Resource Related Billing (RRB) Configuration And Usage Welcome to Dassian International Is your business project-centric in nature, or do projects rank highly in importance to your organization? Are you realizing the maximum potential from your SAP investment? Dassian is an International company with over 3000 customers across 4 continents, founded in November 2000 and headquartered in Arizona, USA. ‘Our Focus Dassian are experts in Program and Contract Management including compliance with US Government requirements and Cost Accounting Standards. In addition we provide thought leadership and design for SAP's product roadmap. Our affordable product applications are available to bridge the known functionality gaps with a low cost support model. Our people have in-depth industry expertise coupled with a broad and rich SAP knowledge that has been acquired through many successful project lifecycles. We take a ‘why not SAP! approach which enables our customers to leverage their SAP investment, We have the experience and track record to help you get the best from your SAP systems. Please take a moment to look at our capabilities ranging from SAP certified Add-On products and support through to expert consulting services. You can browse by industry or Dassian competency. For more detailed information on the value Dassian can bring to your company, please contact us. Knowledge Base To assist our current customers and future customers, Dassian is offering this document as a knowledge source. Through this document our customers should be better able to make informed decisions about the appropriate resources, tools, and solutions in regards to the topic discussed in this paper. Contact Information Erik C., Hayes, Partner Ehayes@dassian.com Barb McElnea, Partner bmcelnea@dassian.com 6900 E. Camelback Rd, Suit 805 Scottsdale, Arizona 85251 www.dassian.com (480)922-1700,Resource Related Billing (RRB) Configuration And Usage TABLE OF CONTENTS INTRODUCTION... RESOURCE RELATED BILLING (RRB) PROCESS FLOW DIAGRAMS Configuration Process Flow. i sc stron Contract Setup, Maintenance and Billing Process Flow 5 ‘CONFIGURATION STEPS.. 1. CREATE SALES DocuMENT TYPE. 2. CREATE Trem CATEGORY, 3. ASSIGN ITEM CATEGORY TO SALES DOCUMENT TYPE, 4. CREATE BILLING REQUEST TYPE 5. ASSIGN THEDMR TYPE-TO0 THe CONTRACT DOCUMENT 6. CREATE Cory CoNTROL FoR BILLING DOCUMENT ITEMS. 1. 8 9. (CREATE CONTRACT ITEM TARGET PRICE CONDITION 20 (CREATE PERCENTAGE FEE CONDITION TYPE: (CREATE THE CONTRACT PRICING PROCEDURE. 10. CREATE DMR PRICING PROCEDURE 11. UpDATEZRRB DMR PRICE PROCEDURE 12. CREATE DocuMENT PRICE PROCEDURE 13. Assign DOCUMENT PRICE PROCEDURETO ORDER TYPE. 14. CREATE PRICE PROCEDURE DETERMINATION 15. ASSIGN Cost CONDITIONS To SALES AND DISTRIBUTION DOCUMENTS nnn 38 16. CREATE DYNAMIC ITEM PROCESSOR (DIP) PROFILE 37 17. CostiNc SHEETS - DEFINE CALCULATION BASE FOR OVERHEADS ... 18. Costin SHEets ~ CONFIGURE OVERHEAD RATES 19. CostiNG SHEETS ~ DeriNe CREDITS FoR OVERHEAD. 20. CREATE COSTING SHEET... MASTER DATA REQUIREMENT: ‘The Customer Masier. Service Materials Sets and Cost Element Groups. Project Systems Requirements CONTRACT SETUP sn Contract Period of Performance. Control of Resource Related Billing and Creation of Quotations. tem Account Assignment Contract Line hem Pricing. USING PRICING CONDITIONS. RESOURCE RELATED BILLING Resource Related Billing Generate Invoice. NBssSRaqa ga wsee weINTRODUCTION Purpose of this guide Resource Related Billing (RRB) is the SAP term for its functionality whereby billings can be generated based upon the resources (hours, costs etc) consumed. These types of billings are common in both the commercial and govemment business sectors and appear in many forms: Time and Material Services, Cost Type (Cost Plus Fee etc) Billings, Development Programs, Power by the Hour Support Contracts etc. This document is designed to be a step by step guide to successfully configure and execute a simple resource related billing (RRB) model. While each user’s actual business requirements will vary, the fundamental processes within SAP are fairly standard. By following the steps within this guide, users can create a working RRB solution based upon standard configuration settings that can be tailored to meet their specific requirements. While this document is not intended to be a detailed reference guide on SAP functionality, the following topics are covered in sufficient detail to build the RRB model discussed herein. RRB Solution Requirement Considerations RRB Configuration in the IMG Sales and Billing Documents Pricing Procedure Design RRB requirements from Project Systems Simple Costing Sheet Development Executing Resource Related Billing (DP91) Who should use this guide This guide is designed for people in the following roles: * Contract Administrators © Contract Billers + Consultants # System Administrators What you should know before using this guide ‘The guide is really intended to be a step by step walk through of a simple RRB solution model. While quite a bit of detail specific to the model is presented, it is not intended to be a reference for general SAP configuration or functionality. It is therefore helpful to possess a good understanding of the SAP Project System, SAP Sales & Distribution, and the integration of these modules with SAP Controlling. You should also have a good understanding of your internal business processes for Contract Management, Contract Billings, and the tracking of costs associated with your projects. (©2008 Dassian Inc all rights reserved Page 3 of 80