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Retroactive Billing in Order Management

Overview

Retroactive Billing allows you to change billing amounts retroactively in the event of a price

renegotiation. Retroactive Billing is a business process in some industries, whereby a customer

requests changes to the amounts charged on already invoiced orders and receives credits or

additional invoices. Order Management provides a query to identify order lines that have previously

been invoiced that may be subject to such retrobilling, a simple approval mechanism, and then the

automatic generation of credit memos (and occasionally invoices).

- Setups

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Setups

1)Retrobilling Reason Code ( Optional)

This is to define a credit memo reason code in Oracle receivables for retrobilling credit

memo and invoice. This is not a required setup but provides for an easy way to search for

the invoices using the reason code

Navigation:

a) Order management -> Setup -> Quick Codes -> Receivables

b) Query with the following parameter

Type: CREDIT_MEMO_REASON

c)

Define the new credit memo reason code

Code: RETROBILLING

Meaning: Retrobilling

Description: Reason Code used for Retrobilling

Tag: Y

From: 10-JAN-2013

Enabled check box: Enabled

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2)Order Management Transaction TypeTo create new order type to be used for retrobill orders (Only the order type definition is

described and not the line types here)

Navigation

a)

Order Management -> Setup -> Transaction Types -> Define

b) Create New order type as below

Transaction Type: Retrobilling

Order Category: Mixed

Transaction type code: ORDER

c) No credit checking rule is to be enabled for the Retrobill order type

d)

Auto schedule check box is to be un-checkedin the shipping tab.

e)

No demand class should be assigned as this transacion type should not appear in anyplanning or scheduling activities

f)

Assign line types with bill only workflow processes

-

For default Return line type : Line Flow - Return for Credit Only

(or with approval if required)

- For default order type: Line Flow - Generic, Bill Only

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3)Order Management System ParametersAssign values to the system parameters affecting retrobilling. You can override the order

type and reason code for individual runs of Retrobilling. This step determines the defaults

Retrobilling uses.

Navigation

a) Order Management->Setup->System Parameters->Values

b)

Query for Catergory: Retrobilling Parameters

c) Assign the following values

Default Order TypeRetrobilling (Transaction type created in Step 2)

Enable Retrobilling- YesRetrobill Reason Code- Retrobilling ( Credit memo reason code created in step 1)

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4)Assign Retrobilling organiser menu

Add the Retrobilling Organizer menu item to the responsibilities that will do Retrobilling.

This menu item is seeded, but is not active for any responsibility until you assign it. If you

have installed Oracle Release Management, this menu item is seeded as granted, so you do

not need to perform this step.

Menu name: ONT_RETROBILL_ORGANIZER

5)Folder to display Retrobilling related fields

Main Tab: Retrobilled Price

Others Tab: Retrobilled Order and Retrobilled Line

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