Retrobilling

If price changes are made to a sales contract or to an item after the renegotiation date, you can use the retrobilling functionality to re-invoice previously shipped items for sales orders and schedules. Price differences are handled through retrobilled sales orders, which have an item quantity of zero and an order amount that shows the price difference.

Retrobilling master data

To set up retrobilling, specify the following master data:

  1. In the Sales Order Types (tdsls0594m000) session, define a sales order type for retrobilling.

  3. In the Item - Sales Business Partner (tdisa0510m000) session, specify these fields:

Retrobilling process

A retrobilled sales order has an item quantity of zero and an order amount that shows the price difference.

To generate a retrobilled sales order, complete the following steps:

  1. Generate price change advices in the Generate Retrobilled Price Change Advice (tdsls3270d000) session.

    You can start this session as follows:

    • Automatically, whenever you make a price change to a contract.
    • Manually, to generate price change advices for changed item prices.

    Note

    • In the Generate Retrobilled Price Change Advice (tdsls3270d000) session, even if the session starts automatically, you must manually enter a price change (a percentage or a fixed value). This price change is then applied to the specified range of sales orders, sales schedules, or shipments.
    • The generated price change advice header information is stored in the Retrobilled Price Change Advice (tdsls3570d000) session. The generated price change advice line information is stored in the Retrobilled Price Change Advice Lines (tdsls3571d000) session. You can change or delete the price change advice line information before you approve the line.
  2. Approve the price change advices in the Approve Retrobilled Price Changes (tdsls3275d000) session. You can start this session from the appropriate menu of the Retrobilled Price Change Advice Lines (tdsls3571d000) session.
  3. Generate retrobilled sales orders in the Generate Retrobilled Sales Orders (tdsls3271d000) session. You can start this session from the appropriate menu of the Retrobilled Price Change Advice Lines (tdsls3571d000) session. To update the sales contract with the new price, select the Update Contract with New Price check box in the Generate Retrobilled Sales Orders (tdsls3271d000) session.
  4. Use the standard invoicing procedure to invoice the generated retrobilled sales order for the price difference.