Planning Revenues Using the Sales Order (SAP Library

Planning Revenues Using the Sales Order

Usage

You plan the expected revenues using a billing plan for the sales order. This refers to the billing milestones in the project.

Prerequisites

You have called up the structure overview for your project in the project information system.

Evaluating Revenues in the Structure Overview

Procedure

Select the row for your sales document item

Turbinenanlage in the structure, click the right mouse button and choose Object ® Change.

This is the first sales document item in the structure below the top WBS element (T-10### with ID #### 000010).

Select the item number and choose

Choose the Billing plan tab page.

The Selection Criteria dialog box appears.

Select WBS element T-10###, and choose

Select all the milestones with

and choose Copy.

The billing milestones for the projects are transferred as dates into the billing plan.

Your billing plan contains three dates:

The first of these is a down payment date (billing rule 4). The billing document for this date triggers a down payment request to the customer. This date is unlocked when you confirm the assigned activity (0100).

Dates two and three are for the partial and final invoices. After you have confirmed the plant assembly and the trial run, the customer is invoiced for 40% of the net value. The remainder is invoiced after confirmation of site assembly.

Choose .

The item overview for the sales order appears.

Choose .

The structure overview for the project information system appears.

Choose .

The project displays the planned revenues from the billing plan for the sales order.

Choose to exit the report.

Result

You have created a billing plan for the sales order by referring to existing billing milestones on the turbine project structure. The project displays the planned revenues.

In Customizing for the Project System, the planner profile specifies that the planned revenues from the sales order are updated on the project using cost element 800000.