Scenario Overview Resource Related Billing

Detailed Process Description:

To perform resource-related billing for customer-specific services. You invoice your customers for specific materials, internal services and costs incurred here. The billing request is used as the basis for creating the billing document. Prices for customer-specific services are not always defined in a contract as fixed prices, or determined using standard pricing. This is for instance the case if no empirical values are available for specific services, and services cannot therefore be calculated accurately before the contract conclusion. Define which billing data is to be supplied and/or postponed. The system reads the expenses (hours, travel expenses or third-party invoices) for the project or sales order, and uses the dynamic item processor to summarize these according to any criteria you define here. The system determines a corresponding material, which has the character of a service to be billed, for each dynamic item. The system uses these materials to create a billing request (which is a sales document that is similar to the sales order), in which it also performs pricing. The system will accept entries you make manually during pricing. The system uses fixed price billing to convert the billing request to a billing document (the actual invoice document). Create billing document with reference to the billing request. Once the billing documents have been created, they are transferred to Financial Accounting automatically, and the corresponding FI documents are generated.

Process Flow Diagram

Opportunity CRM Inquiry / Opportunity Comes In

Project Systems

Project / WBS/ Activity Generated

Approve / Release Project

Sales & Distribution

Sales Order Raised

Create Billing Request

Debit Memo

Final Billing Document

FI / CO

Transfer Data to Controlling

CATS

Enter / Maintain Time

CATS Approval

HCM -HR - Mini Master

Resource Master Data Maintained

Resource Assigned