Processing the Expenditure View

Use

You can edit the items in resource-related billing in the following views:

Expenditure view
Sales Price 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).

Features

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	Edit Hierarchy change	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 Locked indicator.	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 Amount , Quantity , or Percent tab page, as appropriate.	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 Status column changes as appropriate (see table above). 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 Locked indicator.	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 Sales Price .	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 Billing Request .	You generate a billing request in the Sales and Distribution (SD) application component.

See also:

Settings: Sales Pricing and Billing