Hi All,
We have a requirement to use Milestone Billing at our client and have queries in relation to this.
I haven't done Milestone billing before and hence require your help in setting up a scenario for Milestone Billing.
Currently we do not use Sales Order (SD Document category = C) in our sales process.
Our Sales Document Flow is Inquiry->Quotation->Billing Request (Debit Memo Request)->Invoice
I would like to know if:
a) Sales Order is required to be created for Milestone Billing?
b) If yes, what specific functionalities in Sales Order will be used for Milestone billing in comparison to a Debit Memo Request?
I have configured Milestone Billing (Billing Plan, Date categories, assignment to order types etc).
Can you please provide me the list of transactional steps (example: Quotation, Sales order creation, Project with milestone created etc) to test Milestone billing?
Regards,
Mayur