Creating Billing Documents (SAP Library

Creating Billing Documents

Use

When you create a billing document, you follow the standard procedure. In addition, the system automatically:

Assigns the billing document to the correct business place

Includes any withholding tax information from the sales document, if you use the withholding tax functions in SD

Creates separate billing documents for each business place and tax code, if necessary

Prerequisites

You have created a sales order and created a delivery.

Procedure

When you create a billing document, the system enters the business place in the document header. It enters the business place that you have assigned to the delivery plant in Customizing. To display the business place, from the document overview screen, choose Goto ® Header ® Header. The business place is in the Taxes group box.

Result

When you release the billing document to Financial Accounting (FI), the system automatically creates a customer invoice in FI, assigning it to the appropriate business place and assigning it a tax invoice number if necessary (for more information about invoices in FI, see Entering Customer Invoices).

The customer line item in the customer invoice contains any withholding tax codes from the sales order (see Creating Sales Orders and Entering Customer Payments).

You can then print out the tax invoice from the billing document (see Output) or the accounting document (see Correspondence).