Integration of the Billing Plan and the Resource-Related Billing Document

Use

With this function you can integrate the resource-related billing document into the milestone billing plan (milestone billing). The following table shows which business processes are affected by the new function: The business process is depicted in the billing plan as follows:

When you define the date type, you define whether the date is a down payment date or a planned billing date.
If necessary, enter a billing document value for this date.

For more information, see Billing Plan and Milestone Billing .

Business Process	Execution of Down Payment Requests	Execution of Milestone Billing and Contract Billing
Set down payments and resource-related billing documents	In a set amount using transaction VF01	Resource-related using transaction DP90/DP91
Down payments and resource-related billing documents	Resource-related using transaction DP90/DP91	Resource-related using transaction DP90/DP91
Down payments and set resource-related billing documents	Resource-related using transaction DP90/DP91	In a set amount using transaction VF01
Only resource-related billing documents	Not relevant	Resource-related using transaction DP90/DP91

Note Note

It is also possible to specify a billing document value in the billing plan date for all business processes. The system transfers this value as the header condition in the document to be created. This then causes system to bill for the billing document value.

End of the note.

Integration

The billing plan is integrated in the project with milestones .
The following are not supported:
- Integration with periodical billing plans
- Repair orders

Prerequisites

You activated integration of the billing plan and resource-related billing document in Customizing for the Project System for the DIP profiles used in the process (see Revenues and Earnings Integration with SD Documents Creating Quotations and Project Billing Configure Integration of Billing Plan and Resource-Related Billing Doc.).
If you use header conditions, you must make settings in the following activity for Customizing for the Project System : Revenues and Earnings Integration with SD Documents Creating Quotations and Project Billing Define Condition Type for Fixed Price in Billing Plan .
You can create down payment requests and billing requests only if the dates in the billing plan have been released. The dates are released manually or automatically once the corresponding milestone in the network are confirmed as completed.

Features

You can allocate down payments received not only with set billing documents for the billing plan, but also with billing documents that were created using resource-related billing . The resource-related billing document creates down payment requests (sales) and billing requests based on expenditures not yet billed.

Even if sales documents with items were created according to expenditures, you can prevent the individual expenditures from being printed when you print the billing document by using message control.

Activities

Create a sales order (transaction VA01) or contract (transaction VA41) with a billing plan on the item level.
1. a. Enter billing plan dates for down payments and billing documents for each item depending upon the business process.
2. b. Enter a DIP profile for each item for which integration with the billing plan is active.
Once you have released a data, you can create a down payment or a billing document using the transactions DP90/DP91 and VF01, independent of the date type, and depending upon the business process.

Note
It is not possible to edit items with different date types together. You must edit these items individually.

You can create down payments (sales) and billing requests only if expenditures exist for the items.

You can edit an item in collective processing only if exactly one date has been released in the billing plan.

End of the note.