Billing in CRM 

Purpose

You can use this business process to create customer invoices in SAP CRM. Here, one or more than one billing due list item is copied into a billing document. You can either create the billing document with reference to the delivery, or to the sales order. It is also possible to create billing documents with reference to contracts. You make the necessary setting in Customizing. The following describes delivery-related billing.

Prerequisites

The goods that the customer ordered have been delivered.

Process Flow

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       1.      System receives data relevant for billing (CRM Server)

       2.      Create billing document (CRM Server)

You call up the billing due list, which contains items that have been delivered or partly delivered. You create a billing document for selected items.

When creating the billing document, the system performs the following activities:

¡        Redetermination of prices or copying of prices from the sales order

¡        Tax calculation for the items

¡        Determination of the texts for the billing document or copying of texts from the sales order

When the billing document is created, the status of the sales order is set to Billed. SAP CRM reports the status change to SAP ECC.

The item category in SAP CRM must be customized in such a way that billing takes places in SAP CRM. This setting is transferred to SAP ECC during replication of the sales order. As a result of this, SAP ECC does not execute billing after goods issue and delivery in SAP ECC, but returns delivery data (including costs for the costing-based profitability analysis) back to SAP CRM.

       3.      Send invoice to customer (CRM Server)

You can send the invoice either electronically, or in print to the customer.

       4.      System posts accounting document (CRM Server)

       5.      System receives accounting data (SAP ECC)

The system posts the billing document in financial accounting and posts revenues in controlling. Costs and revenues are matched in the profitability analysis in the contribution margin scheme. Revenue and turnover are transferred for analysis to SAP BW.