Creating Billing Requests (Biblioteca SAP - Servicio al cliente (CS))

Creating Billing Requests

Use

You can use this function to create the billing request for a sales/service order or a customer project.

For more information, see Resource-Related Billing.

Prerequisites

For information on the prerequisites, see:

Billing Process (CS)

Billing Process (PS)

Procedure

Choose one of the following menu paths:

Component	Menu Path
Customer Service (CS)	Logistics ® Customer Service ® Service Processing ® Completion ® Create Billing Request ® Individual Processing.
Sales and Distribution (SD)	Logistics ® Sales and Distribution ® Sales ® Order ® Subsequent Functions ® Resource-Related Billing Document.
Project System (PS)	Logistics ® Sales and Distribution ® Sales ® Order ® Subsequent Functions ® Resource-Related Billing Document.

The system displays the Resource-Related Billing Request: Initial Screen.

Specify the sales order or service order for which you want to create a billing request. If you want the billing request only to cover particular items from the order, specify the items.

To display the billing request for further processing, choose Extras ® Settings… and select Show billing request after save.

For more information on the settings, see Settings: Sales Pricing and Billing.

You can create the billing request in one of the following ways:

To copy data to the billing request directly from the system, choose Billing Request.

The system generates a billing request for the sales/service order.

If you want to edit the data from the system copied to the billing request, choose one of the processing views.

For more information, see:

Processing the Expenditure View

Processing the Sales Price View

If you did not select the Show billing request after save indicator, a message appears in the status line, telling you that the billing request was created successfully.

If you did select the indicator, the system displays the Change Billing Request: Overview screen.

Result

The system uses the DI processor to summarize the costs from the sales/service order into dynamic items. When valuing the dynamic items, the system takes account of the conditions and prices defined in SD.

It t akes the currencies from the CO documents (object currency) or customer master (transaction currency).

Choose Extras ® Settings to stipulate which currency (controlling area currency, object currency, or transaction currency is relevant for the individual items.