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I have created a retroactive billing with VFRB, but in the result, instead of the difference amount to
come and create credit or debit memo, I am getting the new price.
Suppose the Old price was 100 and new price is 90, then the system should create the credit memo for
10.
but the system is creating for 90, which means customer has got the material for 10 ? how come ??
Can any body help me in solving this ?? I will appreciate if you can give me configuration steps as I feel
something somewhere I am missing.
Regards,
Venkat
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how the system calculate difference amount with the help of manual
condition(PDIF) .
In pricing procedure where exactly we maintain conditopn type PDIF and what
is the further settings.
At what stage we maintain PDIF in pricing procedure (maintain PDIF from the
starting like PR00,K004..etc or just temporary condition type for retroactive billing)
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Please help me to solve this problem. I would appreciate if any one can give me detailed steps.
Regards
Venkat
Gaurav Harimitter
27-Sep-2010 09:24
Dear Gurus,
New pricing that we make with our customers may affect billing documents that have already been
processed and settled. If a new pricing is effective before the pricing date of the billing documents,
How can we perform retroactive billing to call up a list of these documents and reevaluate them with
the new price.
Can anyone Please guide regarding How to create additional billing documents to settle any
differences.
Regards,
Gaurav
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[Re: Retro Billing - Normal Sales Process |Re: Retro Billing - Normal Sales Process]
thanks
G. Lakshmipathi
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what Prerequisites should i have Like 1.) Doc type..2.) How i pick Billing List 3.) which price i have to
maintain in VK11 price diff. , or Total new Price.
I'm in Steel Industry and we have this kind of scenarios where we have to increase price in the middle
of the Financial Year and will apply on the complete financial year.
Please guide more on how to create retro billing.
Thanks
Gaurav
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Here you know from what date, you have to raise debit note. So you have to take a list of all F2 billing
documents generated from that period and do retro as explained in my link
thanks
G. Lakshmipathi
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Please refer to my reponse to other thread which Lakshmi mentioned for complete details
F2 ->G2
F2 -> L2
Order Reasons
you must maintain the 'use of order reason for retro-billing' in Order reasons config for this
to work properly
PDIF
Condition Type PDIF must be included in your pricing procedure which would enable calculation of
differences in prices and hence creation of Cr/Dr memos with right amount
You sell 10 units of a material A for $100 per unit - Amount $1000
Invoice is sent to customer for $1000 on say Sep 20, 2010
Now due to price negotiations price may change to $90 w.e.f Sep 01, 2010 , Thus you will update your
price conditions in VK12 for this material/customer to $90 with validity from Sep 01, 2010. But as you
have already invoiced the customer in past so to take care of the extra billing . You will execute
retrobilling process.
You will go to VFRB and enter the selection criteria for the material and suitable dates, system will
provide you the list of candidate invoices to which this price reduction is applicable and hence you can
simulate or even execute retrobilling after providing Cr/Dr memo type and order reason. These
documents will get attached to the original invoice
Also there is no need to maintain any price difference in VK11. You just need to change prices in VK12
for the materials with an effective date in past. when you run VFRB, and given proper date
selection/material combination, then system will automatically propose you the 'billing list' which is
candidate for retrobilling. You can check the documents which you want to retrobill.
This scenario is common in steel industry or for that matter any industry with deals with base
materials and they are commonly known as 'Base Material Amendments'
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because when i run t-code VFRB after filling all required fields, system shows me a massage No
documents have been selected for retro-billing
Gaurav
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> Do i have to maintain any type of Documents
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> because when i run t-code VFRB after filling all required fields, system shows me a massage No
documents have been selected for retro-billing
> Gaurav
Check
1. Have you updated the pricing conditions in VK12 with effective date as of April 1, 2010 ?
2. For correct location of PDIF, check pricing procedure RVA001
3. Location for Order Reasons - S&D>Sales>Sales Doc>Sales Doc Header>Define Order Reasons. Here
for the order reasons you will find usage indicator. Use 1/2 as per your requirements.
Examples of order reasons include price changes, poor quality or ruined material. Depending on
how the order reason you entered is customized, this billing document becomes relevant for
retroactive billing.
4. Check all copy controls
5. Run VFRB with right selection criteria
6. Provide Dr/Cr memo type along with order reason (which u configured earlier) to simulate/create
retrobills.
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Dear Herpreet ji
Thanks a lot..
With the help of your valuable remarks,
at least now i can see all my Bills for single customer in one screen after running and simulate t-code
VFRB.
But while going for invoicing system give error log that Sales Doc type Z** cannot be Invoiced with
Billing Type G2* i knw it might be the problem of Copy Control somehow.
Can u please share what type of Copying requirements i have to enter for Header and Item and what
Item catagory i have to choose G2N, TAN or REN.
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Its good to know that you have been able to reach quite far off. As you rightly said its just a matter of
having your copy controls correctly maintained and you are good to go.
Item Category TAN or the ITem categories which you have used and wish to have retrobilled. in your
case it should be TAN only
Regards
Harpreet
_____________________________________________________________________________________________________________________
Gaurav Harimitter
27-Sep-2010 09:24
Dear Gurus,
New pricing that we make with our customers may affect billing documents that have already been
processed and settled. If a new pricing is effective before the pricing date of the billing documents,
How can we perform retroactive billing to call up a list of these documents and reevaluate them with
the new price.
Can anyone Please guide regarding How to create additional billing documents to settle any
differences.
Regards,
Gaurav
8186 Views
[Re: Retro Billing - Normal Sales Process |Re: Retro Billing - Normal Sales Process]
thanks
G. Lakshmipathi
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what Prerequisites should i have Like 1.) Doc type..2.) How i pick Billing List 3.) which price i have to
maintain in VK11 price diff. , or Total new Price.
I'm in Steel Industry and we have this kind of scenarios where we have to increase price in the middle
of the Financial Year and will apply on the complete financial year.
Please guide more on how to create retro billing.
Thanks
Gaurav
Alert Moderator
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Here you know from what date, you have to raise debit note. So you have to take a list of all F2 billing
documents generated from that period and do retro as explained in my link
thanks
G. Lakshmipathi
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Please refer to my reponse to other thread which Lakshmi mentioned for complete details
F2 ->G2
F2 -> L2
Order Reasons
you must maintain the 'use of order reason for retro-billing' in Order reasons config for this
to work properly
PDIF
Condition Type PDIF must be included in your pricing procedure which would enable calculation of
differences in prices and hence creation of Cr/Dr memos with right amount
You sell 10 units of a material A for $100 per unit - Amount $1000
Invoice is sent to customer for $1000 on say Sep 20, 2010
Now due to price negotiations price may change to $90 w.e.f Sep 01, 2010 , Thus you will update your
price conditions in VK12 for this material/customer to $90 with validity from Sep 01, 2010. But as you
have already invoiced the customer in past so to take care of the extra billing . You will execute
retrobilling process.
You will go to VFRB and enter the selection criteria for the material and suitable dates, system will
provide you the list of candidate invoices to which this price reduction is applicable and hence you can
simulate or even execute retrobilling after providing Cr/Dr memo type and order reason. These
documents will get attached to the original invoice
Also there is no need to maintain any price difference in VK11. You just need to change prices in VK12
for the materials with an effective date in past. when you run VFRB, and given proper date
selection/material combination, then system will automatically propose you the 'billing list' which is
candidate for retrobilling. You can check the documents which you want to retrobill.
This scenario is common in steel industry or for that matter any industry with deals with base
materials and they are commonly known as 'Base Material Amendments'
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Dear Sir,
Gaurav
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>>
> Do i have to maintain any type of Documents
> because when i run t-code VFRB after filling all required fields, system shows me a massage No
documents have been selected for retro-billing
> Gaurav
Check
1. Have you updated the pricing conditions in VK12 with effective date as of April 1, 2010 ?
2. For correct location of PDIF, check pricing procedure RVA001
3. Location for Order Reasons - S&D>Sales>Sales Doc>Sales Doc Header>Define Order Reasons. Here
for the order reasons you will find usage indicator. Use 1/2 as per your requirements.
