Background documentationBilling of Services

 

This document provides information about the specifics of billing in SAP CRM for service transactions.

Billing Procedures for Service Transactions

The following figure shows the different procedures for billing service contracts, service orders, and service confirmations, depending on the relationships between these business transactions. The figure is followed by an explanation.

Service Contracts

Billing for service contract items takes place periodically, and a fixed amount is billed as specified in the terms of the contract. Billing takes place according to a billing plan (see Billing Plans).

Service Orders

If a service order item refers to a service contract, it is billed in the same way as the service contract item.

If a service order item does not refer to a service contract, billing takes place either after the order is created or after it is completed and released for billing. A fixed amount is billed for, as agreed in the service order.

Service Confirmations

If a service confirmation refers to a service order, the amount billed for depends on your settings in Customizing for Customer Relationship Management, under Start of the navigation path Billing Next navigation step Define Billing Relevance of Item Categories End of the navigation path:

  • Billing for fixed amounts agreed on in the service order

    If you want to bill for fixed amounts, you define the service order item category as billing relevant, but you define the service confirmation item category as not relevant for billing.

  • Billing for resources used

    If you want billing to be resource-related, depending on the resources confirmed, you define the service confirmation item category as billing relevant, but you define the service order item category as not relevant for billing.

If you want to bill for a service confirmations that are not related to a service order, you define the service confirmation item category as billing relevant.

Determining Rates for Billing

In service orders and service confirmations, you can determine different rates for billing (for example, for weekend work, overtime, travel time, or depending on the qualifications of the service representative). You do this by specifying a service type or valuation type in the business transaction.

Splitting Billing Amounts Among Bill-To Parties

In service orders and service confirmations, you can split amounts between bill-to parties by defining amount allocation (see Amount Allocation with SAP ERP Integration).

Sales Items

For sales items in service transactions, a sales order for delivery processing is automatically created in SAP ERP. To ensure that such sales items are billed in SAP CRM, the corresponding sales document types in SAP ERP must not be flagged as billing relevant.

Transaction-Related Billing After Completion

Items with the billing relevancy Transaction-Related Billing After Completion must be explicitly released for billing in the CRM WebClient UI on the Release for Billing page. This allows for transaction data to be checked before billing.

Complaints with Reference to Billing Documents

Invoices can be corrected, or debit or credit memos issued, as a result of complaints relating to invoices (created as follow-up transactions to a billing document). For more information, see Complaints with Reference to Billing Documents.

More Information

Billing (documentation for generic billing functions)