Creation of Document Items with Ref.to Billing Datasets

Use

This function is used to create document items with reference to billing datasets.

Integration

It is available to you as follows in document processing:

Document processing	Document level	Menu path	Button
Create with reference	Billing dataset	---	Reference

This function is part of complaint and cancellation processing.

See also: Complaint Processing

See also: Cancellation Processing

Prerequisites

You have defined copying variants for billing datasets and document flows in Customizing.

Activity	Menu path
Define copying variants	SAP Media Advertising Management Sales Order Client-Specific Settings Copying Control [...]
Create document flows

Features

This function copies selected billing dataset data in the template item into a new document item within the same sales document. You want to copy all data for a cancelled billing dataset into a new credit memo item and use the copying variant to indicate that the item category for the new item is a credit memo or partial credit memo.

Unlike a copy of a document item with reference to a document item, the system retains manual changes to the billing dataset, such as manual surcharges or discounts for a document item copy with reference to a billing dataset if you have defined the billing datasets copying variant accordingly.

A relationship between the copied billing dataset and the original billing dataset is created using document flow.

This function copies several billing datasets into a credit memo item collectively. The following requirements must be fulfilled to ensure that the credit memo item is consistent:

If you copy billing datasets for several advertisers and dates into a document item, you must copy the same advertisers on all dates.

Example Example

You have assigned several advertisers to a document item with two publication dates. The system generates a billing dataset for each advertiser and publication date. You cancel several billing datasets and copy these into a credit memo item as a result of a complaint. You can only copy billing datasets into a credit memo item collectively if you copy the same advertisers for both service dates. You cannot copy the billing dataset for the first publication date for advertiser A and the billing dataset for the second publication date for advertiser B into the same document item.

End of the example.

If you copy billing datasets for several dates and several booking units into a document item, you must copy the same booking units on all dates.

If you copy billing datasets that have been created from sub ad specs, you must copy all billing datasets in the linked sub ad specs.

If you copy a selection of billing datasets from a distributed combined booking unit, you can only copy one billing dataset into an item with an item category for which the Partial credit memo for a basic booking unit indicator is selected.

Example Example

You have selected the Proportional settlement indicator in the REGA regional combination . The system generates a billing dataset for each basic booking unit. A billing dataset is to be cancelled and copied into a credit memo item as a result of a complaint. Choose a copying variant that copies the billing dataset into a credit memo item with an item category for which the Partial credit memo for a basic booking unit indicator has been selected.

End of the example.

The system always copies any billing datasets for separate agency commission generated for a document item and any schedule lines that belong to a billing dataset. The system performs new pricing, contract and sales agent determination for the new billing datasets.