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The SD self-billing procedure allows the customer to send self-billing documents to the vendor, stating the deliveries and amounts that are settled and paid.

Self-billing documents are usually transmitted electronically per EDI. The receiving system, that is, the vendor system, then compares the self-billing documents with the deliveries and their receivables. If the transmitted values do not match those in the vendor's internal invoice, the system automatically creates a clearing document, that is, a further SD invoice (credit or debit advice) that clears the difference between the values. If the value of such a clearing posting exceeds a specific tolerance limit, the system can create a new open item for the difference amount.


The self-billing procedure is an integral part of processes between customer and vendor. The OEM generally sends the self-billing document after receiving the goods, that is, after posting goods receipt. The amounts contained are based on already agreed conditions.

The following diagram shows the process flow and the integration of self-billing in the logistical chain:


  • You can use this function to process both normal self-billing documents and retroactive price change.

  • You can work with various delivery procedures:

standard deliveries

deliveries with external delivery note number (for example, external service agent)

deliveries that refer to an external order number (ESA, MAIS Pick Up Sheet, delivery order)

JIT deliveries with invoice for day's collective delivery note.

  • The system processes and evaluates self-billing documents, always keeping the reference to the original transmission (transmission-oriented processing).

  • The system compares the amounts transmitted with those in the internal invoice.

  • The system automatically posts value differences with reference to the internal invoice, thus assigning the document flow to the original transaction.

  • In case of differences, you can set the system to aditionally create new open items, according to percentage or absolute tolerance limits at delivery or at item level.

  • You can analyze transmissions in the reporting tool.