When billing takes place, the system creates billing documents that contain billed items from the billing due list. It also transfers data to accounting. Billing can be triggered as follows:
Manually (to run immediately or at a specified time)
Recommendation
If you want to bill transactions manually, we recommend that you do this in the CRM WebClient UI, on the Billing Due List
page.
As a scheduled, periodic background job (for more information, see Scheduled Billing in the Background)
Automatically when a transaction or delivery is saved (for more information, see Direct Billing).
The billing due list items that you want to bill are not blocked or incomplete.
Note
You can use the function Analysis of Incomplete Billing Due List Items to analyze the reasons for errors.
You can use the function Release of Blocked Billing Due List Items to release blocked items.
You have ensured that the conditions for copying billing due list items into billing documents meet your requirements, as described in Customizing for Customer Relationship Management
, under .
During collective billing, the system groups as many transaction items as possible in billing documents. For more information on how the system groups items, see Collective Billing.
You trigger individual billing if want the system to create a billing document for each billable transaction item. Individual billing can only be triggered manually, and cannot be scheduled to run at a later point in time.
During billing, the system can use various services to complete and display data in billing documents.
During billing, data is automatically transferred to accounting, unless a transfer block is set for a billing document type in Customizing. You can transfer blocked documents to accounting as follows:
In the CRM WebClient UI, on the Billing Documents
page
In the SAP GUI, on the SAP Easy Access
screen, by choosing
You can use the SAP GUI transaction to schedule data transfer to run at intervals.
For more information, see Data Transfer to SAP ERP Accounting.
You can display the accounting documents that are created for your billing data in the CRM WebClient UI, on the Billing Document
page, in the assignment block Follow-Up Transactions
.