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Function documentationMaintenance of the Billing Document

 

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.

Features

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 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.

End of the note.
Business Add-Ins

Enhancements to the billing document are available using Business Add-Ins (BAdIs). For more information, see Customizing for the following:

  • Start of the navigation path Customer Relationship Management Next navigation step Industry-Specific Solutions Next navigation step Media Next navigation step Intellectual Property Management (IPM) Next navigation step Billing and Settlement Next navigation step Incoming Royalties Next navigation step BAdIs End of the navigation path:

    • 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)

  • Start of the navigation path Customer Relationship Management Next navigation step Industry-Specific Solutions Next navigation step Media Next navigation step Intellectual Property Management (IPM) Next navigation step Billing and Settlement Next navigation step Outgoing Royalties Next navigation step BAdIs End of the navigation path:

    • 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)

Activities

To maintain billing documents, proceed as follows:

  1. From the License Acquisition or License Sales work center in the CRM WebClient UI, choose Billing Documents and proceed as follows:

  2. Enter your selection data to select billing documents (e.g. Payer).

  3. 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).

  4. 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.

  5. Save your changes.