In this step, you define billing plan types which contain the
basic control data for the billing plan.
In order processing, the billing plan type uses specific rules
for date determination, for example, to propose the period of a
billing plan from which the dates of the billing plan can be
In the standard SAP R/3 System, billing plan types are set up
for milestone billing and for periodic billing. The difference
between these two kinds of billing plans is the fact that the total
value to be billed is either distributed between the individual
dates of the billing plan, or is billed periodically as a total
value for each date until a predefined end date is reached.
The billing plan type is determined from the document item
category and the relevancy for billing. You make the corresponding
allocation in a separate step.
The billing plan type is displayed in the billing plan, but you
cannot change it there.
The billing plan type includes the following control
Horizon (periodic billing)
The horizon specifies the last date
for periodic billing, up to which dates should be set. It is always
determined from a rule which can be entered in the billing plan
type as a default value. The current date (=CPU date) serves as
baseline date for this rule. As a result, when date determination
is carried out again, the horizon is constantly extended into the
future, and the billing dates are also dynamically shifted into the
Reference billing plan number (milestone billing)
For each billing plan type, you can
store the number of a billing plan as a reference. When this
billing plan type is used for order processing, the dates are
copied according to this reference, redetermined on the basis of
the current rules, and placed in the billing plan.
This field controls whether the
billing dates are automatically determined and copied into the
billing plan or whether they must be entered manually.
In advance (periodic billing)
Here you control, whether billing
should be performed in arrears or in advance, for example, whether
rent which is billed on the 15th of every month is billed in
You must define the rules for date determination.
The standard SAP R/3 System contains a billing plan type for
milestone billing (01) and for periodic billing (02). Different
overview screens exist for both billing plan types (see the field
1. To create a billing plan type you
must enter an alphanumeric key with a maximum of 2 digits and a
2. Maintain the detail screen for the
billing plan type by entering the relevant control data.