Professional Documents
Culture Documents
Billing Plan
Billing Plan
Billing Plan
Table of contents
• Purpose
• Periodic billing plan
• Milestone billing plan
• Billing plan configuration
• Important tables and fields
• Important function modules
• Important notes
1. The billing plan is a schedule of individual billing dates for a single item in a
sales document (contract or sales order).
4. Depending on the business process two different billing plan types can be used:
• Periodic billing plan
• Milestone billing plan
Periodic billing:
• Billing of a total amount of a contract divided for each individual billing date in the
billing plan.
• The billing dates can be used to determine when the billing should be carried out
e.g. on the first day of the month.
• The start and end dates are defined based on the duration of the billing plan.
These dates are copied from the start and end dates of the corresponding
contract or can be changed manually.
• Periods in a billing plan determine the frequency with which the billing dates are
created in the billing plan. It can be monthly, quarterly, anually.
Horizon:
If no end date is entered in a billing plan or the end date lies in the distant future
then a horizion can be used in order to determine the last date of the billing
plan.
The horizon is always set according to the rule which uses the current date as
baseline. If the current date is updated during the processing, then the horizon
gets automatically extended and so the schedule of billing dates in the future.
For each billing date in a milestone billing plan you can specify whether the billing
date is:
• Fixed
• Updated with the actual date of the milestone, if the date is earlier than the
planned billing date for the date
• Updated with the actual date of the milestone, if the date is earlier than the
planned billing date for the date
The system automatically creates a billing index for each billing date.
For every date in a milestone billing plan a billing rule can be specified. This rule
determines how the billing amount for a certain date is calculated.
In OVBP the billing plan type can be assigned to the sales document type.
• BILLING_SCHEDULE_DIALOG
Will be executed if navigated from the header or item to the billing plan in
dialog mode.
• BILLING_SCHEDULE_GENERATE
Creates a billing plan in the background e.g. a billing plan relevant item
should be created.
• BILLING_SCHEDULE_INVOICE_VALUE
Is executed after the PRICING was triggered.
• FORM FPLT_FKSAF_ERMITTELN
The status determination happens here, the status is read dynamically.