Entering content frameFunction documentation Resource-Related Billing (CS)


The price for customer-specific services are not always defined in a contract as fixed prices, nor can they always be determined using standard pricing. It can happen that empirical values do not exist for specific service, for example, and therefore the services cannot be calculated adequately before conclusion of the contract. Typical examples of this are:

In Customer Service (CS) you can bill (resource-related) a customer for resources used (for example, personnel and material) to carry out services. During resource-related billing, the system creates dynamic items from the expenditure information (for example, costs for material, utilities, personnel, trips).

There are two views you can use to process the billing request you create before the actual billing document:

You can implement resource-related billing in Customer Service for various scenarios. For more information see Structure linkBilling Scenarios and Structure linkQuotation Creation Scenarios.

Fore more information, see Structure linkResource-Related Billing.


Since static billing is not longer available, you must make a conversion, if necessary. For more information, see the Implementation Guide for Project System under Revenues and Earnings ® Integration with SD Documents ® Creating Quotations and Project Billing ® Static Processing (Process Before Release 4.5).


For information about prerequisites, see Structure linkResource-Related Billing Process (CS).



You can carry out the new resource-related billing in Customer Service for the following objects:

Using Service Products

You can use Structure linkservice products and Structure linkconfigurable service products in billing.

If you choose a process with service product, you have the following advantages:

You stipulate whether a service product is transferred to the billing request in the Structure linkDynamic Item Processor profile.

If you choose a process without service product, only the incurred costs are displayed in the billing request. The customer no longer obtains any more information about which service (for example, standard service, service package, or service product) he or she specified in the order.

Special Characteristics

The system does not create any new sales documents from the dynamic items during repairs processing. Instead subitems are created in repairs processing from the dynamic items. These subitems serve as the basis for creating billing documents.

This is true in the following cases:

Accounting Indicator

The accounting indicator is a criterion you can use to differentiate between costs and revenues in service processing. You can report accrued costs and targeted revenues according to guarantee or grace period, for example.

If you do not want to bill or only partially bill a dynamic item, you can determine a discount based on the accounting indicator. To do this, a condition type, in whose access must be contained in the 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:

The changes are valid only for the expenditure view and the billing request. They do not affect the individual document in Controlling (CO individual document).

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

For more information on the accounting indicator, see Structure linkAccounting 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 example, return warranty) in the overview screen for dynamic items as an apportionment reason. The dynamic item is not displayed on the billing request. The reason is used internally only, and therefore can be used during results analysis, for example.


Settings in Customizing



Menu Path

Define default values for the 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 the DIP profile

Sales order using item category

Sales and Distribution ® Sales ® Sales Documents ® Sales Document Item ® Define Item Categories

When you create a sales order, the system finds the item category you stored in the DIP profile by using the order type and the item group of the material.

Maintain sets for the DIP profile


Enterprise Controlling ® Profit Center Accounting ® Tools ® Sets and Variables ® Maintain Sets

See also:

Structure linkBilling Options

Structure linkSettings: Billing

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