CG CRM Billing Internal TRNG 30.10.09

India SAP CoE, Slide 1
CR71010 -CRM Billing

SAP CRM 7.0
CRM-2007 Billing System Landscape
CRM & R3 Billing for CRM & R3 Transactions
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Purpose

Billing is an essential part of Sales and Service
processes.

Billing comprises the collection of billable items in
the billing due list and the functionality to invoice
this data, producing billing documents that are
transferred to accounting.

On time, Accurate and Effective Billing process ,
ensure good financial health of an Enterprise.
Use

The Billing function can handle generating invoices (Normal, Corrections
& Cancellation invoices, Debit & Credit Memos) for Order and Delivery
related transactions. This results in on time payment collections and also
in settlement of customers grievances.

You can use CRM Billing to combine Service order items and Sales
order items in the invoices. This simplifies communication with your
customers.

Billing
due
list
Billing
docu-
ments
Challenges

Receiving timely payment from customers for delivered products
and services as well crediting the customers for their claims, are
increasingly critical to revenue, profitability and customer loyalty.
This is especially true in environments where competition is
intense, costs are rising and margins are dwindling.

By deploying technology such as Integrating ERP packages,
legacy systems, On line Billing intimation and collection options
through Internet , mobile devices, leading companies around the
world are dramatically improving service capabilities,
competitive differentiation and corporate performance.

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Billing Process Overview
.
The whole billing process comprises three major steps
Input Processing

Billing Process
Billing Execution
Output Processing
Billing Options: Billing Plans
Billing Process Overview
The process flow for creating and issuing invoices using the CRM Billing can be
divided into four sub-processes:
Input Processing
Billing
Cancellation
Output Processing
During Input Processing, CRM Billing takes over billing-relevant items from different
business transactions and saves them as billing due list items.
As of CRM Release 5.0, you can use an external interface to copy data from non-
SAP systems to the CRM Billing due list. It supports the formats IDoc; XML SOAP
via HTTP; XML via SAP NetWeaver Exchange Infrastructure.
From the billing due list, you can process both single and collective billing from
billing due list items and also trigger these to run in the background.
During billing, related billing due list items are also grouped together as far as
possible from different CRM business transactions and transferred to a joint billing
document.
You can cancel individual billing documents and also execute collective
cancellations. The system transfers information on cancellations automatically to
Financial Accounting.
Output processing is made up of invoice output, the transfer to SAP Financial
Accounting and retrieval for SAP BW. You can choose from different output media
(for example, print, fax or email) for invoice output, although output takes place
using SAP Smart Forms.
The ledger posting of billing data takes place either in SAP FI-A/R or in SAP FI-CA.
CRM Billing provides all relevant billing data for the SAP Business Warehouse for
statistical reporting.
CRM Billing Imp Concepts
Billing Unit
The billing unit is the organization in a company that handles the
billing processes for the business partners involved in the sale.

Its tasks include, among others, receiving and handling complaints.

In the invoicing process it is used, among other things, to select billing
request items and it effectively determines grouping in invoicing.
In Intercompany Billing scenario also it plays important role.

Convergent billing:
Convergent billing is the integration of all service charges onto a single
customer invoice e.g. Many Service confirmations billed together.
CRM Billing Imp Concepts :Billing Relevance
The billing relevance defined at item level in the business
transaction drives the billing process.
It controls:
When billing data is transferred to the billing due list
(for example, after saving or in the case of a specific status)
Whether the transaction or the delivery triggers billing
Where billing takes place: either within CRM or R/3 SD
In transaction-related billing, the business transaction provides
all data necessary for billing
Selection of billing due items via transaction number
Used, for example, for service orders and contracts
In delivery-related billing, a combination of delivery and transaction
data feed the billing process
Selection of billing due items via delivery number
Used, for example, for sales orders
CRM Billing - Master Data & Services
CRM Billing uses existing master data entities for:
Business partners
Prices/conditions
Organisational units
Products
Services used by CRM Billing are:
Partner Processing
Pricing
Text Processing
Action Processing: Printing and other output actions by using the
Post Processing Framework (PPF)
Transfer to accounting (FI-A/R and FI-CA)
BW adapter

