Function documentationBilling Locate this document in the navigation structure

 

You can use the billing functions in SAP CRM to perform billing for the following business transactions:

  • Sales orders

  • Deliveries relating to sales orders

  • Sales contract release orders

  • Service orders

  • Service contracts

  • Service confirmations

  • Complaints (creation of credit/debit memos)

  • Entitlements

  • Warranty claims

  • Billing requests

Billing is also used to process the settlement of claims in market development funds and trade promotion management.

When business transactions are saved, billing-relevant transaction data is automatically transferred to the billing component, where input processing takes place and data is collected in a billing due list. Billing can either be triggered manually or can be scheduled to run periodically without user interaction. During billing execution, the system creates billing documents that can be sent to customers, and transfers data to integrated components.

The process flow described above is shown in the following figure:

This graphic is explained in the accompanying text.

Integration

Data can be exchanged between billing in SAP CRM and the following SAP software:

  • Sales and distribution, and materials management (in SAP ERP) for delivery-related billing

  • Accounting and controlling (in SAP ERP)

  • SAP Global Trade Services (for export documents and official declarations)

  • SAP NetWeaver Business Intelligence (for statistical reporting)

You can also use an external interface to import transaction data from a non-SAP system into the billing due list. You can then include this data in billing.

Prerequisites

You have configured the billing component in Customizing for Customer Relationship Management in the section Billing.

Note Note

The billing component in SAP CRM is a pre-generated billing engine application. When you make Customizing settings for billing, you make these for the “CRM Billing” application.

End of the note.

Features

Transaction- and Delivery-Related Billing

Billing can be triggered by business transactions in SAP CRM or by deliveries in SAP ERP. For more information, see Billing Scenarios.

Billing Due List

The billing due list is a list of billable transactions and their items. It contains all the necessary information for billing. From the billing due list, you can trigger billing for one or more transactions. For more information, see Billing Due List.

Billing Execution

You can trigger billing manually, or you can schedule periodic billing jobs, thereby automating the billing process to a large extent. For more information, see Billing Execution.

Billing Documents

When billing takes place, billing documents are created based on billing due list items. Examples of types of billing documents are customer invoices, intercompany invoices, and credit memos.

After billing documents have been created, you can output them using different media (for example, print, fax, or e-mail). For more information, see Output of Billing Documents.

Billing Plans

You can use billing plans to schedule individual billing dates, for example, to bill service contracts. For more information, see Billing Plans.

Transfer of Billed Amounts to Accounting

Billing data can be transferred to accounting, where it updates open items and can be used for controlling. For more information, see Data Transfer to SAP ERP Accounting.

More Information

For specific information on billing of transactions in Service, see Billing of Services.