SD and MM Config for Services Industries

EHP4 for SAP ERP 6.0

June 2010

English

SD/MM Generic Settings for Services Industries (263)

SAP AGDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices SD/MM Generic Settings for Services Industries (263): Config. Guide

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Contents

1 Purpose............................................................................................................................. 7

2 Preparation........................................................................................................................ 7

2.1 Prerequisites............................................................................................................7

3 Configuration..................................................................................................................... 7

3.1 MM General Settings...............................................................................................7

3.1.1 Configure Automatic Postings.............................................................................7

3.2 SD General Settings................................................................................................9

3.2.1 Set Up Partner Determination - Sales Header.....................................................9

3.2.2 Set Updating of Partner Index...........................................................................10

3.2.3 Set Up Partner Determination - Sales Item.......................................................11

3.2.4 Maintain Output Types for Sales Documents....................................................12

3.2.5 Maintain Output Determination Procedure........................................................14

3.2.6 Maintain Output Types for Billing Documents....................................................15

3.2.6.1 Processing Routines.....................................................................................17

3.2.6.2 Assign Output Types to Partner Functions....................................................18

3.2.6.3 Maintain Output Determination Procedure....................................................19

3.2.7 Pricing Control...................................................................................................20

3.2.7.1 Define Condition Types.................................................................................20

3.2.7.2 Define Document Pricing Procedure.............................................................22

3.2.7.3 Define Pricing Procedures............................................................................22

3.2.7.4 Determine Pricing Procedures......................................................................24

3.2.8 Revenue Account Determination.......................................................................24

3.2.8.1 Check Master Data Relevant For Account Assignment................................24

3.2.8.2 Assign G/L Accounts.....................................................................................25

3.2.9 Billing Documents..............................................................................................26

3.2.9.1 Define Billing Types......................................................................................26

3.2.9.2 Define Blocking Reason for Billing................................................................29

3.2.10 Define Billing Plans...........................................................................................30

3.2.10.1 Define Date Descriptions..........................................................................30

3.2.10.2 Define Billing Plan Types..........................................................................31

3.2.10.3 Maintain Date Category for Billing Plan Type...........................................32

3.2.10.4 Allocate Date Category.............................................................................35

3.2.11 Sales Document Header...................................................................................35

3.2.11.1 Define Sales Document Types.................................................................35

3.2.11.2 Assign Sales Area to Sales Document Types...........................................38

3.2.11.3 Partner Determination Procedure Assignment..........................................39

3.2.11.4 Assign Output Determination Procedure...................................................39

3.2.11.5 Assign Pricing Procedure to Sales Document Types................................40

3.2.12 Sales Document Item........................................................................................40

3.2.12.1 Define Item Categories.............................................................................40

3.2.12.2 Define Item Categories Groups................................................................42

3.2.12.3 Assign Item Categories.............................................................................43

3.2.12.4 Define Reasons for Rejection...................................................................44

3.2.13 Partner Determination Procedure Assignment.............................................45



3.2.14 Log of Incomplete Items....................................................................................45

3.2.14.1 Define Incompleteness Procedures..........................................................45

3.2.14.2 Assign Procedures to the Sales Document Types....................................46

3.2.15 Schedule Lines..................................................................................................47

3.2.15.2 Assign Schedule Line Categories.............................................................47

3.2.16 Copy Controls for Sales Documents..................................................................48

3.2.16.1 Maintain Copy Control for Sales Documents............................................48

3.2.17 Availability Check and Transfer of Requirements..............................................51

3.2.17.1 Define Requirements Classes..................................................................51

3.2.17.2 Check Requirements Classes (CO)..........................................................52

3.2.17.3 Define Requirements Type.......................................................................53

3.2.17.4 Determination of Requirement Types Using Transaction..........................53

3.2.18 Billing Plan.........................................................................................................54

3.2.18.1 Assign Billing Plan Types to Item Categories...........................................54

3.2.19 Maintain Copying Control for Billing Documents...............................................54

3.2.19.1 Copying control: Sales document to billing document...............................55

3.2.20 Account determination for service master.........................................................57

3.2.20.1 Define Valuation Classes..........................................................................57

3.2.21 Availability Check with ATP Logic or Against Planning......................................58

3.2.21.1 Define Default Settings.............................................................................58

3.2.22 Role-Based Personal Worklists.........................................................................58

3.2.22.1 Edit Personalization Hierarchy..................................................................58

3.2.22.2 Define Categories.....................................................................................59

3.2.22.3 Define Worklist Type Visibility at Role Level.............................................59

3.2.22.4 Define Default Queries..............................................................................60

3.2.22.5 Define Query Visibility at Role Level.........................................................65

3.3 SD Master Data.....................................................................................................67

3.3.1 Create Material Master......................................................................................67

3.3.2 Change Material Master....................................................................................70

3.3.3 Create Service Master.......................................................................................71

3.3.4 Create Set-ID’s (part 1).....................................................................................72

3.3.5 Create Set-ID’s (part 2).....................................................................................76

3.3.6 Assign Set-ID’s..................................................................................................77

3.3.7 Create Output Conditions for sales documents.................................................79

3.3.8 Create Conditions..............................................................................................79

3.3.9 Create Output Condition Records.....................................................................80

3.3.10 Create Bills of Material......................................................................................81

3.4 SD General Settings 2...........................................................................................82

3.4.1 Service Quotation/Resource Related Billing......................................................82

3.4.1.1 Profiles for Resource Related Billing/Quotation Creation..............................82

3.4.1.2 Assign Conditions to Sales Document Types................................................85

3.4.1.3 Profiles for Resource Related Billing/Quotation Change...............................85

3.4.2 Settings for Billing Request Editor.....................................................................86

3.4.2.1 Define Categories.........................................................................................86

3.4.2.2 Define Process Control.................................................................................87

3.4.2.3 Set Up Metrics...............................................................................................89

3.4.2.4 Select Characteristics from Dynamic Item Processing..................................91





SD/MM Generic Settings for Services Industries

1 PurposeThis configuration guide provides the information you need to set up the configuration of this building block manually.

If you do not want to configure manually and prefer an automated installation process using BC Sets and other tools, refer to the Quick Guide of your SAP Best Practices version, which you can find on the documentation DVD.

2 Preparation

2.1 PrerequisitesBefore you start installing this scenario, you must install prerequisite building blocks. For more information, see the Building Block Prerequisites Matrix for SAP Best Practices Services Industries.

3 Configuration

3.1 MM General SettingsThis section covers all information relevant to the implementation of the Materials Management module.

3.1.1 Configure Automatic PostingsThis section covers all information relevant to the implementation of Materials Management. Offsetting entries for stock postings are used in Inventory Management. They are dependent on the account grouping to which each movement type is assigned.

Procedure 1. Access the activity using one of the following navigation options:

IMG menu Material Management Valuation and Account Assignment Account Determination Account Determination Without Wizard Configure Automatic Postings

Transaction code OMWB

2. On the Automatic Posting screen choose Account Assignment.

3. On the Maintain FI Configuration: Automatic Posting – Procedures screen double click in the line GBB Offsetting entry for inventory posting.

4. In the Enter Chart of Accounts dialog box manually enter the YIKT or use F4( ) and afterwards choose Continue.

5. On the Maintain FI Configuration: Automatic Posting – Accounts screen choose New Entries and input the following lines:

Field name Description User action and values Comment

First line

Valuation modif. 0001

General modification VAX




Valuation class YS01

Debit 610500

Credit 610500

Second line

Valuation modif. 0001

General modification VBR


Debit 610500

Credit 610500

6. Save the entries and exit the customizing activity.

Result Automatic account determination, dependent on the material, is defined by assigning different valuation classes to the materials and by assigning different G/L accounts to the posting transaction for every valuation class.



3.2 SD General SettingsThis section covers all information relevant to the implementation of the Sales and Distribution module.

3.2.1 Set Up Partner Determination - Sales Header

UseFour new partner roles / functions are created in this step to allow employees to be assigned to sales orders in the ServInd scenarios, at header and item level. The new partner functions are:

Y1 = Consultant 1

Y2 = Consultant 2

Y3 = Consultant 3

YP = Project Lead

Regrettably, a partner function in a SD document must be unique at the level it is defined for; therefore, it was necessary to create multiple consultant roles (Y1-Y3) to be able to assign more than one employee to an engagement contract or order.

Procedure1. Access the activity using one of the following navigation options:

Transaction code VOPAN

IMG menu Sales and Distribution Basic Functions Partner Determination Set Up Partner Determination

2. If you are accessing the task through the IMG, double-click on the activity Set Up Partner Determination for Sales Document Header. Otherwise, in the transaction VOPAN, choose the radio-button Sales Doc Header and choose [Change].

3. In the screen area Dialog Structure, double-click on the folder Partner Functions.

4. Click on [New Entries].

5. Create four new partner functions using the data in the following table:

Partner Function Name PartnerTy.

Y1 Consultant 1 PE

Y2 Consultant 2 PE

Y3 Consultant 3 PE

YP Project Lead PE

6. Choose Save (Ctrl+S) to store the new partner functions.

7. Translation: Select the new partner functions in the table in the overview screen. Choose the menu command Goto Translation. Mark the required target languages, press [Enter] and enter the translated text:

Language Text

French Conseiller 1, 2, 3Directeur du Projet

German Berater 1, 2, 3Projektleiter

Spanish Consultor 1,2,3



Language Text

Jefe del Proyecto

Portuguese Consultor 1,2,3Chefe de Projecto

8. Choose Back (F3) to leave the processing of the partner functions.

9. The folder Partner Determination Procesdures should be active in the dialog structure. If not, In the screen area Dialog Structure, double-click on the folder Partner Determination Procedures.


11. Enter the determination procedure YS and name ServInd Order.

12. Choose Back (F3). Select the table entry with the partner determination procedure YS, and in the screen area Dialog Structure, double-click on the sub-folder Partner Functions in Procedure.


14. Add the following partner functions to the procedure using the data in the following table:

Partner Function Name Not Mod… Mandatory Source Origin

1A Customer hierarchy 1 X B

1B Customer hierarchy 2 X B

1C Customer hierarchy 3 X B

1D Customer hierarchy 4 X B

SP Sold-to party X X

CP Contact person

ED EDI mail recipient

KB Credit rep. X A

KM Credit manager X A

BP Bill-to party X

PY Payer X

SH Ship-to party X

Y1 Consultant 1

Y2 Consultant 2

Y3 Consultant 3

YP Project Lead

15. Choose Save (Ctrl+S) and exit the customizing activity.

3.2.2 Set Updating of Partner Index

UseCreating a partner-index for the new partner functions Y1-YP will allow an enhancement for CATS responsible for setting up the personalized worklist to locate the orders and contracts which the consultant is assigned to in an efficient manner. (This enhancement is installed in the configuration guide for scenario 438. ).

The transaction-group is used to identify the class of sales documents for which the partner-function will be indexed. We'll use TrG = 0 orders, and TrG = 4 contracts.



After activating the partner functions for sales documents and contracts, at any time the partner function is assigned in a document an entry will be written to the index-table VAKPA.


Transaction code SM30

IMG menu Sales and Distribution Sales Lists Set Updating of Partner Index

2. In the screen Change View "Customizing View: Partner Index": Overview, choose [New Entries].

3. Enter the following rows into the table:

TrG Funct Name

0 Y1 Consultant 1

0 Y2 Consultant 2

0 Y3 Consultant 3

0 Y4 Consultant 4

4 Y1 Consultant 1

4 Y2 Consultant 2

4 Y3 Consultant 3

4 Y4 Consultant 4

4. Choose Save (Ctrl-S) to store the new entrires and exit the customizing activity.

3.2.3 Set Up Partner Determination - Sales Item

UseThe new partner roles for consultants are activated at item level for those item categories which are used in scenarios without the project system.




2. If you are accessing the task through the IMG, double-click on the activity Set Up Partner Determination for Sales Document Item. Otherwise, in the transaction VOPAN, choose the radio-button Sales Doc Item and choose [Change].

3. The folder Partner Determination Procesdures should be active in the dialog structure. If not, In the screen area Dialog Structure, double-click on the folder Partner Determination Procedures.


5. Enter the determination procedure YSP and name ServInd Item.



6. Click Back (F3). Select the table entry with the partner determination procedure YSP, and in the screen area Dialog Structure, double-click on the sub-folder Partner Functions in Procedure.


8. Add the following partner functions to the procedure using the data in the following table:

Partner Function Name Not Mod… Mandatory

BP Bill-to party

PY Payer

SH Ship-to party

Y1 Consultant 1

Y2 Consultant 2

Y3 Consultant 3

YP Project Lead

9. Choose Save (Ctrl+S) and exit the customizing activity.

10. Access the activity using one of the following navigation options:

3.2.4 Maintain Output Types for Sales Documents

UseOutput determination in sales and distribution allows you to control proposal using assignments and groupings in such a way that the system selects the output allowed in each sales transaction and carries out output processing according to predefined criteria.

The output types YSC1, YSC2, YSC3, and YSCP are created in this step which can be used to send simple SAP-office messages to consultants assigned to sales documents at header level to the partner functions Y1, Y2, Y3, and YP. These output types may be used in conjunction with the scenario described in 438 Project Staffing.

The set-up of these output types YSC1-YSCP is not fully completed with this step. As described in Part 2 of this document, a Sapscript standard text will be added manually and then referenced in the output type as the message text.

An alternative method of sending messages to consultants by email, i.e. to their email-account stored in their employee master data in HR, instead of SAP-office mail, is possible with output type YSCN. Output type YSCN is installed in the configuration guide for scenario 438, after a new output processing program and form for the email template have been installed.

Procedure1. Access the customizing transaction to maintain output types for sales documents:

SAP system menu IMG Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition TechniqueMaintain Output Determination for Sales Documents Maintain Output Types

Transaction code V/30

2. Click on the button to switch to the edit-mode.




4. In the customizing screen New Entries, Details of Added Entries, enter the Output Type YSC1 and the short description Consult Notific. 1.

5. In the screen tab General Data, set the parameters as follows:

Access Sequence: 0004Access to conditions:

Replacement of text symbols:Program: SAPMV45AFORM routine: TEXT_SYMBOL_REPLACE

6. Switch to tab Default Values and set the parameters as follows:

Dispatch time: 4 Send immediatelyTransmission medium: 7 Simple MailPartner Function Y1

7. Press to save your entries for new output type YSC1. If required, provide a customizing request to store the changes.

8. Press once to return to the overview table of all output types for sales documents.

9. Select the output type YSC1 in the table in the overview screen.

10. Double-click on the sub-activity Processing Routines in the dialog structure to the left .


12. Enter the transmission medium 7 Simple Mail, and then in the screen area Processing 1, enter the following information:

Program: RSNASTSOForm Routine: SAPOFFICE_AUFRUF_VX

13. Save the new entry and press Back (F3) twice to return to the overview table of all output types for sales documents.

14. Select the output type YSC1 in the table in the overview screen.

15. Double-click on the sub-activity Partner Functions in the dialog structure to the left.

16. Click on [New Entries]

17. In the table Partner Functions, make the folling entry:

Medium Funct Name

7 Simple Mail Y1 Consultant 1

18. Save the new entry.

19. Translation: Select the output type YSC1 in the table in the overview screen. Choose the menu command Goto Translation. Mark the required target languages, press [Enter] and enter the translated text, i.e. for German and French:

Language Text

French Annonce Conseil 1

German Beratungsmeldung 1

Spanish Notific. Consult. 1

Portuguese Notific. Consult. 1

20. Press [Enter] to leave the translation screen.

The three remaining output types YSC2, YSC3, YSCP will be created by copying output type YSC1, and only changing the associated partner function.



21. In the screen Change View "Output Types": Overview, select the table entry for output type YSC1 and choose Copy As… (F6).

22. Enter the new output type and short text, as below, and choose Enter.

YSC2 Consult Notific. 2YSC3 Consult Notific. 3YSCP Consult Notific. P

23. In the pop-up dialog Specify object to be copied, choose [copy all]. Confirm the message about the number of dependent objects copied.

24. Select the new output type and choose Details (Ctrl+Shift+F2). In the screen tab Default values, change value of the partner function as below:

YSC2 Y2YSC3 Y3YSCP YP

25. Double-click on the sub-activity Partner Functions in the dialog structure to the left. Delete the entry for medium Simple Mail to function Y1, and add a new entry for the medium Simple Mail and the new partner function as below:

YSC2 Y2YSC3 Y3YSCP YP

26. Choose Save (Ctrl+S) to save the new output type(s).

3.2.5 Maintain Output Determination Procedure

Use An output determination procedure contains all of the output types that can be processed by a sales document. Through the use of condition routines, output procedures also provide the possibility of making the issuing of the output dependent on particular conditions being met, e.g. an order confirmation will only be issued if the order is complete and all items have been confirmed.

A new output determination procedure will be created in this which will include the standard output types for sales documents as well as the new output types YSC1-YSCP.



IMG menu IMG Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition TechniqueMaintain Output Determination for Sales Documents Maintain Output Determination Procedure

2. On the Change View ”Procedures ”: Overview screen choose New Entries and input:

Procedure Description

YS0000 SP: ServInd Order Output

3. Select the new entry for procedure YS0000 and double-click on the sub-activity Control in the dialog structure to the left.

4. Press [New Entries].



5. Enter the following information into the procedure:

Step Counter

CTyp Description Requirement Manual Only

10 0 BA00 Order Confirmation 2

20 0 MAIL Internal Output X

30 0 KRML Credit Processing 9

50 0 YSCP Consult Notific. P

60 0 YSC1 Consult Notific. 1



6. Choose Save (Ctrl-S) to save the new output procedure.

7. Exit the customizing transaction.

Result Output procedure YS0000 has been defined.

3.2.6 Maintain Output Types for Billing Documents

Use In this step, you define the output types for output type records. The output type represents different output, such as quotations, order confirmations, and delivery notes in the SAP System.


IMG menu Sales and Distribution Basic Functions Output Control Output Determination Maintain Output Determination for Billing Documents Maintain Output types


2. On the Change View ”Output Types”: Overview screen choose New Entries and enter the following:

Field name User action and values Comment

Output type YS00

Description SP: Invoice

General data

Access sequence 0002

Access to conditions selected

Default values

Dispatch time Send with periodically scheduled job

Transmission Medium Print output

Partner function BP




Storage system

Storage mode Print only

Document type SDOINVOICE

Print

Print param. Sales organization

3. Save the entries.

4. On the Change View ”Output Types”: Overview screen select the output type you just created (YS00) and in the Dialog structure area double-click on the Mail title and texts.

5. On the Change View” Mail title and text””: Overview screen choose New Entries and enter the following:


Application V3

Output type YS00

Language EN

Document title Access Type for Print Parameter and Proposal

6. Save the entries and choose Back three times.

Result A description of the Output type YS00 in English has been created.

3.2.6.1Processing Routines

Use In this step, you assign the programs the system calls up to process the output type created in the step before.


IMG menu Sales and Distribution Basic Functions Output Control Output Determination Maintain Output Determination for Billing Documents Maintain Output types


2. On the Change View ”Output Types”: Overview screen select the Output type you just created (YS00) and in the Dialog structure area double-click on the Processing routines.

3. On the Change View ”Processing routines””: Overview screen choose New Entries and enter the following:


Application V3

Output type YS00

First line

Medium Print Output




Program YSAA_RLB_INVOICE

Form routine ENTRY

PDF/SmartForm Form YSAA_SDINV

Type SmartForm

Second line

Medium Fax

Program YSAA_RLB_INVOICE

Form routine ENTRY

PDF/SmartForm Form YSAA_SDINV

Type SmartForm

Third line

Medium EDI

Program RSNASTED

Form routine EDI_PROCESSING

PDF/SmartForm Form

Type

Forth line

Medium Distribution (ALE)

Program RSNASTED

Form routine ALE_PROCESSING

PDF/SmartForm Form

Type

4. Save the entries and return to the IMG.

Result The programs the system calls up to process the output type YS00 have been assigned.

3.2.6.2 Assign Output Types to Partner Functions

Use In this step, you assign the allowed output types to partner functions. In addition, you can specify the allowed type of output processing for the combination of output types and partner functions.


IMG menu Sales and Distribution Basic Functions Output Control Output Determination Assign Output types to partner functions

Transaction code SPRO



2. On the Change View ”Output Control ”:Output by partner function: Overview screen choose New Entries and input:

Field name Description User action and values

Comment

First line

Output YS00

Med Print output 1 Specifies how the output will be produced.

Funct BP

Name SP: Invoice

Name Bill-to party

Second line

Output YS00

Med Fax 2 Specifies how the output will be produced.

Funct BP

Name SP: Invoice

Name Bill-to party

Third line

Output YS00

Med EDI 6

Funct BP

Name SP: Invoice

Name Bill-to party

Fourth line

Output YS00

Med ALE A

Funct BP

Name SP: Invoice

Name Bill-to party


Result Output type YS00 has been assigned to the partner function BP Bill-To Party.

3.2.6.3 Maintain Output Determination Procedure

Use In this step, define output determinations for documents.




IMG menu Sales and Distribution Basic Functions Output Control Output Determination Maintain Output determination procedure


2. On the Change View ”Procedures ”: Overview screen choose New Entries and input:


Procedure YS0001

Description SP: Output Control

Step 10

Counter 0

CType YS00


Requirement 8

Manual only deselect


Result Output procedure YS0001 defined.

3.2.7 Pricing ControlThe Services Industries Extension uses a debit memo request (document type YSDB SP:Draft Bill) for use in the On-Account and resource-related billing processes. This DMR is also meant to be processed within the Billing Request Editor. The configuration of the pricing control works in conjunction with the Billing Request Editor, which makes use of new condition types and a new pricing procedure. A new document group for determining pricing procedures was also defined, so that only document type YSDB will use the new pricing procedure.

3.2.7.1Define Condition Types

Use

Price elements are represented in the SAP system by condition types. Price elements can be, for example, prices, surcharges, discounts, taxes or freight, and are stored in the system in condition records.

For use in the pricing procedure YSRRB1 (defined in a later step) and for use in the Billing Request Editor, the following condition types are defined:

YSEC SP: Surchg ext. Csts,YSPR SP: Price,YSX1 BRE Billing Delta,YSX2 BRE Billing Absolute,YSX3 BRE Accrual Value,

Procedure




IMG menu Sales and Distribution Basic Functions Pricing Pricing Control Define Condition Types


2. Choose [New Entries] and create five condition types with the following ID, description and detailed settings:

Condition Type: YSEC YSPR YSX1

Condition type short description

SP: Surchg ext. Csts SP: Price BRE Billing Delta

Access seq. PPPV PR02 blank

Control data1

Cond.class A B (Prices) A

Calculat.type A C (Quantity) C (Quantity)

Plus/minus A Positive blank blank

Rounding rule Commercial Commercial Commercial

Changes which can be made

Manual entries blank C C

Item condition x x x

Delete x x x

Amount/percent x x x

Value x

Qty relation x

Master data

Delete fr. DB Do not delete… Do not delete… Do not delete…

Scales

Scale basis B value scale

Check Value A (Descending)

Control Data 2

Qty conversion x x

Text determination

TextDetPrc 02 Discounts/surcharges

01 Price

Text ID 0001 Internal comment

0001 Internal comment

Condition Type: YSX2 YSX3

Condition type short description

BRE Billing Absolute BRE Accrual Value

Access seq.



