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.

Retro Billing master data

To set up retrobilling:

Specify a sales order type for retrobilling in the Sales Order Types (tdsls0594m000) session.
Specify this data in the Sales Order Parameters (tdsls0100s400) session:
- Retro-Billing
- Order Type for Retro-Billing Orders
- Retro-Billing for Cost / Service Items
- Number Group for Retro-Billing Orders
- Number Group for Retro-Billed Advices
- Date for Generating Retro-Billed Advice
Specify this data in the Items - Sales Business Partner (tdisa0510m000) and Item-Sales (tdisa0601m000) session:
- Item applicable for Retro-Billing
- Retro-Billed Sales Orders per Business Partner

Note: If you use the Enterprise Modeler Content Pack with 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 only if the Update Original Sales Document check box is cleared in the Sales Order Parameters (tdsls0100s400) session.

To generate a retrobilled sales order:

Generate price change advices using the Generate Sales Retro-Billed Advice (tdsls3270d000) session.
You can start this session:
- Automatically, when you make a price change to a contract
- Manually, to generate price change advices for changed item prices
Note
- Specify a price change (a percentage or a fixed value) in the Generate Sales Retro-Billed Advice (tdsls3270d000) session. This price change is applied to the specified range of sales orders, sales schedules, or shipments.
  Note: Price change advice header information is displayed in the Sales Retro-Billed Advices (tdsls3570d000) session. Price change advice line information is displayed in the Sales Retro-Billed Advice Lines (tdsls3571d000) session.
Approve the price change advices in the Approve Sales Retro-Billed Advices (tdsls3275d000) session. You can start this session from the Appropriate menu of the Sales Retro-Billed Advice Lines (tdsls3571d000) session.
Generate retrobilled sales orders in the Generate Orders for Sales Retro-Billed Advices (tdsls3271d000) session. You can start this session from the Appropriate menu in the Sales Retro-Billed Advice Lines (tdsls3571d000) session.
Select the Update Contract with New Price check box in the Generate Orders for Sales Retro-Billed Advices (tdsls3271d000) session to update sales contract with the new price.
Use the standard invoicing procedure to invoice the retrobilled sales order for the price difference.

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

When another price book is specified in the Sales Contract Lines (tdsls3501m000) session you must:

Use the Sales Contract Turnover History (tdsls3535m000) session to view the Sales order invoice line and the sales schedule invoice lines for which the price book lines are used. The new price of the price book line is compared with the invoice line price and the difference (if any) in net amount is calculated.
Generate a retro-billed advice in the Generate Sales Retro-Billed Advice (tdsls3270d000) session. When processing this advice, an additional invoice line of type Retro-billed is created for the sales order or schedule line