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S46150
Configuring Billing in SAP
S/4HANA Sales
.
.
PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
.
Course Version: 26
Course Duration: 2 Days
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[email protected]Contents
vii Course Overview
1 Unit 1: Working with Billing Documents in Sales and Distribution
Processes
3 Lesson: Integrating Billing Documents in the Sales and Distribution
Process
9 Unit 2: Configuring Organizational Units
11 Lesson: Setting Up Organizational Units
17 Unit 3: Configuring the Billing Process
19 Lesson: Learning How to Configure the Billing Process
27 Unit 4: Working with Special Billing Types
29 Lesson: Using Billing Documents in Complaints Processing
41 Unit 5: Configuring the Data Flow
43 Lesson: Configuring the Data Flow for Billing Documents
53 Unit 6: Creating Billing Documents
55 Lesson: Creating Billing Documents in Various Ways
65 Unit 7: Exploring Additional Functionality in Billing
67 Lesson: Analyzing Invoice Combination and Invoice Split
71 Lesson: Understanding Special Types of Settlement
81 Unit 8: Exploring Special Business Processes
83 Lesson: Setting Up Billing Plans
91 Lesson: Processing Down Payments
97 Lesson: Processing Installment Payments
103 Unit 9: Configuring Account Determination
105 Lesson: Setting Up Account Determination
111 Unit 10: Describing the Interface Between Sales and Distribution and
Financial Accounting
113 Lesson: Understanding the Interface Between Sales and Distribution
and Financial Accounting
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[email protected]125 Unit 11: Describing Additional Topics (Appendix)
127 Lesson: Getting More Information on Output Management,
Technical Information, and Basics of Accounting Principles
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[email protected]Course Overview
TARGET AUDIENCE
This course is intended for the following audiences:
● Application Consultant
● Super / Key / Power User
● Business User
● Business Analyst
● Business Process Owner/Team Lead/Power User
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[email protected] UNIT 1 Working with Billing Documents
in Sales and Distribution
Processes
Lesson 1
Integrating Billing Documents in the Sales and Distribution Process 3
UNIT OBJECTIVES
● Understand how billing documents fit into a sales and distribution process
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[email protected] Unit 1
Lesson 1
Integrating Billing Documents in the Sales and
Distribution Process
LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Understand how billing documents fit into a sales and distribution process
Integration of Billing Documents
Integration of Billing Documents - Overview
The billing document represents the final function in the Sales and Distribution process chain.
The billing document has different effects on various areas of the system.
An important part of billing is the interface to Financial Accounting. This allows documents to
be created automatically in Financial Accounting and Controlling when you create billing
documents.
The following figure provides an overview of the integration of billing documents in a sales
process:
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Figure 1: Integration of Billing Documents
As the figure shows, there are many integration points between a billing document and the
rest of SAP S/4HANA.
The Structure of a Billing Document
Billing Document Structure — Overview
The following figure outlines the billing document structure:
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[email protected] Lesson: Integrating Billing Documents in the Sales and Distribution Process
Figure 2: Billing Document Structure
All billing documents have the same structure. They are made up of the header and any
number of items.
The header contains the following general data that is valid for the entire billing
document:
● The customer number of the payer
● The billing date
● The net value of the entire billing document
The items contain the following data relevant for each individual item:
● The material number
● The billing quantity
● Te net value of the individual items
For a billing document, output can also be generated. Settings concerning this output are
maintained in an output master record. Examples of these settings are the output medium
and the point in time when the output needs to be processed.
LESSON SUMMARY
You should now be able to:
● Understand how billing documents fit into a sales and distribution process
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[email protected] Unit 1
Learning Assessment
1. Which of the following elements make up a billing document structure?
Choose the correct answers.
X A Header
X B Schedule line
X C Overview
X D Item
2. Which of the following can be found in the billing document header level?
Choose the correct answers.
X A Payer
X B Billing quantity
X C Billing date
X D Ship-to-party
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[email protected] Unit 1
Learning Assessment - Answers
1. Which of the following elements make up a billing document structure?
Choose the correct answers.
X A Header
X B Schedule line
X C Overview
X D Item
Correct. A billing document structure is made of a Header and Item.
2. Which of the following can be found in the billing document header level?
Choose the correct answers.
X A Payer
X B Billing quantity
X C Billing date
X D Ship-to-party
Correct. The payer and the billing date can be found in the header level.
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[email protected] UNIT 2 Configuring Organizational
Units
Lesson 1
Setting Up Organizational Units 11
UNIT OBJECTIVES
● Configure organizational units
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[email protected] Unit 2
Lesson 1
Setting Up Organizational Units
LESSON OBJECTIVES
After completing this lesson, you will be able to:
● Configure organizational units
The Configuration of Organizational Units
Setting-up Organizational Units
Set up your organizational structure carefully and consistently, ensuring that you take into
account all the areas of your company.
Try to set up your organizational structure as efficiently as possible. This will avoid extra work,
for example, when maintaining master data. You have several evaluation options.
Assigning Organizational Units
The following figure illustrates how sales organizations and plants are assigned:
Figure 3: Assigning Sales Organizations and Plants
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[email protected]Unit 2: Configuring Organizational Units
Note:
In Customizing, you define the required company codes and sales organizations
using the following menu paths:
● Enterprise Structure → Definition → Financial Accounting → Define company
● Enterprise Structure → Definition → Sales and Distribution → Define, copy,
delete, check sales organization
You can find the assignment of sales organizations to company codes using the
following menu path:
Enterprise Structure → Assignment → Sales and Distribution → Assign sales
organization to company code
The company code represents an independent company in the legal sense, for which you can
draw a complete set of accounts for the purposes of external reporting.
Sales organizations and plants are assigned uniquely to one company code.
For each sales organization, the system determines the allowed delivering plants on the basis
of the distribution channel, so that a sales organization can sell goods being delivered from
more than one plant. You can also define a plant as the delivering plant for several sales
organizations. All of these sales organizations can sell from this plant.
In the sales order, the system automatically creates a delivering plant on the basis of a priority
rule.
A sales organization can also sell products supplied by a plant that is assigned to a different
company code (intercompany sales processing).
By making the allowed delivering plants configurable per distribution channel, you can further
differentiate between plants within a sales organization from a Sales point-of-view. The
distribution channel called Direct Sales for example, allows for certain delivering plants in a
sales organization, but these might not be allowed for other distribution channels.
Organization in Accounting
The following figure provides an overview of the organizational structure in Accounting in SAP
S/4HANA:
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