Condition Type: YSX2 YSX3

Control data1

Cond.class B (Prices) B (Prices)

Calculat.type C (Quantity) C (Quantity)

Plus/minus blank blank

Rounding rule Commercial Commercial

Changes which can be made

Manual entries C C

Item condition x x

Delete x

Amount/percent x

Value x x

Qty relation x

Master data

Delete fr. DB Do not delete… Do not delete…

Scales

Scale basis

Check Value

Control Data 2

Qty conversion x

Text determination

TextDetPrc

Text ID

3. Save your entries

Result The condition types for use in the resource-related billing process steps and for use with the Billing Request Editor have been created.

3.2.7.2Define Document Pricing Procedure

UseIn the pricing procedure, you define which condition types should be taken into account and in which sequence. During pricing, the SAP system automatically determines which pricing procedure is valid for a business transaction and it takes the condition types contained in it into account one after the other.

The determination of the procedure depends on the Document pricing procedure; you specify the document pricing procedure for each sales document type.




IMG menu Sales and Distribution Basic Functions Pricing Pricing Control Define And Assign Pricing Procedures Define document pricing procedure


2. Activities: Define the pricing procedure S for Services by choosing New entries and enter the following data:

Field name Description

DoPr Z

Description SP: Res.-Rel Billing

Result The document pricing procedure group for document types to be used in the resource-related billing scenarios has been created.

3.2.7.3Define Pricing Procedures

Use

In the pricing procedure, you define which condition types should be taken into account and in which sequence. During pricing, the SAP System automatically determines which pricing procedure is valid for a business transaction and it takes the condition types contained in it into account one after the other.


IMG menu Sales and Distribution Basic Functions Pricing Pricing Control Define And Assign Pricing Procedures Maintain pricing procedures


2. Create the pricing procedure YSRRB1 SP: Res.-Related Billing by clicking on New Entries. Enter the procedure ID and description and the press [ENTER]. Select the new line and double-click on the level Control Data in the navigation tree to the left. Press New Entries to enter the detailed procedure information as given in the table below. Finally, save the new entries.

For lines with a condition type, don't enter a description as it will be copied automatically from the definition of the condition type. For all sub-total lines, i.e. those without a condition type, enter the description directly.

Step CTyp Description From To Man. Mdt Stat Print SubTo Reqt AltCTy AltCBV ActKy

10 EK01 Actual Costs X B ERL

15 YSEC SP: Surchg ext. Csts 10 2 ERL



Step CTyp Description From To Man. Mdt Stat Print SubTo Reqt AltCTy AltCBV ActKy

20 YSPR SP: Price 2 ERL

80 YSX3 BRE Accrual Value X 2 ERS

100 Gross Value a 1 2

220 YSX1 BRE Billing Delta X 2 ERS

250 YSX2 BRE Billing Absolute X 2 ERS

300 Discount Amount 101 299 a

399 YB30 100% Discount a 55 28 YB4

800 Net Value for Item 2 2

900 Net Value 2 a 3

915 MWSTOutput Tax X A 4 10 MWS

920 Total A 2

Result The pricing procedure for Service Providers for resource-related billing scenarios involing the Billing Request Editor has been defined.

3.2.7.4Determine Pricing Procedures

Use

To determine the procedure, you allocate the customer determination procedure and the document pricing procedure to a pricing procedure within a sales area.


IMG menu Sales and Distribution Basic Functions Pricing Pricing Control Define And Assign Pricing Procedures Define Pricing Procedure Determination

Transaction code OVKK

2. Activities:

Choose New Entries and enter the following data:

SOrg. DChl Dv DoPr CuPP PriPr. CTyp

1000 10 10 Z 1YSRRB1 YSPR

Result The pricing procedure determination for Service Providers has been defined.

3.2.8 Revenue Account Determination



3.2.8.1Check Master Data Relevant For Account Assignment

Use

In the following menu options, you define the control of revenue account determination for transferring billing values from the SD module to the FI module. Revenue account determination is carried out using the condition technique.


IMG menu Sales and Distribution Basic Functions Account Assignment/Costing Revenue Account Determination Check Master Data Relevant For Account Assignment


2. Double-click Materials: Account Assignment Groups.

3. Enter the following new account assignment groups together with their descriptions:

Acct Assignment Group Description

YA Fees (SP)

YB Expenses (SP)

YC Disbursement (SP)

YD Accrued Fees (SP)

YE Accrued Expenses(SP)

YF Accr Sttlmt Fees(SP)

YG Accr Sttlmt Exp.(SP)

YH On-Account Issu.(SP)

YI On-Account Utilz(SP)

4. Save your entries.

Result The new account assignment groups for classifying material masters used in the processes of On-Account Billing and the Billing Request Editor were defined.

3.2.8.2Assign G/L Accounts

Use

In this menu option, you allocate G/L accounts for revenue account determination. You have to make the allocation for every access sequence you have defined beforehand. A variety of criteria is valid for a G/L account, depending on the key combination. For the key combination “Cust.Grp/MaterialGrp/AcctKey" a G/L account depending upon the following criteria, for example, is given:

Application (key for SD application)

Condition type for account determination



Chart of accounts (from the module FI)

Sales organization

Customer account determination group Material account determination group

Account key

Prerequisites You have to make the allocation for every access sequence you have defined beforehand.


IMG menu Sales and Distribution Basic Functions Account Assignment/Costing Revenue Account Determination Assign G/L Accounts

Transaction code VKOA

2. Double-click “Cust.Grp/MaterialGrp/AcctKey” and choose New Entries. Enter the following data:

AppCndTy. ChAc

SOrg.

AAG

AAG

ActKy G/L acct Prov.acc.

V KOFIBPGB

1000 1 YA ERL 490000

V KOFIBPGB

1000 1 YA ERS 490000

V KOFIBPGB

1000 1 YB ERL 490030

V KOFIBPGB

1000 1 YB ERS 490030

V KOFIBPGB

1000 1 YC ERL 490020

V KOFIBPGB

1000 1 YC ERS 490020

V KOFIBPGB

1000 1 YD ERL 490450

V KOFIBPGB

1000 1 YD ERS 490000

V KOFIBPGB

1000 1 YE ERL 490555

V KOFIBPGB

1000 1 YE ERS 490000

V KOFIBPGB

1000 1 YF ERL 490560

V KOFIBPGB

1000 1 YF ERS 490000

V KOFI BPG 1000 1 YG ERL 490565



B

V KOFIBPGB

1000 1 YG ERS 490000

V KOFIBPGB

1000 1 YH ERL 490540

V KOFIBPGB

1000 1 YH ERS 490000

V KOFIBPGB

1000 1 YI ERL 490545

V KOFIBPGB

1000 1 YI ERS 490000

Result The revenue account determination was set to find the right account in FI.

3.2.9 Billing Documents In this step you define the control data for the various document types used in billing.

3.2.9.1Define Billing TypesIn the following steps the billing types are defined that represent the different business transactions in billing.


IMG menu Sales and Distribution Billing Billing Documents Define Billing Types


2. In the Choose Activity dialog box double click on Define Billing Types Activity.

3. On the Change View “Billing: Document Types”: Overview screen select the billing document type FAZ and choose Copy As… and make the following entries for the new billing document type YSAA:


Comment

Billing type YSAA

Description SP: Down payment req

Number systems

No.range int. Assgt. 19

Item no. increment 0

General control

SD document categ. Invoice M

Posting block Indicates whether the system blocks automatic transfer of the billing document to accounting




Comment

Statistics

Transaction group Billing documents 7

Billing category Down payment request P

Document type Billing doc.transfer RV The document type classifies the accounting documents

Negative posting No negative posting It only has the required effect in FI, if the company code permits negative postings.

Branch/Head office Customer=Payer/Branch=sold-to party

Invoice list type LR

Rebate settlement

Rel. For rebate

Standard text

Cancellation

Cancell. Billing type Canc.down pymnt req. FAS

Copying requirements 0

Reference number

Assignment number

Account assignment/pricing

Acct Determ Proc. Account determination KOFI00

Doc.Pric. procedure Standard A

Acc.det.rec.acc.

Acc.det.cash.set.

Acc.der.pay.cards

Output/partners/texts

Output determ. Proc. SP: Output Control YS0001

Application V3

Item output proc

Output type Invoice YS00

Header partners Billing document FK

Item partners Billing Item FP

TextDetermProcedure

Text determ.proc.itm

Delivery text

4. Save the new entry and return to the main overview screen. Deselect all entries.



5. On the Change View “Billing: Document Types”: Overview screen select the billing document type F2 and choose Copy As… and make the following entries for the new billing document type YSF2:


Comment

Billing type YSF2


Number systems

No.range int. Assgt. 19

Item no. increment 0

General control

SD document categ. Invoice M

Posting block Indicates whether the system blocks automatic transfer of the billing document to accounting

Statistics Indicates whether the system stores information from billing documents of this type for the purposes of statistical analysis.

selected

Transaction group Billing documents 7

Billing category Down payment request

Document type Billing doc.transfer The document type classifies the accounting documents

Negative posting No negative posting It only has the required effect in FI, if the company code permits negative postings.

Branch/Head office Customer=Payer/Branch=sold-to party

Invoice list type LR

Rebate settlement

Rel. For rebate Selected

Standard text

Cancellation

Cancell. Billing type Cancel. Invoice (S1) S1

Copying requirements 0

Reference number

Assignment number

Account assignment/pricing

AcctDetermProc. Account determination KOFI00

Doc. Pric. procedure




Comment

Acc.det.rec.acc.

Acc.det.cash.set.

Acc.der.pay.cards Standard A00001

Output/partners/texts

Output determ. Proc. SP: Output Control YS0001

Application V3

Item output proc

Output type Invoice YS00

Header partners Billing document FK

Item partners Billing Item FP

TextDetermProcedure Billing Header 03

Text determ.proc.itm Billing Item 04

Delivery text

6. Save the new entry and return to the IMG.

Result The new billing document types YSAA and YSF2 have been created.

3.2.9.2Define Blocking Reason for Billing

Use In this menu option you define the possible blocking reasons for billing documents. Define the possible block indicators and allocate them to the billing types concerned.


IMG menu Sales and Distribution Billing Billing Documents Define Blocking Reasons for Billing


2. On the Change View “Billing: Blocking Reasons”: Overview screen choose New Entries and make the following entries:


First line

Block Calculation Missing 01

Bill Type SP: Invoice YSF2

Second line

Block Compl Confirm Missng 02

Bill Type Debit Memo L2




First line

Third line


Bill Type SP: Down payment req YSAA

Fourth line



Fourth line

Block Prices Incomplete 03


Fourth line

Block Check Terms of Paymt 04


Fourth line

Block Check Terms of Dlv 05


3. Save the assignments and go back.

Result The blocking reasons for billing were assigned to billing document types L2, YSAA, YSF2.

3.2.10 Define Billing Plans

3.2.10.1 Define Date DescriptionsIn this step, you define date descriptions. These are the textual descriptions for the respective billing dates in the billing plan. The descriptions are only used for differentiating between the billing dates and have no controlling function.

