Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

Work Instruction

Create Invoice for Sales orders with Billing Plan Attached ZVF04

PurposeUse this procedure to create invoices for sales orders with a billing plan attached.

TriggerPerform this procedure when the system should be checked for billing plan dates due to be invoiced. It is recommended to run this transaction daily.

Prerequisites

Sales orders with billing plans have been created.

Menu PathUse the following menu path to begin this transaction:

Select (User menu) Sales Automatic Billing Process Billing Due List to go to the Process Billing Due List screen.

Transaction CodeZVF04

Additional InformationNone.

Filename: document.docReference: ZVF04

Version: Not StartedLast Modified: 10/3/2003 5:00 PM

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

Procedure

1. Start the transaction using the menu path or transaction code.

Process Billing Due List

2. Select Goto Variants Get....

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

ABAP: Variant Directory of Program Z_SDBILLDL

3. Click on the variant name to select it. Click on .

Process Billing Due List

Filename: document.docReference: ZVF04

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

4. As required, complete/review the following fields:

Field Name R/O/C Description

Billing dates from/to O Used to restrict the billing due list to only those items with billing dates within the selected range.

By entering the current date in the “to” field then all currently due items will be displayed.

Sales Employee O Limits the due list to sales orders which have the same sales employee in the sales document header as that entered here.

Example: 48593

Sales document type O Limits the due list to sales orders which have the same document type in the sales document header as that/those entered here.Example: ZRG, ZRGC, ZPER, ZPRC

5. Click on .

Process Billing Due List

Filename: document.docReference: ZVF04

Version: Not StartedLast Modified: 10/3/2003 5:00 PM

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

6. As required, review the following fields:

Field Name Description

Bill. date Billing (invoicing) date for the item.

SD doc. SAP number of the Sales order document which the billing item belongs to.

Sold-to pt. Sold-to partner number of the sales doc/billing item.

Sold-to pt. Name of the sold-to party.

Net Value of the billing item.

Sales doc Type Document type of the sales order document.

Pers. No. Personnel number contained within the related sales order document header.

WBS elem. WBS element attached to the billing item.

Stat. Status of the billing item within the billing due process:

item is ready for processing.

item has been successfully processed.

item has been processed with errors.

By default all items in the billing due list are highlighted ready for further processing. You may select/deselect an item for processing by clicking the field to the extreme left of the line item. To select/deselect all line items use the Select all and Deselect all icons.

7. Click on .

Filename: document.docReference: ZVF04

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

Process Billing Due List

8. Perform one of the following:

9. Perform one of the following:

If Go To

You want to review the log for errors Step 9

You want to review the log for posted invoices Step 14

You do not want to review the log Step 27

10. Click on .to review the log.

Filename: document.docReference: ZVF04

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

Log of Collective Run

11. Click on to review the errors that have occurred.

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

Log of Collective Run

12. Click on .

Filename: document.docReference: ZVF04

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

13. Log of Collective Run

14. Perform one of the following:

15. Perform one of the following:

If Go To

You want to review the log for posted invoices Step 16

You do not want to review the log Step 28

16. Click on to review the documents that have been successfully posted.

Filename: document.docReference: ZVF04

Version: Not StartedLast Modified: 10/3/2003 5:00 PM

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

Log of Collective Run

17. Perform one of the following:

If Go ToYou want to reverse all the invoices created by this collective run Step 18

You want to display/change individual invoices Step 22

18. Click on the Reverse all icon.

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

Cancel coll. run ?

19. Click on the “Y” button to confirm the cancellation.

20. Click on .

21. Perform one of the following:

If Go ToYou want to rerun the billing due list Step 4

You do not want to rerun the billing due list Step 28

22. Click on a line to select it and then click on .

23. Display the billing document.

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

Billing Plan Invoice 90005118 (Z4) Display: Overview of Billing It

24. Select Billing documentChange Ctrl+F11.

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

Change Billing Document

25. As required, make any changes e.g. to invoice text and save the changes.

26. Click on .

27. Go to Step 14.

28. You have completed this transaction.

ResultYou have successfully run the billing due list.

CommentsNone.

Filename: document.docReference: ZVF04

Version: Not StartedLast Modified: 10/3/2003 5:00 PM

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Title: Create Invoice for Sales orders with Billing Plan Attached

Category 1 : SalesCategory 2 : Sales Clerk

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