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Function documentationBilling Execution Locate this document in the navigation structure

 

When billing takes place, the system creates billing documents containing billed items from the billing due list. It also transfers data to accounting. Billing can be triggered as follows:

  • Manually (to run immediately or at a specified time)

    Recommendation Recommendation

    If you want to bill transactions manually, we recommend that you do this in the CRM WebClient UI, on the Billing Due List page.

    If you want to trigger billing for selected transaction items, rather than complete transactions, we recommend that you do this from the billing due list in the SAP GUI. For more information, see Billing in SAP GUI.

    End of the recommendation.

  • As a scheduled, periodic background job (for more information, see Scheduled Billing in the Background)

  • Automatically when a transaction or delivery is saved (for more information, see Direct Billing).

Prerequisites

  • The billing due list items that you want to bill are not blocked or incomplete.

    Note Note

    You can use the function Analysis of Incomplete Billing Due List Items to analyze the reasons for errors.

    You can use the function Release of Blocked Billing Due List Items to release blocked items.

    End of the note.

  • If necessary, you have modified the conditions for copying billing due list items into billing documents.

    You do this in Customizing for Customer Relationship Management, under Billing in the following activities:

    •   Define Copy Requirements  

    •   System Enhancements   Business Add-Ins   Copying Requirements  

    •   Define Billing Item Categories   (assign the copy requirement to the item category)

Features

Collective Billing

During collective billing, the system groups as many transaction items as possible in billing documents. For more information on how the system groups items, see Collective Billing.

In the CRM WebClient UI, you can see the results of background processing on the Collective Run Logs page.

Individual Billing

You trigger individual billing if want the system to create a billing document for each billable transaction item. Individual billing can only be triggered manually, and cannot be scheduled to run at a later point in time.

Services

During billing, the system can use various services to complete and display data in billing documents.

Transfer of Billing Data to Accounting

During billing, data is automatically transferred to accounting, unless a transfer block is set for a billing document type in Customizing. You can transfer blocked documents to accounting as follows:

  • In the CRM WebClient UI, on the Billing Documents page

  • In the SAP GUI, on the SAP Easy Access screen, by choosing   Sales/Service   Billing   Transfer Billing Documents to Accounting  

    You can use the SAP GUI transaction to schedule data transfer to run at intervals.

For more information, see Data Transfer to SAP ERP Accounting.

You can display the accounting documents that are created for your billing data in the CRM WebClient UI, on the Billing Document page, in the assignment block Follow-Up Transactions.

More Information

For information on how to trigger billing in the CRM WebClient UI, see the business user documentation under   Tell Me About ...   Sales/Service   Billing Due List  .