CRM Billing Pre-Requisites
General :

Number Range, Master Data, Pricing Procedure, Tax configuration,
Middleware, G/L setting, No Billing Block, Billing Type, Billing Relevance
Item Category and Copy Control etc. should have been maintained

For CRM Billing :
For Service Items the status should be confirmed,
For Billing Plan the due date must be due
For Delivery related CRM Billing ,PGI should have been done and the
relevant status must be updated in CRM

For Delivery related R3 Billing for CRM Orders:
Order should pass correctly from CRM to R3 PGI should have been
done.

Key Billing Functionality available in CRM7.0
Transaction-related and delivery-related billing
Complete integration with preceding processes (business transactions and
deliveries)
Complete integration with SAP Financials
Provision for SAP Business Intelligence
Billing of Complaints (Credit / Debit memos)
Cancellation
Direct billing
Milestone billing and Periodic Billing Plan
Intercompany processing
Supplementary invoices
Invoice split
Differential invoicing
Support of foreign trade processes (e.g. GTS, Extrastat, Intrastat Reports)
External interface for billing due list
Individual configuration of billing application
SAP R/3
SAP CRM
Example: Delivery-Related CRM Billing Flow
7
6
Goods Issue
5
4
Sales order
2
CRM Billing
Billing
due list
2a
9
Sales order
Product Quantity
Book 12 pc.
1
Invoice
8
Delivery
3
Example: Service Process CRM Billing Flow
Prerequisites: The service process has the status Released. You have
made the settings necessary for copying control and have entered the date
type SRVC_ACTUAL (start of work/end of work) in the date profile.
CRM Billing Confirmation without Service
Process Order :
Example: A customer asks a service employee, who is on site due to
another order, to perform a repair. Because the device failed only an hour
ago and therefore, the customer has not yet reported the problem, there is
no existing service process from which the confirmation can occur. In this
case, the service employee can perform the repair and subsequently create
a confirmation. In this way, the working time and spare parts required for the
repair can be invoiced to the customer.
Amount Allocation to CO for Service Order
SAP CRM
Example: Service Plan Billing Flow
CRM Billing
Billing
due list
2
Service order

Service Quantity
Support 100 hr/pm
On Billing Due Date

1
Invoice
8
CRM Billing
Billing
due list
2
Billing Plan Example: Periodic Billing
You can see the billing plan in a business transaction on the billing plan tab
page.
The system creates billing due list entries for every billing request item from
the billing plan.
Once the billing date of a billing request item (BRI) is reached, the system
creates a billing document.
Service Contract
Sold-to party: Miller Inc.

Billing plan: Periodic billing
Billing request items (BRI):
31. Jan. 2.000 USD
28. Feb. 2.000 USD
31. Mar. 2.000 USD
Validity period: Jan. - March

Billing date: End of month
Billing Due
List
Entries
Invoice 1
Miller Inc.
31. Jan.
2.000 USD
Invoice 2
Miller Inc.
28. Feb.
2.000 USD
Invoice 3
Miller Inc.
31. Mar.
2.000 USD
A billing plan is a schedule of individual billing dates
for a product or a service.
Periodic billing:
Bills the same amount at regular intervals
Can be used, for example, for maintenance or leasing contracts

