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Documentación proceso de fondo Recording Planned Revenues (PS) Localizar documento en árbol de navegación

The following scenarios are possible:

  1. There is no billing plan for the WBS element:

    2. The system records the planned revenues from the SD document.

    If you create more than one quotation for a customer inquiry, the planned revenues from the SD documents are added together in the project. If you do not want this to happen, switch off the planned revenue update from quotation documents.

  2. A billing plan is created later for the WBS element:

    3. The system overwrites the existing plan values from the SD document with the planned revenues from the newly created billing plan.

  3. A billing plan exists for the WBS element:

The system records the planned revenues from the billing plan.

If you are working with a billing plan in the WBS element and the sales order, the system adds the two sets of planned revenues together. For this reason, we recommend you use a billing plan in either the WBS element or the sales order.

 

 

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