You use this process to create bill customers for work done, materials used, and other costs incurred in customer projects.
In the SAP System you process customer projects by means of sales order items assigned to projects. You create abilling request in a sales order in the component Sales and Distribution (SD). This means that the resource-related billing process for customer orders is the same as the process in Sales and Distribution (SD).
You can only use this component if you also use SD because you need a sales order assigned to the project before you can run resource-related billing.
By assigning one or more than one order item to a WBS element specified as a billing element, you connect the sales order in Sales and Distribution (SD) with the Project System (PS).
The billing element that refers to the sales order item is the highest element in the billing structure. All of the objects subordinate in the hierarchy to the billing element (WBS elements, orders, networks, network elements) belong to this billing structure.
Customizing in Sales and Distribution (SD)
To do this, define the WBS element to be account assigned to the order item on the Account Assignment tab page.
- You defined a Dynamic Item Processor profile in the order.
To do this, enter a Dynamic Item Processor profile (DIP profile) in the tab strip Sales B for the order item.
- In the order item, define a material that permits account assignment to a project.
For more information, see Customizing for the Project System under Revenues and Earnings ® Integration with SD Documents ® Assign Sales Orders to Project Account.
Customizing in Project System (PS):
If you maintained the Dynamic Item Processor profile in a way so that the system takes the actual cost totals records as the source for the dynamic items, the system does not display the costs according to material.
You have the option of differentiating the confirmed costs according to cost element or accounting indicator as well. For more information, seeAccounting Indicator in the Completion Confirmation and Reposting the Accounting Indicator.
When you opt to create a billing request, the system works as follows:
- Starting with the costs, it determines the expenditure basis items using the DIP profile (see Prerequisites above). These items are identified as dynamic items.
- The system sorts the dynamic items according to the SD order items and determines the price of the billing request using
To this end, it uses the document category (from the DIP profile) to determine the pricing procedure.
There are two views you can use for processing:
- Save the billing request in a document.
The system records the revenues to the project.