Milestone billing:
Bills different amounts on predefined dates
Can be used for items in high-value projects or long-term projects
(for example, plant engineering and construction)
Billing Plan- Periodic & Milestone Billing
1st milestone 1. April 20% 2.000 USD
2nd milestone 31. Mai 40% 4.000 USD
Final invoice 30. June 40% 4.000 USD
31. Jan. 2.000 USD
28. Feb. 2.000 USD
31. Mar. 2.000 USD
Supplementary Invoice
The system creates an additional entry in the billing due list, if a partner with the
partner function bill-to party (supplementary invoice) exists in the original
transaction. This scenario is useful for example when one may be required to send
a copy of invoice to Group company another Bill to Party showing only Product
Price without Freight, Tax and other charges-with NO Posting to FI being done.
The system carries out a partner determination for the copied item.
The system carries out pricing for the copied item.
Only the customer invoice is provided to Financial accounting for further
processing
Invoice 1
Miller Inc.
1.200 USD
Invoice 2
SLC Inc.
1.100 USD
Financial
accounting
Financial
accounting
Service order
Bill-to party:
Miller Inc.

Bill-to party
supplementary
invoice:
SLC Inc.
The invoice split is triggered by the condition type and by a flag
in the business partner master data (payer).
The system then creates an additional entry in the billing due list.
The invoices are handled separately in all following processes.
Invoice Split Using Conditions
You can split the net value of an item into two invoices.
Invoice 1

Price 100 USD
Invoice 2

Freight 20 USD
Financial
accounting
Financial
accounting
Order
Price: 100 USD

Freight: 20 USD
Differential Invoicing
Complaint

Product 1 8 pc 800 USD

Invoice 1 (Original Invc)


Differential Invoice

Product 1 10 pc -1000 USD
-200 USD

Differential invoicing allows invoice corrections to be generated from
complaints. A value or quantity change in a complaint can trigger the
creation of a correction document.
Shortage Complaint
Quantity 8 Received
Original Invoice Quantity Credited back in Full
Received Quantity is Charged
Direct Billing
Via direct billing, a billing document can be
created directly, without the intermediate
step of initiating billing via the billing due
list:
Direct billing is triggered by a flag in the
business partner master data (payer)
Incomplete or blocked due list items are
excluded from direct billing
If an error during billing occurs, the item can be
found in the billing due list
You can also use a Business Add-In (BAdI) to
trigger direct billing
Intercompany Billing Flow
Sales org.
Germany

Company
Germany
Delivery plant
New York

Company
US
Customer
Order
Customer
invoice
Intercompany
invoice
Delivery
Intercompany billing: A process for internal invoicing in the case
that the sales organization and the delivering organization of an enterprise
belong to independent accounting units. This happens mostly in delivery related
billing, but can happen in service related billing also where actual service is
rendered by sister company for Service Order created by sister company.
Information on Intercompany Billing

Use
You use intercompany billing if both of the following
apply:
1. A product/ service is delivered by a unit other than the
seller.
2. The seller and supplier of a product are in the same
enterprise group, but in different Company Codes

Intercompany billing enables the supplier to bill the seller in
the above scenario.
The system automatically recognizes a case of intercompany
billing when a supplier is entered in the order that has a
different company code from the seller.
Intercompany Processing Characteristics
System automatically determines whether vendor belongs to
different billing organization than sales organization
Supports transaction and delivery-related intercompany
processing
Creates two or several billing due list items:
one for customer invoice and one or more for intercompany
invoice(s)
Within direct delivery billing, integration with controlling
provides determination for the profit center of the delivering
party, and booking of cost of goods issued and revenue to
new accounts.
During the creation of a billing due list entry for an
intercompany invoice, prices and partners are redetermined.
Multi-Level Intercompany Billing
Multi-level intercompany billing: For a given intercompany-relevant
transaction, a chain of intercompany billing documents is derived to allow a
general multi-level intercompany process.
Sales org.
Germany

Company
Germany
Delivery plant
New York

Company
US
Intercompany
invoice 2
Customer
Order
Customer
invoice
Delivery
Company
holding

Paris
Intercompany
invoice 1
Cancellation of Billing Documents
Cancellation
document
Billing due
list entries
Financial
accounting
Billing
document
Status:
canceled
In order to reverse the billing process you can cancel billing
documents.
The system does the following:
Changes the billing document (status: canceled)
Generates cancellation document (to reverse postings in FI)
Creates new entries in billing due list
External Due List Interface
The external due list interface is a XIF interface for the billing due list.

