Billing document

 Set up, copy control parameters available at the header level

o Copy item number
o Update document flow
97: Copy item number, Reference number
61: Update document flow, Update pricing
Billing type
 Cosas que pueden ser configuradas
o Item number increment
o Billing type for cancellation
 Características que pueden ser controladas directamente
o Posting block
o Account determination procedure
 Texts are sourced from outbound delivery
o Text determination procedure
Billing Items
 Billed in relation to orders
o Can be invoiced together with items that are billed in relation to
deliveries
o Billed immediately after you have saved the order
Billing categories
 One-time billing, recurring billing, and usage-based billing
o Billing document request
Bill of materials
 Components automatically appear as sub-items in the order.
o Structure scope in the item category of the main item
Sales document
 Multiple address handling where configure address determination
o Address usage of business partner
o Partner determination procedure
 Include text (source valids)
o Customer master record
o Customer material info record
 Determination de availability check
o Checking group from the material master
o Availability check flag in the schedule line category
 Information derived from sold-to party customer master
o Shipping conditions
o Incoterms
 Type WK1 (value contract)
 o Specifies that your customer agrees to purchase a fixed value (target
amount) of goods
o Requires release order
 Settings related to delivery process en el sales doc type
o Requested delivery date
o Immediate delivery
o Default delivery tye
Sales order type
- Se usa para determinar
o default delivery type de un oubound delivery cuando es creado para
una sales order
o Default billing type para una order-related or delivery-related
- Se le puede asignar a material exclusión procedure
- With several ítems and grant a discount in the sales order
o Use the same item category in each item
Item category
 Determinación en el Sales document
o Higher-level item
o Material master data
 Influencia en el sales order
o Item category group
o Sales doc type
 Where the price of the bill of material is controlled
 Donde se configura si el billing es order-related o delivery-relared
 Determined for Free goods scenario
o Item category of the higher-level item
o Item category group from the material master
 Donde se configure el billing relevance
 If is relevant to delivery
o Text item line is transferred from sales order to outbound delivery
 Setting management
o Pricing relevance
o BOM Explosion
 Assignation del billing plan type
Invoice list
 Set up
o Assign it to each applicable billing doc type
o Define a factor calendar and assign it to the customer master of the
payer
 Characteristics del process
 o Is created at specified time intervals or in specific dates.
o Payer receives a single invoice list instead of the individual invoices.
Outbound delivery
 Multiple sales orders, campos que preeven tener diferente contenido
o Delivery date
o Incoterms
o Ship-to party
 Info only found in item only
o Plant
 Determine storage location
o Outbound delivery item category
Delivery header
 Info only available
o Shipping point
Delivery Scheduling
 Setting para ensures precise scheduling.
o Working times to the shipping point
o Working times to the plant
o Shifts defining the times for starting and end work
Delivery item category
 Campos para determinarlo
o Higher-level item category
o Delivery type
o Item category group
 Determinacion basada con referencia a un sales order
o Delivery type
o Item category group
o Item usage
 New item cat
o Over-Delivery is allowed
o Packing information should be entered
Deliver a product.
 Set item relevant for Delivery indicator in the item category
 Set Schedule lines allowed indicator in the item category
Delivery-related billing process
 Forzar una automatica new price determination
o Pricing type in copying control at nivel item
 Type billing is proposed based on the config of the sales doc
 Billing relevance is set withing item category
Schedule line categories
  Trigger in customizing
o Creation of Purchase requisition
o Transfer of requirements
 Cosas que se pueden configurar
o Delivery relevance
o Movement type
Shipping process
 Configuration settings
o Delivery relevance in the schedule line category
o Default delivery type in the sales doc type
 Shipping point determination
o Plant
o Shipping condition
o Loading group
 Shipping conditions
o Campo del customer master record that determines the route
Referencing text
 Subsequent text changes in a source doc are automatically transferred to the
subsequent doc
Copying control
 Asegurar que la entire quotation is siempre incluida en la sales order
Condition technique
 Function based
o Account determination
o Material determination
o Listing and exclusion
o Free goods
Condition type
 Calculation type y scale basis type pueden ser mantenidos
 Solo puede ser ingresada manualmente en sales order
o Condition type without Access sequence
o Manal entries indicator en el condition type
o Manual indicator for condition type in the pricing procedure
Condition exclusion indicator
 Set up
o Condition type
o Condition record
Credit memo
 Creation based on a credit memo request
o Billing block field in the credit memo request must be empty
 o Copying control must exist between the sales doc and the billing doc
Consignment process
 Issue
o Document is relevant for billing.
o Requires a delivery document.
 Characteristics
o Use of dedicated sales order type to record the customer’s consumption
of consignment stock
o Send the material to the customer while continuing to value it in the
delivery plant
CDS
 Analytical engine of embedded BW can be combined with CDS views to
provide advanced reporting options
 Speed up reporting by providing a dedicated persistency layer
 Developed and extended in the SAP HANA DB layer of SAP S/4 HANA
Partner
 Origin in Sales document
o Customer hierarchy
o Preceding condition contract
 Determination (elements)
o Delivery type
o Account group
 New partner function
o Copied from the customer master record.
 Enhance partner determination procedure for
 Sales doc type and include new partner.
 Accounting group and include the new partner function
Posting goods issues
 Consequences
o Delivery requirements in material planning are updated.
o Material document is posted.
o The quantity in inventory is updated.
Listing and exclusions
 Characteristics
o Setup using the condition technique
o Can have the same material assigned to them
Lead time
 Deliveries scheduling
o Pick/pack time in a shipping point
o Transportation lead time in a route
Free goods
 Determination record to allocate free goods in a sale order
o Elements that influence item category determination
 Condition category for discount condition type
 Item category of the higher-level item
 The item category group from the material master
Freight charge
 Determined automatically and based on the gross weight of all order items
o Condition type as a group condition
Sales office
 Org Unit para SD que es responsable de ventas dentro de una specific
geographical área
Delivering plant
 Determine automatically for a sales order item.
o Master data used.
 Ship-to party
 Customer material info record
 Material master
Text item
 Transferred from sales order to outbound delivery
o Sales item category must be relevant for delivery
Text sources
 In Material master
o Purchase order text
o Sales text
Material determination
 Creation of master records
o Reasons for substitutions
o Multiple substitute materials per master record
o Change default validity period for the record
Material availability check
 Donde se controla la realización
 Determinación de donde se realiza o no
o Requirement class
o Material master record
o Schedule line category
 Determinación en una sales order
o Checking group from the material master
o Availability check in the schedule line category
Rental contract and invoice an agreed amount each month for rental item
  Maintain a billing plan type for periodic billing.
 Assign a billing plan type for periodic billing to the item category of the
rental contract
SAP S/4HANA embedded analytics
 Delivers exception-based processing combining analytics with follow-up
actions to resolve issues.
Transportation group
 Parámetro del material master record para determinar la route in una sales
order
Pricing
 Determine pricing procedure
o Sold-to party
o Sales área
o Sales doc type
 Mantenido
o Account key
o Required indicator
 Elements for complex escenarios
o Formulas
o Requirements
o New field for pricing
 Sales order (automatic)
o Condition types and assign them to the relevant pricing procedure
o Condition tables and assign them to the relevant access sequences
Sales order Fulfillment Issues app
 Characteristics
o Process flow can be used to directly resolve issues as fast as possible.
o Allows to user to monitor sales orders in critical stages and efficiently
address issues