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Component documentation Billing 


You can bill for the following business transactions in mySAP Customer Relationship Management (mySAP CRM):

·  Sales orders

·  Deliveries

·  Release of sales contracts

·  Service orders

·  Service contracts

·  Service confirmation

·  Complaints (creation of credit/debit memos)

Using CRM Billing, you can combine a service order item with a sales order item together in an invoice and thereby simplify communication with your customers.

CRM Billing offers a variety of output possibilities as well as automatic or manual transfer of billing document data to SAP ECC for accounting purposes. You can also analyze billing data using SAP Business Intelligence.

Implementation Considerations

If you simply want to bill CRM sales orders and are currently using SAP Sales and Distribution (SAP SD), you have the option of using either SD Billing or CRM Billing. For billing contracts, service orders, confirmations or complaints, you should use CRM Billing.


You can bill all the above-mentioned business transactions directly, except delivery-related sales orders. For delivery-related sales orders, the SAP Logistics Execution (SAP LE) R/3 component must also be implemented. After successful delivery to CRM Billing, SAP LE must transfer the order with the status “released for billing” before CRM Billing can bill a delivery-related sales order.
The R/3 components SAP FI-AR (Accounts Receivable) or FI-CA (Contract Accounting) must also be implemented if you wish to post billing documents in Financial Accounting.
You need SAP BW for statistical reporting of billing documents.


In order to be able to use all aspects of CRM Billing, you have to work through the Customizing activities in the Implementation Guide under Customer Relationship Management ® Billing. In particular, you need to do the following:

·  Set up the services used in CRM Billing, including in particular pricing and partner processing

·  Define the number range for unique number assignment in CRM Billing.

·  Define billing units as additional information for the sales and service organizations in CRM.

·  Define billing types in CRM Billing

·  Define item categories in CRM Billing

·  Set up item category determination in CRM Billing.

·  Set up the Transaction Tax Engine for determining taxes

·  Set up the interface to Financial Accounting (if necessary)


This graphic is explained in the accompanying text

Fig.2: Process flow within CRM Billing


The process flow for creating and issuing invoices using CRM Billing can be divided into four sub-processes:

·  Input Processing

·  Billing

·  Cancellation

·  Output Processing

CRM Billing copies billing-relevant items from different business transactions and saves them as billing due list items during input processing. From the billing due list, you can carry out both individual and collective billing for billing due list items and also trigger these to run in the background. During billing, the system groups together as many related billing due list items from different CRM business transactions as possible and transfers them to a joint billing document.

You can cancel individual billing documents and also execute collective cancellations. The system automatically transfers information on cancellations to Financial Accounting.

Output processing consists of invoice output, transfer to SAP Financial Accounting and retrieval for SAP BW. You can choose from different output media (for example, print, fax or email) for invoice output. Output takes place using SAP Smart Forms.

CRM Billing provides SAP Business Intelligence with all relevant billing data for statistical reporting.

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