Examples of order reasons include price changes, poor quality or ruined material. Depending on
how the order reason you entered is customized, this billing document becomes relevant for
retroactive billing.
4. Check all copy controls
5. Run VFRB with right selection criteria
6. Provide Dr/Cr memo type along with order reason (which u configured earlier) to simulate/create
retrobills.
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But while going for invoicing system give error log that Sales Doc type Z** cannot be Invoiced with
Billing Type G2* i knw it might be the problem of Copy Control somehow.
Can u please share what type of Copying requirements i have to enter for Header and Item and what
Item catagory i have to choose G2N, TAN or REN.
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Its good to know that you have been able to reach quite far off. As you rightly said its just a matter of
having your copy controls correctly maintained and you are good to go.
Item Category TAN or the ITem categories which you have used and wish to have retrobilled. in your
case it should be TAN only
Regards
Harpreet
Hi,
We intend to go for Retro Billing and we dont have Contract processing or Scheduling Agreements in
our system. That is, we use the standard sales process of sales order - Delivery - Invoice.
Please let us know whether we can go for retro billing in a normal sales process.
We understand from the available information that Retro billing is used mainly in Scheduling
Agreements.
If retro billing can be used in normal sales process, please let us know the procedure (Configuration,
Process Flow, Master Data etc...) for perfroming the functionality in the system.
Please Help !
Regards
Helpful Answers by G Lakshmipathi, G Lakshmipathi
8380 Views
Normally, we generate retro billing in case the customer give price increase or decrease. So it is not
necessary the preceding document should be scheduling agreement.
thanks
G. Lakshmipathi
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4. i get result as
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I have gone through the entire document available in help.sap.com website for retro billing.
We need to create 2 item ctaegories for retro billing (G2WT & L2WT) and if required - doc types - G2WT
& L2WT. Is it ?
Also, please make me understand the Value only and the Value / Quantity Postings.
I have further clarification on the same as follows:
1. Is it necessary to have EDI in place for Retro billing.
2. Retro billing and Self billing - are they one and the same ?
As per your last update i have following clarifications:
1. Can you please explain the points - b & e in detail.
2. Can you explain the steps (a - e) with any example.
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Harpreet Singh Kohli 28-Sep-2010 08:02 (in response to V.K. Venu Gopal)
1. Is it necessary to have EDI in place for Retro billing.
2. Retro billing and Self billing - are they one and the same ?
Please note that Retro billing and Selfbilling are entirely different processes and can be executed
independently.
Let me explain using a very simple example:
You sell 10 units of a material A for $100 per unit - Amount $1000
Invoice is sent to customer for $1000 on say Sep 20, 2010
RETROBILLING
Now due to price negotiations price may change to $90 w.e.f Sep 01, 2010 , Thus you will update your
price conditions in VK12 for this material/customer to $90 with validity from Sep 01, 2010. But as you
have already invoiced the customer in past so to take care of the extra billing . You will execute
retrobilling process.
You will go to VFRB and enter the selection criteria for the material and suitable dates, system will
provide you the list of candidate invoices to which this price reduction is applicable and hence you can
simulate or even execute retrobilling after providing Cr/Dr memo type and order reason. These
documents will get attached to the original invoice
Imp to Note - you must maintain the 'use of order reason for retro-billing' in Order reasons config for
this to work properly
SELFBILLING
Here customer raises invoices for itself. Supplier does not send the invoice to customer.
Customer may send a selfbill for the above case like $80 a piece. This will hit the supplier system in
form of EDI/Fax/Paper etc and on verification in system will show in Selfbill Monitor VSB1n.
On processing, system will generate a credit memo of $200 for the customer and a debit memo for
same amount with reference ?_?_?. Now the customer while paying will pay $800 as per its selfbill and
the same would be settled against original invoice of $1000 and SB credit Memo of $200. Other debit
memo of $200 (with ?_?_? reference) will remain open in system which may be cleared off by a
retrobilling run where supplier may reduce the price by $20 or take further action as needed.
