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Milestone Billing Plan Configuration

This document outlines the configuration steps for milestone billing plans in SAP. It includes defining billing plan types, date descriptions, categories, proposals, assigning plan types to document types and item categories, defining rules for determining dates, and then using the plans in sales orders and generating bills. The key steps are 1) configuring the billing plan types and rules, 2) assigning the plans to document types and items, and 3) selecting a billing plan in a sales order to generate milestone bills.

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Praveen Kumar
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1K views6 pages

Milestone Billing Plan Configuration

This document outlines the configuration steps for milestone billing plans in SAP. It includes defining billing plan types, date descriptions, categories, proposals, assigning plan types to document types and item categories, defining rules for determining dates, and then using the plans in sales orders and generating bills. The key steps are 1) configuring the billing plan types and rules, 2) assigning the plans to document types and items, and 3) selecting a billing plan in a sales order to generate milestone bills.

Uploaded by

Praveen Kumar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Milestone Billing Plan Configuration

1. Define Billing Plan Types – OVBO


Menu Path-Sales and Distribution-Billing – Billing Plan-Define Billing plan type-Maintain Billing
Plan Types for Milestone billing.

a. Billing Plan Type – Specifies the type of billing plan to create the Milestone Billing plan.
b. Start Date – Specifies the start date of the milestone billing plan.
c. RefBill Plan No. – Specifies the billing plan number
d. FCode – OvervScreen – Specifies a unique number of screen that a user wants to navigate,
after entering the data on the initial screen of the milestone billing plan.
e. Date Category – specifies the billing plan type number of the milestone billing plan, such as
01,02,03 and 04.
f. Online order – Specifies the value (Blank, X or Y) to determine whether the system
generates an online bill for the milestone billing plan.
2. DEFINE DATE DESCRIPTION -- SM30 – V_TVTB
Menu Path - Sales and Distribution-Billing –Billing Plan – Define Date Descriptions

3. DEFINE AND ASSIGN DATE CAREGORIES - - OVBJ


Menu Path - Sales and Distribution-Billing –Billing Plan – Define and Assign Date Categories.

a. Maintain Date Category for Billing Plan Type


b. Allocate Date Category

4. MAINTAIN DATE PROPOSALS FOR BILLING PLAN TYPES – OVBM


Menu Path - Sales and Distribution-Billing –Billing Plan – Maintain Date Proposals for Billing Plan
Types.
5. ASSIGN BILLING PLANT TYPE TO SALES DOCUMENT TYPE – OVBP
Menu Path - Sales and Distribution-Billing –Billing Plan – Assign Billing Plan Type to Sales
Document Type.

6. ASSIGN BILLING PLAN TYPES TO ITEM CATEGORIES – OVBR


Menu Path - Sales and Distribution-Billing –Billing Plan – Assign Billing Plan Type to item
Categories.

7. DEFINE RULES FOR DETERMINING DATES – OVBS


Menu Path - Sales and Distribution-Billing –Billing Plan – Define Rules for determining dates.

All configuration is created as per above screen shot than go to sale order cycle.
8. SALES ORDER – VA01
Here, double click the line item

Select the Billing plan and enter your expected billing date in the billing plan view with
percentage basis or value basis.
9. BILLING –VF01
Ones you saved the order, go to VF01 and there you will see the billing documents which are
mentioned in the sales order.

This is the full process of sales order and billing with milestone billing plan.

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