The date descriptions are entered for the date categories and are then found with the billing plan dates in the order document and printed.


IMG menu Sales and Distribution Billing Billing Plan Define Dates Description


2. On the Change View “Date Description Maintenance”: Overview screen choose New Entries and make the following entries:


DtDs YS01

Date Description Partial Payment




Result The new date description YS01 has been created.

3.2.10.2 Define Billing Plan Types In this step, you define billing plan types which contain the basic control data for the billing plan. In the standard SAP ECC System, billing plan types are set up for milestone billing and for periodic billing.

In this step two billing plan types for milestone billing will be configured, meaning that the total value to be billed is distributed between the individual dates of the billing plan.


IMG menu Sales and Distribution Billing Billing Plan Define Billing Plan Types

Transaction code OVBO

2. On the Choose Activity screen select the Maintain billing plan types for milestone billing. Change View “Date Description Maintenance”: On the Change view “Maintaining Billing Plan Types for Milestone Billing”: Overview screen choose New Entries and make the following entry:


First line

Billing Plan Type YS

Description of Billing/Invoicing Plan Type

SP: Milestone Billing

Start date Today's Date 01

Ref Bill Plan No.

Date category 01

Online order X

FCode-OvervScrn Milestone billing 0003

3. On the New Entries :Details of Added Entries screen, select the Next entry button and make the following entries for billing plan type YT:


First line

BillingPlanType YT

Description of Billing/Invoicing Plan Type

SP: Down and Partial Payments

Start date Today's Date 01

RefBillPlanNo.

Date category 01

Online order X

FCode-OvervScrn Milestone billing 0003




Result Billing plan types YS and YT for milestone billing have been created.

3.2.10.3 Maintain Date Category for Billing Plan TypeIn this step, you can assign one or more date categories to each billing plan type or create new date categories.


IMG menu Sales and Distribution Billing Billing Plan Define and Assign Date Categories

Transaction code OVBJ

2. On the Choose Activity screen select the Allocate date category. On the Change view “Assign Date category Proposal for Billing Plan”: Overview screen make the following entries:


Comment

BillingPlanType SP: Milestone Billing YS

Date category Milestone Billing 01 Controls data such as the billing block and the billing rule at the billing date level of the billing plan.

Proposal for date description

Date descript. Contract Conclusion 0003

Billing Data

Billing rule Milestone billing on a percentage basis

1

Fixed date Planned/actual date from milestone

1

Billing block Compl Confirm Missng 02

Billing type

3. On the New Entries: Details of Added Entries screen, select the Next entry button and make the following entries for billing plan type YS:


Comment

BillingPlanType SP: Milestone Billing YS

Date category Closing Invoice 02


Date descript. Closing Invoice 0008




Comment

Billing Data

Billing rule Closing invoice in milestone billing

3

Fixed date Planned/actual date from milestone

1


Billing type

4. On the New Entries: Details of Added Entries screen, select the Next entry button and make the following entries for billing plan type YT:


Comment

BillingPlanType SP: Down and Partial Payments

YT

Date category Partial Payment 01


Date descript. Partial Payment YS01

Billing Data

Billing rule Milestone billing on a percentage basis

1

Fixed date Fixed date, date not copied from milestone

0


Billing type



Comment


YT

Date category Closing Invoice 02


Date descript. Closing Invoice 0008

Billing Data

Billing rule Closing invoice in milestone billing

3


0


Billing type





Comment


YT

Date category Down payment request (proc.)

03


Date descript. Down payment 0009

Billing Data

Billing rule Down payment in milestone billing on percentage basis

4


0

Billing block

Billing type YSAA



Comment


YT

Date category Down payment request (amount)

04


Date descript. Down payment 0009

Billing Data

Billing rule Down payment in milestone billing on a value basis

5


0

Billing block

Billing type YSAA


Result The date categories for billing-plan types YS and YT have been maintained.

3.2.10.4 Allocate Date Category In this step, you can assign date category proposal for each billing plan.




IMG menu Sales and Distribution Billing Billing Plan Define and Assign Date Categories

Transaction code OVBJ

2. On the Choose Activity screen select the Allocate date category. On the Change view “Assign Date category Proposal for Billing Plan”: Overview screen make the following entries:


Comment

First line

BillingPlanType SP: Milestone Billing

YS

DD Default date category

01

Second line


YT

DD Default date category

01


Result A date category proposal has been assigned to billing plan types YS and YT.

3.2.11 Sales Document Header

3.2.11.1 Define Sales Document Types

UseThe sales document type determines how the system processes the sales document. For example, depending on the sales document type, the system determines which screens to present and which data to ask you for.


IMG menu Sales and Distribution Sales Sales Documents Sales Document Header Define Sales Documents Types

Transaction code VOV8

2. Create the new sales document type YSDB by first selecting the standard document type DR Debit Memo Request and click on Copy as… (F6). (note: DR is in the list at the location given by its standard code L2)

3. Set the following parameter values for the new document type (note: all values not explicitly listed here are to be left blank):

Parameter Name User Action and Values

Sales Document Type YSDB

Description SP: Draft Bill

SD Doc Category L



Number systems

No.RangeIntAssgt 15

No.RangeExtAssgt 16

Item no.increment 10

Sub-item increment 10

General Control

Probability

Credit Group

Output application

Item Division

Read Info Record

Transaction flow

Screen Seq Group GA

Incompl. proced. will be configured in a later step

Transaction Group 0

Doc. Pric. procedure S

Display Range UALL

Fcode for over.scr. UER2

ProdAttr.messages

Billing

Order-Rel Bill Type L2

Intercomp.bill.type IV

Billing Block blank

Cnd Type Line Item EK01

Billing plan type blank

Paymt guarant. proc. blank

Paymt card plan type blank

Checking group blank

4. Choose Enter to register the new document type. In the pop-up dialog Dependent Entries for copying control click No to indicate that these entries are not needed. (the copy control will be configured manually in a later step).

5. Create the new sales document type YSO1 by first selecting the standard document type OR Sales Order and choose Copy as… (F6). Set the following parameter values:

Parameter Name User Action and Values

Sales Document Type YSO1

Description SP: Consulting Order

SD Doc Category C

Number systems

No.RangeIntAssgt 01



No.RangeExtAssgt 02

Item no.increment 10

Sub-item increment 10

General Control

Probability 100

Credit Group 01

Output application V1

Item division checked

Read info record checked

Transaction flow

Screen Seq Group AU

Transaction Group 0

Doc. Pric. procedure S

Display Range UALL

Fcode for over.scr. UER1

ProdAttr.messages A

Billing

Order-Rel Bill Type YSF2 (SP: Invoice)

Cnd Type Line Item EK02

Billing plan type blank

Paymt guarant. proc. blank

Paymt card plan type blank

Checking group 01

Requested delivery date/ pricing date/ purchase order date

Propose deliv. date checked

Contract

Billing request YSDB

Contract data allwd Y

6. Choose Enter to register the new document type. In the pop-up dialog Dependent Entries for copying control click No to indicate that these entries are not needed. (the copy control will be configured manually in a later step).

7. Translation: Select the SD document YSO1 in the table in the overview screen. Choose the menu command Goto Translation. Mark the required target languages, press [Enter] and enter the translated text, i.e. for German and French:

Language Text

French SP:

German SP: Beratungsauftrag

Spanish SP:

Portuguese SP:



8. Press [Enter] to leave the translation screen.


Result The new sales document types YSDB SP: Draft Bill and YSO1 SP: Consulting Order have been created.

3.2.11.2 Assign Sales Area to Sales Document Types

In this menu option, you allocate the allowed order types to each sales area group.



IMG menu Sales and Distribution Sales Documents Sales Document Header Assign Sales Area To Sales Document Types Assign sales order types permitted for sales areas

2. Activities:Double-click Assign sales order types permitted for sales areas. Choose New Entries (F5) and type in the following data:

Ref.S RefD Div SaTy

1000 10 10 YSO1 (SP: Consulting Order)

1000 10 10 YSDB (SP: Draft Bill)

3. Choose Save (Ctrl+S) and choose Back (F3).

Result The new sales document types YSDB and YSO1 have been assigned to sales area 1000 10 10.

3.2.11.3 Partner Determination Procedure Assignment

UseThe partner determination procedure YS defines in Step 3.2.1 will be assigned to the sales document types used in the Best Practices for Services Industries.




2. If you are accessing the task through the IMG, double-click on the activity Set Up Partner Determination for Sales Document Header. Otherwise, in the transaction VOPAN, choose the radio-button Sales Doc Header and choose [Change].

3. In the screen area Dialog Structure, double-click on the folder Partner Determination Procedure Assignment.

4. Choose [New Entries] and enter the partner determination procedure YS for the following document types:



Sales Doc. Type Name Part.Det.Proc. Name

YSO1 SP: Consulting Order YS ServInd Order

YSDB SP: Draft Bill YS ServInd Order

5. Save the new entries and exit the customizing activity.

3.2.11.4 Assign Output Determination Procedure

UseThe new output procedure YS0000 is assigned to the sales document types that should have the capability of issuing messages to consultants.



IMG menu IMG Sales and Distribution Basic Functions Output Control Output Determination Output Determination Using the Condition TechniqueMaintain Output Determination for Sales Documents Assign Output Determination Procedures Allocate sales document header.

2. Scroll down the table-entries and assign the output procedure YS0000 to the following document types:

SaTy Description Out.pr Description OutputType Name

YSO1 SP: Consulting Order YS0000 Order Confirmation BA00 Order…

YSDB SP: Draft Bill YS0000 Order Confirmation BA00 Order…

3. Choose Save (Ctrl-S) to store the changes and exit the customizing activity.

3.2.11.5 Assign Pricing Procedure to Sales Document Types

UseIn the pricing procedure, you define which condition types should be taken into account and in which sequence. During pricing, the SAP system automatically determines which pricing procedure is valid for a business transaction and it takes the condition types contained in it into account one after the other.

The determination of the procedure depends on the document pricing procedure; you specify the document pricing procedure for each sales document type.

PrerequisitesThe sales order types have been created.


IMG menu Sales and Distribution Basic Functions Pricing Pricing control Define and Assign Pricing Procedures




2. Double-click Assign document pricing procedures to order types. Define or assign the document procedure as listed in the table below:

Sales Type YSO1 YSDB

Sales Document Type SP: Consulting Order SP: Draft Bill

Document Procedure S Z

Result You have specified the document pricing procedure for each sales document type.

3.2.12 Sales Document Item

3.2.12.1 Define Item Categories

Use In this menu option, you define item categories for sales documents.

Twelve new item categories have been defined for the Services Industries Extension solution:

YSX1-YSX7: used to control the main scenario (e.g. SD or PS; invoicing with fixed-price, resource-related, or billing plan, etc.)

YSXA-YSXD: used for items created within the function "Billing Request Editor"

YSXX: used for On-Account Billing


IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories


2. Create the following item categories YSX1-YSX7, YSXA-YSXD, and YSXX by choosing [New Entries] and entering the settings as shown below.

