Billing in ERP 

Purpose

You can use this business process to create customer invoices. You can create a billing document with reference to a delivery or a sales order.

Prerequisites

The goods issue for a delivery has been posted or a credit memo or debit memo request has been released for billing.

Process Flow

The following business process runs in SAP R/3 Enterprise:

...

       1.      Create billing document

You call up the billing due list. The list contains items that have been delivered or partly delivered.

       2.      Select documents relevant for billing

       3.      Determine business partners

The system copies all business partners from the related document and enters the other partners through partner determination.

       4.      Determine prices and conditions

When you create the billing document, the system determines prices or copies prices from the sales order.

       5.      Determine and maintain texts

The system determines the texts for the billing document or copies the texts from the sales order or delivery. You can change these texts in the billing document.

       6.      Determine foreign trade data

The system determines foreign trade data at the header and item levels in the billing document. If the foreign trade data is incomplete, the system blocks the billing documents for release to the accounting department.

       7.      Post rebate accruals

You post rebate accruals to allow the accounting department to track how much your company owes customers with whom you have rebate agreements.

       8.      Determine and process message output

The system can automatically propose output for a document. You can change this output in the billing document.

       9.      Perform retroactive billing

If the vendor calculates additional costs for you after third-party business transactions have already been billed (for example, shipment costs), the costs on the invoice receipt are changed in the customer billing documents that have already been created.

   10.      Generate intercompany billing

Intercompany business processing describes business transactions that take place between two companies (company codes) belonging to one organization. The delivering company bills the ordering company at a price that allows the delivering company to cover its costs.

   11.      Create invoice list

You create a list of billing documents (invoices, credit memos, and debit memos) at specified time intervals or on specific dates to send to a particular payer.

Result

Billing data in invoices, credit memos, and debit memos are posted to Financial Accounting.