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 Checks (IS-U-BI)

A number of conditions must be fulfilled to ensure that only billing document headers that are no longer required are archived from the system. The preprocessing program checks that:

  • The detention period has expired. You define the retention period depending on the document type (for example, backbilling, final billing) in Customizing . The corresponding billing document line items must already have been archived. The following criteria must have been fulfilled:

    • Standard documents:

      A billing document is available over a period that is after the period of the document to be invoiced.

  • The document has been reversed: If it is an adjustment document, it can only be archived if the document containing the adjustment is also archived.

Aside from these standard checks, the selection conditions specified in the selection screen must also be met.

Criteria for certain document types:

  • Manual documents, standard documents and separate final billing documents.

    • The billing document must have been invoiced.

    • The corresponding print document must have been archived.

  • Backbilling documents

    • A complete billing period must be archived. For example, if the billing period is 12 months, none of the backbilling documents can be archived until the last document for that period is ready for archiving.

    • The last document of the billing period must be invoiced.

    • The corresponding print document must be archived.

    • A billing document is available over a period that is after the period of the document to be invoiced.

    • You cannot archive a backbilling document of the current billing period.

  • Final billing documents:

    • Can only be archived in a completed billing period. If the billing period contains 12 months for example, no document can be archived until the last document of the billing period is ready to be archived.

    • The last document of the billing period must be invoiced.

    • The corresponding print document must be archived.

    • A billing document must exist for a period that is after the period of the document to be invoiced.

  • Dynamic period control:

    • Can only be archived in a completed billing period.

    • The last document of the billing period must be invoiced.

    • The corresponding print document must be archived.

    • A billing document must exist for a period that is after the period of the document to be invoiced.

In a subsequent analysis process, you can store your own checks to test whether billing document headers can be archived or not. You can also include further restrictions. For further information, see the documentation on the ETOAR003 enhancement and the EXIT_REAARCH_ANALYSE_HEAD_001 function module.