Business Process Steps in Billing Plan Management:
Create a Billing plan.
It´s possible to create a billing plan with to different options depending on your BRIM landscape:
Option 1: With reference to a Business Partner and Contract Account.
Option 2: With reference to a Business Partner, Contract Account and a Provider Contract.
Option 3: You can create a billing plan as a template without reference to master data.
Create new billing plan items.
Two types of billing plan items are available for billing plan design:
The billing plan items need to include all necessary information for BIT Creation: Amount, Currency, Billing Cycle.
Change Billing Plan Status.
Before a new billing plan can be used in production the status must be changed from O = „in Processing" to R = „Released" . Status Management exists on Billing Plan Header level and on Billing Plan Item level.
Status Management of Billing Plan
| Quick ID | Status |
|---|
| N | New |
| O | In Process |
| R | Released |
| F | Completed |
| X | Discarded |
In change mode, you can do the following:
Press the Discard pushbutton to discard open and released billing plans.
Press the Delete pushbutton to delete open and released billing plans.
Press the Close pushbutton to close released billing plans.
Press the Reopen pushbutton to reopen closed billing plans.
Request billable Items for Billing plan.
A billing plan can be requested after it has been released. In the SAP-Easy Access Menu, chooseAccounting → Financial Accounting → Contract Accounts Receivable and Payable → Convergent Invoicing → Billing Plans → Request Billing Plan Item (Transaction FKKBIXBIP_S).The request history of the billing plan shows the billable items created for each billing plan item. Alternatively you can use the SAP Fiori App Manage Billing Plans in sectionBilling plans within your launchpad.
Additional Billing Plan Features: Execute requests in Parallel:
The items in the billing plan are requested. A second approach to request the billing plan items is the mass processing; it is available in your Fiori Launchpad under the tile Request Billing Plan Items.
Alternatively, you can do this in the SAP Menu underConvergent Invoicing → Periodic Processing → Billing Plans: Request Billing Plan Item → Request Billing Items (In Parallel).
Simulate requests.
Billing plan requests are simulated. Reverse requests.
Billing plan requests are reversed.
Reverse billing plan.
All billing plan requests in the billing plan are reversed and the billing plan is discarded.
Billing cycles are defined by a cycle start date, a frequency, a period length and optionally, special rules for period ends.
Top down approach in customizing:
Define the frequency.
Specify when the cycle starts. Rule 3 = "look into the start date of the business object referring to the cycle (for example provider contract/billing plan).
Optional: special period end rules.
Optional: special rules for truncated periods (in case of special period end rules)
Easy calculation of periods by adding 1 period-length to a start date are possible on Yearly, quarterly, (bi-)monthly, (bi-)weekly frequencies.
Flexible Scheduling of Recurring Billing Plan Items with help of Billing Cycle.
The Billing Cycle of the Billing Plan, can be monthly, while the customer gets a yearly invoice. The other way round is also possible: a Customer can get yearly Billing Plan items but monthy invoices. The schedule of the contract account and the billing plan can be different.
The SAP Fiori app Manage Billing Plan enables you to search, monitor, edit or create billing plans. You find it in the SAP Fiori launchpad in section Billing Plans.
In SAP Menu go toAccounting → Financial Accounting → Contract Accounts Receivable and Payable → Convergent Invoicing → Billing Plan. The transaction for monitoring billing plans is FKKBIX_BILLPLAN_MON. Reverse Billing Plan Items is possible with transaction FKKBIX_BILLPLAN_MON.
In the SAP-Easy Access Menu, choose Accounting → Financial Accounting → Contract Accounts Receivable and Payable → Convergent Invoicing → Billing Plans → Edit (Transaction FKKBIX_BILLPLAN) a new Billing Plan is created.
The app Manage Billing Plan enables you to monitor the billing plans and to view the request history of a billing plan. The request history contains all the items created out of this plan.
The billable items have a reference in the source transaction ID to the billing plan.
