You can use this function to create the billing request for a sales/service order or a customer project.
For more information, see Resource-Related Billing .
Choose one of the following menu paths:
Component |
Menu Path |
Customer Service (CS) |
|
Sales and Distribution (SD) |
|
Project System (PS) |
|
The system displays the
Resource-Related Billing Request: Initial Screen
.
Specify the sales order or service order for which you want to create a billing request. If you want the billing request only to cover particular items from the order, specify the items.
To display the billing request for further processing, choose
Show billing request after save.For more information on the settings, see Settings: Sales Pricing and Billing .
You can create the billing request in one of the following ways:
To copy data to the billing request directly from the system, choose
Billing Request
.
The system generates a billing request for the sales/service order.
If you want to edit the data from the system copied to the billing request, choose one of the processing views.
For more information, see:
Processing the Expenditure View
Processing the Sales Price View
If you did not select the
Show billing request after save
indicator, a message appears in the status line, telling you that the billing request was created successfully.
If you did select the indicator, the system displays the
Change Billing Request: Overview
screen.
The system uses the DI processor to summarize the costs from the sales/service order into dynamic items. When valuing the dynamic items, the system takes account of the conditions and prices defined in SD.
It t akes the currencies from the CO documents (object currency) or customer master (transaction currency).
Choose
to stipulate which currency (controlling area currency, object currency, or transaction currency is relevant for the individual items.