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Function documentationRetroactive Billing

 

New price agreements that you make with your customer can have an effect on billing documents that have already been processed and settled. In this case, you need to perform retroactive billing to create new billing documents.

You carry out retroactive billing for individual billing document items in the CRM WebClient UI, on the Billing Documents page, in the item details.

Prerequisites

  • The billing document item has the status Retroactive Relevant.

    You use a Business Add-In (BAdI), for example the BAdI for copying requirements, to define the conditions for setting this status. You can find BAdIs in Customizing for Customer Relationship Management, in the section Start of the navigation path Billing Next navigation step System Enhancements Next navigation step Business Add-Ins End of the navigation path.

  • The billing document containing the item that you want to bill retroactively has been transferred to accounting.

Features

During retroactive billing, pricing is carried out again and the difference is billed in a new billing document. For pricing, the pricing date of the original transaction is always used.

Example

The figure below shows an example of calculations for retroactive billing and is followed by an explanation:

  1. Product PROD1 is billed at a flat rate of USD 100 per piece (billing document 90815, item 010).

  2. A new price is maintained for product PROD1.

  3. The billing document for this product is automatically flagged as relevant for retroactive billing.

  4. Retroactive billing is started for billing document 90815, item 10.

  5. A new price of USD 80 is entered manually, and a credit memo amount of USD 200 (USD 100 x quantity 10 – USD 80 x quantity 10) is automatically calculated.