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Unit 3: Preliminary Billing Documents: Gain Experience With SAP S/4HANA - Logistics

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349 views12 pages

Unit 3: Preliminary Billing Documents: Gain Experience With SAP S/4HANA - Logistics

Uploaded by

zulfiqar26
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Gain Experience with SAP S/4HANA – Logistics

Unit 3: Preliminary Billing Documents


Preliminary billing documents
Question 1

What is a preliminary billing


document and what can you
use it for?

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Preliminary billing documents
Definition
Billing Index Preliminary Billing Billing Document
(Billing Due List) Document (Customer Invoice)

A preliminary billing document (PBD):


▪ is an optional intermediary document between
External Use Internal Use
the billed reference document and the final
billing document Customer
receives service OK
▪ is intended purely for negotiation purposes
Customer
(align on details e.g. prices, payment terms with provides
the customer) feedback
Supplier
▪ is structured identically to regular billing documents provides PBD
Supplier makes
changes based
▪ is relevant for output, but not for posting to financial for customer
review
on feedback
accounting Customer
▪ incorporates changes before creating the final reviews PBD

billing document
▪ can be used for internal review and approval for Both parties agree
Billing document
based on PBD is
critical invoices before they are sent to the on final form of
created, posted, and
billing doucment
customer sent to customer

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Preliminary billing documents
Question 2

What are the prerequisites


for using the function?

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Preliminary billing documents
Prerequisites

To enable preliminary billing documents, the business function


SD_BIL_PRELIMBILLINGDOC must be activated.

To use the functionality it is necessary to maintain a new number range


prefix and a new interval for the number range object RV_BELEG.
SAP Note 2921988

The function is available as of SAP S/4HANA 2020.

To set up approval workflows for preliminary billing documents, some


settings in different parts of the system are necessary.
How to Set Up Approval Workflows for Preliminary Billing Documents

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Preliminary billing documents
Question 3

How can you create and


handle preliminary billing
documents?

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Preliminary billing documents
Functions

Create PBD
▪ From billing due list items displayed in the app
▪ Settings creation of PBDs possible (e.g. billing type, billing date, separate PBD for each item)

Change PBD
▪ Change certain attributes of PBD (e.g. price, texts, billing date, payment terms).
▪ Add billing items from documents in the billing due list (matching header data provided, split
criteria will be considered)
▪ Add/remove attachments
▪ Print preview

Manage PBD
▪ Reject PBD
▪ Finalize PBD

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Preliminary billing documents
System demo

System demo
How to create and handle preliminary billing documents

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Preliminary billing documents
Key takeaways

▪ Preliminary billing documents are optional documents for


negotiation purposes before the final billing document is
created.
▪ They are structured in exactly the same way as normal billing
documents.
▪ The functionality is available as of SAP S/4HANA 2020.
▪ Only some prerequisites are necessary to use the function.
▪ You can set up approval workflows for preliminary billing
documents.

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Thank you.
Contact information:

open@sap.com
Follow all of SAP

www.sap.com/contactsap

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