The interface can be used to transfer external data to the CRM billing
due list (for example, transfer of items to be billed from an external
order entry or delivery system).
Integration with SAP Financials
The system transfers billing documents to SAP FI in order
to post them as open items.
Features are:
Status and error handling in billing documents to control transfer
to accounting
Possibility to separate the creation of a billing document from its
transfer to accounting
Flexible account determination, either based on single mapping
table
or on condition technique
Can be connected either to SAP R/3 FI-A/R or SAP R/3 FI-CA
Sales transactions transfer the controlling attributes and planned
values (incoming sales orders), whereas billing transfers the actual
values (sales volume) to SAP R/3 FI-CO
Middleware controls the connection between billing and accounting
Differences between Billing in CRM vs. ERP
CRM: Convergent billing based on collected items
CRM: Import of external billing relevant data
CRM: Multi-level inter-company billing (Spare-Parts Scenario)
CRM: Supplementary invoicing (via partner based derivation)
CRM: Condition split
CRM: Flexible Billing application generation to streamline
performance
ERP: Editable header conditions e.g. Freight Conditions
ERP: Display of archived billing documents
ERP: Standard payment card support
ERP: Enhanced Revenue recognition support
ERP: Down payment support
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Configuration of Billing Applications
You can configure your billing application and adapt it
to your needs by activating additional features, such
as:
Advanced item category determination
Enhanced account determination
XIF connection (inbound processing)
CRM integration to contract accounting (FI-CA)
Supplementary invoice
Invoice split using conditions
Multilevel intercompany billing
Foreign trade connection (GTS)
Enhanced attributes for pricing
Localization (country-specific functions)

Customizing Settings for Billing
The following customizing settings are necessary:
Define settings for basic functions/services used by CRM Billing:
Settings for pricing (pricing procedure)
Settings for partner processing (partner-determination procedure)
Settings for action processing (action profile)
Settings for text processing (text-determination procedure)
Define number ranges for billing documents and collective runs
Define billing units and assign them to sales/service organizations
Define the billing relevance of transaction item categories
Define billing types
Define item categories for billing
Make settings for item category determination in billing
Make settings for all additional functions you want to use (for
example, intercompany billing and supplementary invoice)
CRM Billing: Native Customizing
CRM Billing native customizing
Number Ranges
Item Categories
Billing types
Item Category Determination
IMG: SAP Implementation Guide Customer Relationship
Management Master Data Organizational Management
Cross-System Assignment of Organizational Units Assign
Billing Units to Sales Organization

Find out that a Billing Unit Sales US Billing Unit is assigned to your
Sales Organization 50000609 (US Sales & Service). This billing
unit should already have been created as Business Partner in
CRM to represent as Company code in R3.
Assign Company code to Billing Unit / and Business Place. It
means One Billing Unit to One Company Code like One Sales Org
can be assigned to One company code only but one company
code can have multiple Billing Unit. There will be intercompany
sale when 2 Billing unit (Through their Sales Org Assignment )
assigned to different company code make sale to each other.
Business Place is tantamount to Plant mostly used by FICO for
Payment and Tax collection .
Configuration for Billing Type
Check whether the billing type e.g. F2 has the proper entries
IMG: SAP Implementation Guide Customer Relationship Management Billing
Define Billing Types
Highlight F2 / ZFSC Invoice and press Details.
Customizing for Sales Item Category
Related Customizing in CRM
transactions
Transactions Item Categories
Relevance for Billing
Configuration for Billing Item Category
Assign your new Item Category to your source Process Category ZAXX and
source Item Category TAN from your Transaction Type.
Save your assignment.
IMG: SAP Implementation Guide Customer Relationship Management Billing
Define Billing Category (This helps in determining Item category and Pricing
Procedure at the time of Billing )
Determination of Billing Item Category
Assign your new Item Category to your source Process Category ZAXX
and source Item Category TAN from your Transaction Type.
Save your assignment.
IMG: SAP Implementation Guide Customer Relationship Management
Billing Item Category Determination Assign Item Categories
This Source
Process
Means Source
transaction e.g.
Order / Contract
Transaction type
and the Source
Item Category
refers to Item
Category
assigned to the
Source
Transaction type.
Billing Plan Customizing
Customizing of billing plan:
You define billing plan type(s)
You define customer billing plan procedure(s) and assign it to
customer master data
You assign billing plan type to the business transaction or to the
item category (dependent on billing plan procedure)