Item Category: YSX1 YSX2 YSX3

Description SP Ext: SD FP SP Ext: SD T&M SP Ext: PS FP

Business Data

Billing Relevance B B

Billing Plan Type

Pricing "X" "X" "X"

Business Item x x x

Sched.Line Allowed x x x

Credit active x x x

Transaction Flow

Screen Seq.Grp N N N

Item Category: YSX4 YSX5 YSX6

Description SP Ext: PS T&M SP Ext: SD FP MS SP Ext: PS FP MS

Business Data



Billing Relevance I I

Billing Plan Type YT YT

Pricing "X" "X" "X"

Business Item x x x

Sched.Line Allowed x x x

Credit active x x x

Transaction Flow


Item Category: YSX7 YSXA YSXB

Description SP Ext: PS T&M 2 BRE: Accrual Item BRE: Accrual Sttlmnt

Business Data

Billing Relevance B B

Billing Plan Type

Pricing "X" "X" "X"

Business Item x x x

Sched.Line Allowed x

Credit active x x x

Transaction Flow


Item Category: YSXC YSXD YSXX

Description BRE: Text Item BRE: Statistical Itm SP: On-Account

Business Data

Billing Relevance B B B

Billing Plan Type

Pricing X

Statistical Value X X

Business Item x x x

Sched.Line Allowed

Credit active

Transaction Flow


Bill of Material/Conf.

Structure Scope A

Application SD01



3. Save the new entries.

Result The item categories YSX1-YSX7, YSXA-YSXD, and YSXX have been created.

3.2.12.2 Define Item Categories Groups

Use The item category group is used to group together different material types for item category determination from the SD view.


IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Define Item Categories Groups


2. On the Change View” Maintain Item Categories groups in Material Master”: Overview screen, choose New Entries and make the entries:

ItCGr Description

YSX5 Cnslt SD FxP MS

YSX6 Cnslt PS FxP MS

YSX7 Cnslt PS T&M 2

YSXA BRE: Accrual item

YSXB BRE: Accrual settlmt

YSXC BRE: Text item

YSXD BRE: Statistical Itm

YSXX BRE: On-Account


Result The item category groups YSX5-YSX7 and YSXA – YSXD, YSXX were created.

3.2.12.3 Assign Item Categories

Use In this menu option, you can specify which item categories the system proposes during document processing for each sales document type and item category group. At the same time, you can also specify additional item categories with which the system default can be changed.


Transaction Code VOV4

IMG Menu Sales and Distribution Sales Sales Documents Sales Document Item Assign Item Categories



2. Choose New Entries (F5). Assign Item Categories as shown in the table below:

Sales Document Type

Item Category Group

Usage HLevItCa Default Item Category

YSO1 YBC1 YSX1

YSO1 YBC2 YSX2

YSO1 YBC3 YSX3

YSO1 YBC4 YSX4

YSO1 YSX5 YSX5

YSO1 YSX6 YSX6

YSO1 YSX7 YSX7

YSDB LEIS L2W

YSDB LEIS YSXX L2W

YSDB LEIS SEIN L2W

YSDB NORM L2W

YSDB NORM SEIN L2W

YSDB YBC2 YSXX

YSDB YBC4 YSXX

YSDB YSXA YSXA

YSDB YSXA SEIN YSXA

YSDB YSXB YSXB

YSDB YSXB SEIN YSXB

YSDB YSXC YSXC

YSDB YSXC SEIN YSXC

YSDB YSXD YSXD

YSDB YSXD SEIN YSXD

YSDB YSXX YSXX

YSDB YSXX YSXD YSXX


ResultThe Item Category Assignment for order types YSO1and YSDB have been made.

3.2.12.4 Define Reasons for Rejection

Use In this menu option you define possible reasons for rejection. They describe why an item in a sales document (for example, in a quotation) was rejected. When processing a sales document, you can enter the reason for rejection by item in the overview for the reason for rejection.




IMG menu Sales and Distribution Sales Sales Documents Sales Document Item Define Reasons For Rejection


5. Define the reason for rejection as shown in the table below:


Rj ‘Set costs back for resource related bill’

YS Reason for rejection of quotations and sales orders

NRP Not relevant for printing Not checked

OLI Resource Item Open Again checked

BIC Not relevant for Billing checked

Stat. Statistical values Leave empty


Result The reason for rejection has been created to be used for the PS Debit Meme Request YSDP.

3.2.13 Partner Determination Procedure Assignment

UseThe partner determination procedure YSP defined in Step 3.2.1 will be assigned to the sales document item categories used in the Best Practices for Services Industries.




2. If you are accessing the task through the IMG, double-click on the activity Set Up Partner Determination for Sales Document Item. Otherwise, in the transaction VOPAN, choose the radio-button Sales Doc Item and choose [Change].

3. In the screen area Dialog Structure, double-click on the folder Partner Determination Procedure Assignment.

4. Choose [New Entries] and enter the partner determination procedure YSP for the following item categories:

ItemCategory Name Part.Det.Proc. Name

YSX1 SP Ext: SD FP YSP ServInd Item

YSX2 SP Ext: SD T&M YSP ServInd Item

YSX3 SP Ext: PS FP YSP ServInd Item

YSX4 SP Ext: PS T&M YSP ServInd Item

YSX5 SP Ext: SD FP MS YSP ServInd Item

YSX6 SP Ext: PS FP MS YSP ServInd Item



ItemCategory Name Part.Det.Proc. Name

YSX7 SP Ext: PS T&M 2 YSP ServInd Item


3.2.14 Log of Incomplete Items

3.2.14.1 Define Incompleteness Procedures

Use In this IMG activity, you define the incompleteness procedures that should apply to the various incompleteness objects.

In an incompleteness procedure you group together the fields that are to be checked for completeness. If you have not entered data in one of the fields in the document, the document is incomplete. Depending on the status group you can block certain subsequent activities for the document.

For every field in the procedure you also have to define whether a warning message should be issued during processing if no data is entered in this field.


IMG menu Sales and Distribution Basic Functions Log of Incomplete Items Define Incompleteness Procedures

Transaction code OVA2

2. Choose group A (Sales Header), double click on folder ‘Procedures’ on the left side, select InProc ‘15’ for Debit Memo and choose ‘Copy as’ (F6)

3. Define the incompleteness procedure as shown in the table below:


InProc Debit Memo PS Y5

4. Choose Enter.

5. Confirm the message window with ‘copy all’.

6. Confirm further messages.

7. Select the new incompleteness procedure ‘Y5’ and double click on folder ‘Fields’ on the left side.

8. Make the following entries:

Table Field name

Description Scr. Status Warning Seq.

VBAK AUDAT Document Date KKAU 01

VBAK WAERK Document Currency

KKAU 03

VBKD PRSDT Pricing date KKAU 03

VBKD ZTERM Terms of Payment

KDE3 03


Result



The incompleteness procedure Y5 has been created.

3.2.14.2 Assign Procedures to the Sales Document Types

Use In the following activities, you define when a sales document should be regarded as incomplete and how the system should respond when you create an incomplete document.


IMG menu Sales and Distribution Basic Functions Log of Incomplete Items Assign Incompleteness Procedures

Transaction code VUA2

2. Make the following entries:

SaTy Description Proc. Description IC-Dialog

YSDB SP: Draft Bill Y5 Debit Memo PS

YSDP SP: Debit Me Req PS Y5 Debit Memo PS


Result Incompletion procedure Y5 has been assigned to document types YSDB and YSDP.

3.2.15 Schedule Lines

3.2.15.1.1 Define Schedule Line Categories

UseThe SAP System can only copy those items of a sales document to a delivery for which schedule lines exist. Control of the schedule lines depends on the schedule line category.


IMG Menu Sales and Distribution Sales Sales Documents Schedule Lines Define Schedule Line Categories

Transaction Code SPRO

2. Double click on Define Schedule Line Categories, choose New Entries and make the following entries:

Fields

Sched.line cat. Y8

Description Consulting with PS

Transaction Flow

Incompl. proced. 30 (General Sched. Line)



Req./Assembly checked


3.2.15.2 Assign Schedule Line Categories

UseIn this customizing activity we have to assign schedule line categories to item categories. This allocation of schedule line categories is carried out depending on the MRP type that is specified in the material master record for a material.


IMG menu Sales and Distribution Sales Schedule Lines Assign Schedule Line categories


2. On the Change View ‘Assign Schedule Line Categories: Overview’ screen, make the following entries.

ItCa Typ SchLC

YSX1 CD

YSX2 CD

YSX3 Y8

YSX4 Y8

YSX4 ND Y8

YSX5 CD

YSX6 Y8

YSX6 ND Y8

YSX7 Y8

YSX7 ND Y8

YSXX CD


Result The schedule line categories have been assigned to the item categories.

3.2.16 Copy Controls for Sales DocumentsIn this menu option, you define control data for the document flow of sales documents.

3.2.16.1 Maintain Copy Control for Sales Documents

UseThe copy-control for sales documents is used in all cases where a sales document is created with reference either to another sales document or to a billing document. The settings,



requirements-routines, and data-transfer routines specify how the data is copied from the reference document to the new document.

In the consulting scenarios, the sales document type YSO1 can be created with reference to a quotation with document type YBQ1, and a debit memo request YSDB can be created with reference to the document type YSO1 for on-account and resource-related billing.


Transaction Code VTAA

IMG Menu Sales and Distribution Sales Maintain Copy Control for Sales Documents

2. If you are using the ordinary IMG path, double-click on Copying Control: Sales document to Sales Document. Otherwise, use the transaction code VTAA to access the functionality directly.

3. Choose to switch to the change mode.

4. Choose New Entries to create a new copy-control configuration at document header level.

5. Create copy control entries for source document YBQ1 to target document YSO1 using the following values.

Target Sales Doc.Type YSO1 (SP: Consulting Order)

From Sales Doc.Type YBQ1 (SP: Quotation)

Copying req. for data transfer VBAK 051 (General header data)

Copying req. for transferring business data 101 (Header business data)

Copying req. for partner data VBPA 001 (Partner header)

Copying requirements 001 (Header-same customer)

Copy item number x

Complete reference

6. Double-click on Item in the navigation pane on the left-hand side to configure the copy-control at the item level.

7. Choose New Entries to create a new copy-control configuration at the item level.

8. Create an entry for item category YBQ1 for source document YBQ1 to target document YSO1 using the following values:

Target Sales Doc.Type YSO1 (SP: Consulting Order)

Item Category (target) blank

From Sales Doc.Type YBQ1 (SP: Quotation)

Item Category (source) YBQ1 (SP: Quotation)

Copy-routine for data transfer VBAP 151 (General item data)

Copy-routine for transferring business data 102 (Bus.data/item compl.)

Copy-routine for partner data VBPA 002 (Partner item)

Copy-routine for data transfer FPLA 251 (Conditions)

Copying requirements 301 (Item rejection reas.)

Pos./neg. Quantity +

Copy quantity blank



Pricing type A (Copy price components and redetermine scales)

Update document flow X

9. Choose Save (Ctrl+S) and choose Back (F3) twice to show the table of source/target document type combinations.

10. Choose New Entries to create a new copy-control configuration at document header level.

11. Create copy control entries for source document YSO1 to target document YSDB using the following values.

Target Sales Doc.Type YSDB (SP: Draft Bill)

From Sales Doc.Type YSO1 (SP: Consulting Order)

Copying req. for data transfer VBAK 051 (General header data)

Copying req. for transferring business data 101 (Header business data)

Copying req. for partner data VBPA 001 (Partner header)

Copying requirements 002 (Header-diff. customer)

Copy item number

Complete reference

12. Double-click on Item in the navigation pane on the left-hand side to configure the copy-control at the item level.

13. Choose New Entries to create a new copy-control configuration at the item level.

14. Create an entry for item category YSX2 for source document YSO1 to target document YSDB using the following values:

Target Sales Doc.Type YSDB (SP: Draft Bill)

Item Category (target) blank


Item Category (source) YSX2 (SP Ext: SD T&M)

Copy-routine for data transfer VBAP 151 (General item data)

Copy-routine for transferring business data 102 (Bus.data/item compl.)

