Billing

CRM Billing converts billing due list items to billing document items in the billing subprocess and assigns these to billing document headers. Billing documents (such as invoices, debit memos, credit memos) with items are created, which can come from different CRM business transactions.

During billing, the system combines the maximum possible number of billing due list items into a billing document. This type of combination is not possible if one or more split criteria prevent this. The system cannot for example combine two billing due list items with the same sold-to party but different payers in a collective invoice, since each billing document is prepared for one Payer business partner. The Payer is therefore pre-defined as a fixed split criteria in the system.

Prerequisites

To create transaction or delivery-related billing documents, make the Customizing settings required to do so for CRM business transactions using the Billing Relevance of Item Category field. Choose the following: Start of the navigation path SAP Implementation Guide Next navigation step Customer Relationship Management Transactions Basic Settings Define Item Categories End of the navigation path .

Default split criteria are defined in the system by the fields in the billing document header. This means that the system can only combine several billing due list items in a collective billing document, if they have the same entries in the following fields:

Billing type
Actual billing date
Business partner payer
Billing unit
Terms of payment
Incoterms

Metadata in the Billing Engine framework can be used in include additional fields as split criteria. Choose the following for Incoming Royalties billing: Start of the navigation path SAP Implementation Guide Next navigation step Customer Relationship Management Industry-Specific Solutions Media: Intellectual Property Management Billing and Settlement Incoming Royalties Check BE Application for Settlement of Incoming Royalties. End of the navigation path

Choose the following path in the SAP Implementation Guide for Outgoing Royalties settlement Start of the navigation path Customer Relationship Management Next navigation step Industry-Specific Solutions Media: Intellectual Property Management Billing and Settlement Outgoing Royalties Adjust BE Application for Settlement of Outgoing Royalties. End of the navigation path

You can also influence the split criteria using the /BEA/BDCPREQ copying requirement. Choose the following: Start of the navigation path SAP Implementation Guide Next navigation step Customer Relationship Management Billing Define Copy Requirements End of the navigation path .

Process

The following options are available to you for generating billing documents:

Create individual billing documents
For more information on this, see Individual Billing.
Create collective billing documents (in dialog or in the background)
For more detailed information on this, see Collective Billing.

This graphic is explained in the accompanying text.

Subprocess of billing billing due list items with all process steps up to generation of billing documents

Once you have triggered individual or collective billing, the system performs the following steps up to generation of billing documents:

Group billing due list items by payer and proposed billing type for each processing package (for collective billing in the background).
Convert billing due list items to billing document items and add the relevant master data (item partner, texts, and prices) by accessing the corresponding services.
Generation of correction items for items, which are billed by the difference calculation and for which a preceding billing document already exists.
Combine all associated billing document items as a billing document observing any split criteria.
Create billing document including header, item and service data and adding relevant master data (header partner, texts, and prices) by accessing the corresponding services.
Add clearing items to billing documents if existing billing items reference a positive unrecouped advance.
Update billing documents in the database for collective billing in the background) and trigger output processing (for instance by accessing action processing).

Result

The system generates one or more billing documents from one or more billing due list items observing the split criteria that have been defined.

If you expected the associated items to be combined instead of the system generating two billing documents, you can conduct a split analysis, which displays the reasons for the invoice split. To do so:

In SAP CRM WebClient, use the search tool to find and select the two billing documents on which you wish to conduct the split analysis.
Choose the Split Analysis button.
The Results for Spit Analysis dialog box appears, displaying the results of the split analysis.
Choose the Back button to close the dialog box and to return to the search screen