Partner Checks During Data Transfer to Billing

When billing-relevant data is transferred to the billing component, the system checks whether all the business partners that are relevant to or necessary for a billing due list item are available in their respective roles or functions (for example, a bill-to party, recipient of invoice copy, or payer). This check is based on the settings for the partner determination procedure for the billing due list. You can define, for example, that exactly one bill-to party and payer must always exist in a transferred item. You can also define industry or enterprise-specific roles or functions.

Billing due list items are only generated if partners are checked successfully.

Copying of Partners to Billing Documents

The system copies partners from a billing due list item to the billing document header or items.

Various mandatory partners on header level (for example, payer and bill-to party) determine whether billing due list items can be grouped in a joint billing document (for more information, see Collective Billing).

Partners on item level are relevant for billing document output and tax invoices. In Customizing you can add optional partners, for example, responsible employee, to the standard partner determination procedure for billing document items.