The values from a customer quotation item or sales order item are recorded in the relevant WBS element (billing element). The basis for this are the condition values and the revenue elements determined in the Sales and Distribution system. The period allocation is based on the billing plan or is derived from the delivery date for the item.

In Project System customizing, you must activate automatic recording of planned revenues and, if required, planned payments from sales documents assigned to the project.

Three types of values are recorded in the WBS element:

• Value of the quotation/sales order
• Revenue plan
• Payment plan

The quotation and sales order values are updated separately. The sales order value does not reduce the quotation value.

The revenue plan and payment plan values are generated by the quotation and updated by the sales order. To these are added the values for any revenue plan or financial budget values entered manually.

Actual values (invoices, down payments, payments) do not change the created values. The process is not part of commitment management.

The plan values for customer quotations and sales orders are managed separately. In the revenue/payment plan, a sales order item only reduces the plan values of the customer quotation item to which it relates, not those for all the customer quotation values in this WBS element.

Each change to the customer quotation/sales order leads to the plan values in the project being updated. If a customer quotation item/sales order item is canceled in the Sales and Distribution system, the matching values are usually reduced.

The process only takes account of the plan values for those conditions in the sales document for which an account was determined. You can see whether an account has been determined by displaying the Conditions screen in the customer quotation or sales order. Account determination takes place in Sales and Distribution only if the item is billing-relevant and the assigned billing type includes an account determination procedure.

In the case of customer quotations with alternative items, the system takes account of the most probable items. There is no weighted proportion calculation.