Hope this clears your doubt on these two procesess.
Do let us know if you have any further questions
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V.K. Venu Gopal 08-Oct-2010 04:38 (in response to Harpreet Singh Kohli)
Hi Harpreet,
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Harpreet Singh Kohli 08-Oct-2010 06:06 (in response to V.K. Venu Gopal)
Hi
Is it mandatory to create an exclusive credit and debit note type for retro billing.
As currently, am able to create debit & credit notes with the help of the normal
credit and debit note document types.
No, there is no such requirement at all for Retrobilling as long as you do not wish to separate
the Retrobilling cr/dr memos with regular Cr/Dr memos using different number range.
Currently i have a price of 1.5 Rs. from 01st Sep to 30th Sep. But till August it was
1.00 Re only. This 1.5 Rs is wrong and customer should be credited for the difference
(0.5 Re) for the invoices created between 1 u2013 10 Sep. With the current setup in
the system, when we run VFRB for the first time, system is creating a credit note for
1.5 Rs. initially, then again when we run the VFRB tcode, system will be creating a
debit note for the correct amount (1.00 Re).
This certainly would have happened, if you failed to include PDIF doc type.
I have tried including PDIF condition type but the system is picking only the
difference value but the taxes are showing as Zero.
Try using PDIF condition type in your pricing procedure right after the pricing condition types and
before Discounts/Taxes . After that you will have to have a net- value calculated. If you proceed like
this you would get desired results.
For PDIF condition type - keep print ID as 'a', Condition subtotal as'F',
I am sure you will be bang on taget with this.
If you still face any issue, do let me know.
Also Check my post in this thread on Retrobilling [url] Re: Retro-Active Billing - Config. Guide
Regards
Harpreet
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Process
V.K. Venu Gopal 08-Oct-2010 07:09 (in response to Harpreet Singh Kohli)
Hi Harpreet,
Great Job !
In my case, currently the pricing procedure is not having the PDIF condition type and even i
incorporate it now, the system is just copying as it is from the invoice. I think for this the copy control
settings has to be changes as mentioend in your other forum post. That is, the VTFF tcode @ item level
the Pricing type should be "C" (Currently it is "D"). My concern if i change the Pricing Type then will it
affect the normal process of F2 (Invoice ) to G2 (Credit Memo). Please clarify.
Regards
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Sales Process
Harpreet Singh Kohli 08-Oct-2010 07:41 (in response to V.K. Venu Gopal)
Well Changing it C, the only effect in your normal process would be that pricing would not be copied as
it is from F2 to Cr/Dr memo and would be recalculated.
If your requirement is not to redetermine prices in normal process then you may as well go for a new
Cr/Dr memo doc type just for retrobilling. But otherwise there should not be an issue.
Also Please maintain PDIF carefully with the settings which I provided and you should be perfectly
fine !
Regards
Harpreet
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V.K. Venu Gopal 09-Oct-2010 21:10 (in response to Harpreet Singh Kohli)
Hi Harpreet,
Thanks again for your confident and quick response.
Analysed the system for various options and my findings are follows:
1.
To have the new pricing carried out we can use the Option u201CCu201D in the Pricing Type in
VFRB t code and hence there is no need to go for any new document types. This is for your
information.
2.
We tried using the PDIF condition type in the pricing procedure and we found that values are
getting calculated incorrectly.
That is, we have PR01 as the first condition type and which is nothing but u201CPrice inclusive of sales
taxu201D. Followed by Gross price value (without Condition types u2013 that is for sub totalling) ,
MWI1 & MWIG condition types. Atlast we have NTPS condition types.
Whereas I checked for a normal pricing procedure and it works fine.
Now, I need to know for the pricing procedure which has PR01 (Price inclusive of sales Tax),
we canu2019t have the retro billing run correctly. Please confirm.
If still you believe that it is possible then please let me the procedure to be followed.
Please help.
Thanks for your time.
Regards