Retrobilling in Sales

If price changes are made to a sales contract or to an item because of price renegotiations, the retrobilling functionality can be used to re-invoice previously invoiced 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 includes the price difference.

Retrobilling master data

To set up retrobilling:

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

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

Note

If you use the DEM Content Pack with Infor LN, consider using the MSL3080 (Retrobilling) wizard to set up retrobilling. You can execute this predefined wizard from the Wizards by Project Model (tgwzr4502m000) session after you specified the business function model for your company.

Retrobilling procedure

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

To generate a retrobilled sales order:

  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, you must manually specify 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.
    • Price change advice header information is displayed in the Retrobilled Price Change Advice (tdsls3570d000) session. Price change advice line information is displayed 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 in 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 in 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 retrobilled sales order for the price difference.
Note

The original invoice line data of retrobilled sales orders is displayed in the Linked Order Line Data (tdsls4102s200) session. This information is released to Invoicing and used for the invoice.

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