Introduction
Note
Meet Carla. She works as a Billing Clerk for Hybrid Machinery. See what she has to say about some of the billing functionality available in SAP S/4HANA:Convergent Billing
When billing in SAP S/4HANA, one single invoice can be created that combines billable items originating from different channels (for example internally in the system and external documents). Different billing categories such as one-time billing (for example for a specific sales order), recurring billing activities (for example based on a billing plan), and usage-based billing, can also be combined in one invoice. This is known as Convergent Billing.
SAP Best Practices solution process Convergent Billing (1MC) covers this convergent billing scenario.
The 1MC scope item includes the creation of a billing document in SAP S/4HANA, using:
- Billing data received from an external system
- Billing data received from an external system and data from a Sales from Stock process
- Billing data received from an external system and data from project-based services
- Data received from an external system, combined with data from a Sales from Stock process, and project-based services process
- External data via a Microsoft Excel upload (.XLS, .XLSX data format)
Manage Billing Document Requests
The following demonstration will show you where to find the SAP Fiori app Manage Billing Document Requests and some generic features of this app:
The SAP Fiori app Manage Billing Document Requests (BDRs) can be used to filter, display, create, delete and reject BDR documents.
The system uses BDRs to store billing-relevant data from a wide range of sources, such as integrated external systems and uploaded spreadsheet files.
Fuzzy search is supported across all searchable BDR attributes (such as document number and sold-to party) by using the search bar. Any search terms that are entered, are combined with the user's filter settings to filter the list.
The default filters (BDR number, source document, sold-to party, status, and billing date) can be used to filter the list more effectively. It is also possible to customize the filter bar by removing basic filters and adding more filters (billing type, description, issue, net value, and more).
In the above figure, you can see the scope, features, benefits, and value of using a billing document request (using the SAP Fiori app called Manage Billing Document Requests).
You can manually create external billing document requests by uploading billing data in Microsoft Excel file format (e.g. *.XLS, *.XLSX).
For more information see Creating External Billing Document Requests Manually .
Note
You can download a copy of the Microsoft Excel template from within the app to get an idea about how your billing data must be structured, so that it can be stored in the system as an external billing document request.Concerning rejecting and deleting billing document requests (BDRs), it is possible to change the status of a billing document request to rejected to remove it from the billing due list and mark it as unsuitable for invoicing. When a billing document request is no longer needed, you can delete it.
Note
You can only delete billing document requests (BDRs) for which no subsequent billing documents exist. Even if the subsequent billing document has been canceled, you cannot delete the preceding billing document request.Schedule Billing Creation
The following demonstration will show you how to schedule a billing job using the SAP Fiori app called Schedule Billing Creation:
With the SAP Fiori app Schedule Billing Creation, it is possible to schedule periodic and non-periodic jobs for the creation of billing documents based on items in the billing due list.
Billing document creation jobs can be displayed, canceled, and copied. The integration of predefined and custom relative date functions enables billable documents to be selected for processing relative to the job execution date. This provides maximum scheduling flexibility.
