GM-GTE Customizing: Billing 

Use

Grants Management – Grantee (GM-GTE) uses the Sales and Distribution (SD) billing function to inform sponsors of the expenses incurred on the projects they are financing by means of grants.

To bill in GM-GTE, you may use the delivered value types or define your own.

Each billing rule references a GM-GTE billing category, as described below.

Prerequisites

You must have done both of the following:

·        Created the billing rules you want to use

·        Switched on the billing flag in each of the value types you want to use

Procedure

To define billing rules, proceed as follows:

...

       1.      In the GM-GTE part of the Implementation Guide (IMG), choose Billing ® Configure GM Billing Rules.

The Change View: “Billing Rules”: Overview screen appears.

       2.      Choose New Entries and enter the following:

¡        A number and appropriate text

¡        The GM-GTE billing category, selecting any or all of the following:

§         1 = Resource-related billing (RRB) payments

§         2 = RRB commitments

§         3 = RRB liabilities

§         5 = Milestone billing

§         6 = Periodic billing

§         7 = Manual billing

§         11 = RRB with billing plan

¡        If you want to require manual billing for this billing rule, check the appropriate indicator.

       3.      Save your entries.

       4.      Depending on the billing category you have selected, further detail needs to be added as follows:

¡        If you use RRB as your billing category, select your rule and choose Value Type Assignment for RRB in the dialog structure. In the resulting screen, identify the value types (VT) you want to use for this rule.

¡        If you checked the manual billing indicator for your rule, select your rule and choose Manual Billing Details in the dialog structure. In the resulting screen, stipulate the financial document types for which you want to apply manual billing.

       5.      In all cases, you need to specify SD objects for the billing rule. Select the rule and choose SD Objects of Billing Rules in the dialog structure.

       6.      In the resulting screen, add the sales document type, sales document item category, and material to be used for this rule. When you save, the system enters the text for these in the relevant fields.

       7.      In addition to the procedure described above, you may need to run a Business Add-In (BAdI) to further refine your settings, as follows: The BAdI available for billing is called BAdI: Fill Alternative CO Objects.

If you chose resource-related billing (RRB) as your billing option above, you specified an object in Controlling (CO) as your source data. This object is a cost center, WBS element, or internal order.

You can use this BAdI to override the entry made there. You can either specify another object of the same kind (say, cost center 2 instead of cost center 1) or a different type of object (say, a WBS element instead of an internal order).

Result

You can now maintain the billing tab in the grant master data.