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Component documentationBilling Request Editor


In many professional service firms time and expenses as well as other transactions are captured during the duration of an engagement. At the time of billing these detailed transactions are reviewed to ensure completeness and to adjust mis-postings.

Professional Service Firms have quite a diverse way to bill their customers, from situation where everything is agreed at time of contract closure to mixed scenarios, where parts of the delivery are subject to a fixed price and other add-on work might be charged separately to time and material based billing. Also, the detail of the bill differs a lot from very high level summarized bills to bills where each single posting is revealed to the customer.

In resource related billing (RRB), postings can be aggregated to so called dynamic line items (DLI) and then further being aggregated to individual positions on a debit memo request (DMR line). Therefore a flexible solution was developed that allows balancing the level of details required and the flexibility in bill generation.

The basic idea of the Billing Request Editor is to create a resource related debit memo request first using the already existing functionality. The user would not need to do any decision in this initial step. The DMR is then used as basis for all further processing.

Implementation Considerations

Billing Request Editor can be used if you are using RRB and have business requirements as mentioned above. The Billing Request Editor changes the DMR created in resource related billing process and therefore is strongly integrated with the DMR, especially in regards to reasons for rejection, pricing procedure and pricing conditions, texts on line item.


Billing Request Editor is an additional optional step during processing of RRB. It is executed after creation of the resource related DMR and prior to billing the resource related DMR.