Copy-routine for partner data VBPA 002 (Partner item)

Copy-routine for data transfer FPLA 251 (Conditions)

Copying requirements 303 (Always an item)

Pos./neg. Quantity blank

Copy quantity blank

Pricing type D (Copy pricing elements unchanged)

Update document flow X

Reexplode structure /free goods x

15. Repeat steps 13 -14 to create the copy-control for the source document YSO1 to target document YSDB for the item categories YSX4 and YSX7:



Target Sales Doc.Type YSDB (SP: Draft Bill) YSDB (SP: Draft Bill)

Item Category (target) blank blank

From Sales Doc.Type YSO1 (SP: Consulting Order) YSO1 (SP: Consulting Order)

Item Category (source) YSX4 (SP Ext: PS T&M) YSX7 (SP Ext: PS T&M 2)

Copy-routine for data transfer VBAP

151 (General item data) 151 (General item data)

Copy-routine for transferring business data

102 (Bus.data/item compl.) 102 (Bus.data/item compl.)

Copy-routine for partner data VBPA

002 (Partner item) 002 (Partner item)

Copy-routine for data transfer FPLA

251 (Conditions) 251 (Conditions)

Copying requirements 303 (Always an item) 303 (Always an item)

Pos./neg. Quantity blank blank

Copy quantity blank blank

Pricing type D (Copy pricing elements unchanged)

D (Copy pricing elements unchanged)

Update document flow X X

Reexplode structure /free goods

x x

16. Save the new entries and exit the activity.

ResultThe settings for the copy control for the sales document type combinations YBQ1YSO1 and YSO1 YSDB have been created.

3.2.17 Availability Check and Transfer of Requirements

3.2.17.1 Define Requirements Classes

UseThe requirements classes contain the default values for costing method, costing variant, settlement profile, and results analysis keys. These values all default into the sales order and facilitate unit cost estimates, results analysis, and settlement.

PrerequisitesSettlement profiles YBSV01and results analysis keys YBSV01 have been created.


IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Transfer of Requirements Define Requirement Classes

Transaction code OVZG

2. Create requirement classes YS1, YS4, YS5, YS6 as shown in the table below:



Reqmts class YS1 YS4

Description SP: PS Contr w MS Bi SP: SD RR Ext

Assembly type blank blank

Order Type blank blank

Account assignment D E

Reqmts class YS5 YS6

Description SP: Auto Proj, RR SP: Ass. to PS 2

Assembly type 2 2

Order Type YSP1 YSP1

Account assignment Q Q


Result The requirements classes YS1, YS4, YS5, and YS6 were created.

3.2.17.2 Check Requirements Classes (CO)


IMG menu Sales and Distribution Basic Functions Account Assignment/Costing Maintain Requirements Classes For Costing/Account Assignment


2. Double click on the Requirement Classes YS1, YS4, YS5, and YS6 and maintain them as shown in the table below:

Requirement Class YS1 YS4


Costing

Costing Variant PC04

Account assignment

Account assignment category D E

Settlement profile YBSV01 YBSV02

Changeble

Results Analysis Key YBSV01 YS0002

Requirement Class YS5 YS6


Costing

Costing Variant

Account assignment



Account assignment category Q Q

Settlement profile YBSV01 YBSV01

Changeble 0 0

Results Analysis Key YS0002 YBSV01


Result In this step the parameters in the requirements classes that are relevant to cost accounting were added.

3.2.17.3 Define Requirements Type


IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Transfer of Requirements Define Requirement Types

Transaction code OVZH

2. Activities

Create Requirement Type YS1, YS4, YS5, and YS6 and assign them to the Requirement Class as shown in the table below:

Requirement Type YS1 YS4

RT short description SP: PS Contr w MS Bi SP: SD RR Ext

Requirements class YS1 YS4


Requirement Type YS5 YS6

RT short description SP: Auto Proj, RR SP: Ass. to PS 2

Requirements class YS5 YS6



ResultThe requirement type was created and assigned to the requirement class.

3.2.17.4 Determination of Requirement Types Using Transaction




IMG menu Sales and Distribution Basic Functions Availability Check and Transfer of Requirements Transfer of Requirements Determination of Requirement Types Using Transaction

Transaction code OVZI

2. Assign Requirements Types YS1, YS4, YS5, and YS6, as well as requirements types from the BP Baseline to item categories as shown in the table below:

Item Category Type Requirement Type Origin requirement type

YSX1 YBC 1

YSX2 YS4 1

YSX3 YB8 1

YSX4 YB8 1

YSX4 ND YS1 1

YSX5 YBC 1

YSX6 YS6 1

YSX6 ND YS1 1

YSX7 YS6 1

YSX7 ND YS1 1


ResultThe requirement types were assigned to the item categories.

3.2.18 Billing Plan

3.2.18.1 Assign Billing Plan Types to Item Categories


IMG menu Sales and Distribution Billing Billing plan Assign billing plan types to item categories

Transaction code OVBR

2. Assign Billing Plan Type YS to item category as shown in the table below:

ItCat Description BilRi BillingPlan Type Description

YSX5 SP Ext: SD FP MS I YT SP: Down and Partial Payments

YSX6 SP Ext: PS FP MS I YT SP: Down and Partial Payments


ResultThe billing plan type YT was assigned to the item categories YSX5 and YSX6.



3.2.19 Maintain Copying Control for Billing DocumentsIn this menu option, you define control data for the document flow of billing documents.

3.2.19.1 Copying control: Sales document to billing document


IMG menu Sales and Distribution Billing Billing documents Maintain Copying Control for billing documents

Transaction code VTFA

2. Double-click on Copying control: Sales document to billing document, if you are using the ordinary IMG path. Otherwise use the transaction code VTFA to access the activity directly.

3. Choose to switch to the change mode.

4. Define copy controls for source sales document YSO1 to target billing type YSAA and include copy controls for source item categories YSX5 and YSX6.

5. Choose New entries (F5) and enter the following.

View “header”: details screen

Target Billing Type YSAA (SP: Down payment req)

Source Sales Doc.Type YSO1 (SP: Consulting Order)

Copying requirements 001 (Header/order-related)

View “item”: details screen

Target Billing Type YSAA (SP: Down payment req) YSAA (SP: Down payment req)

Source Sales Doc.Type YSO1 (SP: Consulting Order ) YSO1 (SP: Consulting Order)

Item Category YSX5 (SP Ext: SD FP MS) YSX6 (SP Ext: PS FP MS)

Copying requirements 020 (Down pymnt req.´item) 020 (Down pymnt req.´item)

Data transfer VBRK/VBRP 001 (Inv.split (sample)) 001 (Inv.split (sample))

Billing quantity A A

Pos./neg. quantity + +

Pricing type G G


7. Create copy controls for source document YSO1 to target billing document YSF2. Include copy control for source item categories YSX1, YSX3, YSX5, and YSX6:

Header:

Target Billing Doc.Type YSF2 (SP: Invoice)



Item:

Target Billing Doc.Type YSF2 (SP: Invoice) YSF2 (SP: Invoice)

Source Sales Doc.Type YSO1 (SP: SD-Ord Milestone) YSO1 (SP: SD-Ord Milestone)



Item CatProposal

Item Category YSX1 (SP Ext: SD FP) YSX3 (SP Ext: PS FP)

Copying requirements 002 (Item/order-related) 002 (Item/order-related)

Data VBRK/VBRP 000 000



Pricing type G G

Item:

Target Billing Doc.Type YSF2 (SP: Invoice) YSF2 (SP: Invoice)

Source Sales Doc.Type YSO1 (SP: SD-Ord Milestone) YSO1 (SP: SD-Ord Milestone)

Item CatProposal

Item Category YSX5 (SP Ext: SD FP MS) YSX6 (SP Ext: PS FP MS)

Copying requirements 023 (Item ord.ref. w/o AZ) 023 (Item ord.ref. w/o AZ)




Pricing type G G


9. Create copy controls for source document YSDB to target document L2. Include copy control for source item categories L2N, L2W, YSXA-YSXD, and YSXX:

Header:

Target Billing Doc.Type L2 (Debit Memo)

From Sales Doc.Type YSDB (SP: Draft Bill)


Item:

Target Billing Doc.Type L2 (Debit Memo) L2 (Debit Memo)

Source Sales Doc.Type YSDB (SP: Draft Bill) YSDB (SP: Draft Bill)

Item CatProposal

Item Category L2N (Request) L2N (Request)


Data VBRK/VBRP 002 (Ord-rel.credit memo) 002 (Ord-rel.credit memo)



Pricing type G G

Item:

Target Billing Doc.Type L2 (Debit Memo) L2 (Debit Memo)




Item CatProposal

Item Category YSXA (BRE: Accrual Item) YSXB (BRE: Accrual Sttlmnt)





Pricing type D D

Item:

Target BIlling Doc.Type L2 (Debit Memo) L2 (Debit Memo)


Item CatProposal

Item Category YSXC (BRE: Text Item) YSXD (BRE: Statistical Itm)

Copying requirements 023 (Item ord.ref. w/o AZ) 023 (Item ord.ref. w/o AZ)




Pricing type D D

Item:

Target BIlling Doc.Type L2 (Debit Memo)

Source Sales Doc.Type YSDB (SP: Draft Bill)

Item CatProposal

Item Category YSXX (BRE: On-Account)

Copying requirements 002 (Item/order-related)

Data VBRK/VBRP 000

Billing quantity A

Pos./neg. quantity +

Pricing type D


ResultThe copy control settings for billing types YSAA and YSF2 for items from the sales document type YSO1 and the billing type L2 for items from the sales document type YSDB have been defined.

3.2.20 Account determination for service master

3.2.20.1 Define Valuation Classes





Transaction code OMSK

2. In the Account Category Reference/Valuation Classes, select the button Valuation Class.

3. In the Change view” Valuation Classes”: Overview choose New Entries

4. In the New Entries :Overview of Added Entries view make the following entries:

ValCl ARef Description Description

YS01 0006 Services Reference for services


ResultValuation class YS01 has been defined.

3.2.21 Availability Check with ATP Logic or Against PlanningFor each sales area which is a combination of sales organization, distribution channel and division, you can set an indicator for fixing the date and quantity as well as a rule for transferring the results of the availability check.

3.2.21.1 Define Default Settings




2. On the Change View “Sales Area: Default Values for Availability Check ”Overv screen, make the following assignment of avail. Check rule in line:

Sales Org. Distri. Chl Division Fixed date and qty Avail. Check rule

1000 10 10 B


ResultAvailability check rule assigned to sales org 1000, Distrib. Chl 10, division 10.

3.2.22 Role-Based Personal WorklistsWorklists are used extensively in the Services Industries roles defined for the NWBC. The following activities in this section will define a set of Personalized Object Worklist (POWL) queries which appear when the roles SAP_NBPR_CNSLTMGR_SERV-S or SAP_NBPR_CNSTLGR_OIF_SERV-S are used in the NWBC.

3.2.22.1 Edit Personalization Hierarchy

UseThis activity will create a new personalization application YS-DRAFT-BILLS, which will be used in the roles for NWBC to attach a POWL for sales documents with the type YSDB. The specification of which POWL-Query will be used is defined in a following step.

Procedure




IMG menu Sales and Distribution Portal Role "Internal Sales Representative" Personal Worklist (POWL for SAP ERP 2005) Create Personalization Hierarchy


2. Choose [New Entries] and make the following entry:

Personalization Application Text

YS-DRAFT-BILLS SP: Draft Bills


ResultA new personalization application YS-DRAFT-BILLS has been created.

