In Customizing for the item category, you can determine the basis for billing using the indicator Billing relevance.
This allows you to carry out the following controls:
A: Relevant for delivery-related billing documents
Outbound delivery is the basis for billing. The billing document status is only updated in the outbound delivery.
B: Relevant for order-related billing documents
The sales document is the basis for billing. The billing status is defined by the required quantity.
In the standard system the item categories REN (returns) and BVN (cash sales) are set up in this way.
C: Relevant for order-related billing documents
The sales document is the basis for billing. The billing status is defined by the target quantity.
In the standard system the item categories G2N (credit memo) and L2N (debit memo) are set up in this way.
D: Relevant for pro forma
To create a pro forma invoice, the billing relevance indicator must be blank. In addition, indicator D for cross-company code business processing should be used as follows:
In the case of free-of-charge outbound deliveries, an internal allocation should be made to the company code for the delivery.
The indicator D allows you to make free-of-charge outbound deliveries.
F: Relevant for order-related billing documents - Status according to the invoice receipt quantity
Relevant for order-related billing on the basis of the invoice receipt quantity (third party business transaction). The system only puts the order into the billing due list, if in Purchasing the invoice has been received from the vendor and processed. After every invoice receipt, a customer invoice is created in addition to the quantity given in the incoming invoice. The order applies until the next invoice comes in from the vendor.
In the standard system, the item category TAS (third party business transaction) is set up in this way.
Alternatively this procedure can refer to the quantity of goods received.
You can control whether the invoice receipt quantity or the quantity of goods received is relevant for billing by carrying out copying control for billing at item level in the billing quantity field.
G: Relevant for order-related billing of the delivery quantity
The order is relevant for billing, but the cumulated quantity already delivered. This means that you can bill a number of partial deliveries in one transaction.
H: Relevant for delivery-related billing documents - no zero quantities
You can use this to prevent items with zero amount being included in the billing document.
I: Relevant for order-related billing documents - billing plan
Billing is carried out using the billing plan and its status. The status of the order item is understood to be the total status of the billing plan billing statistics.
In the standard system, the item categories WVN (Service), MVN (rent) and TAO (milestone billing) are set up in this way.
J: Relevant for cross EC country deliveries.
The outbound delivery is only relevant for billing if
1. the switch ‘Plants abroad’ is active in Customizing
2. country of departure (where plant is located) and destination country (country of
ship-to party) are different EU countries.
In the standard system, the item categories KBN (consignment fill-up), KAN (consignment pick-up) and NLN (replensihment delivery) are set up in this way.
K: Relevant for delivery-related partial billing documents
You use these indicators if you would like to select items and partial quantities in Billing.