This results in on time payment collections and also in settlement of customers grievances. You can use CRM Billing to combine Service order items and Sales order items in the invoices. This simplifies communication with your customers.
Billing documents
Challenges
Receiving timely payment from customers for delivered products and services as well crediting the customers for their claims, are increasingly critical to revenue, profitability and customer loyalty. This is especially true in environments where competition is intense, costs are rising and margins are dwindling.
By deploying technology such as Integrating ERP packages, legacy systems, On line Billing intimation and collection options through Internet , mobile devices, leading companies around the world are dramatically improving service capabilities, competitive differentiation and corporate performance.
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India SAP CoE, Slide 8
Input Processing
Billing Process
Billing Execution
Output Processing
During Input Processing, CRM Billing takes over billing-relevant items from different business transactions and saves them as billing due list items. As of CRM Release 5.0, you can use an external interface to copy data from nonSAP systems to the CRM Billing due list. It supports the formats IDoc; XML SOAP via HTTP; XML via SAP NetWeaver Exchange Infrastructure. From the billing due list, you can process both single and collective billing from billing due list items and also trigger these to run in the background. During billing, related billing due list items are also grouped together as far as possible from different CRM business transactions and transferred to a joint billing document. You can cancel individual billing documents and also execute collective cancellations. The system transfers information on cancellations automatically to Financial Accounting. Output processing is made up of invoice output, the transfer to SAP Financial Accounting and retrieval for SAP BW. You can choose from different output media (for example, print, fax or email) for invoice output, although output takes place using SAP Smart Forms. The ledger posting of billing data takes place either in SAP FI-A/R or in SAP FI-CA. CRM Billing provides all relevant billing data for the SAP Business Warehouse for statistical reporting.
India SAP CoE, Slide 14
Convergent billing:
Convergent billing is the integration of all service charges onto a single customer invoice e.g. Many Service confirmations billed together.
1 9
CRM Billing
Invoice
2a
8
Billing due list
6 2 4
CRM Billing
Invoice
Invoice 1
Miller Inc. 31. Jan. 2.000 USD
Invoice 3
Miller Inc. 31. Mar. 2.000 USD
Milestone billing: Bills different amounts on predefined dates Can be used for items in high-value projects or long-term projects (for example, plant engineering and construction)
1st milestone 2nd milestone Final invoice
India SAP CoE, Slide 26
Supplementary Invoice
The system creates an additional entry in the billing due list, if a partner with the partner function bill-to party (supplementary invoice) exists in the original transaction. This scenario is useful for example when one may be required to send a copy of invoice to Group company another Bill to Party showing only Product Price without Freight, Tax and other charges-with NO Posting to FI being done.
The system carries out a partner determination for the copied item.
The system carries out pricing for the copied item. Only the customer invoice is provided to Financial accounting for further
processing
Service order
Bill-to party: Miller Inc. Bill-to party supplementary invoice: SLC Inc.
Financial accounting
Financial accounting
Invoice 1
Price 100 USD
Financial accounting
Freight: 20 USD
Invoice 2
Freight 20 USD
Financial accounting
The invoice split is triggered by the condition type and by a flag in the business partner master data (payer). The system then creates an additional entry in the billing due list. The invoices are handled separately in all following processes.
Differential Invoicing
Differential invoicing allows invoice corrections to be generated from complaints. A value or quantity change in a complaint can trigger the creation of a correction document.
Invoice 1 (Original Invc)
Product 1 10 pc 1000 USD
Complaint
Product 1 8 pc 800 USD
Differential Invoice
Shortage Complaint Quantity 8 Received Product 1 Product 1 8 pc 10 pc 800 USD -1000 USD -200 USD
Direct Billing
Via direct billing, a billing document can be created directly, without the intermediate step of initiating billing via the billing due list: Direct billing is triggered by a flag in the business partner master data (payer) Incomplete or blocked due list items are excluded from direct billing If an error during billing occurs, the item can be found in the billing due list You can also use a Business Add-In (BAdI) to trigger direct billing
Customer
Order
Delivery
Intercompany invoice 2
Company holding
Paris
Intercompany invoice 1
Billing document
Status: canceled
Cancellation document
Financial accounting
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India SAP CoE, Slide 39
Supplementary invoice Invoice split using conditions Multilevel intercompany billing Foreign trade connection (GTS) Enhanced attributes for pricing Localization (country-specific functions)
This Source Process Means Source transaction e.g. Order / Contract Transaction type and the Source Item Category refers to Item Category assigned to the Source Transaction type.
Activities
1.Check whether the predefined partner access sequence 1004 meets your requirements. You will find the definition for the access sequence in the IMG, under Customer Relationship Management -> Basic Functions -> Partner Processing -> Define Access Sequences. The predefined access sequence has the following settings:
Organizational data: Determines the billing unit Partner data: For transferring and filtering business partners Pricing conditions: For transferring pricing conditions Text data: For transferring texts
India SAP CoE, Slide 57
Document Status
Initiate Cancellation
Document Flow
Access CRM
Output Processing
CRM Billing enables invoice output through various media: Printer Fax E-mail Optical archiving External printing channels You can output customer invoices: Automatically after the billing documents have been created Periodically (for example, at the end of a week or month) Manually
The billing capability uses action processing (post processing framework PPF) for creating the output.
India SAP CoE, Slide 61
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Important Transaction Codes
BEA_BTY Maintain Billing Types
CRMD_ORDER
Transaction Processing
VA01/2/3
VL01/2/3N
VF01/2/3
BEA_BD_01
BEA_DL_01
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India SAP CoE, Slide 67
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