3.2.22.2 Define Categories


IMG menu Sales and Distribution Portal Role "Internal Sales Representative" Personal Worklist (POWL for SAP ERP 2005) Define Categories

Transaction code POWL_CAT

2. Choose [New Entries] and add the following entry:

Category Description

YS_SERV_IND Services Industries Extension


ResultA new category for grouping POWL-queries has been created.

3.2.22.3 Define Worklist Type Visibility at Role Level

UseIndividual queries used in Power Lists are defined based on a query type. Query types are linked to the main program (called a Feeder Class) which performs the selection of the data in the backend system and supplies the information the power list.

Example: the query type " O2C_SLS_ALL" is linked to the main program (feeder class) CL_O2C_POWL_SLS_ALL, which collects general information about sales documents. All queries defined using the type O2C_SLS_ALL are therefore able to display information based on sales documents specified by each query's individual selection criteria.

A query type must first activated for a web-dynpro based application, such as the Customer Cockpit, in order for the application to show queries based on that particular type. In this activity, the query types allowed in each application are entered into a table.

Additional query types are used for the application Customer Cockpit in the Best Practices for Service Industries than initially provided in the standard, so they are added here. Also, the query type O2C_SLS_ALL is activated for the new application ID YS-DRAFT-BILLS defined in the previous step.




IMG menu Sales and Distribution Portal Role "Internal Sales Representative" Personal Worklist (POWL for SAP ERP 2005) Define Worklist Type Visibility at Role Level

Transaction code POWL_TYPER

2. Choose [New Entries] and add the following entries:

Application Role Type Description

O2C-CUSTOMER_COCKPIT

SAP_NBPR_CNSLTMGR_OIF_SERV-S

O2C_BIL_BILLING_DUE

Billing Due List



O2C_BIL_DIP List of Sales Documents with WBS elements


SAP_NBPR_CNSLTMGR_SERV-S

KYKOP_SLS_LIST_QUOTATIONS

All Quotations



O2C_BIL_BILLING_DUE

Billing Due List

YS-DRAFT-BILLS


O2C_SLS_ALL Sales Documents

YS-DRAFT-BILLS


O2C_SLS_ALL Sales Documents


ResultThe query types O2C_BIL_BILLING_DUE, O2C_BIL_DIP, KYKOP_SLS_LIST_QUOTATIONS, and O2C_BIL_BILLING_DUE have been added to the set of allowed query types for the application Customer Cockpit for the consulting roles used in the NWBC. Additionally, the query type O2C_SLS_ALL is added to the new application ID YS-DRAFT-BILLS, which will be used in the roles as a stand-alone power list.

3.2.22.4 Define Default Queries

UseIn this activity the individual queries are defined. A query is based on a query type, and specifies which selection criteria are filled ahead of time, defines which selection criteria appear in the "quick criteria maintenance"-area, and set the layout of the resulting list.


IMG menu Sales and Distribution Portal Role "Internal Sales Representative" Personal Worklist (POWL for SAP ERP 2005) Define Default Queries

Transaction code POWL_QUERY



2. Choose [New Entries] and add the following main data for the query definitions as provided in the following table:

Query ID Description Type

YS_BILL_DUE_LIST SP: Billing Due List O2C_BIL_BILLING_DUE

YS_DRAFT_BILLS_FOR_BRE SP: Draft Bills for BRE O2C_SLS_ALL

YS_RRB SP: Resource-Related Billing O2C_BIL_DIP

YS_SALES_DOCS SP: Open Consulting Orders O2C_SLS_ALL


4. In a second step, selection criteria and a choice of fields for the "quick criteria maintenance" are defined for each Query ID.

For each of the Query IDs:

Select each of the Query IDs listed below and choose Details.

Next, choose [Query Parameters] and maintain the criteria as show below. If the pop-up Enter BP-Version appears, choose "NEVER DISPLAY AGAIN". Save the entries and return to the details of the Query ID.

Finally, choose [Query Settings] and maintain the field attributes as shown below.

Query ID: YS_BILL_DUE_LISTSP: Billing Due List

Parameters for Query:

Parameter From To

Billing Type YSF2

YSAA

L2

Sales Organization 1000

Distribution Channel 10

Division 10

Order-Related x

No Documents with Billing Block

x

Query Settings / Selection Criteria settings:

Parameter Mandatory Read only Hidden Quick Search

Billing Date (Range) x

Billing Type x

Sales Document x

Sales Organization x

Distribution Channel x

Division x

Shipping Point/Receiving Pt x



Sold-to party x

Destination Country x

Sort Criterion x

Order-Related x

Delivery-Related x

Rebate-Related x

Intercompany Billing x

No Documents with Billing Block

x

Confirmed Documents Only (Proof of Delivery)

x

Query ID: YS_DRAFT_BILLS_FOR_BRE SP: Draft Bills for BRE


Parameter From To

Transaction Group 0

SD document categ. L

Sales Document Type YSDB



Division 10



Sales Document x

Transaction Group x

SD document categ. x

Sales Document Type x

Sold-to party x

PO number x

Created on

Document Date x

Valid from x

Valid to x

Material x

Partner Function

Employee Responsible

I am Responsible

Created by x



Created by Me x

Sales Organization

Distribution Channel

Division

Sales Office

Sales Group

Status Profile

User Status

Open x

Incomplete x

Delivery-Blocked x

Billing-Blocked x

Credit-Blocked x

Rejected Documents

Query ID: YS_RRB SP: Resource-Related Billing


Parameter From To



Division 10

Sales Document Type YBO1

YSO1

SD document categ. C

Transaction Group 0

Material D301

D304

D306

D309



Sales Organization x x

Distribution Channel x x

Division x

Sales Document x



Transaction Group x



Sold-to party x

Created on x

Material x

Created by x

Partner Function x

Person responsible x

Query ID: YS_SALES_DOCS SP: Open Consulting Orders


Parameter From To

Transaction Group 0

SD document categ. C

Sales Document Type YSO1



Division 10

Open x



Sales Document x

Transaction Group x



Sold-to party x

PO number x

Created on

Document Date x

Valid from x

Valid to x

Material x

Partner Function

Employee Responsible

I am Responsible

Created by x

Created by Me x

Sales Organization

Distribution Channel

Division



Sales Office

Sales Group

Status Profile

User Status

Open x

Incomplete x

Delivery-Blocked x

Billing-Blocked x

Credit-Blocked x

Rejected Documents x


ResultDefault queries for use in the Customer Cockpit (YS_BILL_DUE_LIST, YS_DRAFT_BILLS_FOR_BRE, YS_RRB, and YS_SALES_DOCS) have been defined.

3.2.22.5 Define Query Visibility at Role Level

UseIn this activity, queries can be maintained for each POWL application ID, either in connection with a role or without one. Obviously, queries maintained without a role will appear for every user, and those maintained with a role will appear only for those users assigned to that role

The default queries defined in the previous activity will be activated for the web-dynpro based application Customer-Cockpit, and well as for the recently defined application ID YS-DRAFT-BILLS.


IMG menu Sales and Distribution Portal Role "Internal Sales Representative" Personal Worklist (POWL for SAP ERP 2005)

Transaction code POWL_QUERYR

2. Choose [New Entries] and add the following entries to the table:

Application ID Role Query ID Category

O2C-CUSTOMER_COCKPIT SAP_NBPR_CNSLTMGR_OIF_SERV-S

O2C_BIL_ALL_DOCS_OB


O2C_SLS_ALL_OQ


O2C_SLS_LAST_10_DOCS


YS_BILL_DUE_LIST YS_SERV_IND


YS_DRAFT_BILLS_FOR_BRE YS_SERV_IND


YS_RRB YS_SERV_IND




YS_SALES_DOCS YS_SERV_IND

O2C-CUSTOMER_COCKPIT SAP_NBPR_CNSLTMGR_SERV-S

/KYK/OP_SLS_LIST_QUOTATIONS


O2C_BIL_ALL_DOCS_OB




YS_BILL_DUE_LIST YS_SERV_IND




YS_RRB YS_SERV_IND


YS_SALES_DOCS YS_SERV_IND

O2C-CUSTOMER_COCKPIT SAP_NBPR_SALESPERSON-S

O2C_BIL_ALL_DOCS_OB


O2C_CONTACT_PERSON_CP


O2C_SHP_DELIVERIES


O2C_SLS_ALL_OQ


O2C_SLS_ALL_SDS




O2C_SLS_ORDERTRACKING_OT

YS-DRAFT-BILLS SAP_NBPR_CNSLTMGR_OIF_SERV-S


YS-DRAFT-BILLS SAP_NBPR_CNSLTMGR_SERV-S


3. Return to the table overview.

4. Select all entries in the table for the application O2C-CUSTOMER_COCKPIT where the field Role is empty, and delete the entries.

5. Save the changes and exit the customizing activity.

ResultWhen users assigned to the roles SAP_NBPR_CNSLTMGR_SERV-S or SAP_NBPR_CNSLTMGR_OIF_SERV-S access the Customer Cockpit, a set of POWL queries optimized for the consulting scenarios will appear. Additionally, the new query YS_DRAFT_BILLS_FOR_BRE can be called as a single POWL-Homepage if entered into the role together with the application ID YS-DRAFT-BILLS.



3.3 SD Master Data

3.3.1 Create Material Master

UseThe purpose of this activity is to create the material master data used in the Best Practices for Services Industries scenarios..


SAP Menu Logistics Materials Management Material Master Material Create (General ) Immediately

Transaction Code MM01

2. On the Create Material: Initial screen, enter the following values for each single material and choose Select View(s).

Field Name Value

Material D305 D306 D307 D308 D309

Industry sector S – Services S – Services S – Services S – Services S – Services

Material type DIEN DIEN DIEN DIEN DIEN

Material D400 D401 D402

Industry sector S – Services S – Services S – Services

Material type DIEN DIEN DIEN

Material D500 D501 D502 D503 D504

Industry sector S – Services S – Services S – Services S – Services S – Services

Material type DIEN DIEN DIEN DIEN DIEN

Material D505 D506 D507 D508

Industry sector S – Services S – Services S – Services S – Services

Material type DIEN DIEN DIEN DIEN

Material D600 D601

Industry sector S – Services S – Services

Material type DIEN DIEN

3. For all material masters, select the following views: Basic Data 1, Sales: Sales Org Data 1, Sales: Sales Org Data 2, Sales: General/Plant Data.

For materials D308 and D309, also select the view MRP1.

