Creating Invoices 

  1. Call up the transaction as follows:
    2.

    Menu Path

    Logistics ® Sales And Distribution ® Billing ® Billing Document ® Process Billing Due List

    Transaction Code

    VF04

  2. Enter the following data:

    3. Field

    Data

    Billing date from

    Current date

    Billing date to

    Current date

    SD document

    Sales order number noted earlier

    Sales organization

    1000

    Order-related (in the Documents to be selected section)

    Select

  3. Choose DisplayBillList.
  4. On the Process Billing Due List screen, select the entry in the worklist and choose Environment ® Display document.

    5. You reach the PS: Display order...: Overview screen.

  5. Select item 10 and select Goto ® Item ® Billing plan.

    6. The R/3 System branches to the Display PS: order...Item Data screen.

    You can see that the first invoice date is no longer blocked for billing. The billing date is the confirmation date of the assigned project activity so the order is in the billing due list.

  6. Choose .
  7. On the PS: Display order....: Overview screen, choose again.

    8. You eventually reach the Process Billing Due List screen.

  8. Select the entry in the billing due list and choose Individual billing document.

    9. This takes you to the Invoice Create...(F2): Overview of Billing Items screen.

    The billing document contains two items: The first item invoices the customer for 30 per cent of the total order value. The second item displays the down payment amount that has to be off-set.

  9. Select the second item and choose Pricing.

    10. If you did not want the total down payment amount to be offset with the first partial invoice, you could change the pricing amount for condition type AZWR (down payment/offsetting) here in the Pricing screen for the Offset Item. In this case the offset amount that is now open will appear for offsetting in the next partial invoice.

  10. Choose .
  11. On the Invoice ... (F2) Create: Overview of Billing Items screen, choose .
  12. The Process Billing Due List screen issues the billing document number in a message. Note this number.
  13. Choose .
  14. Choose until the overview tree appears.