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Function documentationSupplementary Invoices

 

You can use this function to create an additional invoice for a transaction or delivery, with different partners and prices to those contained in the original invoice. The system creates supplementary invoices by copying billing due list items.

Example Example

You can use this function, for example, when a business transaction involves a dealer as well as the end customer. You could create an invoice to bill the dealer and also create a supplementary invoice for dealer to bill the end customer. This example is shown in following figure:

End of the example.

This graphic is explained in the accompanying text.

Prerequisites

  • You have made the settings described in Customizing for Customer Relationship Management under   Billing  Supplementary Invoice  Information on Supplementary Invoices  .

  • You have assigned an item category for supplementary invoices in the above section of the IMG in the activity Assign Item Category.

    The system uses the item category to determine:

    • Whether a supplementary invoice is to be created for an billing due list item

    • The partner determination procedure for the copied item

    • The pricing procedure for the copied item

    • The billing type to be used for the copied item

Activities

Relevance Check

A supplementary invoice is only created if you have assigned a special item category for copied items in the billing due list to the billing item categories of the original billing due list item.

Partner Determination

The system determines partners for the copied billing due list item, as the partners of the copied billing due list item are usually different from the partners in the original invoice. The item category that you have defined for supplementary invoices (see “Prerequisites” above) determines which partner determination procedure is used.

The original billing due list item is the preceding transaction for partner determination. However, in a delivery-related billing scenario, there are two preceding transactions:

  • The billing due list item that is created for the delivery

  • The billing due list item that had already been created by the order item

In a delivery-related billing scenario, the system therefore does the following:

  1. Carries out partner determination for the original billing due list item created for the delivery

  2. Carries out partner determination for the copied billing due list item, this time with the dependent item (created by the order) as the preceding transaction

  3. Combines the result of the two determination procedures

The partners determined in the first determination procedure override the partners from the second determination procedure.

Determination of Pricing Conditions

Usually, different conditions are used for the copied billing due list items than for the original items. Conditions can be copied from the original item or newly determined. The item category that you have defined for supplementary invoices (see “Prerequisites” above) determines the pricing procedure that is used.

Example

The following table shows the attributes of an invoice and supplementary invoice created for an end customer and dealer, as described in the example above:

Attribute

Invoice to the Dealer

Invoice to the End Customer

Billing unit

Vendor

Dealer

Sold-to party

End customer

End customer

Ship-to party

End customer

End customer

Payer

Dealer

End customer

Bill-to party

Dealer

End customer

Price

Dealer price

End customer price

Transfer to accounting

Yes

No