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 Billing Process (CS)


This process describes how you bill a customer for resources (for example, personnel or material) in resource-related billing. You can implement resource-related billing in Customer Service for various scenarios. For more information see Billing Scenarios and Quotation Creation Scenarios .



You maintained a Dynamic Item Processor profile (DIP profile).

Service order

  • You created one of the following objects:

  • A revenue bearing service order

  • A non-revenue bearing service order in relation to a customer order (for example, a repair order or contract)

  • You maintained the following sales data in the service order under Start of the navigation path Extras Next navigation step Sales Data End of the navigation path :

  • Sales organization

  • Distribution channel

  • Division

  • You entered a DIP profile on the Administration tab strip.

  • You specified a customer.

  • You specified a service product if you want to bill using a service product and you selected the Product characteristic in the DIP profile.

  • You released the service order and entered costs.

Sales Document Item

  • You created a sales document item (for example, standard order or repair order), which has a Controlling object, or is account assigned to a WBS element from a customer project.

  • Start of the navigation path You assigned a DIP profile to the item from the sales document for which you want to perform resource-related billing under Goto Next navigation step Item Next navigation step Sales B. End of the navigation path

  • You have costs to be billed:

  • Costs were confirmed for the sales document item.

  • The sales document items is assigned to a production order, internal order, or work breakdown structure element (WBS element), each of which contains costs.


If the system should display the planned costs (totals records) in the expenditure view according to material, and display quantities, select one of the following indicators when you create a material:

  • On the tab strip Costing 1 : Origin of Material indicator

  • On the tab strip Costing 1 : With Quantity Structure indicator

Process Flow

  1. Go to Customizing and use the DIP profile to stipulate which data is to be billed and how the system is to summarize this data for the billing request.

  2. Create a service order and enter, among others, the DIP profile.

  3. Confirm expenditures (such as work done or materials used) in the service order.

  1. Create a billing request.

  2. When you opt to create a billing request, the system works as follows:

  • The system determines the items in the expenditure view using the DIP profile. These items are identified as dynamic items .

  • The prices are determined using SD Pricing . The required pricing procedure is determined using the document category specified in the DIP profile.

There are two views you can use for processing:

  1. Save the view.

  1. Create a billing request in the expenditure view.

  1. A billing document is generated in SD.