Entering content frameProcedure documentation Processing the Expenditure View

Use

You can edit the items in resource-related billing in the following views:

You can switch between the views at any time.

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

You use the expenditure view to determine whether the system bills the costs summarized for dynamic items in full, later, or does not include them in the billing request at all.

The screen for the expenditure view is comprised of an overview tree and a table.

Features

The tables below contain information on the processing options:

Processing Options in the Overview Tree

Function

Procedure

Result

Hierarchy change in the structure

Edit ® Hierarchy change

You can change the hierarchy at any time, and display the new hierarchy immediately.

These settings override the structuring setting entered in the DIP profile for a characteristic.

Open and close hierarchy nodes

Click This graphic is explained in the accompanying text once.

Opening and closing hierarchy nodes gives you on overview of the dynamic items and their assignments within the project structure, or of the sales/service order.

Display detailed information for the objects

Double click the symbol in front of the object

The system displays the detailed information.

Choose This graphic is explained in the accompanying text to return to the expenditure view.

Display objects in table

Double click the object description

The hierarchy node and its direct successors are displayed in the table.

Lock values

Set the This graphic is explained in the accompanying text Locked indicator.

You stipulate, for a hierarchy node and/or the objects subordinate to it, that the values in the hierarchy node should be sent to the billing request unchanged.

Display processing status

This graphic is explained in the accompanying text  To be billed

This graphic is explained in the accompanying text  To be postponed

This graphic is explained in the accompanying text  Rejected

The status symbols show whether and in what amount the system copies the original amount of an item into the billing request.

 

Processing Options in the Table

Function

Procedure

Result

Edit values

Process the values in the Amount, Quantity, or Percent tab page, as appropriate.

You stipulate whether the system should take over some, all, or none of the original amount for an item into the billing request.

The symbols in the Status column changes as appropriate (see table above).

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) 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 Structure link results analysis .

Lock values

Set the This graphic is explained in the accompanying text Locked indicator.

You stipulate, for a hierarchy node and/or the objects subordinate to it, that the values in the hierarchy node should be sent to the calculation unchanged.

Display detailed information

Double click line in table

The system displays the detailed information.

Choose This graphic is explained in the accompanying text to return to the expenditure view.

 

Processing Options Using the Menu Bar

Function

Procedure

Result

Hide structure tree and display it again

Choose This graphic is explained in the accompanying text.

The structure tree is hidden; the table display is expanded to fill the screen.

Choose This graphic is explained in the accompanying text again to restore the structure tree display.

Switch to the sales price view

Choose This graphic is explained in the accompanying text Sales Price.

The system displays the sales price view

Save billing request in a document

Choose This graphic is explained in the accompanying text.

The system saves the billing request in a document. You can edit the document later.

Generate billing request

Choose This graphic is explained in the accompanying text Billing Request.

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

 

See also:

Structure link Settings: Sales Pricing and Billing

 

 

 

Leaving content frame