The billing document is the object in CRM billing, which is created as a result of billing one or more billing due list items. It contains header and item data with the service data (partner, prices, texts) that has been assigned in each case.
You access billing documents by way of SAP CRM WebClient, starting from the License Sales or License Acquisition work center. Use the billing document search tool or access the corresponding license sales or license acquisition contract and navigate to the Billing Transactions assignment block.
The billing document is used as the basis for the subsequent sub process Output Processing.
If the document has already been transferred to Financial Accounting, you can only change the header and item texts that have been assigned (by way of the Notes
assignment block). If this transfer has not taken place, you can change the following data:
Change the value date
(at header level in the billing document)
Change the text data
(at header and item level in the billing document, by way of the Notes
assignment block)
Trigger new pricing or create new, change or delete conditions
(at item level in the billing document)
Note
Conditions cannot be changed subsequently in conjunction with the difference calculation and recoupment of advances/minimum guarantees, since this would affect the internal logic of these billing processes.
Enhancements to the billing document are available using Business Add-Ins (BAdIs). For more information, see Customizing for the following:
:
BAdI: Billing Document (BEA_IPMI_BD
)
BAdI: Billing Document Text Processing (BEA_IPMI_BD_TXT
)
BAdI: Pricing Mapping for Billing Document (BEA_IPMI_BD_PRC
)
:
BAdI: Billing Document (BEA_IPMO_BD
)
BAdI: Billing Document Text Processing (BEA_IPMO_BD_TXT
)
BAdI: Pricing Mapping for Billing Document (BEA_IPMO_BD_PRC
)
To maintain billing documents, proceed as follows:
From the License Acquisition
or License Sales
work center in the CRM WebClient UI, choose Billing Documents
and proceed as follows:
Enter your selection data to select billing documents (e.g. Payer
).
If several documents are selected, the system displays a list of billing documents that match your selection data.
Select the document to be maintained by clicking the billing document number (under the Billing Document
column).
The system displays the header and item data for the billing document on the next screen that appears.
To change the billing data, proceed as follows:
Change the value date
In the Billing Document Details
assignment block, Choose the Edit
button and enter the new value date.
Change the assigned header texts
In the Notes
assignment block, move to the row corresponding to the text entry you wish to change and choose Edit Note.
In the Notes
screen
that appears, make your changes as required and choose Back
when you are finished.
You can also add a new note entry by choosing the New
button in the Notes
assignment block.
Change the assigned item-level texts
In the Items
assignment block, select the item whose text you wish to change. In the item details screen that appears, in the Notes
assignment
block, move to the row corresponding to the text entry you wish to change and choose Edit Note.
In the Notes screen that appears, make your changes as required and choose Back
when you are finished.
You can also add a new note entry by choosing the New
button in the Notes
assignment block.
Access pricing again and maintain conditions
In the Items
assignment block, select the item whose pricing conditions you wish to maintain. In the item details screen that appears, in the Price
Conditions
assignment block, choose the Add
button to add a price condition or choose the Edit
button to modify an existing price condition. Choose Back
when you are finished.
Save your changes.