Understanding Outsorting in Billing

Objective

After completing this lesson, you will be able to explain the concept of outsorting

Outsorting

Flowchart depicting outsourcing in SAP Utilities: billing and invoicing checks with options for OK or not OK, leading to exceptions list or workflow, followed by invoice printout. Key points: check pool, selection, company-specific checks.
  • SAP provides a predefined set of checks.
  • You can check for certain net amount limits, for example after billing. Then the billing document can be checked, reversed, released, or it can also be manually billed.
  • After invoicing, you should check for gross amount limits. Credit checks should also be carried out during the invoicing process and not before, as clearing takes place during invoicing (budget billing payments, payments on account, cash security deposits).
  • You can create your own outsorting checks and include them in the billing or invoicing program without modification.
  • Outsorting can occur after billing or invoicing.
A slide titled Times of Outsorting showing two hexagons labeled Billing and Invoicing. Lists for Billing: Net amount checks, Checks for budget billing amounts, Check for estimations, Check for billing line items. Lists for Invoicing: Gross amount checks, Credit checks after settlement, Balance forward. SAP logo on top right.
  • Outsorting can occur after billing or invoicing.
  • Different checks can be carried out according to the time of the outsorting.
  • On this slide, you can see the checks provided by SAP in the system.
SAP Billing: Two columns for Automatic Checks and Manual Outsorting, showing processes for billing, checks, and release, ending in reversal or invoicing.
  • The system supports automatic checks. The agent can also store a manual outsorting in the contract.
  • The agent must check the outsorted billing documents on the screen and can either reverse the billing or release it for invoicing.
  • The agent can use a report to display the outsorted billing documents. He/she can also process them using a workflow. To display the outsorted billing documents, two events (OUTSORTED and RELEASED) are available for the BILLDOCAUT business object. To process them, the OUTSORTDISPLAY method is available.
SAP Billing Outsorting Group process flow diagram showing automatic checks, rate category, contract, and billing procedures. Categories include Residential and C&I customers; billing checks apply for different procedures.
  • The outsorting groups are usually stored in the rate category and can be overridden in the contract in special cases.
  • The actual checks are found using a customizing table from the combination of the outsorting group and the billing procedure.
A person is inspecting a document with a magnifying glass. The text lists billing checks: AMOUNT1, BBP_ABS1, BBP_PERC1, ESTIMATE, NO_LINES. SAP logo is in the top right corner.
  • You can create additional outsorting checks. The check programs are small ABAP/4 function modules.
  • The check programs in the billing are subject to a naming convention. They start with ISU_VAL_.....
  • The check programs for invoicing are start with Z.
Slide titled Customizing Functions: Billing with bullet points listing the following options: define check pool for billing, define outsorting groups for billing, define checks for each outsorting group, and define manual bill outsorting.

Learning

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