Working with Billing Due List

Use

You use the billing due list function to bill a large number of orders. Display all the orders for specific selection criteria. Process the due list and then perform billing.

Procedure

  1. Choose Start of the navigation path Patient Accounting Next navigation step Billing Next navigation step External Order Next navigation step Bill Orderon theSAP Easy Accessscreen End of the navigation path .

  2. The Bill Orders screen appears.

  3. Choose Start of the navigation path Billing Document Next navigation step Process Billing Due List. End of the navigation path

  4. The selection screen for the billing due list appears. To search for all the orders that have yet to be billed for an order placer, enter the relevant number in the Order Placer field in the customer data. Also select Order-Related under Documents to Be Selected . Choose Display Billing Due List . The system lists all the orders that match your selection criteria.

  5. Exclude any orders you do not want to process. Deselect the line in question.

  6. Choose Individual Billing Document . The system now creates an invoice for each order selected.

  7. Choose Simulation . The system now tries to group orders that match certain criteria in a collective invoice. The system displays an overview of the billing documents created. Choose Billing Items to display the individual items in the billing document. The text displayed here for the service is incorrect, since the list only displays a dummy material, but the other data (for example, the price) is correct. Choose Log to display any errors that occurred. The split analysis also indicates the criteria that prevented two orders from being grouped in a collective invoice.

    Example Example

    There are 10 orders in the billing due list. 3 of them are sent to various patients or third party payers, and the rest to a specific order placer. If you now choose Individual Billing Document , the system creates 10 different invoices. However, if you choose Simulation , the system creates 4 invoices so that the patients or third party payers receive individual invoices. The 7 orders for the order placer are grouped in one invoice.

    End of the example.

    Note Note

    You can define the rules that define when orders are grouped in one billing document in the Customizing settings. These are termed "split conditions".

    Choose Simulation in the billing due list. Choose Split Analysis to find out why two orders could not be grouped together in one invoice.

    End of the note.