When you work with resource-related billing, you will need to change some of the system settings in the online Implementation Guide. The most important system settings are as follows:
Settings for document types in SD
Settings for pricing
Determining activities for billing request items
Defining reasons for rejection
For further information, see the online Information Guide.
1. Settings for document types in SD
We recommend that you make the following changes in the document types for sales orders and billing requests:
To be able to create a billing request for a sales order you need to specify the document type for the subsequent billing request in the settings for the sales order document type.
You need to specify a condition type in the settings for the billing request document type. The item line values (costs) based on billing are set in the condition type. The condition type must be type Q. The standard proposal is EK01.
You make the settings for the document type in SD Customizing via
.2. Settings for pricing
During resource-related billing the customer is charged for costs such as bills from vendors, hotel costs etc. In these cases, no general sales price can be specified for the materials that these items represent in the billing request. More often, the price can only be determined from costs in question.
For this reason, conditions for these kinds of prices (e.g. PR00) cannot be marked as mandatory in pricing procedure used for pricing in the billing request.
You can find the settings for pricing in SD Customizing via
.3. Determining activities for billing request items
In resource-related billing, information on the resources required is used when the system creates items in the billing request. The resource items are represented in the billing request as activities. For this reason, you need to assign the following to the activities in the appropriate application (internal orders, maintenance, project system).
cost elements
cost center/activity type combinations
statistical key figures
This is carried out in Customizing.
Internal company services and costs are represented as activities in the standard system. You need to create service materials for these activities so that resource-related billing can take them into account.
4. Defining reasons for rejection
Reasons for rejection are used during resource-related billing to:
Mark items in the billing request as not relevant for billing
Reset items in the billing request to be dealt with in subsequent billing requests
Cancel items in a billing request if you want to mark the billing request as canceled.
You can enter a description in the online Implementation Guide for individual reasons for rejection. For each reason for rejection the system also specifies how an item marked with that particular reason for rejection is treated when subsequent new billing requests are created.
For example, the following reasons for rejection could be specified:
V Items not relevant for billing
You can mark an item as not relevant for billing using this reason for rejection also. It is also no longer proposed in subsequently created billing requests.
The following indicators are set for this reason for rejection:
- Ndr = ‘X’, the item will not be forwarded for printing
- EPO = ‘_’, the item is treated as completed for subsequent billing requests
- FKE = ‘X’, the item cannot be transferred to the billing document
- STAT = ‘-’, the item value is not considered when determining the overall value of the document
VB Reset item
You can mark an item as not relevant for billing using this reason for rejection also. It is still proposed for subsequently created new billing requests, however.
The following indicators are set for this reason for rejection:
- Ndr = ‘X’, the item will not be forwarded for printing
- EPO = ‘X’, the item is still open
- FKE = ‘X’, the item cannot be transferred to the billing document
- STAT = ‘-’, the item value is not considered when determining the overall value of the document
VS Cancel item
You use this reason for rejection to mark an item in a billing request when a billing document had already been created for the billing request but was then canceled.
You can no longer simply delete the billing request item. You can also use this reason for rejection to mark an item that is to be transferred to another billing request.
The following indicators are set for this reason for rejection:
- Ndr = ‘X’, the item will not be forwarded for printing
- EPO = ‘X’, the item is still open
- FKE = ‘X’, the item cannot be transferred to the billing document- STAT = ‘-’, the item value is not considered when determining the overall value of the document
Note
The SAP standard version does not maintain any reasons for rejection specific to resource-related billing.