Delivery-related billing types in the order types used

 Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Document Types

Here, you must check which delivery-related billing types you use. For example, deliveries for a customer's LZ scheduling agreements are settled using the self-billing procedure. The delivery-related billing type could be defined as F2 in the order type LZ.

This billing type creates the 'initial' invoice. All further documents created in the SD self-billing procedure refer back to this initial invoice for the delivery.

Copying control must also be set so that documents can be created automatically: see below.

Sales document types

As above

As an option, 2 new order types (G2WT and L2WT) are available to enable automatic postings relevant exclusively to value (as opposed to quantity and value). The main purpose of the document types is to control item category determination so that the system determines categories that are defined as “value items”.

Check which order-related billing types are used per sales document type (here: for credit or debit memo request).

If you are proceeding as recommend by SAP, you should make the following assignments:

Sales doc. type Order-rel. billing doc.

G2 G2

G2WT G2

L2 L2

L2WT L2

If you have assigned item categories directly in the application, under General Parameters, you do not need the document types G2WT and L2WT. You can simply use the standard document types G2 and L2, because you directly specify the correct item categories for value postings.

Copying Control: Billing Document → Sales Document (Header)

 Sales and Distribution Billing Billing Documents Maintain Copy Control for Sales Documents Copying Control: Billing Document to Sales Document

Here, you check that copying control exists for the billing type for the initial billing document to the credit/debit memo requests. The example shows the assignments that should be made if you use the new credit and debit memo requests for F1 and F2 billing documents:

Example:

G2 -> L2

(F2 -> G2WT)

F2 -> L2

(F2 -> L2WT)

F1 -> G2

(F1 -> G2WT)

and so on.

It is not necessary to make these settings unless you use G2WT and L2WT.

Copying Control: Billing Document → Sales Document (Item)

As above

Here, you check that copying control exists and is correctly set for item categories from the initial billing document to item categories for the sales document types for request documents. If the new, exclusively value-based debit/credit memo requests are to be created for an item from the initial billing document, you must set that, that the new value item categories G2WT and L2WT are used in the target document for the combination of document type and item category in the initial self-billing document.

Example:

Source Target

F2 / LZN G2WT / G2WT

F2 / LZN L2WT / L2WT

F2 / TAN G2WT / G2WT

and so on.

You must make the settings for all item categories (from the source documents) that you use.

If you use G2 and L2, you must make the appropriate setting for G2 and L2 as target document type. You need the item categories G2WT and L2WT.

Copying Control: Sales Document → Billing Document

 Sales and Distribution Billing Billing Documents Maintain Copying Control for Billing Documents Copying Control: Sales Document to Billing Document

Here, you set that the order types G2(G2WT) or L2(L2WT) (the document types of the request documents) can be billed with billing types G2/L2.

Example:

Tgt bill. type Srce order type

G2 G2WT

L2 L2WT

For each combination, only the necessary entries for the item categories G2WT and L2WT are shipped as standard.

The target item category is(blank) so that it is adopted directly from the appropriate request document.

These settings are not required if you do not use the new document types G2WT and L2WT.