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Billing Plan

Sales & Distribution

Company
LOGO
Topics

1.
1.Introduction
Introduction

2.
2.Functions
Functionsin
inBilling
Billing Plan
Plan

3.
3.Periodic
PeriodicBilling
Billing Plan
Plan

4.
4.Milestone
MilestoneBilling
Billing

5.
5.Controls
Controlsin
inBilling
Billing Plan
Plan
Introduction

 In various business scenarios there is requirement to Bill


customers on some specific dates or specific periods,
this is achieved by Billing Plan in system.
 A Billing plan is a schedule of individual billing dates for
single item, it can also be defined at Header level
applying to entire sales document.
 In System there are types of Billing plans – Periodic &
Milestone billing plan, which are used depending on the
business scenario.
Functions in Billing Plan

 Billing plan processing in system has following functions


available:

Automatic Creation of Billing dates

Pricing

Billing Block

Billing rule in case of Milestone billing

Billing status

Exchange rate determination
 These functions are available at Item level and also at
Header level so that they can be applied to all items in
the document.
Periodic Billing Plan

 Periodic Billing: It means billing a total amount for each


individual billing date in the plan defined. Like in a rental
contract with a customer, system would propose
schedule of monthly rental payments.

Start & End dates, Period (monthly,
quarterly, annually), Horizon are
important for billing date detm.

These dates can be proposed by
system based on settings in
customization for Billing plan type
Alternatively they can be manually
changed in sales document.
Milestone Billing

 Milestone Billing: It means distributing total amount to


be billed over multiple billing dates based on specific
milestones defined. This is used for billing projects like
Construction or Engineering, which involve milestones
marking completion of different stages of work.

For Each billing date in milestone
billing plan, it can be specified if
date is
 Fixed
 Always updated with actual date
 Updated with actual date if date is
earlier than planned date.
Billing Plan Controls

 Following parameters in customizing control Billing plans


in Sales:

Billing Plan Type: Basic control of billing plan is by Billing plan
type. It contains the rules for date determination for start & end
dates of billing schedule. It also contains rule for determining
horizon for the plan.
Standard system has following billing types:
01 – Milestone billing
02 – Periodic billing

Date Description: These are for information purpose to
describe the various purpose for billing plan usage.

Date Category: Date category in turn defines Billing rule, Date
description, Billing block, and is used to define data for each
billing date that appears in billing plan.
Billing Plan Controls


Proposed Date Category: Default date category assigned to
Billing plan type by which it can be proposed by system in billing
plan.


Proposed Date: Used in Milestone billing where a proposal can
be used as reference during order processing and changed as
required.