You can edit the items in resource-related billing in the following views:
Expenditure view
You can switch between the views at any time.
The expenditure view shows the costs from the sales/service order or project, summarized using the DI processor. The summarized costs - called dynamic items - form the items in the expenditure view.
You use the expenditure view to determine whether the system bills the costs summarized for dynamic items in full, later, or does not include them in the billing request at all.
The screen for the expenditure view is comprised of an overview tree and a table.
The overview tree shows the hierarchy of SD items per the selected characteristics from the DIP profile.
The table displays the hierarchy node selected in the overview tree, and the objects subordinate to it (the SD document items).
The tables below contain information on the processing options:
In the overview tree
In the table
Using the menu bar
Processing Options in the Overview Tree
Function |
Procedure |
Result |
Hierarchy change in the structure |
|
You can change the hierarchy at any time, and display the new hierarchy immediately. These settings override the structuring setting entered in the DIP profile for a characteristic. |
Open and close hierarchy nodes |
Click once. |
Opening and closing hierarchy nodes gives you on overview of the dynamic items and their assignments within the project structure, or of the sales/service order. |
Display detailed information for the objects |
Double click the symbol in front of the object |
The system displays the detailed information. Choose to return to the expenditure view. |
Display objects in table |
Double click the object description |
The hierarchy node and its direct successors are displayed in the table. |
Lock values |
Set the
|
You stipulate, for a hierarchy node and/or the objects subordinate to it, that the values in the hierarchy node should be sent to the billing request unchanged. |
Display processing status |
– To be billed – To be postponed – Rejected |
The status symbols show whether and in what amount the system copies the original amount of an item into the billing request. |
Processing Options in the Table
Function |
Procedure |
Result |
Edit values |
Process the values in the
|
You stipulate whether the system should take over some, all, or none of the original amount for an item into the billing request. The symbols in the
Apportionment Reason If you do not want to bill a customer for a dynamic item, you can specify the reason for this (for example, warranty return) as an apportionment reason. The dynamic item is not displayed in the billing request. The reason is only used internally and can therefore be used during results analysis . |
Lock values |
Set the
|
You stipulate, for a hierarchy node and/or the objects subordinate to it, that the values in the hierarchy node should be sent to the calculation unchanged. |
Display detailed information |
Double click line in table |
The system displays the detailed information. Choose to return to the expenditure view. |
Processing Options Using the Menu Bar
Function |
Procedure |
Result |
Hide structure tree and display it again |
Choose
|
The structure tree is hidden; the table display is expanded to fill the screen. Choose again to restore the structure tree display. |
Switch to the sales price view |
Choose
|
The system displays the sales price view |
Save billing request in a document |
Choose
|
The system saves the billing request in a document. You can edit the document later. |
Generate billing request |
Choose
|
You generate a billing request in the
|
See also: