Creating the Pool Linkage 

Purpose

If you want to bill usage with an aggregate contract from a certain, valid point in time, or perform a recalculation with a single pool contract, link a single contract with a pool contract. You define the linkage in the single contract. The linkage is initially valid indefinitely, which means it has no defined end date.

Prerequisites

·        You have created a pool contract.

·        You have specified a valid linkage date – that is, the date lies within the period of the service contract/pool contract.

·        The linkage date coincides with the start date of a service period.

·        The usage billing periods are synchronized with the service billing periods – that is, the end date of a usage billing period coincides with the end date of a service billing period.

·        The organizational data and currency are identical in both the contract item and the pool contract item.

You can use the Business Add-In (BAdI) CRM Doc Flow: Check Document Linkages / Fill Customer Fields to perform additional checks.

·        No active link to another pool contract exists within the proposed linkage period.

·        No billing document has been created for the proposed linkage period of the single contract.

·        You have neither prebilled nor prebilled the pool period for the proposed linkage period of the pool contract.

Process Flow

The following figure shows the process flow for creating the pool linkage: