GU_SAP S4 HANA_Define Blocking Reasons for Billing.docx

Mickaël QUESNOT https://www.linkedin.com/in/mickaelquesnot/
Twitter @mistersharesap
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Define Blocking Reasons for Billing
Define possible blocking reasons for billing and assign them to billing types.
Use
Billing blocks are sometimes required to stop the system or users from creating a billing document for a
sales document. Billing blocking reasons are defined to represent the different types of blocks that may
occur in your organization. Billing blocks impact only those specific billing types that they have been
assigned to.
In this activity, you define and assign the blocking reasons that can be used to block billing document
creation. You do this in the following two steps:
1. You define possible blocking reasons as block indicators.
2. You then assign these indicators (which represent different blocking reasons) to different billing
types.
As described in the following, you can set billing blocks on customer level, sales document level, and item
level:
 You can block a customer for billing.
If a customer is to be blocked for billing, enter the block indicator in the block data of the customer
master record. The specification in the customer master record, and therefore also the block for
billing documents, applies either to all or only to selected sales areas. The system copies the
specification from the customer master record into the sales document. For the customer in the
sales area in question, you cannot create billing documents if the block applies to this customer's
billing type.
 You can manually block individual sales documents for billing.
Sales documents can also be automatically blocked for billing by the system. For example, in the
standard system, credit memo requests and debit memo requests are automatically provided with a
billing block. To set a billing block automatically when creating certain sales documents, you must
define a billing block for the sales document type in question. You do this in the relevant
Customizing activity (see section "Define Sales Document Types").
You will find the indicator for the billing block in the general business data of the sales document
header. If a sales document is blocked for billing, you cannot create a billing document if the block
applies to the billing type of this document. You can only create the billing documents once you
have removed the block indicator manually.
 You can manually block individual items of a sales document for billing.
Items can also be automatically blocked for billing by the system. You can do this by defining a
billing block for the corresponding item category. The block is then set automatically when the
sales document is created. To do this, specify the billing block for an item category (see
section "Define Item Categories for SD Document").The block only applies to the item and is not
copied to the header of the sales document. You will find it in the general business data of an item.
You must delete the block manually to release the item for billing.
Procedure

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1. Check why a customer, a sales document, or an item should be blocked for billing.
2. Decide on the billing types that you want to block.
3. If the block is not to be set automatically by the system, agree on the group of persons that sets
the billing block and the situations in which this is done.
4. In the first part (Define Blocking Reasons for Billing) of the present activity, specify a two-
character alphanumeric key for the blocking reason and a description.
5. In the second part (Assign Blocking Reasons to Billing Types), assign the billing types to your
blocking reasons.

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DEMO
Billing block for billing plan/invoice plan dates
Procedure
To prevent billing being performed on this date, you can enter a billing block in this field.
Use
Billing dates for project milestones are blocked for billing until the milestone is reached. The block is
removed automatically when the completion of the milestone is confirmed.
Note
If a billing block is set, billing cannot be performed for the date until the block is removed either manually or
automatically.

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Billing block for billing plan/invoice plan dates
Procedure
To prevent billing from being carried out at this date for the billing date, you can set a billing block in this
field.
Use
The billing dates for the project milestones are blocked for billing until the milestone is reached. As soon as
the milestone is reported as completed, the block is removed automatically.
Note
If a billing block is set, billing can not be carried out for the date until the block is removed either
automatically or manually.

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GU_SAP S4 HANA_Define Blocking Reasons for Billing.docx

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