Check Document Types for Invoices

In this menu option you define your billing types that represent the different business transactions in billing.

You have the following options:

In this menu option, you do not make specifications concerning the following functions:

You will edit these functions later in the appropriate menu options.

This means that the definition of a billing type is only complete once you have edited all of these menu options.

In this menu option you have to make or check the following specifications:

With the document category you allocate a document type to a certain business transaction. This way, a sales & distribution document is clearly identifiable, for example, as an invoice or a cancellation document.
The document category has to correspond with the specification of the transaction group.
Specify a single-digit alphanumeric key.
The keys you can use may be displayed under "Possible entries".
Specify a number range for number assignment. For billing documents numbers can only be assigned internally by the SAP System. To define a common number assignment for different billing types, you have to specify the same number range in each case.
To do this, the number ranges must have been defined beforehand. For more information on this subject, see the section "Define number ranges for billing types" .
Here you have to specify the increment of item number assignment. The item numbers are then not copied unchanged from the delivery or the order. Instead, the items receive a new numbering. This way you avoid items with the same number being included in collective invoices.
Here you determine whether a billing document with this billing type is to be blocked automatically by the SAP System for transfer to financial accounting.
If this is the case, you have to release the billing document manually at a later point in time to start data transfer.
With the transaction group you define the transactions with which you can edit this billing type in billing.
The transaction group which is allocated to a transaction has to correspond to the document category you allocated to the respective billing type.
The keys you may use are listed under "Possible entries". Currently, you cannot change the keys in Customizing.
Here you define the cancellation document which is to be proposed automatically by the SAP System if you want to cancel a billing document.
You can only specify a cancellation document that you defined beforehand.
You also have to define the copy rules (see section "Define document flow for transactions").

SAP Recommendation

In this case, all specifications of the existing billing type are copied. In particular data, for example, concerning partner determination, pricing, or document flow is copied which you do not edit in this menu option. This means you can test your new billing types concerning the defaults set here without having to edit the other menu options.

Actions

Insignificant changes may be a changed description or another number range. They refer to parameters which are not used for controlling purposes.