Condition-Based Invoice Split

You can use this function to divide the net value of a transaction item into two billing documents:

A customer invoice that contains, for example, the price of the product
A billing document that contains, for example, surcharges or discounts, shipment costs, or the deposit value of a product

A split is triggered if the condition type that you specify in Customizing for this purpose is used in a transaction or delivery.

Prerequisites

You have set up invoice splitting in Customizing for Customer Relationship Management, by choosing Billing Invoice Split via Conditions . For more information, see the documentation for the individual Customizing activities.
You have activated condition-based invoice splitting for each business partner for which you want to use this procedure. You do this on the Accounts page in the assignment block Sales Area Data.

Features

You can use this function for transaction-related billing and delivery-related billing:

In transaction-related billing, the conditions in the transaction determine whether a split takes place.
In delivery-related billing, either the transaction or the delivery determines whether an invoice split takes place:
- If the triggering condition is already contained in the sales order, an invoice split is triggered by the billing-relevant delivery.
- If the triggering condition is contained in the delivery, the system also carries out an invoice split.

You can bill the additional billing due list items that are generated for the split independently of one another. You can also cancel the billing documents that result from an invoice split independently of one another.

In integrated systems, the two billing documents are treated as independent.

Example

The figure below shows an example of an invoice split and is followed by an explanation:

This graphic is explained in the accompanying text.

Separate invoices are required for deposits in sales orders. Deposit costs are characterized by independent conditions of the condition CD. Invoice splitting is set up in Customizing for the condition CD, therefore, an independent billing due list is generated for the deposit costs. A separate deposit invoice is created for the customer on a monthly basis, in addition to the invoices for goods delivery.