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Function documentationSettling Recurring and One-Time Fees

 

A provider order usually contains periodically recurring fees, as well as one-time fees. For example, a provider order can contain a sales package that consists of a cell phone contract for which monthly fees accrue, and a cell phone which is invoiced once. These fees are grouped together on the user interface of the provider order at item level, and displayed separately at header level in different columns.

Prerequisites

You make appropriate settings for the billing plan in SAP CRM Customizing, by choosing Start of the navigation path Customer Relationship Management Next navigation step Transactions Next navigation step Basic Settings Next navigation step Billing Plan End of the navigation path.

You make settings for the definition of date profiles, duration types, and date rules in SAP CRM Customizing by choosing Start of the navigation path Customer Relationship Management Next navigation step Basic Functions Next navigation step Date Management End of the navigation path.

Features

This function offers more flexibility in the settlement of periodically recurring fees.

For example, you can calculate the prices monthly, but bill the corresponding items using a different settlement frequency, such as only every second month. This more flexible settlement of fees is realized using the billing plan and the basic function of date management.

Activities

The following description gives you an overview of the recommended Customizing for this function, delivered as standard by SAP:

  • Use condition type 0PMR.

  • Assign the calculation rule M (quantity - monthly price) to the condition type 0PMR.

  • Add the condition type 0PMR to the calculation procedure 0PROV1.

  • Use item category PROP (recurring order items) and PRCP (recurring contract items).

  • You can use the item category group PRRP for item category determination.

  • In the product master data, assign the item category group PRRP to the appropriate product.

  • Use the transaction types PRVO (provider order) and PRVC (provider contract) for provider transaction processing.

  • Use the date profiles PROV_HEADER, PROV_ORDHEAD, IST_CONDITEM, and IST_ORDITEM to define the dates.

  • Assign the date profiles to the transaction types PRVO, PRVC and item categories PROP, PRCP.

  • The date profiles include the duration BILLFREQ, with which you can determine the frequency for billing plan settlements, and which is set to monthly in the delivered Customizing.

  • The duration BILLFREQ is included as a variable in the date rule BILL009 (dynamic billing plan frequency) and must be assigned to the date profile. In addition, this date rule must be assigned to the billing plan.

  • Create a billing plan type and assign it to the transaction types PRVO and PRVC, as well as to the item categories PROP and PRCP.

    Note Note

    If you use an external system for billing, you can suppress the creation of billing request items for performance reasons. You make the required settings in SAP CRM Customizing, by choosing Start of the navigation path Customer Relationship Management Next navigation step Transactions Next navigation step Basic Settings Next navigation step Billing Plan End of the navigation path. In the appropriate billing plan type, such as IST-CI, Bill Cycle 01, set the indicator No Bill Request Items in the Billing Plan Release group box.

    End of the note.

More Information

Provider Contracts

Provider Orders