Sometimes it's necessary to place a billing block in order to prevent or delay the billing of a document to the client. For instance, you might want to carefully review each document related to a specific client. Setting up an automatic billing block at the client level can help you in achieving this.
Defining the blocks and assigning them to billing documents are the steps in billing block configuration.
Figure 1 Billing Blocks configurationDefining Billing Blocks
Establishing a billing block is the first step. The menu path is as follows:
IMG ➢ Sales And Distribution ➢ Billing ➢ Billing Documents ➢ Define Blocking Reasons For Billing ➢ Billing: Blocking Reasons
You can also use transaction OVV4 or S_ALR_87007670. Add a relevant description to a new billing block (A billing block I1 has been added to the list of standard blocks, as shown in Figure 2).
Figure 2 Defining billing blocks
Assigning Billing Blocks to Billing Type
In this stage, the billing document types that should not be permitted if a sales document contains a billing block are specified. Menu path is:
IMG ➢ Sales And Distribution ➢ Billing ➢ Billing Documents ➢ Define Blocking Reasons For Billing ➢ Assign Blocking Reasons To Billing Types
The billing block is assigned to the necessary billing type in this setting. Figure 3 illustrates how we assigned billing types to the billing block I1 (such as Z2). It is now impossible to create a billing document of type Z2 with reference to a sales order when a user applies a block I1 until the block is removed.
Figure 3 Assigning billing blocks to a billing type
The following are some ways that you can use the billing block:
Customer level You can enter a billing block in the customer master record. In SAP ECC use the Extras ➢ Blocking Data menu option from the transaction Change Customer Master (VD02) to create a billing block for a specific sales area or for all sales areas. In S4Hana use the transaction BP, enter the partner and choose the customer role FLCU01, then on Status tab enter the billing block. The VD05 transaction is an alternative for establishing blocks. For this customer, the billing blocks will be applicable to all relevant documents. The customer master record's billing block I1 has been applied in Figure 4's blocking data.
Figure 4 Billing block in customer master
Item category level In the item category configuration, you can specify a unique billing block (VOV7). This restricts certain products in a sales document from being billed.
Document level If each sales document needs to be blocked separately, you can manually add a billing block (using VA02) in the sales document.
You can get a list of all sales documents that have been blocked for billing using the transaction V23.
