Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
Work Instruction
Create Invoice for Sales orders with Billing Plan Attached
ZVF04
Purpose
Use this procedure to create invoices for sales orders with a billing plan attached.
Trigger
Perform this procedure when the system should be checked for billing plan dates due to be
invoiced. It is recommended to run this transaction daily.
Prerequisites

Sales orders with billing plans have been created.
Menu Path
Use the following menu path to begin this transaction:

Select (User menu) Sales Automatic Billing  Process Billing Due List to go to the
Process Billing Due List screen.
Transaction Code
ZVF04
Additional Information
None.
Filename: 533575601
Reference: ZVF04
Version: Not Started
Last Modified: 3/7/2016 1:46 AM
Work Instruction
Page 1 / 14
Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
Procedure
1.
Start the transaction using the menu path or transaction code.
Process Billing Due List
2.
Select Goto  Variants  Get....
Filename: 533575601
Reference: ZVF04
Version: Not Started
Last Modified: 3/7/2016 1:46 AM
Work Instruction
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Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
ABAP: Variant Directory of Program Z_SDBILLDL
3.
Click on the variant name to select it. Click on
.
Process Billing Due List
Filename: 533575601
Reference: ZVF04
Version: Not Started
Last Modified: 3/7/2016 1:46 AM
Work Instruction
Page 3 / 14
Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
4.
As required, complete/review the following fields:
Field Name
Billing dates from/to
R/O/C
O
Description
Used to restrict the billing due list to only those items with
billing dates within the selected range.
By entering the current date in the “to” field then all
currently due items will be displayed.
Sales Employee
Sales document type
5.
Click on
O
O
Limits the due list to sales orders which have the same sales
employee in the sales document header as that entered here.
Example:
48593
Limits the due list to sales orders which have the same
document type in the sales document header as that/those
entered here.
Example:
ZRG, ZRGC, ZPER, ZPRC
.
Process Billing Due List
Filename: 533575601
Reference: ZVF04
Version: Not Started
Last Modified: 3/7/2016 1:46 AM
Work Instruction
Page 4 / 14
Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
6.
As required, review the following fields:
Field Name
Description
Bill. date
Billing (invoicing) date for the item.
SD doc.
SAP number of the Sales order document which the billing
item belongs to.
Sold-to pt.
Sold-to partner number of the sales doc/billing item.
Sold-to pt.
Name of the sold-to party.
Value of the billing item.
Net
Sales doc Type
Pers. No.
WBS elem.
Document type of the sales order document.
Personnel number contained within the related sales order
document header.
WBS element attached to the billing item.
Status of the billing item within the billing due process:
Stat.
item is ready for processing.
item has been successfully processed.
item has been processed with errors.
By default all items in the billing due list are highlighted ready for further processing.
You may select/deselect an item for processing by clicking the field to the extreme left
of the line item. To select/deselect all line items use the Select all and Deselect all
icons.
7.
Click on
Filename: 533575601
Reference: ZVF04
.
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Work Instruction
Page 5 / 14
Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
Process Billing Due List
8.
Perform one of the following:
9.
Perform one of the following:
10.
If
Go To
You want to review the log for errors
Step 9
You want to review the log for posted invoices
Step 14
You do not want to review the log
Step 27
Click on
.to review the log.
Filename: 533575601
Reference: ZVF04
Version: Not Started
Last Modified: 3/7/2016 1:46 AM
Work Instruction
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Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
Log of Collective Run
11.
Click on
to review the errors that have occurred.
Filename: 533575601
Reference: ZVF04
Version: Not Started
Last Modified: 3/7/2016 1:46 AM
Work Instruction
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Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
Log of Collective Run
12.
Click on
.
Filename: 533575601
Reference: ZVF04
Version: Not Started
Last Modified: 3/7/2016 1:46 AM
Work Instruction
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Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
13.
Log of Collective Run
14.
Perform one of the following:
15.
Perform one of the following:
If
16.
Go To
You want to review the log for posted invoices
Step 16
You do not want to review the log
Step 28
Click on
Filename: 533575601
Reference: ZVF04
to review the documents that have been successfully posted.
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Work Instruction
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Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
Log of Collective Run
17.
Perform one of the following:
If
18.
Go To
You want to reverse all the invoices created by this collective run
Step 18
You want to display/change individual invoices
Step 22
Click on the Reverse all icon.
Filename: 533575601
Reference: ZVF04
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Last Modified: 3/7/2016 1:46 AM
Work Instruction
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Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
Cancel coll. run ?
19.
Click on the “Y” button to confirm the cancellation.
20.
Click on
21.
Perform one of the following:
.
If
Go To
You want to rerun the billing due list
Step 4
You do not want to rerun the billing due list
22.
Click on a line to select it and then click on
23.
Display the billing document.
Filename: 533575601
Reference: ZVF04
Version: Not Started
Last Modified: 3/7/2016 1:46 AM
Step 28
.
Work Instruction
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Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
Billing Plan Invoice 90005118 (Z4) Display: Overview of Billing It
24.
Select Billing documentChange
Filename: 533575601
Reference: ZVF04
Ctrl+F11.
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Work Instruction
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Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
Change Billing Document
25.
As required, make any changes e.g. to invoice text and save the changes.
26.
Click on
27.
Go to Step 14.
28.
You have completed this transaction.
.
Result
You have successfully run the billing due list.
Comments
None.
Filename: 533575601
Reference: ZVF04
Version: Not Started
Last Modified: 3/7/2016 1:46 AM
Work Instruction
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Title: Create Invoice for Sales orders with Billing Plan
Attached
Category 1 : Sales
Category 2 : Sales Clerk
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Filename: 533575601
Reference: ZVF04
Version: Not Started
Last Modified: 3/7/2016 1:46 AM
Work Instruction
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