11/12/2014

Billing - SAP Library

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SAP Business Suite

SAP Customer Relationship Management

5.0

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Billing
Purpose
You can bill for the following business transactions in mySAP Customer Relationship Management
(mySAP CRM):
Sales orders
Deliveries
Release of sales contracts
Service orders
Service contracts
Service confirmation
Complaints (creation of credit/debit memos)
Using CRM Billing, you can combine a service order item with a sales order item together in an invoice
and thereby simplify communication with your customers.
CRM Billing offers a variety of output possibilities as well as automatic or manual transfer of billing
document data to SAP ECC for accounting purposes. You can also analyze billing data using SAP
Business Intelligence.

Implementation Considerations
If you simply want to bill CRM sales orders and are currently using SAP Sales and Distribution (SAP
SD), you have the option of using either SD Billing or CRM Billing. For billing contracts, service orders,
confirmations or complaints, you should use CRM Billing.

Integration
You can bill all the above-mentioned business transactions directly, except delivery-related sales orders.
For delivery-related sales orders, the SAP Logistics Execution (SAP LE) R/3 component must also be

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Billing - SAP Library

implemented. After successful delivery to CRM Billing, SAP LE must transfer the order with the status
released for billing before CRM Billing can bill a delivery-related sales order.
The R/3 components SAP FI-AR (Accounts Receivable) or FI-CA (Contract Accounting) must also be
implemented if you wish to post billing documents in Financial Accounting.
You need SAP BW for statistical reporting of billing documents.

Prerequisites
In order to be able to use all aspects of CRM Billing, you have to work through the Customizing
activities in the Implementation Guide under Customer Relationship Management Billing . In
particular, you need to do the following:
Set up the services used in CRM Billing, including in particular pricing and partner processing
Define the number range for unique number assignment in CRM Billing.
Define billing units as additional information for the sales and service organizations in CRM.
Define billing types in CRM Billing
Define item categories in CRM Billing
Set up item category determination in CRM Billing.
Set up the Transaction Tax Engine for determining taxes
Set up the interface to Financial Accounting (if necessary)

Features

Fig.2: Process flow within CRM Billing

The process flow for creating and issuing invoices using CRM Billing can be divided into four subprocesses:
Input Processing

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Billing
Cancellation
Output Processing
CRM Billing copies billing-relevant items from different business transactions and saves them as billing
due list items during input processing. From the billing due list, you can carry out both individual and
collective billing for billing due list items and also trigger these to run in the background. During billing,
the system groups together as many related billing due list items from different CRM business
transactions as possible and transfers them to a joint billing document.
You can cancel individual billing documents and also execute collective cancellations. The system
automatically transfers information on cancellations to Financial Accounting.
Output processing consists of invoice output, transfer to SAP Financial Accounting and retrieval for
SAP BW. You can choose from different output media (for example, print, fax or email) for invoice
output. Output takes place using SAP Smart Forms.
CRM Billing provides SAP Business Intelligence with all relevant billing data for statistical reporting.

C OPYR I GH T BY SAP SE OR AN SAP AF F I LI AT E C OM PAN Y. ALL R I GH T S R ESER VED .

PR I N T ED F R OM SAP H ELP POR T AL. (ht t p: / / help. s ap. c om )

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