SAP SD Billing Steps for creating a new or changing an existing Billing Document Types

Create/Change your Billing types configuration in VOFA.

Some of the IMG stuff are :-

1) To block automatic transfer of the billing document to accounting, mark the field.
Indicates whether the system blocks automatic transfer of the billing document to
accounting.

During document processing, you can manually transfer blocked billing documents to
accounting by selecting:

Billing -> Change -> Release accounting

2) Account determination procedure

3) Output determination procedure etc. ...

After customizing, use transaction VCHECKVOFA to check your configuration :-

1) Proforma billing types: If it is a proforma billing type, (VBTYP = U), the field must
be blank and the account determination procedure must be empty.

2) Cancellation billing document types: : A check is made to see if the cancellation
billing document type has the right VBTYP. An F2 invoice, for example, (VBTYP 'M')
can only be canceled with billing type S1 with VBTYP 'N' . A billing type with
VBTYP '5' can only be canceled with the VBTYP '6' and vice versa.

3) Cancellation billing document type partner functions A check is made to see if the
cancellation billing document type partner functions are empty or if those that
correspond to the billing type used are empty.

Next, make sure that you maintain the copy control for the Billing Types:

Sales documents in VTFA

Target Source
e.g. F1 - Invoice OR - Standard Sales Order
F1 - Invoice ZOR - Your Sales Order

Billing documents in VTFF
e.g. G2 - Debit Memo F1 - Invoice
G2 - Debit Memo F2 - Invoice

Deliveries in VTFL
e.g. F1 - Invoice LF - Delivery
F1 - Invoice ZOR - Your Delivery

Usually for copy control, you let the rest of the settings remains as SAP defaults.

You only assign the new Billing Document Types.

After that use transaction VCHECKTVCPF to check your Copy control customizing.