Process documentationMessages to Create Billing Documents

 

To be able to exchange billing documents electronically, you must copy the previously used output type RD00 of the application V3 and change the settings accordingly. Note that you must copy the used message type twice so that it can be output twice (once as an IDoc file and again as a PDF file).

Process

The whole process comprises the following steps:

  1. Copy the used messages in Customizing for Financial Supply Chain Management under Start of the navigation path Billing Consolidation Next navigation step Environment Next navigation step Define Conditions for Message Control End of the navigation path. You do this as follows:

    1. Select the row V3 - Billing.

    2. Choose Output Types.

      The system displays the messages that are available for the area of billing.

    3. Switch to change mode.

    4. Select the output type RD00 - Invoice (or your previously used output type).

    5. Copy this output type and assign the new output type the short text ZEDX and the description Invoice (XML).

    6. Save your entries.

  2. Check the settings of the new output type ZEDX.

    Tab page General Data

    • The access sequence must have the customer details at the end (for instance 0004).

    • Access to Conditions and Multiple Issuing must be selected.

    Tab page Default Values

    • Dispatch Time Send immediately (when saving the application)

    • Transmission Medium: Distribution (ALE)

    • Partner Function BP

    Tab pageTime

    • Output Timing Program: RSNASTED

    • FORM Routine: ALE_PROCESSING

  3. Check your entries for the processing routine of the new output type ZEDX.

    1. Select the row with the new output type ZEDX.

    2. Doubleclick the entry Processing Routines.

    3. The following entries are displayed: Medium Distribution ALE, Program RSNASTED, and FORM Routine ALE-PROCESSING.

  4. Add the new output type ZEDX to the message procedure that you use for invoices.

    1. You edit procedures for messages in Customizing for Financial Supply Chain Management under Start of the navigation path Billing Consolidation Next navigation step Environment Next navigation step Define Conditions for Message Control End of the navigation path.

    2. Select the row V3 - Billing.

    3. Choose Procedures.

      The system displays the procedures that exist for billing.

    4. Select the procedure V10000 - Header Output.

    5. Doubleclick the Control folder in the left screen area.

    6. Add a row with your new output type ZEDX. Choose the step number such that the new output type comes directly after the output type that you used as a copy template. We recommend copying the template output type and then changing the step number in the copy and entering the output type ZEDX.

    7. Save your entries.

  5. For all customers that are to receive electronic invoices, create the condition records ZEDX as follows:

    1. You edit the condition records in Customizing for Financial Supply Chain Management under Start of the navigation path Billing Consolidation Next navigation step Environment Next navigation step Define Conditions for Message Control End of the navigation path.

    2. Select the row V3 - Billing.

    3. Choose Condition Records.

      The system displays the condition records that are available for the area of billing.

    4. Doubleclick the output type ZEDX.

    5. On the next screen, enter the sales organization and all the customers that are to receive electronic messages.

      Example Example

      The customer data could look like this: Sales organization VK22, Customer KU234, Role BP, Medium A (Distribution ALE), Date/Time 4 (Send immediately).

      End of the example.

    6. Choose Execute.

    7. Save your entries.

  6. To copy messages for storing billing information as a PDF file, you proceed in the same way. But in this case you create output type ZPDF. The differences in the settings for output type ZEDX are explained below.

    • When you check the settings for output type ZEDX, there are differences on the Default Values tab page. Here you must enter Transmission Medium 1 - Print Output. The Storage System tab page is only relevant for output type ZPDF. You must make the following entries there: Storage Mode Archive Only, Document Type EDXINVPDF EDX: Invoice (PDF).

    • When you check the processing routine of the new output type ZPDF, the following entries must be visible: Medium Print Output, Program RVADIN01with FORM Routine ENTRY_ESR with Form RVINVOICE01 and Type blank (no entry). Note that the above parameters are only examples for print output; you can replace them with your own values.

    • When you check the condition records, proceed in the same way as for output type ZEDX. In this case, however, you can enter communication data for your customers. To do so, select a customer and choose the Communication push button. In the next screen, enter the output device (for instance your system printer LP01 ) and activate the Print Immediately option. Enter all the customers that are to receive electronic messages and configure the appropriate communication option. Save your entries.

More Information

Configuration of Messages

Message Checks in Documents