Delivery-Related Billing 

Purpose

You can execute delivery-related CRM Billing in SAP CRM.

Prerequisites

In SAP CRM, you can bill delivery items posted for goods issue from an SAP R/3 system with CRM Billing.

This is controlled by the billing-relevance F of the corresponding item category. For this, go to the SAP Implementation Guide and choose Customer Relationship Management > Transactions > Basic Settings > Define Item Categories (The billing-relevance Q is automatically given for the same item category in SAP R/3 ). It is determined in SAP R/3 that billing is to be carried out in SAP CRM and not in SAP R/3. It is also determined that following successful billing in CRM, the delivery item receives the status Billed in SAP R/3 and that in the document flow for the delivery item, the corresponding CRM billing item ID is copied).

In addition, you should ensure that the delivery and not the transaction is set in the billing due list. This takes place in two ways. Firstly through the flagging of the item category which is assigned to the transaction as a dependent item, and secondly through the copying of control information for the billing due list and via billing for the item category which is assigned to the delivery.  To do this, go to the SAP Implementation Guide and choose Customer Relationship Management® Billing Define Item Categories.

 

Process Flow

·        Enter transaction in SAP CRM

·        Replication of transaction as a sales order in SAP R/3

·        Delivery of sales order in SAP R/3

·        Posting of goods issue in SAP R/3 (costs are determined and passed to the billing due list in SAP CRM)

·         Entries in the billing due list in SAP CRM are created based on the delivery items.

·        Billing in SAP CRM (status is transferred to CRM and SAP R/3 preceding documents)

·        Transfer to Financial Accounting in SAP R/3 (Costs and Revenues)

Technical Requirements

·         The necessary settings for the middleware are described in SAP note 504730 (Subscription for document flow of delivery in R/3).

·        In CRM Middleware, different settings must be made through Customizing in SAP CRM, SAP R/3 and in other components. To check the system settings, choose SAP Implementation Guide àCustomer Relationship Management à CRM Middleware and Related Components àGenerate Industry Specific Objects and Services / Communication Setup.

Error Processing During Update of Document Flow in SAP R/3:

In the case of delivery-related CRM Billing, the billing status is changed in R/3 Delivery and the CRM billing document is updated in the SD document flow.

The transfer is carried out via CRM Middleware with BDoc type BEABILLDLVCRMB. You can find out whether errors occurred during processing using Monitoring CRM Middleware.

Documentation is available in the SAP Library under SAP Customer Relationship Management  ®  Business Integration  ®  CRM Middleware  ®  System Monitoring  ®Monitoring the Message Flow ® Displaying Unprocessed Bdoc Message Summary.

If messages of the kind Bdoc type BEABILLDLVCRMB are processed incomplete, you can display the incomplete processed messages using CRM Middleware monitoring. If you have also activated the foreign trade system feature Foreign Trade Connection (SLL) in the BE Navigator alongside delivery-related billing, then it is sufficient to restrict the selection to the SAP R/3 site.

Documentation is available in the SAP Library under SAP Customer Relationship Management  ®  Architecture and Technology  ® CRM Middleware  ®  System Monitoring  ® Monitoring Data Exchange

You can learn about the detailed errors of a Bdoc Message in the error segments of the appropriate receiver-site (R/3 Sytem). If the reason behind the error is in the R/3 system, then the Bdoc message can be restarted for the appropriate receiver-site after the error has been corrected (for example, block, Customizing).

Documentation is available in the SAP Library under SAP Customer Relationship Management  ®  Architecture and Technology  ® CRM Middleware  ®  System Monitoring  ® Monitoring Data Exchange

Displaying Delivery in R/3

The corresponding delivery in the R/3 system can be displayed using transaction Maintain Billing Documents. Mark the relevant billing document and choose Document Flow. In the document flow display mark delivery and choose Display Document. This opens up the delivery display in SAP R/3.

Additional settings are described in SAP note 531195 (RFC destination display of documents in SAP R/3).