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SAP Sales & Distribution

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in S/4 HANA 2024

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Preliminary Billing

Sales of Services Scenario

(S/4 LEAN Service Material)

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  1. Material SERVICE000 with Material type “SERV” (Lean Service).
  2. Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD” and Schedule line Category “CD”.
  3. Create Sales Order Order type “OR” for Material SERVICE000 for 1Hour of Sales of Service.
  4. Create Preliminary Billing Document.
  5. Change price from 10EUR/hour to 8EUR/hour.
  6. Finalize the Preliminary Billing Document.
  7. Set in Process again to change the price to 9EUR/hour.
  8. Create Billing Document.
  9. Release to Accounting.

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10 EUR/1 Hour

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Item Category Group “LEIS”

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OMS2

S/4 Mat.Type “SERV” (Lean Searvie” with Field Reference that hide many unnecessary field for Service Scenario

Mat.Type “SERV” without Qty update

without Value update

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  • Material SERVICE000 with Material type “SERV” (Lean Service).
  • Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD” and Schedule line Category “CD”.
  • Create Sales Order Order type “OR” for Material SERVICE000 for 1Hour of Sales of Service.
  • Create Preliminary Billing Document.
  • Change price from 10EUR/hour to 8EUR/hour.
  • Finalize the Preliminary Billing Document.
  • Set in Process again to change the price to 9EUR/hour.
  • Create Billing Document.
  • Release to Accounting.

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Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD”.

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Item Category “TAD” set with Order-based Billing

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Item Category “TAD” determined the Schedule line Category “CD”

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Schedule line Category “CD” set with

NOT Relevant

for Outbound Delivery

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  • Material SERVICE000 with Material type “SERV” (Lean Service).
  • Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD” and Schedule line Category “CD”.
  • Create Sales Order Order type “OR” for Material SERVICE000 for 1Hour of Sales of Service.
  • Create Preliminary Billing Document.
  • Change price from 10EUR/hour to 8EUR/hour.
  • Finalize the Preliminary Billing Document.
  • Set in Process again to change the price to 9EUR/hour.
  • Create Billing Document.
  • Release to Accounting.

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Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD”

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Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD” -> Schedule Line Category “CD”

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  • Material SERVICE000 with Material type “SERV” (Lean Service).
  • Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD” and Schedule line Category “CD”.
  • Create Sales Order Order type “OR” for Material SERVICE000 for 1Hour of Sales of Service.
  • Create Preliminary Billing Document.
  • Change price from 10EUR/hour to 8EUR/hour.
  • Finalize the Preliminary Billing Document.
  • Set in Process again to change the price to 9EUR/hour.
  • Create Billing Document.
  • Release to Accounting.

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No Outbound Delivery expected (and possible)

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Item Category “TAD” is Order-based Billing

Schedule Line Category “CD” is NOT Delivery Relevance

therefore,

Outbound Delivery + PGI

is NOT prerequisite for creating the Preliminary Billing Document

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Preliminary Billing Document “PBD0000004” created

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  • Material SERVICE000 with Material type “SERV” (Lean Service).
  • Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD” and Schedule line Category “CD”.
  • Create Sales Order Order type “OR” for Material SERVICE000 for 1Hour of Sales of Service.
  • Create Preliminary Billing Document.
  • Change price from 10EUR/hour to 8EUR/hour.
  • Finalize the Preliminary Billing Document.
  • Set in Process again to change the price to 9EUR/hour.
  • Create Billing Document.
  • Release to Accounting.

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VF02 cannot be used,

use VFP2 to make changes to the Preliminary Billing Document

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change price to 8EUR/h

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  • Material SERVICE000 with Material type “SERV” (Lean Service).
  • Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD” and Schedule line Category “CD”.
  • Create Sales Order Order type “OR” for Material SERVICE000 for 1Hour of Sales of Service.
  • Create Preliminary Billing Document.
  • Change price from 10EUR/hour to 8EUR/hour.
  • Finalize the Preliminary Billing Document.
  • Set in Process again to change the price to 9EUR/hour.
  • Create Billing Document.
  • Release to Accounting.

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Finalize the Preliminary Billing Document

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Status

“In Progress” before

“Finalize”

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Status “Finalized”

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in VFP2, the Preliminary Billing Document is in DISPLAY mode

The Line cannot be selected

Condition button not possible

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  • Material SERVICE000 with Material type “SERV” (Lean Service).
  • Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD” and Schedule line Category “CD”.
  • Create Sales Order Order type “OR” for Material SERVICE000 for 1Hour of Sales of Service.
  • Create Preliminary Billing Document.
  • Change price from 10EUR/hour to 8EUR/hour.
  • Finalize the Preliminary Billing Document.
  • Set in Process again to change the price to 9EUR/hour.
  • Create Billing Document.
  • Release to Accounting.

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Set in Progress again

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Status “In Progress” again

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Status reverted back to “in Progress”

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in VFP2, now we can change the Price to 9EUR/h

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change to 9EUR/h

SAVE

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  • Material SERVICE000 with Material type “SERV” (Lean Service).
  • Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD” and Schedule line Category “CD”.
  • Create Sales Order Order type “OR” for Material SERVICE000 for 1Hour of Sales of Service.
  • Create Preliminary Billing Document.
  • Change price from 10EUR/hour to 8EUR/hour.
  • Finalize the Preliminary Billing Document.
  • Set in Process again to change the price to 9EUR/hour.
  • Create Billing Document.
  • Release to Accounting.

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FROM Status “In Progress”, we don’t have to set “Finalize”, let’s click “Create Billing Document”

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Billing Document created with Blocked status (no Accounting document yet)

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  • Material SERVICE000 with Material type “SERV” (Lean Service).
  • Order type “OR” + Item Category Group “LEIS” determination Item Category “TAD” and Schedule line Category “CD”.
  • Create Sales Order Order type “OR” for Material SERVICE000 for 1Hour of Sales of Service.
  • Create Preliminary Billing Document.
  • Change price from 10EUR/hour to 8EUR/hour.
  • Finalize the Preliminary Billing Document.
  • Set in Process again to change the price to 9EUR/hour.
  • Create Billing Document.
  • Release to Accounting.

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Release to Accounting

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Check FI Posting

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Accounting Document Released