Mass Invoicing

[Former Member]

Hi

In our client site we run the mass invoicing every quarter for the periodic billing for various contracts.

Requirement is :

• if the line items are rejected billing should be blocked
• if the contract is cancelled billing should be blocked
• now for the successful contracts invoicing should be generated.
• Now in a quarter we do the invoicing for about 300 parties.. on average..

Now without going into any development, with standard SAP method, can we achieve this ? In VF04 I know we can do it, but I want more information on this.

If any one have any such experience, please share

Regards,

Venkat.

[Jelena]

Do the contracts meet the selection criteria entered in VF04? (Billing date, Sales Org, any other fields entered in VF04.) Do they have 'Order-related billing status' A or B?

VF01 might pull everything that is due for billing while in VF04 additional selection criteria applies.

Otherwise ask for help from an ABAPer. Perhaps they could run a SQL trace (ST05) and see how the data is pulled exactly.

[Former Member]

My question is simple: But no right reply

When I do VF04, with tick in order related billing, why no document is populating.

Please any one is out there who can help.

Regards,

Venkat.

[Lakshmipathi]

But no right reply

It is because, you have not explained your requirement CORRECTLY.   See how you have started your query and check the suggestions given by members and how you were deviating from your original query.   Better try to explain CLEARLY what assistance you need from this forum.

G. Lakshmipathi

[Former Member]

Hi all,

As Lakshmipathi suggested, yes I agree.

My only problem is in VF04, I am not getting any documents populated for invoicing although in development server I created about 5 contracts. I did invoicing for 2 with vf01 and the result is all ok.

now when I want to do mass billing for 3 invoices in vf04 why these pending documents are not popping up. where is the problem.

I think now I am clear .

Can any one out there to help. Sir.. you also

Regards,

Venkat

[former_member184555]

 I did invoicing for 2 with vf01 and the result is all ok.

When I asked you to check the creation of invoice through VF01...it seems you have tried it...but didn't post the outcome here. It is an investigative issue and unless you update the members properly, the investigation may not progress in the right direction.

[Jelena]

If memory serves, VF04 actually uses very simple criteria. It basically checks the billing status (in this case VF04 must be run with 'Order-related' checkbox and, accordingly 'Order-related billing' status will be checked). The status may be viewed in the contract line items (Status tab). It also checks the billing date (check the billing plan) and any other additional criteria, if entered.

If you run VF04 with no additional criteria and it does not find the documents when they have status A or B and matching billing date - that would be rather strange.

[former_member184555]

Please check if these contracts have default billing block.

[Former Member]

No blocks please, checked it.

[former_member184555]

Randomly pick a contract (which is expected to be in VF04 billing due list) and try to create Invoice through VF01 (need not save the invoice)...and if you get any error, please post the error message.

[Former Member]

It seems you have missed a point in our discussion. with the document type ZSRT, nothing is populating, so how can I do it. ?

[former_member184555]

True...you are expecting entries (for ZSRT) in VF04 and they are missing. It means there will be some reason for not being part of the billing due list. Since these contracts are not allowed for billing (that means due to some reason they cannot be billed)...if you try to create an invoice through VF01...when you input the contract and click enter...if this contract is not eligible for billing, then the system will show the details in the log...for the reasons (eg: the contract is blocked for billing) due to which the  billing document couldn't be created.

[Lakshmipathi]

What value is there in Billing Relevance for the item category which is flowing in ZSRT contract.

G. Lakshmipathi

[Former Member]

Hello Lakshmipathi,

the billing relavence is i ( order related billing - Billing plan) .

[former_member184555]

Did you try creating the Invoice through VF01?

[Lakshmipathi]

if the line items are rejected billing should be blocked
if the contract is cancelled billing should be blocked

Are you able to generate invoice in the above cases ?  Idelly, it should not be.

G. Lakshmipathi

[Former Member]

Yes, it wont be ideally in case of rejected items and cancelled contracts. You are right. but what happened in VF04 is when in the selection criteria when I am inputting ZSRT ( standard contract) nothing is populating..

[Lakshmipathi]

when I am inputting ZSRT ( standard contract) nothing is populating..

Have you checked the document flow for this contract ?   Also ensure that in VF04,  "Order-related"  field is checked.

G. Lakshmipathi

[jignesh_mehta3]

Hello,

Have you checked in  your Contract (ZSRT) whether are there any Item due for Billing?

I mean check the dates in the Contract, it may be possible that no item is still due for Billing.

Thanks,

Jignesh Mehta

[Former Member]

I agree with Jignesh and Lakshmipathi, but this could happen with few contracts but out of 250 or 300 none is populating ? why..

FYI: Order related field is checked.