SAP CRM Billing Process Overview

In SAP CRM Billing Process Overview you'll be able to invoice for the following business transactions immediately in mySAP Customer Relationship Administration (mySAP CRM). Launch of Sales Contracts:Service Orders, Service Contracts, Service Confirmation, Complaints Processing (credit score/debit memo requests).Using CRM Billing, you'll be able to combine a service order merchandise with a sales order item together in an bill and thereby simplify communication along with your customers.For those who merely wish to invoice CRM sales orders and are at the moment using SAP Gross sales and Distribution (SAP SD), you have the choice of utilizing either SD Billing or CRM Billing. For billing contracts, service orders or confirmations or complaints, it's greatest to principally use CRM Billing.The R/3 components SAP FI-AR (Accounts Receivable) or FI-CA (Contract Accounting) should be applied in the occasion you want to put up billing documents in Monetary Accounting.You want SAP BW for statistical reporting of billing paperwork .The method move for creating and issuing invoices using CRM Billing could be divided into four subprocesses:
  1. input processing,
  2. billing,
  3. cancellation,
  4. output processing.

Throughout input processing, CRM Billing takes over billing-relevant items from different business transactions and saves them as billing due checklist items. From the billing due list, you probably can course of both single and collective billing from billing due listing gadgets and likewise set off them to run within the background.During billing, associated billing due listing objects are also grouped collectively as far as attainable from totally different CRM enterprise transactions and transferred to a joint billing document. You can cancel particular person billing paperwork and in addition execute collective cancellations. The system transfers information on cancellations mechanically to Monetary Accounting.

Output processing consists of invoice output, the transfer to mySAP Financials, and retrieval for SAP BW. You probably can choose from different output media (for example, printout, fax or e-mail) for bill output, although output takes place using SAP Smart Forms. The ledger posting of billing knowledge takes place both in SAP FI-A/R or in SAP FI-CA. CRM Billing offers all relevant billing information for the SAP Enterprise Warehouse for statistical reporting

As quickly as you may have saved a business transaction through which at least one merchandise is related to billing, the system transfers the information from this billing request item to the CRM Billing billing due list. The system executes the following steps here so far as saving the billing-relevant data. CRM Billing makes use of the info from software Customizing to discover out the item category of CRM Billing for the transferred knowledge record. When the system can not decide an item category (if, for example, the item class determination shouldn't be arrange fully), the system has to reject the transferred knowledge file because no billing is possible with out the item categories.

By starting the appropriate companies, CRM Billing completes the transferred objects based on the grasp data out there in the system: organizational information (for dedication of billing models), accomplice data (for transferral of business companions and execution of associate verify), pricing circumstances (for transferral and dedication of pricing conditions), and text data (for transferral of texts).Here the system subjects the transferred items to a processing examine, which, in the following cases,ends in the rejection of transferred objects:
  1. The partner test (primarily based on the settings for the accomplice dedication process of the merchandise category) ascertains whether any obligatory companions are missing or incomplete.
  2. Pricing ascertains whether or not data wanted to create a pricing doc (significantly document forex and reference currency) is missing.
  3. CRM Billing saves all successfully processed and completed information as billing due items.

As a sub technique of billing, CRM Billing transfers billing due list items to billing document objects and assigns these to the billing document headers. Subsequently, billing paperwork (for example invoices,credit and debit memos) are created from objects which come from a variety of CRM Enterprise Transactions. Split criteria in billing doc header knowledge contains the billing unit, payer, bill-to-occasion, billing doc sort, billing date, and terms of payment. You should use the Billing Engine Framework metadata to add additional fields as splitting criteria. Branch to this in Customizing for CRM Billing and choose SAP Implementation Information-Buyer Relationship Management-Billing-System Enhancements -call Up BE Navigator.You may also influence the splitting criteria via the copying requirements. For this, select SAP Implementation Guide-Buyer Relationship Management-Billing-Define Copying Requirements.

Supply-related Billing:

  1. In SAP CRM: Billing-relevance Supply-Associated CRM-Billing (F) for the item class
  2. In SAP R/3: Billing-relevance Delivery-related invoices for CRM (Q)
  3. SAP be aware 504730 describes the Subscription for document circulate of delivery in R/3.
  4. Within the case of supply-related CRM Billing, the billing status is modified in R/3 Supply and the CRM billing document is up to date in the SD doc circulate
Output processing in CRM Billing aids the switch of observe-up functions and SAP instruments with billing document knowledge and is break up into the next processes:
  1. Output of invoicing documents by different output media (for instance, printer, fax, e-mail or exterior output management programs)
  2. Switch of billing data to a spread of SAP R/3 accounting purposes
  3. Provision for the SAP Enterprise Data Warehouse (SAP BW)
  4. Connection of any non-SAP functions to the external interface of CRM Billing - You will discover more information about connection below Interfaces for connecting to exterior systems.
  5. CRM Billing permits bill output by the next output media: Printer, Fax, E-mail, Optical
  6. Archiving, External printing channels (Pickup by CRM Billing XML Interface).
  7. The SmartForm processes the bill in the layout you require. The formation of a specific invoice depends on the billing type (for instance invoices, credit score or debit memos in addition to cancellation paperwork) of the corresponding action. You may tailor the bill forms in Customizing for CRM.Billing to company and branch particular requirements utilizing the corresponding settings.
To find a way to fully use CRM Billing, you should maintain all actions that are in the Implementation Guide beneath the Billing node. For this, in IMG select (SPRO)-CRM-Billing. Below Billing, it is best to make the next settings in any case:
  1. Define the providers utilized in CRM Billing, together with particularly worth willpower and associate processing
  2. Define the quantity ranges for distinctive quantity project
  3. Outline the billing unit within the organizational plan of CRM and outline the billing varieties
  4. Define item classes for CRM Billing and outline item category willpower
  5. Outline the interface to monetary accounting (if crucial)
  6. Under Quantity Ranges, you must make the next settings for quantity ranges in Billing:
  7. Outline Quantity Range for Billing Documents: Here you define new or existing quantity vary intervals for billing documents.
  8. Outline Number Range for Collective Runs: Here you reset and transport number range intervals for collective processing runs.
  9. Underneath Item Categories, you outline the merchandise classes for CRM Billing. The merchandise category determines the properties and characteristics of billing due list objects and billing objects (normal service gadgets, and credit score/debit memo gadgets, for example).The merchandise class attributes determine how the system behaves during enter processing and billing.

Under Billing Types, you define billing varieties for CRM Billing. A billing kind specifies the characteristics and properties of a billing document (an invoice, credit score memo or debit memo, for example). The billing sort attributes decide how the system behaves during billing. Under Merchandise Class Dedication, you make settings for merchandise class willpower in CRM
Billing. Merchandise Category Determination is used to define the merchandise category for CRM Billing from information on CRM business transactions. There are two potential methods of doing this:
  1. Within the activity Assign Merchandise Category, you'll be able to assign the merchandise class for CRM Billing to a selected mixture of transaction type (course of kind of source software) and an item class of the relevant CRM enterprise transaction.
  2. If the standard setting proven within the determine will not be ample for your on-line business state of affairs, you have to use Superior Item Class Dedication to determine the merchandise category for CRM Billing extra flexibly.
  3. Below Service-related Customizing, you make settings for the services utilized by CRM Billing: pricing,companion processing, textual content processing, and motion processing. You make Customizing settings for the first three of these services under Customer Relationship Administration ? Basic Functions. You probably can outline the settings for actions in CRM Billing straight in Customer Relationship Management ? Billing.
  4. Under Integration-associated Customizing, you make settings for integrating Billing with accounting applications. Settings concerning document types, accounts and tax codes for accounting paperwork are made here.
In CRM Enterprise Transaction Customizing, it's essential to specify the billing relevance of the item categories (for instance, Service Contract Merchandise, Credit score memo, Debit memo) to the Enterprise Transaction classes (for instance, Sales, Gross sales Contract, Service, Service Contract) assigned to them. Right here the following settings are attainable:
  1. Not related for billing: The transaction just isn't related for billing (example: merchandise for a free-of-charge supply or citation).
  2. Relevant for exterior billing: Billing is controlled within the SAP R/three system or another external system.
  3. Relevant for transaction-associated billing after launch of the contract: In the SAP CRM system, CRM Billing is started for a transaction for billing the order amount if the transaction (as a rule, a contract) is released.
  4. Related for transaction-associated billing in line with supply quantity: In the SAP CRM system,CRM Billing is started for a transaction for billing the cumulated supply amount (the supply in the SAP R/3 system returns the delivery amount to the CRM transaction). Caution: In this case, you ought to be sure that the corresponding merchandise category in the SAP R/three system is set to not related for billing.
  5. Related for transaction-associated billing: Within the SAP CRM system, CRM Billing is began for a transaction for billing the order quantity.

The billing clerk (Portal function moderates the complete process for billing document processing, that's, the processing of invoices, credit score memos, debit memos and cancellation documents. He's chargeable for insuring that the invoices are right and complete.The billing clerk carries out the next tasks:
  1. Getting into and processing of invoices, credit memos and debit memos
  2. Bill verification
  3. Creation of bill lists, lists for credit memos and rebate agreements
  4. Creation of lists for sales orders blocked for billing
  5. Launch of gross sales orders blocked for billing
  6. Settlement of rebate agreements
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