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    Retro Billing in SAP

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    umesh.soni
    Retrospective price corrections allow changing the price charged to a customer for a transaction after the fact, such as due to an error or rebate calculation. The proposed solution is a retro-billing process using SAP to: 1) Upload a condition record with the corrected price and validity period. 2) Create adjustment credit/debit memos for the price difference between the original and corrected prices across impacted transactions within a specified date range. 3) Simulate the adjustment documents and post them to update the customer balance for the price correction.

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    Retro Billing in SAP

    Uploaded by

    umesh.soni
    272 views9 pages
    Retrospective price corrections allow changing the price charged to a customer for a transaction after the fact, such as due to an error or rebate calculation. The proposed solution is a retro-billing process using SAP to: 1) Upload a condition record with the corrected price and validity period. 2) Create adjustment credit/debit memos for the price difference between the original and corrected prices across impacted transactions within a specified date range. 3) Simulate the adjustment documents and post them to update the customer balance for the price correction.

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    Retro Billing in SAP

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    Retrospective price corrections allow changing the price charged to a customer for a transaction after the fact, such as due to an error or rebate calculation. The proposed solution is a retro-billing process using SAP to: 1) Upload a condition record with the corrected price and validity period. 2) Create adjustment credit/debit memos for the price difference between the original and corrected prices across impacted transactions within a specified date range. 3) Simulate the adjustment documents and post them to update the customer balance for the price correction.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    272 views9 pages

    Retro Billing in SAP

    Uploaded by

    umesh.soni
    Retrospective price corrections allow changing the price charged to a customer for a transaction after the fact, such as due to an error or rebate calculation. The proposed solution is a retro-billing process using SAP to: 1) Upload a condition record with the corrected price and validity period. 2) Create adjustment credit/debit memos for the price difference between the original and corrected prices across impacted transactions within a specified date range. 3) Simulate the adjustment documents and post them to update the customer balance for the price correction.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 9
    At a glance
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    The key takeaways are that retro-billing is a process used to issue credit or debit memos for retroactive price adjustments when an error is made or a rebate becomes a gate fee due to timing of rise and fall calculations.

    Retro-billing is a process of issuing credit or debit memos for retroactive price adjustments. It is done when there is a need to change the price charged to a customer for a past transaction, such as when an error was made in the original price.

    The steps involved in the retro-billing process are uploading the new price condition record, checking existing billing documents within the given date range, simulating the adjustment documents, providing the retro-billing reasons, and generating the actual credit/debit memos.

    Retrospective Price Correction:

    We require the ability to change the price charged to a customer for a transaction /
    en-mass e.g. when an error is made, or where a rebate payment retrospectively
    becomes a Gate Fee or vice versa due to the timing of a rise and fall calculation.
    See also Automation of Customer Invoices and Reports BRD and Rebate Structure
    and Updates.
    In this scenario, during the month the customer would have an
    estimated price entered against their contract. Transactions would be
    processed (Sales Orders, Billing Docs etc would be raised as normal). At
    a later date when the corrected price is known and updated against the
    customer contract, an adjustment would be processed from a custom
    SAP transaction.

    To-be Proposed solution from TechM is as below:

    Retro-Billing
    Retro-billing is a process of issuing credit or debit memos (Adjustment documents) for
    retroactive price adjustments

    Step1: Conditon record is uploaded by tool with price 100 AUD with valadity period
    01.02.2015 to 31.12.999.

    Step2: Service order is created with the same price as below:

    Step3: Billing document generated with same price as below:

    Further service orders and billing docs are generated with the same price as below:

    Further service orders and billing docs are generated with the same price as below:

    Step 4: The price was adjusted retrospectively with new value 120 AUD as below:

    Step 5: Call SAP Transaction for retro billing


    a) Enter the payer field which is mandatory field.
    b) Enter sales organization: 3000
    c) Enter billing date from and billing date to this date range will be
    considered for retrospective adjustments.
    d) The pricing type field is c which is carry out new pricing.
    e) The field Billing date credit/debit Memo is the key field for which the
    adjustment documents will be created automatically.

    Step6:
    a) System has checked and found 3 billing documents for date range. System
    can create adjustment documents for cleared as well as not cleared
    documents.
    b) 120 is new value(new condition record created retrospectively) and 100 is
    older value the difference is 20 AUD for 3 Billing documents.

    Step7 Click on Simulate button.


    The user should provide the retro billing reasons. E.g. Price change due to rise & fall
    etc.
    a) Provide the Credit memo document type and Credit memo retro billing
    reason.
    b) Similarly provide the debit memo document type and debit memo retro
    billing reason.

    Step8 : System will propose the adjustment document to be posted. In our e.g. it is
    credit memo.
    For 3 Billing documents system has proposed the 3 credit memo for price difference.
    Step 9: Click on Retero billing icon.

    Step10: System will display the log.


    Please note three new debit memos are generated.

    Step11: The difference amount for debit and credit memos will update the
    PDIF(price difference) condition type in the documents.

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