The Invoice of Order with Billing Plan Cannot Include Free of Charge Item (CBXN)

[stanng]

Hi Experts,

I have found no way to include the free of charge item in Billing document that order uses billing plan.

In S4H public cloud, we need to use CBAO to enable billing plan of sales order. For the free of charge item now, i am now using CBXN in sales order. CBXN is not able to include in the billing document together with CBAO.

CBXN seems deliver-billing relevant while CBAO is Order-billing relvent in item category and they cannot be combined into one billing document.

Do I need to use another item category for free-of-charge item when sales order enable billing document?
How should I include the free of charge item include billing document?

Please advise.

[Vivek_Savant]

Hello @stanng 

Could you explain your business requirement ?

Best Regards

Vivek Savant

[stanng]

The business requirement is:
1. Create sales order with normal item and free of charge item
2. Sales order needs to use down payment and enable billing plan as a result
3. Post invoice for this sales order in Final Invoice
4. The expected result is the invoice with all items in sales order inputed in step 1.

Now, using CBXN and CBAO together cannot achieve the above normal flow in S4H pubilc cloud.

[Vivek_Savant]

Hello @stanng 

You are correct; it is not possible to create a combined billing document for CBAO and CBXN item categories according to the standard.

Here are the steps to proceed:

1. Create a Sales Order: Include two items, one with the TAN item category and the other with the CBXN item category.
2. Create a Down Payment Request: Navigate to Manage Customer Down Payment Requests app, create a request, and ensure you maintain the sales order and item number in the request.
3. Post and Clear the Down Payment Request: Navigate to Post Incoming Payment app to clear the down payment request.
4. Perform Outbound Delivery: Process the outbound delivery for both line items.
5. Generate an Invoice (F2): Create the invoice for the delivered items.
6. Receive and Clear Payment: Go to Post Incoming Payment app to record the payment received. When clearing the journal entries, remember to include previously cleared entries as well

For your reference , I am attaching screenshots.

Sales Order

Customer Down payment Request

Customer Invoice

Post Incoming Payment

Note : This is a workaround solution to meet your business requirements

Best Regards

Vivek Savant

[stanng]

Thanks for your suggestion and i would like to intoduce this flow to my client.

But, the only drawback of this workflow is Customer Down payment Request cannot have print-out like Down payment request from Create Billing document

If I want a output of Down payment request too, it seems no other way in standard S4H public cloud. Any idea?

[Vivek_Savant]

Hello @stanng 

You can generate a printout of the down payment request by going to the Create Correspondence app and entering the journal entry number

Best Regards

Vivek Savant