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Maintain Profiles for Quotations and Billing

In this step, you create dynamic item processor profiles for billing, quotation creation and calculation of profits.

To be able to bill a sales and distribution document item or a service order, or create a quotation, a profile must be assigned to the sales and distribution document item or the service order.

You can maintain default values for the profile:

In the step, Define Item Categories, you can specify a default for the profile for the sales and distribution document item.

In the step,

Credit Limit Checks, Sales Document Types for Service Orders, you can define a default for the profile for a service order.

Profile levels

The profile has the following levels:

• Profile (header)

• Usage

• Characteristics

• Sources

• Selection criteria

• Material determination

• Criteria for material determination

Profile (header)

In the profile header, you can define a

description for the profile and a short text.

Usage

At this level, you use the usage to specify the purpose for which you want to use the profile. You maintain all of the following levels for each selected usage.

The profile can be used for the following usages:

• Billing and calculation of profits

• Quotation creation

The number of manual conditions determines how many conditions can be entered in the overview screen. In the step, Assign Conditions to Sales Document Types, you must define the conditions required for each sales document type to be generated.

In the field Sales document type , you enter the sales document type to be generated according to the usage, for example, for usage of quotation creation, sales document type "AG" or the document type that you want to use for quotations.

You can only enter a

sales document type for credit memo requests when billing is used.

You can use the indicator Warranty check to control, for example, whether or not a warranty check should be performed during billing.

Characteristics

The following characteristics are available:

• Document number

• Accounting indicator

• Posting line

• Form of billing

• Commitment item

• Cost center

• Cost element

• Activity type

• Material

• Unit of measurement

• Object type

• Object number

• Period

• Product

• Statistical key figure

• Transaction currency

• Version

• Plant

• Plant category

In the enhancement AD010003, you can define your own characteristics and enter their values.

At this level, you can control different functions for each characteristic:

• Characteristic-relevant : Whether the characteristic should be read from the source.

• Material determination : Whether the characteristic should be available at the level of criteria for material determination.

• No summarization : How summarization should look before the sales and distribution document is generated.

• Structuring : Whether the structuring of the overview screen (for example, billing) should be used.

• Sequence : Here, you specify the required structuring sequence for the characteristics that should be used for structuring.

• Set name : Here, you enter a set which you want to use for structuring.

• In the fields Write off,

• Do not write off, Only individual value, From level, To level and Individual values , enter the type of writing off of the sets in the overview screen.

Sources

Here, you can enter the source from which the dynamic items should be created.

The following sources are available:

• 0001 Actual costs for line items

• 0002 Actual costs for totals records

• 0003 Statistical key figures for line items

• 0004 Statistical key figures for totals records

• 0005 Funds for line items

• 0006 Funds for totals records

• 0021 Planned costs for totals records

• 0022 Statistical key figures for planned totals records

• 0023 Easy cost planning

You can use the enhancement AD010005 to define your own sources.

For more information about which characteristics the system can determine from which sources, see Overview tables.

You can also:

• Define a default percentage

• Use the field Basis only to control whether the source is only used as a basis for an overhead calculation.

• Enter a calculation procedure and an overhead key for the overhead calculation.

Selection criteria

At this level, you can use a set to enter criteria for the characteristics selected at the "Characteristics" level, that define which data should be read from the source. For example, if you only want to use data with activity types "Activ1" and "Activ2" for creatingdynamic items, you must enter a set for the characteristic "Activity type" that contains both of these activity types.

Material determination

Here, you enter the materials/activities that should be assigned to the dynamic items.

• The indicator Material direct controls whether the material from the source should be assigned to the dynamic item.

• You use the indicator Individuals to switch summarization on or off before generating the sales document, for example, billing request.

• Using Use quantity , you enter whether the quantity from the sources selected at the level "Sources" should be used.

Criteria for material determination

At this level, you define criteria for the characteristic value. Here, you define which material or which activity the system should assign to a dynamic item for a particular material.

For example, if you want to assign the material/activity "Mat1" to dynamic items with activity type "Activ1", and the material/activity "Mat2" to dynamic items with activity type "Activ2", then in the criteria for "Mat1" you must assign a set, which contains the activity type "Activ1", to the characteristic; similarly, in the criteria for "Mat2" you must assign a set which contains the activity type "Activ2".

Further Notes

Create Set

Create Cost Element Group

Create Cost Center Group

Create Activity Type Group

Create Statistical Key Figure Group