Info on Supplementary Invoice
Use
You can use this functionality to copy a billing due list entry during creation. It
can, for example, be used to create another invoice for an order or delivery. The
second invoice, which is based on a copy of the original billing due list entry,
contains different partners and different prices.
Activities
1.Check whether the predefined partner access sequence 1004 meets your
requirements.
You will find the definition for the access sequence in the IMG, under Customer
Relationship Management ->Basic Functions ->Partner Processing ->Define
Access Sequences. The predefined access sequence has the following settings:

Info on Supplementary Invoice
Activities
2. If it meets your requirements, use partner determination procedure 100009.

3. In order to use other conditions for the copied billing due list item, you should
create a pricing procedure that only creates the conditions that are relevant to the
copied item. Assign this procedure to the billing item category and the billing type
for the supplementary invoice. This means that you should definitely create your
own billing type to be used for the copied billing due list item. Make sure that you
do not select the "Copy Determination Procedure" indicator in the billing type.
Controlling Invoice Split Through Conditions
Activities
IMG under CRM ->Billing->Invoice Split via Conditions
CRM Billing: Integration with FICA
Related Customizing in CRM for
Account Determination Menu
path
CRM Billing: Integration with FICA

The G/L determination takes
place based on :

1-Condition type
2-Distribution channel
3-Division
4-Product account group
5-Country (of invoice recipient)

Additional Customization Settings
Configuring the Billing Application
View Sales Order and its Output on WEBUI
Input Processing Billing Due List
Transactions relevant
for billing: For example,
service order, contract,
and delivery
Billing due list:

Billing due list items
Organizational data:
Determines the billing unit
Partner data:
For transferring and filtering business
partners
Pricing conditions:
For transferring pricing conditions
Text data:
For transferring texts
The billing due list receives the billing-relevant data from preceding
processes, supplements it with customizing data and master data, checks it,
and saves it in the form of a billing due list item.

CRM Billing - Billing Due List(BEA_DL_01)
CRM Billing - Billing Document Overview
Initiate Cancellation
View Error Log
Document Status
CRM Billing - Billing Document
Header Details
Document Flow
Access CRM
Output Processing
The billing capability uses action processing
(post processing framework PPF) for creating the output.
CRM Billing enables invoice output
through various media:
Printer
Fax
E-mail
Optical archiving
External printing channels
You can output customer invoices:
Automatically after the billing documents have been created
Periodically (for example, at the end of a week or month)
Manually
View CRM Bill and its Output on GUI
Search Billing Doc on WEBUI of CRM7.0
Detail View Billing Doc on CRM 7.0-WEBUI
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Important Transaction Codes
BEA_BTY Maintain Billing Types
CRMD_ORDER Transaction Processing
VA01/2/3 Create / Change/ Display R3 Sales Order
VL01/2/3N Create / Change/ Display R3 Delivery
VF01/2/3 Create / Change/ Display R3 Billing
BEA_BD_01 Maintain Billing Documents
BEA_DL_01 Maintain Billing Due List
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Explore Innovate Share
SAP CRM WiKi
https://wiki.wdf.sap.corp/displa
y/SAPCRMHub/Home
SAP CRM - Help Portal
help.sap.com/CRM
SAP Public Web
http://www.sap.com/crm

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India SAP CoE, Slide 1

CR71010 -CRM Billing

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