Billing Process (PS) 

Purpose

You use this process to bill the customer for work done, materials used, and other costs in customer projects. Billing is on a resource-related basis.

You use sales order items assigned to projects to process customer projects in the SAP system. You create billing requests using sales orders in the Sales and Distribution (SD) application component. The process for resource-related billing in customer projects is the same as the process used in SD.

Integration

You can only use this component in conjunction with SD because a sales order assigned to a project must exist before you can use resource-related billing.

When you assign one or more order items to a WBS element flagged as a billing element, you are linking the sales order in SD with the Project System (PS).

The billing element referenced in the sales order item is the top element in a billing structure. All objects subordinate to the billing element in the hierarchy (WBS elements, orders, networks, network activities) belong to this billing structure.

Prerequisites

Customizing in SD

To this end, you enter the WBS element to which you want to assign the order item in the Account Assignment tab page.

To this end, you enter a DIP profile for the order item in the Sales B tab page.

For more information, go to the Project System IMG and choose Revenues and Earnings ® Integration with Sales Documents (SD) ® Assign Sales Orders to Project Account.

Customizing in PS

If you maintain the DIP profile in such a way that the system takes actual cost summary records as the source of dynamic items, the system does not display the costs differentiated by material.

Additional Prerequisites

Process Flow

  1. You define which data is to be billed and how the system should summarize the data to be billed for the billing request in the DIP profile in Customizing.
  2. You confirm expenses (for example, work performed, material consumed) for the sales order.

    3. You have the option of using accounting indicators, as well as cost elements, to distinguish between the costs confirmed. For more information on the accounting indicator, see Accounting Indicator in the Completion Confirmation. and Reposting Accounting Indicators.

  3. You create a billing request.

The system works as follows when creating a billing request:
    1. The system starts with the costs and determines the items for the expenditure view, using the DIP profile (see prerequisites). These items are referred to as dynamic items.
    2. The system sorts the dynamic items per the SD order items and uses SD price determination to calculate the price for the billing request.

The system uses the document category (from the DIP profile) to determine the pricing procedure used here.

You can choose one of two views for editing:
    1. Expenditure View
    2. Sales Price View
  1. Save the billing request in a document.

The system records the revenues in the project.