External Billing of Service Transactions in SAP ERP (SAP Library

External Billing of Service Transactions in SAP ERP

Use

You can use this function if you want to use a SAP ERP system to bill for any of the following types of service transactions:

· Service contracts

· Service orders

· Service confirmations

For service transactions containing items that are defined as relevant for external billing, the SAP CRM system automatically transfers billing-relevant data to SAP ERP. Transfer takes place when a user sets a particular status for the document, as described below under “Features”. The data transferred includes the billing date, products to be billed for (services and service parts), business partners, and conditions.

When data is transferred, a debit memo request for each service transaction is automatically created in SAP ERP in the form of a sales order. The items in this order represent the billing-relevant items in the original service transaction. You can perform billing immediately for these debit memo requests, without additional processing steps.

Prerequisites

● Synchronization of master data (SAP CRM and SAP ERP)

¡ All business partners used in SAP CRM transaction documents also exist in SAP ERP.

¡ Service products in SAP CRM exist as materials in SAP ERP.

● Synchronization of pricing conditions (SAP CRM and SAP ERP)

Conditions are identical in both systems.

● Customizing of service transactions in SAP CRM

You have set the External Billing indicator for the relevant item categories. You do this in Customizing under Customer Relationship Management ® Define Billing Relevance of Transaction Item Categories.

● Customizing of controlling objects in SAP ERP

You have defined CRM controlling objects to which costs and revenue generated by external billing can be automatically assigned. You do this in Customizing under Integration with Other mySAP.com Components ® Customer Relationship Management ® Settings for Service Processing ® Controlling Integration.

● Customizing of sales orders in SAP ERP

The sales document type and item category of the sales order in SAP ERP are attributed as relevant for billing and not relevant for shipping.

● Mapping of transaction data between SAP CRM and SAP ERP

You need to determine the SAP ERP sales order types and item categories that are used to create a sales order for a particular SAP CRM transaction type and item category. Depending on the Plug-In or SAP ERP system that you are using, you perform mapping in different systems and using different techniques, as shown in the following table:

Release	System	Mapping Definition
SAP R/3 Plug-In 2004_1, Support Package 9 and below	SAP CRM system	Business Add-In CRM_EXT_BILLING
SAP R/3 Plug-In 2004_1, Support Package 10	SAP R/3 Plug-In system	IMG: Integration with Other mySAP.com Components ® Customer Relationship Management ® Settings for Service Processing ® Billing Integration ® Map Transaction Types and Item Categories
SAP ERP 2005	SAP ERP system	IMG: Integration with Other mySAP.com Components ® Customer Relationship Management ® Settings for Service Processing ® Billing Integration ® Map Transaction Types and Item Categories

The above mapping definitions also determine the order reason and cancellation reason for a service transaction.

Features

External Billing of Service Orders and Service Confirmations

Data is transferred to SAP ERP when an order or confirmation is set to Completed.

You can cancel invalid items by specifying a reason. The cancellation reason is transferred to SAP ERP through item category mapping, and either the relevant debit memo request item is automatically canceled or, if the item has already been billed, a credit memo request is created.

After data transfer, you can cancel or reject transactions in SAP CRM. If it is no longer possible to cancel individual items later on in the process, for example because an invoice has already been created for a debit memo request, you can create a credit memo request in SAP ERP to reverse a debited amount.

External Billing of Service Contracts

Billing request items generated by a billing plan are transferred automatically to SAP ERP. Service contract items that are relevant for billing are transferred when contract data is updated and a contract item is marked as Released.

Note

You cannot cancel service contract items once they have been transferred to SAP ERP.

Modification of CRM Service Transaction Data Before Transfer to SAP ERP

You can influence header and item data, such as partners and conditions, before it is transferred to SAP ERP.

To do this, create an implementation of the Business Add-In (BAdI) CRM_EXT_BILLING (Influencing Data from Service Processes for Billing in ERP). You can find this BAdI in SAP CRM Customizing under Customer Relationship Management ® Transactions ® Settings for Service Processes ® Business Add-Ins. For more information, see the documentation for this BAdI.

Modification of Sales Order Data in SAP ERP Before Data Import

You can modify data such as the order reason, billing block, partner, and conditions.

To do this, create an implementation of the BAdI SRV_BILLING_CHANGE. You can find this BAdI in Customizing for your Plug-In or SAP ERP system under Integration with Other mySAP.com Components ® Customer Relationship Management ® Settings for Service Processing ® Billing Integration ® BAdI: Influencing Data for External Billing of CRM Service Documents.

Note

For more information and a list of corrections related to external billing of service transactions, see customer note 813774.