Purpose

This article presents Retroactive Billing functionality and most common issues found during the process.

Overview

It is used often on schedule agreements but it can also work as way to provide discounts or even charge plus for a customer which already have its invoice billed. So basically credit or debitmemos are created if the condition record gets value updated via an specific Retro-billing transaction.

Customisation

It is required that Order Reason gets set relevant for Retro-Billing. It is set in transaction OVAU.

Retrobilling creation steps

Basically VFRB transaction will only list invoices that have conditions that got changed after their creation. In this example I changed a surcharge condition type in VK12 subtracting some cents.

Run VFRB transaction, the first screen (see below) selects the reference documents.
In VFRB the second screen allows you to choose the listed documents.
Still in VFRB a third screen (not here) informs how many documents were successfully created or failed, later you can see in the document flow with original invoice and its retroactive billing document (in this case a credit memo).