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VF01

Work Instruction

VF01 Create Individual Billing Document

Purpose

Use this procedure to create a billing document outside of the normal billing job schedule.

Trigger

Perform this procedure when you have a billing request that needs to be be billed immediately.

Prerequisites

 Billing request has unbilled line items.
 Unbilled line items do not have billing blocks. If there are blocks, use transaction VA02 and
change to unblocked.
 User has authorization to create an individual billing document.

Menu Path

Use the following menu path to begin this transaction:

N/A

Transaction Code

VF01

Helpful Hints

 R/O/C column in tables represents Required, Optional, or Conditional entry.
 To search for a particular Billing document number, click the Billing due list button
from the application toolbar in transaction VF01 . The Maintain Billing
Due List screen displays.
 The system-generated numbering convention for Billing Documents starts with "1XXXXXXX"
(max number of digits 8). This billing document number is created at the end of this process.
 The numbers used in this document do not follow the numbering convention. It is for training
purposes only.

7/27/201111:59 PM Page 1 of 9

Start the transaction using the menu path or transaction code. VA01. As required. VF01 Work Instruction VF01 Create Individual Billing Document Procedure 1. The Create Billing Document screen displays. complete/review the following fields: Field R/O/C Description 7/27/201111:59 PM Page 2 of 9 . use transaction VF04 to list all Billing Requests. Create Billing Document 2. If you do not know the Billing Request number. Click the Document field . 3. This is the Billing Request document number generated using transaction.

The Selection Date for Billing dialog box displays. Example: 340 Create Billing Document 4. 7/27/201111:59 PM Page 3 of 9 . VF01 Work Instruction VF01 Create Individual Billing Document Field R/O/C Description Document R Record of a business event which has occurred and has been processed in SAP. Click the Selection date button .

If needed. all billings in the future are processed. As required. complete/review the following fields: Field R/O/C Description Billing up to R This is the date when the billing document is to be carried out on. Example: 10/04/2007 It is critical to complete this step with the correct date. The system ends the document selection (s) for the billing due list using this particular date. 7/27/201111:59 PM Page 4 of 9 . you can bill items with future dates. If this date is left blank. The Billing up to date generates all the billings scheduled to bill through the date entered. VF01 Work Instruction VF01 Create Individual Billing Document Selection Date for Billing 5.

The Create Billing Document screen displays. VF01 Work Instruction VF01 Create Individual Billing Document Selection Date for Billing 6. Click the Continue (Enter) button . 7/27/201111:59 PM Page 5 of 9 .

7/27/201111:59 PM Page 6 of 9 . VF01 Work Instruction VF01 Create Individual Billing Document Create Billing Document 7. Click the Enter button . The General Invoice (ZINV) Create: Overview of Billing Items screen displays.

VF01 Work Instruction VF01 Create Individual Billing Document General Invoice (ZINV) Create: Overview of Billing Items 8. Click the Save button . 7/27/201111:59 PM Page 7 of 9 .

Click the Exit button . The SAP Easy Access screen displays. "Document XXXX has been saved". VF01 Work Instruction VF01 Create Individual Billing Document Create Billing Document 9. 7/27/201111:59 PM Page 8 of 9 . The system returns the message.

7/27/201111:59 PM Page 9 of 9 . VF01 Work Instruction VF01 Create Individual Billing Document Result You have generated a billing document outside of the normal billing job schedule.