Billing Process (CS) (Biblioteca SAP)

Billing Process (CS)

Purpose

This section describes the process flow for resource-related billing, in which you bill a customer for resources used (for example, personnel costs, material). You can use resource-related billing in Customer Service (CS) for different scenarios. For more information, see Billing Scenarios and Quotation Creation Scenarios.

Prerequisites

Customizing

You have maintained a dynamic item processor profile (DIP profile).

Service order

You have created one of the following objects:

A revenue-bearing service order
A non-revenue-bearing service order with reference to a sales order (for example, a repair order or a contract)

You have maintained the following sales data under Extras ® Sales data:

Sales organization
Distribution channel
Division

You have specified a DIP profile in the tab Administration.

You have specified a customer.

If you want to bill with the service product, you have specified a service product and selected the characteristic Product in the DIP profile.

You have released the service order and entered the costs.

Item of a Sales Document

You have created a sales document item (for example, standard order, repair order) that has a Controlling object, or that is assigned to a WBS element of a customer project.

You have assigned the item of a sales document item for which you want to perform resource-related billing to a dynamic order processing profile under Goto ® Item ® Sales document.

You have costs that are to be billed:

Costs have been confirmed for the item of the sales document.
A production order, internal order or work breakdown structure element (WBS element) which contains costs is assigned to the item of the sales document.

Material

If the system differentiates the planned costs (totals records) in the expenditure view based on material and should show quantity specifications, select the following indicators when creating a material:

On the tab Costing 1: the indicator origin of material
On the tab Costing 1: the indicator with quantity structure

Process Flow

You define which data are to be billed and how the system should summarize the data to be billed for the billing request in the DIP profile in Customizing.

You create a service order and specify the DIP profile.

You confirm expenses (for example, work performed, material consumed) for the service order.

You create a billing request.
The system works as follows when creating a billing request:

The system determines the items in the expenditure view using the DIP profile. These items are referred to as dynamic items.

Prices are determined using SD-Price Determination. The pricing procedure necessary for this is determined from the document category specified in the DIP profile.

You can choose one of two views for editing:

Expenditure view

Sales Price View

You save the expenditure view if required.

You create a billing request in the expenditure view.

You generate a billing document in the component Sales and Distribution (SD).

See also

Resource-Related Billing (CS)

Billing Options

Settings: Billing