Billing 

Purpose

You use this business process in order to create customer invoices in SAP CRM. Here, one or more than one billing due list item is copied into a billing document. You can either create the billing document with reference to the delivery, or to the sales order. It is also possible to create billing documents with reference to contracts. You make the necessary setting in Customizing. The following describes delivery-related billing.

Prerequisites

The goods that the customer ordered have been delivered.

Process Flow

FF...

       1.      Create billing document (SAP CRM)

You call up the billing due list. The list contains items that have been delivered or partly delivered. You create a billing document by selecting the required items.

When creating the billing document, the system performs the following activities:

¡        Redetermination of prices or copying of prices from the sales order

¡        Tax calculation for the items

¡        Determination of the texts for the billing document or copying of texts from the sales order

When the billing document is created, the status of the sales order is set to billed. SAP CRM reports the status change to SAP R/3.

The item category in SAP CRM must be customized in such a way that billing takes places in SAP CRM. This setting is transferred to SAP R/3 during replication of the sales order. As a result of this, SAP R/3 does not execute billing after goods issue and delivery in SAP R/3, but returns delivery data (including costs for the costing-based profitability analysis) back to SAP CRM.

       2.      Send invoice to customer (SAP CRM)

You can send the invoice either electronically, or in print to the customer.

       3.      Release for transfer to FI (SAP CRM)

The system can also automatically transfer the data to Financial Accounting in SAP R/3.

       4.      System posts accounting document (SAP R/3)

The billing document and the actual revenues are posted in Financial Accounting and in Controlling. Costs and revenues are matched in the profitability analysis in the contribution margin scheme. Revenue and turnover are transferred for analysis to SAP BW.