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7/18/2019 OSD5_ODP1_Profiles for Resource-Related BillingQuotation Creation_V2
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Converteam Configuration Document
End to End: Sales to Cash
Solution ManagerSub-Process Path:
4.4.2 – Invoice Customer – Business Process – esource elated Billing –Create esource elated
!ocument "ame: #S!$%#!P&%Pro'iles (or esource-elated Billing)*uotationCreation%+2.doc
Created B,: Sreekrishna Cheedella !ate Created: 02/24/2008
Change istor,:
Suort /ic0et"umber 1ost go-live
/ransort"umber
Changed B,: !escrition o'Change:
Change !ate:
DEVK902533
Xu Mai Lam Change ZOR1 addContract info + DIP
for Variances
04/20/2008
Configuration Logic:
n this activit! !ou create d!namic item "rocessor "rofiles for #illing$ %uotation creation and resultsdetermination& So that !ou can #ill the items of a sales document or a service order or create a %uotation$!ou must assign a "rofile to the item of the sales document or the service order&
Pro'ile Stes
'he "rofile has the follo(ing ste"s:
)& *rofile +header,
2& -se
.& Characteristics
4& Sources
& Selection criteria
& Material determination
1& Criteria for material determination
&. Pro'ile 1header
ou can store a descri"tion and a short te3t for the "rofile in the "rofile header&
t Converteam$ D* "rofile 5C6'7S9 is defined for service related 99 ; 5C6'7*S for "ro<ect related99&
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age )
7/18/2019 OSD5_ODP1_Profiles for Resource-Related BillingQuotation Creation_V2
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Converteam Configuration Document
2. 3se
n this ste" !ou s"ecif! (hat !ou (ant to use the "rofile for&
'he "rofile can #e used as follo(s:
illing and results determination
@uotation creation
n the field sales document categor!$ enter the sales document t!"e to #e generated in accordance (ith theuse$ for e3am"le$ for the use Ade#it memo creationA enter the sales document categor! A5D9A or thedocument categor! that !ou (ould like to use for de#it memo&
ou can onl! s"ecif! a sales document categor! for credit memo re%uests for the use A#illing and resultsdeterminationA&
ou can use the (arrant! check indicator to control (hether$ for e3am"le$ a (arrant! check should #e"erformed during #illing&
>ollo(ing order t!"es (ill #e maintained for 5C6'7S9 "rofile:
>ollo(ing order t!"es (ill #e maintained for 5C6'7*S "rofile:
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age 2
7/18/2019 OSD5_ODP1_Profiles for Resource-Related BillingQuotation Creation_V2
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Converteam Configuration Document
. Characteristics
'he follo(ing characteristics e3ist:
• Bork center
• Document num#er
• ccounting indicator
• *osting line
• illing form
• >inance item
• usiness "rocess
• Cost t!"e
• Cost center
• Service t!"e
• Service num#er
• Material
• -nit of measure
• =#<ect t!"e
• =#<ect num#er
• *eriods
• *ersonnel num#er
• *roduct
• Statistical ke! figure
• 'ransaction currenc!
• 6ersion
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age .
7/18/2019 OSD5_ODP1_Profiles for Resource-Related BillingQuotation Creation_V2
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Converteam Configuration Document
• *lant
• *lant of (ork center
• 6alue categor!
>or each characteristic$ !ou can set the follo(ing indicator:
Characteristic relevant controls (hether the characteristic should #e read #! the source&
Material determination controls (hether the material on the level Acriteria for material determinationAshould #e availa#le&
"o summari5ation controls ho( the summariation should look #efore the sales document isgenerated&
Structuring controls (hether the characteristic for the structuring of the overvie( screen +for e3am"le$for #illing, should #e "ulled u"&
Se6uence: ere !ou s"ecif! the re%uired se%uence of the structuring for the characteristics that should#e "ulled u" for structuring&
Set name: ere !ou enter a set that !ou (ould like to use for the structuring&
Partial sets$ single values$ uer set$ 'rom ste$ to ste and single value control the t!"e of thee3"losion of the set in the overvie(&
>ollo(ing characteristics (ill #e used in "rofile 5C6'7S9:
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age 4
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Converteam Configuration Document
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age
7/18/2019 OSD5_ODP1_Profiles for Resource-Related BillingQuotation Creation_V2
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Converteam Configuration Document
>ollo(ing characteristics (ill #e used in "rofile 5C6'7*S:
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age
7/18/2019 OSD5_ODP1_Profiles for Resource-Related BillingQuotation Creation_V2
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Converteam Configuration Document
4. Sources
ere !ou can s"ecif! from (hich source the d!namic items should #e ma""ed&
'he follo(ing sources e3ist:
000) ctual costs line items
0002 ctual costs totals records
000. Statistical ke! figures line items
0004 Statistical ke! figures totals records
000 >unds line items
000 >unds totals records
002) *lanned costs totals records
0022 Statistical ke! figures "lanned totals records
002. as! Cost *lanning
n addition !ou can
• Store a default "ercentage&
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age 1
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Converteam Configuration Document
• S"ecif! an aortionment reason$ (hich is co"ied to the results determination together (ith the
costs of the turnover& n results determination it can #e used to (rite the costs of the turnover toother line Ds&
• -se the field Basis onl, to control (hether the source can onl! #e used as a #asis for an additional
settlement&
• S"ecif! a costing sheet and an additional ke! for the additional settlement&
>ollo(ing sources (ill #e maintained for D* "rofile 5C6'7S9 ; usage ):
>ollo(ing sources (ill #e maintained for D* "rofile 5C6'7*S ; usage ):
$. Selection criteria
n this ste" !ou can use a set to s"ecif! criteria for the selected characteristics$ (hich determine (hich datashould #e read from the sources& f$ for e3am"le$ !ou onl! (ant to use data (ith the service t!"es A5M0)Aand A5M02A for ma""ing the d,namic items$ enter a set for the characteristic Aservice t!"eA (hich covers#oth of these service t!"es&
Selection criteria for "rofile 5C6'7S9 ; Source ):
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age 8
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Converteam Configuration Document
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age E
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Converteam Configuration Document
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age )0
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Converteam Configuration Document
Selection criteria for "rofile 56'7S9 ; Source 2:
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age ))
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Converteam Configuration Document
Selection criteria for "rofile 56'7*S ; Source ):
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age )2
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Converteam Configuration Document
7. Material determination
ere !ou enter materials/services that should #e assigned to the d!namic items&
• 'he indicator Co, amount)costs is used to control ho( the amounts and costs determined from
the source are "assed on to the items in the sales document&
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age ).
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Converteam Configuration Document
• 'he indicator material direct controls (hether the material from the source should #e assigned to
the d!namic item&
• 'hrough the indicator single !ou s(itch on or off the summariation #efore generating the sales
document$ for e3am"le$ the #illing re%uest&
• 8mount conversion defines (hether the amount in d!namic items is converted in the sales unit ofmeasure or the #asic unit of measure&
>ollo(ing materials/services (ill #e assigned to "rofile 5C6'7S9:
>ollo(ing materials/services (ill #e assigned to "rofile 5C6'7*S:
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age )4
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Converteam Configuration Document
9. Criteria 'or the material determination
ere !ou define (hich material or (hich service the s!stem should assign to a d!namic item for a certaincharacteristic&
t Converteam$ criteria (ill #e defined for each material/service so that material (ould #e d!namicall!selected #ased on characteristics determined&
=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age )
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