Billing Plans in WBS Elements
Use
You use the billing plan to plan the dates on which payment requests or invoices affecting sales are sent to customers.
The system determines the payment data and records it in the relevant WBS element. The planned revenue is recorded in the revenue element you defined in the planning profile for this WBS and the commitment item assigned.
You use the billing plan for WBS elements in customer projects:
At a very early stage in the project, when there are no sales documents
To plan revenues in project versions (simulation)
The billing plan in the WBS element is for planning purposes only.
Note
From Release 4.6A: If a billing plan has been maintained for a WBS element, the system records only the detailed plan values from the billing plan for the WBS element.
For details, see Revenue Planning
The revenue plan values from the WBS element billing plan are recorded in addition to the plan values from the billing plan for the sales order.
Prerequisites
If you want to maintain a billing plan for a WBS element, you must flag that WBS element as a billing element.
You must also include a revenue element for recording revenues from the billing plan as part of the planning profile used.
Features
The billing plan includes the following functions:
You can enter your own search term for each billing plan. The system uses the search term to build up an input help, making it easy for you to find existing billing plans to use as templates.
You can delete individual billing dates or the whole billing plan at any time.
You can copy dates from a template.
If you are working with templates, the dates from the template act as relative dates. This means that the billing data from the template must be adjusted to match the start date the system has determined for the WBS element.
If the dates for the WBS element change, and this leads to a change in the start date for the billing plan, the system automatically adjusts the dates in the billing plan.
This also happens if you change the start date manually (exception: dates from milestones). The dates for the WBS element in the WBS do not change.
If you adapt the start date manually, the system does not automatically change the dates in the billing plan if the day's date changes.
The system can generate items for milestones and automatically refresh them if the schedule changes, if you so stipulate in customizing.
If you have chosen partial billing by percentage as your invoicing rule, the system automatically adjusts the dates in the billing plan if any of the following changes:
Quantity or execution factor
Price or pricing unit
Currency
Dates in the WBS element (if you work with templates and do not change the start date manually)
If automatic adjustment is not possible, the system draws your attention to the facility for adjusting the billing plan manually.
You can use the billing plan in simulation versions and hence plan project revenues in these versions too. When you copy project versions, the billing plan is also copied and overwrites any existing billing plan in the target version. Milestone links are note copied.
The revenue-relevant dates in the billing plan update the WBS element revenue plan periodically. If project cash management is activated, the incoming payments planned for the WBS element Down payment dates are not updated to the revenue plan.