Manage Preliminary Billing Documents
Application component: Preliminary Billing Documents
App type: Transactional
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 a list of all preliminary billing documents in the system, which you can filter, sort, and group according to a wide range of criteria. You can also reject and finalize existing preliminary billing documents. As the final step of the lifecycle, you can convert your preliminary billing documents to billing documents. 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.Note Preliminary billing documents are relevant for output, but not for posting to financial accounting. Once you have reached an agreement with your customers regarding the document's final form, you can use the Manage Preliminary Billing Documents app to convert preliminary billing documents to billing documents. These billing documents can then be posted, output, and sent out to customers in the usual way. 
An app for managing preliminary billing documents
Key features:     Search and filter for preliminary billing documents   You can fuzzy search across all searchable preliminary billing document attributes (such as document number, sold-to party, and product ID, that is, material ID) by using the search bar. If you search for a product ID, the system finds all preliminary billing documents that contain at least one item of this product.Note You can only search by product ID, and not by product description. Unless you use a wildcard (*) operator when searching for a product, the system only shows exact matches.Any search terms that you enter are combined with your filter settings to filter the list.   You can use the default filters (document number, billing type, sold-to party, status, and billing date) to filter the list more effectively. You can also customize the filter bar by removing basic filters and adding more filters (customer reference, issue, net value, tax amount, and more).     Customize your view of the list. You can make the following view settings:   Choose which columns you want to display and change the order they are displayed in   Sort the displayed preliminary billing documents by one or more fields (for example, by total amount and document currency)   Group the preliminary billing documents by one field (for example, by status)   Use page variants to save and load custom filter and column layouts that you have created. Any filter values that you have set are also saved. You can share saved page variants with other users in the system.     Reject preliminary billing documents You can reject preliminary billing documents to mark them as unsuitable for billing document creation. Rejected preliminary billing documents cannot be converted to billing documents.    Finalize preliminary billing documents When a preliminary billing document has reached its final form and no further changes are required, you can finalize it to prevent further changes. While a document has the finalized status, it can no longer be changed. If, for some unexpected reason, you need to make additional changes, you can set its status back to in progress and make the required changes.   Create billing documents You can manually create billing documents based on existing preliminary billing documents. This process is also referred to as converting a preliminary billing document to a billing document.   Display a split analysis When you try to create a collective preliminary billing document for multiple sales and distribution (SD) documents, any differing SD document header and business partner fields cause the resulting preliminary billing document to be split into two or more preliminary billing documents. You can perform a split analysis by selecting two preliminary billing documents in the list and choosing the split analysis button. The system then shows a comparison of the differing header fields and business partner fields that caused the split. This comparison helps you understand why the system was unable to combine the billed SD documents into a single, collective preliminary billing document.   Make billing settings You can adjust the following billing settings to change the billing document creation process:  Automatically post billing documents If you enable this setting, any billing documents that you create from preliminary billing documents will automatically be posted to financial accounting. Note When this setting is off, you will need to post your billing documents manually in the Manage Billing Documents app.   Display billing documents after creation If you enable this setting, any billing documents that you create from preliminary billing documents will be displayed in detail immediately after they are created.   Set billing date before creating billing documents If you enable this setting, the system prompts you to specify the billing date when you create a billing document from a preliminary billing document. If you don't specify a billing date, or the setting is disabled, the billing date is copied from the preceding preliminary billing document to the billing document.      Navigate to preliminary billing document object pages You can get a simplified overview of a preliminary billing document's details by choosing its document number in the list and then choosing that number again in the pop-up window that opens.   Navigate to other related apps You can navigate to the Create Preliminary Billing Documents, Change Preliminary Billing Documents, and Display Preliminary Billing Documents apps by choosing a document number in the list and then choosing the desired app in the pop-up window.    
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.