3698159 - 'Header Billing Plan' indicator not set automatically for sales order created with reference

When creating a sales order with reference to another sales document (e.g. sales quotation), the 'Header Billing Plan' field is not automatically checked on items that use the item category CBAO.

Without referencing another document, the 'Header Billing Plan' field is automatically checked.

SAP S/4HANA Cloud Public Edition

With reference to a sales quotation:

1. Open the app 'Manage Sales Orders - version 2'.
2. Click on 'Create with Reference' and select 'From Quotation'.
3. Input the order type and the quotation number.
4. Enter the necessary information.
5. Change the item category to CBAO if necessary.
6. Click on 'Enable Billing Plan'.
7. Check the billing plan on item level, the indicator 'Header Billing Plan' is not checked.

Without reference:

1. Open the app 'Manage Sales Orders - version 2'.
2. Click on 'Create' and input the order type.
3. Enter the necessary header information.
4. Click on 'Enable Billing Plan'.
5. Add the necessary items (item cat. CBAO).
6. Check the billing plan on item level, the indicator 'Header Billing Plan' is checked.

When creating a sales order (without reference) and enabling the billing plan for the document, there are two possible scenarios:

• 1st scenario: enabling billing plan before adding the items

• 1. Enter the necessary header information.
  2. Click on 'Enable Billing Plan'.
  3. Add the necessary items (item cat. CBAO).
  4. Check the billing plan on item level, the indicator 'Header Billing Plan' is checked.

• 2nd scenario: adding items before enabling the billing plan

• 1. Enter the necessary header information.
  2. Add the necessary items (item cat. CBAO).
  3. Click on 'Enable Billing Plan'.
  4. Check the billing plan on item level, the indicator 'Header Billing Plan' is not checked.

So depending on the order of the actions done, the indicator is checked or not.

When creating a sales order with reference (e.g. to a quotation), the items are automatically copied, so whenever the billing plan is enabled for header, the items are already there, so this is the 2nd scenario: indicator not set.

Note: this indicator can be checked or unchecked manually as long as no billing date has been billed yet.

If necessary, check the indicator manually before any dates are billed.

KBA 213567 - Analysis of the down payments in SD (onPrem)

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