Billing Execution

Use
Preparing Billing Document Creation

Prerequisites

After you have completed a service order or service confirmation that you want to bill, you need to release the
corresponding items for billing on the Release for Billing screen. Releasing triggers the next step, in which the
corresponding billing data for service items and spare parts items is added to the billing due list in the form of
one or more billing document requests (BDR). You can view the billing due list in the Create Billing
Documents app.

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For more information about billing document requests, search for Billing Document Request in the relevant
version of SAP S/4HANA on SAP Help Portal.

Note

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If your service transaction includes sales items, these items are automatically added to the billing due list in the
form of a sales order or delivery when you complete the service transaction.

Creating Billing Documents

You can use the Create Billing Documents app to manually create individual and collective
billing documents from the BDRs, sales orders, deliveries, and other documents that appear
in the billing due list. As long as key header header data (business partner and billing date)
matches, you can use omnichannel convergent billing to converge these different document
types into single, combined customer invoices.

For more information about the app, search for Create Billing Documents in the relevant version of SAP
S/4HANA on SAP Help Portal.

Example
You create a service order that contains one service item, one spare parts item, and one sales item. After
completing the service order, the sales item will automatically be added to your billing due list in the form of a
sales order. Once you release the service order items for billing on the Release for Billing screen, a BDR
containing the service items and spare parts items will also be added to your billing due list. Through omnichannel
convergent billing, you can now bill the BDR and the corresponding sales order together to create a single,
combined customer invoice.

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Note
When a billing document based on a customer management billing document request is
created, the billing document number is written to the transaction item’s document flow, the
billed value is updated, and the fully billed status is set for the item in SAP S/4HANA for
customer management.

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If you want to schedule billing document creation based on certain criteria (for example, billing
type, billing date, and sold-to party) you can use the Schedule Billing Creation app to schedule
billing creation jobs to run at predefined times or at periodic intervals.

For more information about creating billing documents, search for Creating Billing
Documents in the relevant version of SAP S/4HANA on SAP Help Portal

Processing Billing Documents

After billing documents have been created in the system, you can use a range of apps to help you process them
quickly and efficiently. Processing functionality includes the following:

▪ Display both simplified and detailed overviews of billing documents

▪ Preview billing document output (PDF format)

▪ Output billing documents to email, fax, and print (you can also schedule output)

▪ Post billing documents to financial accounting (including scheduled posting)

▪ Cancel billing documents

Note
When a billing document based on a customer management billing document request
is canceled in the SD Billing component (SD-BIL), the following information is rolled
back in SAP S/4HANA for customer management:

▪ The billing document number is removed from the transaction items'

document flow

▪ The billed value is reversed

▪ The fully billed status of items is reset to the open status

The service transaction is then open to be sent for billing again.

▪ Add and edit texts and attachments to billing documents Note

The text that you enter into the service transaction and select to keep will also be
included on the billing document. Once the billing document has been created, you
can decide to keep, edit, or delete this initial text. If you decide to keep it, it will appear
on billing output. Payment card data (if applicable) is also transferred from business
transactions to billing documents and subsequent output.

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For more information about processing billing documents, search for Processing Billing
Documents in the relevant version of SAP S/4HANA on SAP Help Portal

Prerequisites
▪ You have ensured that the conditions for copying sales document to billing documents
meet your requirements, as described in Customizing under Sales and
Distribution Billing Billing Documents Maintain Copying Control for Billing
Docments.

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