In this activity, you stipulate, for a project plan profile, whether the billing data from a customer quotation or sales order assigned to the project should update the revenue plan or the payment plan for the relevant WBS element.
When you create or change a quotation or sales order, the value is recorded in the WBS element to which it is assigned. Depending on how the plan profile is configured, planned revenues and payments are updated on the WBS element.
If you create a sales order and reference it to a quotation, the related plan values in the WBS element are refreshed automatically.
The update is based on:
When the payment data is recorded, the terms of payment and the customer payment history are taken into consideration.
In cases where the quotation has alternative items, the system always considers the most probable item. The quotation items are not weighted by probability.
Enter settings for each planning profile. If you want the revenue plan and, where appropriate, the payment plan to be updated:
The system only updates the planned revenues from the SD document assigned to the project, if no billing plan has been maintained for the WBS element. If one has, the system updates only the revenues planned in the billing plan in the project. Any values already updated from the sales document are deleted.