Show TOC

Background documentationBilling Scenarios Locate this document in the navigation structure

 

Billing can be triggered by business transactions in SAP CRM or by deliveries in SAP ERP. The scenarios described below are supported.

You specify which scenario applies for each item category in Customizing for Customer Relationship Management, by choosing   Billing   Define Billing Relevance of Item Categories   (field Billing Relevance).

Transaction Not Relevant for Billing

The item category is not relevant for billing. This is the case, for example, for items in a free-of-charge delivery or quotation.

External Billing

Billing takes place in SAP ERP or another integrated system.

Transaction-Related Billing

  • Billing After Contract Release

    The order quantity for the contract is billed once the contract is released.

  • Transaction-Related Billing According to Order Quantity

    The order quantity is billed for a transaction, for example, a credit memo request resulting from a complaint.

  • Transaction-Related Billing After Completion

    The order quantity is billed once a transaction (usually a service order) is completed.

  • Transaction-Related Billing According to Delivery Quantity

    The cumulated delivery quantity is billed for a transaction (the SAP ERP delivery transfers the delivery quantity to the SAP CRM transaction).

  • Value-Based Billing After Approval

    Claims are settled after approval.

  • Usage-Based Billing After Prebilling

    In usage-based billing of service contracts, the billed amount depends on usage. Items of this billing relevance are only billed after prebilling has taken place for a single service contract.

  • Usage-Based Billing After Pool Prebilling

    In usage-based billing of service contracts, the billed amount depends on usage. Items of this billing relevance are only billed after prebilling has taken place for a pool service contract.

Delivery-Related Billing

  • Delivery-Related Billing

    Deliveries created in SAP ERP after goods issue are billed in SAP CRM. We recommend this scenario rather than Transaction-Related Billing According to Delivery Quantity since the billing documents that are created reference individual deliveries.

    For more information on this scenario, see Delivery-Related Billing.

  • Delivery-Related Billing - No Zero Quantities

    Deliveries with a quantity of zero are not billed. If you use bills of materials or batches, the delivery has a zero product quantity in the main item. In the subitems, the product is listed with the batch and the relevant quantity. With this setting, only the subitems are billed.