Billing Relevance in execution order item

[KripaKrishnadas]

Service with Advanced Execution is a new service business process which offers advanced planning and execution capabilities. Items created in this process are called execution order items. For further insights into this, refer following blogs:

Introduction to Service with Advanced Execution

Execution order item and billable maintenance order

 
Billing Relevance

Billing relevance is an attribute which is available on the execution order item.

This defines what kind of billing will be performed for this service.

Billing Relevance in Execution Order Item

Billing relevance in customizing

The billing relevance can be defined in the item category Customizing for Service under Transactions> Basic Settings > Define Item Categories.

This customizing enables the defaulting of billing relevance during the creation of execution order item in a service order or service order quotation. However, this default value can be overwritten by the business user on the execution order item overview page by selecting a different value on the UI.


Editability of billing relevance

The billing relevance is not changeable when the lifecycle status is Released or Completed. In order to change the billing relevance, user has to set the execution order item to Completed and then back to In Process. Once the item is back to In Process status, Billing Relevance would be changeable again.

Beyond this, the billing relevance is changeable on the item only until first actual cost / revenue posting. If business wants to override the editability of billing relevance, create a custom implementation for the following BAdI:

BAdI Name	CRM_ORDER_FIELDCHECK
Interface Method	FIELDCHECK

 Technical details

The billing relevance of a particular execution order item can be read using the following ways:

1. Using report program:

• Launch the transaction code SE38.

• Enter the program name CRM_ORDER_READ

• Enter the execution order item details and execute.

• Check the exporting parameter ET_BILLING

• Find the attribute BILLING_RELEVANCE

             2. Using database table:

• Open the database table CRMS4D_SERV_I

• Enter the execution order item details and display the entries.

• Find the attribute BILLING_RELEVANCE

Types of billing relevance

There are 5 possible values for the billing relevance in an execution order item:

a. Not Relevant for Billing 

The service is not relevant for billing (for example, a free-of-charge service or a service which is already covered under a contract).

b. Billing via Billing Plan After Release 

The service is billed by means of a billing plan scheduled on specific billing dates over a period. Billing plan must be defined in the service order item, and it distributes the total net value to be billed. The billing can start once the item is released.

c. Billing on Completion 

The quantity defined in the service order item is billed once it is completed. This is typically used in a fixed price billing scenario.

d. Summarized Billing 

This is used mostly in a commission or cost plus markup model.

e. Itemized Billing 

This is typically used in time and material billing where each billing line item is charged separately.
 

Billing Relevance	Type of billing	Billing run	Scope for billing	Billing Document	Prerequisite status on execution order item	Prerequisite status on billable maintenance order
Not Relevant for Billing
Billing on Completion	Sales billing	One-time	Fixed price	BDR / Invoice	Completed	Technically Completed
Billing via Billing Plan After Release	Sales billing	Multiple	Fixed price	BDR / Invoice	Released	Released
Summarized Billing	DIP- based billing	One-time	Time and Material	DMR / Debit Memo	Completed	Technically Completed
Itemized Billing	DIP- based billing	Multiple	Time and Material	DMR/ Debit Memo	Released	Released

[rama2304]

Hi KripaKrishnadas

Hope you are doing good.

We are facing issue in Release for Billing/BDR for service orders and service confirmations.

We have Service orders which are not relevant for billing and service confirmations are relevant for billing, both are completed status, but getting Service conifmation in Release for Billing transaction to create BDR, service confirmation item level transfer to Billing is pending as below.

Could you please advise?

Regards

Rama