- Standard process that processes billing orders, creates billing documents for each contract, and transfers information to invoicing
- Determination of billing periods
- Determination of rate data
- Quantity conversion
- Proration
- Execution of variant programs
- Creation of billing documents with billing line items
- The billing document forms the base for the communication structure (UIS - Sales Statistics)
- In SAP Utilities, the billing process includes billing and invoicing.
- In billing, a billing document is created for each contract.
- The billing document also forms the basis for the communication structure. The communication structure is used for sales statistics.
- In invoicing, the billing documents of a contract account are grouped together into an invoicing document. In addition, billing documents are transferred to the Contract Accounts Receivable and Payable component, and print documents are created for bill printout.
Invoicing Tasks
- Standard SAP Utilities process that established the link to contract accounts receivable and payable, and provides the basis for bill creation
- Groups billing documents of contracts from a contract account into a joint bill (invoicing unit)
- Posts documents in subledger accounting
- Processes budget billing plans
Billing Transactions
- Periodic billing
- Scheduled billing occurring in fixed periods
- Interim billing
- Unscheduled billing at any time
- Final billing
- When the customer moves out or when the contract is terminated
- Period-end billing
- Thirteenth billing, backbilling for a year
- Manual billing
- Possibility of making manual correction (for example, corrections to bills)
- Periodic billing is consumption billing carried out on a regular basis. Scheduling controls how often it takes place. Periodic billing may take place daily, annually or every 2, 3, 4, or 6 months. If necessary, a new budget billing plan is created.
- Period-end billing is carried out separately after a billing cycle. The billing cycle is usually a year, but it can also be a period of 2, 3, 4 or 6 months. Periodic billings can, if necessary, be recalculated and backbilled.
- Interim billing is not controlled by scheduling functions and can be carried out manually at any time (upon customer request, for example). The subsequent periodic billing starts at the time of the interim billing. In the case of floating backbilling and period-end billing, it is not possible to carry out interim billing.
- Final billing is triggered when a customer moves out. Final billing is similar to periodic billing, with the exception that in final billing all open budget billing payments of the period are canceled and no new budget billing plan is created. If necessary, a period-end billing is triggered.
- A clerk can trigger manual billing at any time. In most cases, manual billing is used to make corrections to invoices.
- Move-in billing is a special form of billing and is used during move-in processing.
- Backbilling gives you the opportunity to correct values in periods (adjustment periods) which have already been billed:
- Reverse the calculation
For this, billing line items of billing documents from the adjustment periods are added to the current billing document.
- Backbilling
For this, schema steps are executed in the adjustment periods. The resulting billing line items are added to the current billing document.
- Reverse the calculation
- In the rate category, you specify
- how may periodic periods are covered by backbilling
- if floating backbilling or backbilling was executed for the past n periods
- Periodic or final billing triggers backbilling.
- Period-end billing enables you to bill based on several periods (period-end billing periods) that have already been billed. You can backbill in the adjustment period of the period-end billing period.
- In the rate category, you specify
- how many periods are covered by period-end billing
- whether integrated or separate period-end billing should be carried out
- You define which schema steps are to be performed in period-end billing in the rate for period-end billing. If you specify a period-end billing in the rate category, you must use a billing schema that contains a period-end billing rate.
- Period-end billing is triggered when the last periodic billing or final billing is carried out.
- With periodic billing, you can also calculate schema steps in advance (for example, with monthly billing, the rental price is always calculated for the following period in advance).
- The period for billing in advance covers the period from the end of the periodic billing period to the next scheduled meter reading date. You can use the indicator for controlling billing in advance in the billing schema to define which steps are to be carried out in the period for billing in advance.
The settings for controlling billing in advance determine which schema steps are billed in advance.