Change Preliminary Billing Documents
Application component: Billing
App type: SAP GUI
Description:  With this app, you can change certain attributes of preliminary billing documents to better align them with your customer's expectations. In addition, you can select suitable sales and distribution (SD) documents from the billing due list (for example, debit memo requests) to add the items that they contain to your preliminary billing document.Note Once you have made the required changes, you can use the Manage Preliminary Billing Documents app to convert your preliminary billing documents to billing documents. 
Key features:  With this app, you can do the following:   Change the following preliminary billing document attributes:  Prices   Texts   Billing date   Payment terms     Add billing items from documents in the billing due list to an existing preliminary billing document Use the button for adding documents to select a billable SD document whose billing items you want to add. All items from the selected billable document are added to your preliminary billing document.Note   You can only add items from a document in the billing due list if the document header data matches the header data of your existing preliminary billing document. To determine whether items from a document can be added, the system applies the same criteria that it uses to determine whether billing document creation produces a collective billing document (as opposed to split billing documents). In both scenarios, the system checks whether the following conditions are met:  Business-related header fields must match. Examples of important business-related header fields include the sales organization, billing date, and payment terms. If you have extended the billing document header with custom fields, these custom fields must also match.   Header business partner fields must match. Examples of important header business partner fields include sold-to party, bill-to party, and payer.     You cannot add items to a preliminary billing document that was created using the setting for creating a separate preliminary billing document for each item of the billing due list. You can change this setting in the preliminary billing settings of the Create Preliminary Billing Documents app.  To add more items from a document in the billing due list, you have the following options:  Enter the SD document number manually Use this option if you already know the document number of the billable SD document whose items you want to add to your preliminary billing document.   Use the search help to display all billing due list items that match the search help restrictions, which are prefilled according to the preliminary billing document that you are currently viewing. Use this option if you want to see all documents whose items you could potentially add to the current preliminary billing document. You can edit the input help restrictions to further narrow the list of displayed documents (for example, by SD document category).   Note When adding items, you can choose whether to keep or modify the original pricing dates and services rendered dates as follows:  To transfer the added items' dates for pricing and services rendered as they are in the original document, leave the corresponding fields in the pop-up empty.   To set a new pricing or services rendered date for the added items, select a value for the corresponding field.     You can display the following:  Header details, including the following:   General information such as billing date, shipping conditions, and sales organization   Price data such as conditions, terms of payment, Incoterms details, and pricing procedure   Tax information such as destination country or region, VAT registration number, and tax class   Header partners   Header texts   Approval details such as name of the processor, reasons for processing decisions, and comments (this tab is only shown if the document is relevant for approval workflows)    Item details, including the following:  Material type and billed quantity   Item description   Net value and tax amount   Price data and pricing conditions   Item partners   Item texts   Purchase order data      Additional features include the following:  Add and remove attachments   Generate a PDF-based print preview of the preliminary billing document   Send preliminary billing document output. You can also trigger a redetermination of output items, which adds the new output items underneath the existing ones.     
Business roles: Billing Clerk
Billing Clerk : 
Processes invoices in time, monitors and manages the invoice process, works on a prioritized worklist (e.g. sorted by invoice date and value of invoice requests), creates, releases, and sends invoice documents.