SAP Flexible Solution Billing - SAP Help Portal SAP Flexible Solution Billing 1.0 ... the basis of internal billing documents from SAP SD Billing, billing data from other SAP applications,

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    Document Version: 1.0 2017-06-16

    SAP Flexible Solution Billing

  • Content

    1 SAP Flexible Solution Billing 1.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    2 Changes and New Features in SAP Flexible Solution Billing 1.0. . . . . . . . . . . . . . . . . . . . . . . . . .6

    3 The Flexible Billing Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    4 Grouping Documents to be Billed Together. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84.1 Working with Invoice Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84.2 Billing Cycles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114.3 Reference Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

    5 Controlling the Flexible Billing Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145.1 Working with Invoice Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145.2 Roles in Flexible Solution Billing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    6 Invoice Packages and the Parking Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166.1 Working with Invoice Packages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176.2 Working with Parked Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196.3 Combination of Parked Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206.4 Splitting of Parked Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206.5 Cancellation of Parked Invoices and Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216.6 Manual Changes in Parked Invoices and Invoice Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

    7 Handling External Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .247.1 Uploading External Data to External Due List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257.2 Monitoring External Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257.3 Deleting External Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

    8 Review and Approval Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268.1 Automatic Blocking for Review. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278.2 Approval at Invoice Level. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278.3 Approval at Item Level. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288.4 Handling of Pending and Rejected Invoices and Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .288.5 Email Approval. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    9 Posting Legal Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

    10 Flexible Formatting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3110.1 Access Sequence Structure for Formatting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3110.2 Working with Format Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    2 P U B L I CSAP Flexible Solution Billing

    Content

  • 10.3 Format Settings for Optional Splitting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3310.4 Format Settings for Sorting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3410.5 Format Settings for Print Forms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

    11 Output and Additional Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

    12 Integration with SAP Convergent Invoicing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3812.1 Process Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3912.2 Single Transfer to SD Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4112.3 Mass Transfer to SD Invoices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4112.4 Transfer by Invoice Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4212.5 Cancellation Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4312.6 Partner Settlement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

    Single Transfer to Accounts Payable Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Mass Transfer to Accounts Payable Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Accounts Payable Document Reversal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    12.7 Payment by Payment Cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    13 Operations Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4913.1 Archiving. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4913.2 Application Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

    SAP Flexible Solution BillingContent P U B L I C 3

  • 1 SAP Flexible Solution Billing 1.0

    Product Information

    Table 1:

    Product SAP Flexible Solution Billing

    Release 1.0

    Based On Any one of the enhancement packages:

    SAP enhancement package 6 for SAP ERP 6.0 with SAP NetWeaver 7.31,

    SAP enhancement package 7 for SAP ERP 6.0 with SAP NetWeaver 7.4 or

    SAP enhancement package 8 for SAP ERP 6.0 with SAP NetWeaver 7.5

    Documentation Published June 2017

    Use

    SAP Flexible Solution Billing augments and extends the periodic billing process in SAP Sales and Distribution (SD). The solution provides the means to streamline and consolidate the billing process by creating, to the greatest extent possible, a single invoice for the data to be billed in one billing period. Internal data from SAP SD Billing is gathered and channeled for billing in specified billing cycles. Moreover, billing data from other SAP applications, external SAP systems, and other legacy systems can be integrated into the unified billing process in SAP Flexible Solution Billing. Wherever possible, the solution also combines this internal billing data with external billing data in one legal invoice.

    Features

    Efficient Bundling of Billing Documents

    Invoice groups allow you to automatically group billing documents that are to be billed and combined together in one billing period. Billing documents are assigned to invoice groups on the basis of customer-defined criteria.

    Controlling the Flexible Billing Process

    In addition to determining which billing documents are to be billed together, you can also specify how these documents are processed. Each invoice group has an invoice profile that controls important aspects of the overall new billing process.

    4 P U B L I CSAP Flexible Solution Billing

    SAP Flexible Solution Billing 1.0

  • Increased Flexibility with Invoice Parking

    The solution allows you to park invoices before initiating the creation of legal invoices. This new intermediate step in the billing process makes it possible to combine, as far as possible, invoice data created at different times and originating from different applications or systems. The parking phase also allows you to modify the content and format of invoices before legal invoices are posted. Invoices and their items can still be canceled during this interim phase. When processing has been completed, legal invoices are created as copies of the parked invoices.

    Review and Approval Process

    The new parking phase in the billing process makes it possible to establish a review or an approval process at invoice or invoice item level or both. Processing can be halted automatically to accommodate any necessary clarifications and corrections before final legal invoices are created. The progress of the approval process can also be centrally monitored.

    Flexible Formatting and Additional Documents

    You can create format settings for splitting, s