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Milestone & Periodic

Former Member
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Hi Gurus,

will we have 2 different sales docs for Milestone & Periodic.

can we create periodic billing with milestone sales doc? if yes how it is possible?



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Answers (2)

Answers (2)

Former Member
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Yes, you can certainly use Milestone Billing Sales Document for Periodic Billing. You require to ensure the below:

1. The Item Category for Periodic Billing is assigned as Optional Item Category in Intem Category Assignment fot Milestone Billing Document Type.

2. As Item Category for Periodic Billing is an optional Item Category, at transaction level in sales order, the item category requires to be changes manually to the Item Category of Periodic Billing Item Category.

Hope the above is helpul.


Rajesh Banka

Active Contributor
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You have to make sure that the Item category of the line items is correct. If that is done, then it is possible to create a periodic billing plan for hte material in a milestone document type.

Former Member
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for mile stone at item level the item category has to be different then that is for periodic billing.

in this case the header billing plan will not match with item billing plan.