Generating Dates from Milestones 

Use

If you use this function, the system copies the invoicing plan data from the milestones when you create items for your invoicing plan.

In customizing, you can stipulate whether the invoicing plan data is adjusted automatically when the dates in the milestones change.

Prerequisites

The date category has been maintained in Project System customizing, step Maintain Date Category for Invoicing Plan. If you have so specified in customizing, the system adjusts the dates in the invoicing plan if the milestone dates change.

In the milestone detail screen, you must maintain the sales document date and Date key 01.

If you are working with a template, you can only use the milestone date function to generate new dates for the invoicing plan.

Procedure

  1. From the detail screen, call up the invoicing plan for an activity or a component.

    2. This takes you to the screen for changing dates in the invoicing plan.

  2. Choose Dates for milestones.

    3. The system displays the dialog box Enter Selection Conditions.

  3. In the Selection criteria dialog box, specify the network or WBS element from which you want to copy milestones.

    4. The dialog box Milestones for Invoicing Plan appears.

  4. Select the milestones you want to take over as dates.
  5. Choose Copy.

Result

In the invoicing plan, the system takes over the date of the milestone as the invoice date and the description from the milestone key as the description.

When you define or change milestones, you must then save the WBS again. Only then can you generate or update the dates from the milestones in the invoicing plan.

If you later move dates in the schedule, the system automatically adjusts those linked to milestones, if you have so specified in customizing.