Entering content frameProcedure documentation Billing Options

Use

You use resource-related billing to calculate the price for a sales/service order or customer project on a resource-related basis, and save the result in a billing request.

Prerequisites

For information on the prerequisites, see:

Structure link Billing Process (CS)

Structure link Billing Process (PS)

Billing in SD follows the same procedure as billing in PS.

Procedure

  1. Choose the appropriate menu path:
  2. Component

    Menu Path

    Resulting Screen

    CS

    Logistics ® Customer Service ® Service Processing ® Completion ® Create Billing Request ® Individual Processing.

    Resource-Related Billing Request: Initial Screen

    PS

    Logistics ® Sales and Distribution ® Sales ® Order ® Subsequent Functions ® Resource-Related Billing Document.

    Resource-Related Billing Request: Initial Screen

    SD

    Logistics ® Sales and Distribution ® Sales ® Order ® Subsequent Functions ® Resource-Related Billing Document.

    Resource-Related Billing Request: Initial Screen

  3. Enter data as required.
  4. If necessary, overwrite the pricing date defaulted by the system (today's date). The date you enter applies to all items in the billing request.
  5. If you want to use your own settings for sales pricing, choose Extras ® Settings…
  6. Here, for example, you can determine how the screen areas are divided or stipulate to which of the two processing views you want to jump when you access a resource-related billing again.

    For more information on the settings, see Structure link Settings: Sales Pricing and Billing.

  7. Once you have chosen your selection criteria and decided on settings, the following additional options for further processing are available:

Pushbutton

Function

This graphic is explained in the accompanying text Expenditure

This view shows the costs from the sales/service order or project billing structure, summarized using the Structure link DI processor . The summarized costs form the items in the expenditure view.

You can use this view to edit the items in resource-related billing and transfer some, all, or none of them to the billing request.

For more information, see Structure link Editing the Expenditure View .

This graphic is explained in the accompanying text Sales price

This view shows the items from the expenditure view, sorted and combined per SD items. The prices for the items are calculated using SD pricing.

In the sales price view, you can edit individual or header items from resource-related billing, with the help of SD conditions.

For more information, see Structure link Editing the Sales Price View .

This graphic is explained in the accompanying text Create billing request

The system carries out resource-related billing and creates a billing request.

If you chose Extras ® Settings… and selected Show billing request after saving on the General tab page, the system creates the billing request and jumps to the change mode for it.

If you did not select the indicator, a message appears in the status line, telling you that the billing request was created successfully.

For more information, see Structure link Creating Billing Requests.

This graphic is explained in the accompanying text Access billing request

The system accesses an existing billing request.

If more than one billing request exists, the system asks you to choose one.

Depending on the settings you entered under Extras ® Settings, you then branch to the expenditure view or the sales price view.

 

 

 

 

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