Preliminary Billing Document
Application component: Preliminary Billing Documents
App type: Fact sheet
Line of business: Sales
Leading industry: Cross Industry
Solution capability: Sales Billing (S/4)|Solution Billing (S/4)
Description:  With this app, you can display an overview of a preliminary billing document's details and contextual information. Preliminary billing documents are intended purely for negotiation purposes. You can show them to customers to align on exact details (such as prices, payment terms, and the billing date). If changes become necessary, you can make these changes in the Change Preliminary Billing Documents app before you create the final billing documents that customers are expected to settle. 
With this app, you can display a concise summary of a preliminary billing document's details and contextual information.
Key features:  You can display the following:   General preliminary billing document attributes (such as total amount, billing date, document status, and more) and contextual information (such as pricing and tax information)   Individual items billed and their associated descriptions, quantities, values, and taxes   Terms and conditions (Incoterms, terms of payment)   Contact details of the business partners involved in the billing process   Note If you need a more complete listing of preliminary billing document details, see the Display Preliminary Billing Documents app. 
Business roles: Internal Sales Representative| Billing Clerk| Sales Manager| Customer Service Manager (Customer Management)| Returns and Refund Clerk| Customer Service Representative (Customer Management)| Sales Manager (Customer Management)| Administrator - International Trade| Customer Service Representative - In-House Repair| Customer Service Manager - In-House Repair
Customer Service Manager (Customer Management) : 
Monitors and optimizes service processes, services planning, and coordinates services forces.

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.

Customer Service Representative (Customer Management) : 
Acts as a central contact for the customers service needs, handling customer service requests and communicating changes and adjustments. Creates and modifies service contracts, service orders and service confirmations.

Sales Manager : 
Monitors and optimizes sales processes, sales panning, and coordinates sales forces.

Returns & Refund Clerk : 
Processes claims, returns, and refusal orders to ensure claims are recorded, resolved, and closed in a timely and accurate manner.

Internal Sales Representative : 
Manages sales documents, e.g. captures changes or cancels sales orders, prepares quotations, and manages contracts. Monitors, troubleshoots, and collaborates on critical open issues from the sales order fulfillment process.

Customer Service Representative - In-House Repair : 
Is responsible for coordinating In-House Repairs and ensuring their correct commercial processing. Manages received devices, quotations, repair orders and billing.

Billing Specialist - Projects : 
Prepares the billing data for the billing elements across a customer project and triggers creation of a billing document request.

Customer Service Manager - In-House Repair : 
Manages In-House Repair service processes, including repair planning, monitoring, process optimization and personnel management.

Sales Manager (Customer Management) : 
Monitors and optimizes sales processes, sales panning, and coordinates sales forces.

Administrator - International Trade : 
Is responsible for scheduling jobs and monitoring job statuses for the integration with SAP Global Trade Services, SAP Watch List Screening and data providers of classification content.