Resource-Related Billing (CS) (SAP Library

Resource-Related Billing (CS)

Use

The prices for services performed for individual customers are not always stored as fixed prices in a contract or determined using the standard pricing procedure. It is possible that specific services do not have prices that are based on experience, meaning that the services cannot therefore be adequately costed before contract completion. Typical examples of this are

Make-to-order production
External maintenance in the service company
Specific services, such as consulting

In Customer Service (CS), you can bill the customer using resource-related billing for the resources consumed (for example, personnel, material) for services provided. In resource-related billing, the system generates so-called dynamic items from the resource-related information (for example, costs for material, utilities, personnel, travel).

You can choose from two views for processing the billing request that you generate before you create your own billing document:

Expenditure view

Sales Price View

You can use resource-related billing in Customer Service for different scenarios. For more information, see Billing Scenarios and Quotation Creation Scenarios.

For additional general information on resource-related billing, see Resource-Related Billing.

The resource-related billing function that was available before Release 4.5A ( static billing) has been replaced by an extended resource-related billing function. A conversion program (report RDPFLOW00) is provided to enable you to convert from the old to the new billing functions.

Prerequisites

For more information on the prerequisites, see Resource-Related Billing: Process (CS).

Features

General

You can use resource-related billing in Customer Service for the following objects:

Non-revenue-bearing service orders referencing an item of the sales document
Revenue-bearing service orders

Usage of Service Products

When billing, you can use service products and configurable service products.

If you decide on a process with service product, this presents the following advantages:

The cumulated amount is displayed in the billing request under the title of the service product (for example, bicycle assembly).

You can display the services agreed upon and described in the service product as sub-items in the billing request for information purposes.

In the case of the billing form Flat rate, only the main item is relevant for billing, whereas for the billing form Resource-related, the sub-items are relevant for billing. The scenario from assembly processing is an exception to this. Here, the expenses are returned as sub-items in the sales order item. For more information, see Scenario 4.

You define whether a service product is copied into the billing request in the dynamic item processor profile.

If you decide on a process without service product, only the costs that have arisen are displayed on the billing request. The customer no longer obtains information about which service (for example, standard service, service package, or service product) he specified in the order.

Features

The system does not generate a new sales document from the dynamic items during repairs processing. Instead it creates subitems in the repairs order which serve as the basis for the creation of billing documents.

This is true in the following cases:

For sales order processing with service items, if you have selected the billing form Flat-rate
For a quotation with service product, if you have selected the billing form Flat-rate

Accounting Indicator

The accounting indicator is a criterion that you can use to differentiate costs and revenues within the framework of call management. This enables costs incurred and revenues obtained to be identified by warranty or goodwill.

If you only want to bill a dynamic item partly or not at all, you can determine a discount for the customer on the basis of the accounting indicator. To do this, a condition type, in whose access sequence the accounting indicator is present, must be contained in the pricing procedure for pricing (in Customizing for Sales and Distribution under Basic Functions ® Pricing). The dynamic item is displayed with the accounting indicator in the billing request.

You can

Change the accounting indicator in the expenditure view

The change only applies to the resources view and the billing request. This does not affect the CO individual document.

Reposting

You post a different accounting indicator for the CO individual document that the system has, for example, created for a completion confirmation.

For more information on the accounting indicator, see Accounting Indicator in the Completion Confirmation.

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) in the overview screen 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.

Activities

Settings in Customizing

Function	Object	Menu Path in the IMG
Define default values for DIP profile	Service order	Plant Maintenance and Customer Service ® Maintenance and Service Processing ® Maintenance and Service Orders ® Functions and Settings for Order Types ® Credit Limit Checks, Sales Document Types for Service Orders
Define default values for DIP profile	Sales order by item category	Sales and Distribution ® Sales ® Sales Documents ® Sales Document Item ® Define Item Categories When you create a sales order, the system uses the order type and the item category of the material to find the item category that you have stored in a DIP profile.
Maintain sets for DIP profile	Set	Enterprise Controlling ® Profit Center Accounting ® Tools ® Sets and Variables ® Maintain Sets

See also

Billing Options

Settings: Billing