4. Choose Organizational levels, enter the following values and choose [Enter]:

Field Name Values

Plant 1000 - Plant 1

Sales Org 1000 - Inland



Distr. Channel 10 - Direct Sales

5. On the Basic Data 1 screen, enter the following values.

Material: D305 D306 D307 D308 D309

Material Description Consulting PS FxP MS

Consulting PS T&M IT-Project C-270

Consulting SD FxP MS

Consulting PS (man.) FxP MS

Consulting PS (man.) T&M

Base Unit of Measure AU AU AU AU AU

Material Group YBSVS1 YBSVS1 YBSVS1 YBSVS1 YBSVS1

GenItemCatGroup YSX6 YSX7 YSX5 YSX6 YBC4

Material: D400 D401 D402

Material Description Consulting Junior

Consulting Senior

Travel per diem

Base Unit of Measure H H AU

Material Group YBSVS1 YBSVS1 YBSVS1

GenItemCatGroup LEIS LEIS LEIS

Material: D500 D501 D502 D503 D504

Material Description Accrued Expenses

Accrued Fees

Accrued Expenses Settlement

Accrued Fees Settlement

Copy Over Item

Base Unit of Measure AU H AU H H

Material Group YBSVS1 YBSVS1 YBSVS1 YBSVS1 YBSVS1

GenItemCatGroup YSXA YSXA YSXA YSXA YSXD

Material: D505 D506 D507 D508

Material Description Free-form Item

Split Header Split Item Sub-Total

Base Unit of Measure AU H H H

Material Group YBSVS1 YBSVS1 YBSVS1 YBSVS1

GenItemCatGroup YSXA YSXD YSXA YSXD

Material: D600 D610

Material Description On-Account Issued

On-Account Utilitization

Base Unit of Measure AU AU

Material Group YBSVS1 YBSVS1

GenItemCatGroup LEIS LEIS

6. Choose Additional Data, and choose the tab Units of Measure.

7. Maintain the following alternative units of measure for the material master being created:

Material X AUn Text Y BUn Text

D305 1 H Hour <=> 1 AU Activ.unit



Material X AUn Text Y BUn Text





D400 1 AU Activ.unit <=> 1 H Hour














8. Choose Main Data and choose [Enter] to navigate to the next selected screen, Sales: Sales Org Data 1.

9. On the Sales: Sales Org Data 1 screen, enter the following values:

Field Name All Materials

Delivering Plant Plant 1 (1000)

Cash Discount X

Tax Data/Tax Category MWST

Tax Classification 1

10. On the Sales: Sales Org Data 2 screen, enter the following values:

Material: D305 D306 D307 D308 D309

Material Description Consulting PS FxP MS

Consulting PS T&M IT-Project C-270

Consulting SD FxP MS

Consulting PS (man.) FxP MS


Acct Assignment grp Y1 Y1 Y1 Y1 Y1

Item category group YSX6 YSX7 YSX5 YSX6 YBC4

Material: D400 D401 D402

Material Description Consulting Junior

Consulting Senior

Travel per diem



Acct Assignment grp Y1 Y1 Y3

Item category group LEIS LEIS LEIS

Material: D500 D501 D502 D503 D504

Material Description Accrued Expenses

Accrued Fees

Accrued Expenses Settlement

Accrued Fees Settlement

Copy Over Item

Acct Assignment grp YE YD YG YF YD

Item category group YSXA YSXA YSXA YSXA YSXD

Material: D505 D506 D507 D508

Material Description Free-form Item

Split Header Split Item Sub-Total

Acct Assignment grp YD YD YD

Item category group YSXA YSXD YSXA YSXD

Material: D600 D610

Material Description On-Account Issued

On-Account Utilitization

Acct Assignment grp YH Yi

Item category group LEIS LEIS

11. On the Sales: General/Plant Data screen, enter the following values:

Field Name Description User Action and Values Comment

Profit Center

12. For materials D308 and D309, also enter the following values on the screen MRP1:

Material: D308 D309

Material Description Consulting PS (man.) FxP MS


MRP Type ND ND


ResultThe material masters used in the Best Practices for Services Industries scenarios have been created.

3.3.2 Change Material Master

UseThe purpose of this activity is to add information to the material master data originally created in the Best Practices Baseline.


SAP Menu Logistics Materials Management Material Master



Material Change(General ) Immediately

Transaction Code MM02

2. On the Ch Material: Initial screen, enter the following values for each single material and choose Enter.

Field Name User Action and Values Comment

Material D102

3. Select the following view Basic Data 1 and choose Basic Data text.

4. Select the Units of Measure tab page and enter the following values.

Field Name Description User Action and Values

Comment

Denominator for conversion to base units of measure

1

Alternative Unit of Measure for Stockkeeping Unit

M2

Numerator for Conversion to Base Units of Measure

1

Base Unit of Measure AU

Number of Lower-Level Units of Measure

1

Lower-Level Unit of Measure in a Packing Hierarchy

AU


ResultThe material master has been changed.

3.3.3 Create Service Master

UseIn this activity you create the service product. The service product is required to create the service order.

Procedure1. Access the transaction using one of the following navigation options:

SAP Menu Logistics Materials Management Service Master Service Service Master

Transaction Code AC03

2. On the Display Service 4xxxxxx screen, choose Create new service button and enter the following data.


Activity number 4000010

Service category Service: purchasing

Description Service Activity



Base unit of measure H

Mat/Srv.Grp YBSVS1


3. Save the entries and create the following service material.

4. On the Display Service 4xxxxxx screen, choose Create new service button and enter the following data.


Activity number 4000010

Description Travel activity

Service category Service: purchasing

Base unit of measure AU

Mat/Srv.Grp YBSVS1



6. Choose Back.

ResultThe service master has been created.

3.3.4 Create Set-ID’s (part 1)

UseSets are used in many components and subcomponents of the SAP system (such as in DIP profiles, reporting, planning, and currency translation). Before you can begin working with these components, you must first create the sets that you want to use.

Procedure1. Access the transaction using one of the following maintenance options:

SAP menu Information Systems Ad Hoc Reports Report Painter Report Writer Set Create

Transaction code GS01

2. On the Create Set: Initial Screen, make the following entries:

Field Name User Action and Value

Set Name YS-COST_02

Table AD01ATTR

Set Type Basic Set

Choose Enter.

3. In the dialog box Create Set: Field Name screen, enter the following Field name: KSTAR.

4. Choose Enter.

5. On the Create Set: Values screen, enter the following data for Set YS-COST_02:



6. Header:

Description SP: Cost Elements for PS-Billing

7. Value area:

No From Value To Value Short text of set line

001 943080 Personal Activities

002 610500 Third Party Services

003 490540 On-Acct Issued

004 490550 Revenue Accrued Time

005 490555 Revenue Accrued Expenses


9. Repeat the same steps for the set id YS_ACT_01, in create Set: Initial Screen, make the following entries:


Set Name YS_ACT_01

Table AD01ATTR

Set Type Basic Set

Choose Enter.

10. In the dialog box Create Set: Field Name screen, enter the following Field name: LSTAR and choose Enter.

11. On the Create Set: Values screen, enter the following data for Set YS_ACT_01:

Header:

Description SP: Activity Types BL, Ext

Value Area:


001 8 Consulting BL

002 YS01 YS02 Consulting Ext


13. Repeat the same steps for the set id YS_ACTIVITIES, in create Set: Initial Screen, make the following entries:


Set Name YS_ACTIVITIES

Table AD01ATTR

Set Type Basic Set

Choose Enter.



14. In the dialog box Create Set: Field Name screen, enter the following Field name: LSTAR and choose Enter.

15. On the Create Set: Values screen, enter the following data for Set YS_ACTIVITIES:

Header:

Description Activity Types

Value Area:


001 8

002 YS01 YS02


17. Repeat the same steps for the set id YS_PERIOD, in create Set: Initial Screen, make the following entries:


Set Name YS_PERIOD

Table AD01ATTR

Set Type Basic Set

Choose Enter.

18. In the dialog box Create Set: Field Name screen, enter the following Field name: POPER and choose Enter.

19. On the Create Set: Values screen, enter the following data for Set YS_PERIOD:

Header:

Description Period

Value Area:


001 001.2000 012.2400 Period


21. Repeat the same steps for the set id YS_EMPLOYEE, in create Set: Initial Screen, make the following entries:


Set Name YS_EMPLOYEE

Table AD01ATTR

Set Type Basic Set

Choose Enter.

22. In the dialog box Create Set: Field Name screen, enter the following Field name: PERNR and choose Enter.



23. On the Create Set: Values screen, enter the following data for Set YS_EMPLOYEE:

Header:

Description Personnel Number

Value Area:


001 1 99999999 Personnel Number


25. Repeat the same steps for the set id YS_ COST_01, in create Set: Initial Screen, make the following entries:

Field Name User Action and Values

Set Name YS_COST_01

Table AD01ATTR

Set Type Basic Set

Choose Enter.

26. In the dialog box Create Set: Field Name screen, enter the following Field name: KSTAR and choose Enter.

27. On the Create Set: Values screen, enter the following data for Set YS_COST_01:

Header:

Description BP Services: without personnel activities

Value Area:


001 1 942999 diverse, without personnel activities

002 944000 999999 diverse, without personnel activities


29. Repeat the same steps for the set id YS_ COST_11, in create Set: Initial Screen, make the following entries:

Field Name User Action and Values

Set Name YS_COST_11

Table AD01ATTR

Set Type Basic Set

Choose Enter.




31. On the Create Set: Values screen, enter the following data for Set YS_COST_01:

Header:

Description BP Services: personnel activities

Value Area:


001 943000 Personnel Activities

32. Save your settings and exit the activity.

ResultThe basic sets for use have been created.

3.3.5 Create Set-ID’s (part 2)


SAP menu Information Systems Ad Hoc Reports Report Painter Report Writer Set Create


2. On the Create Set: Initial Screen, make the following entries:


Set Name YS-TPD

Table AD01ATTR

Set Type Basic Set

Choose Enter.

3. In the dialog box Create Set: Field Name screen, enter the following Field name: KSTAR.

4. Choose Enter.

5. On the Create Set: Values screen, enter the following data for Set YS-TPD:

Header:

Description SP: Cost Elements SDPS w/o travel


7. Repeat the same steps for the set id YS_COST_ELEMENTS, in create Set: Initial Screen, make the following entries:


Set Name YS_COST_ELEMENTS

Table AD01ATTR

Set Type Basic Set



Choose Enter.


9. On the Create Set: Values screen, enter the following data for Set YS_EMPLOYEE:

Header:

Description All Cost Elements

Value Area:


001 1 99999999 Personnel Number

10. Save your settings and exit the activity.

ResultThe Set-ID’s has been created.

3.3.6 Assign Set-ID’s


SAP menu Information Systems Ad Hoc Reports Report Painter Report Writer Set Change


2. On the Change Set: Initial Screen, enter the set ID: YS-TPD

3. Choose the Subordinate Sets button.

4. In the Change Set: Subordinate Sets screen make the following entries:

No Set Name Set Short text

001 1100_CE Personnel expenses

002 1200_CE Production costs materials

003 1300_CE Utility costs

004 1400_CE Subcontracting/Third party

005 1500_CE Changes inventories

006 1600_CE Purchasing/Inventory differences

007 1700_CE Administration

008 1800_CE Buildings and Maintenance

009 2000_CE Taxes

010 2100_CE Revenues and Sales Deductions (Type 01)



011 3000_CE Other income/expense

012 200_CE Secondary costs


6. On the Change Set: Initial Screen, enter the set ID: YS_COST_ELEMENTS

7. Choose the Subordinate Sets button.

8. In the Change Set: Subordinate Sets screen make the following entries:

No Set Name Set Short text

001 YS_COST_11 Cost Elements

002 YS_COST_01 Cost Elements

9. Save your entries and exit the activity.

ResultThe subordinate sets were assigned to the respective set-ID.



3.3.7 Create Output Conditions for sales documents

UseIn this activity you determine the values for which a message should be found. You define the message attributes, for example the processing time or the language.

PrerequisitesThe sales order types have been created.


SAP ECC menu Logistics Sales and Distribution Master Data Output Sales Document Create

Transaction code VV11

2. Select the following Output Type to create an output condition record for:

Output Types Name Sales Organization SalesDocTy Funct Partner

BA00 Order Confirmation 1000 YSO1 SP

Output Types Name Medium Date/Time Language

BA00 Order Confirmation 1 4

3. Choose Save.

ResultThe output condition record for the sales document has been created.

3.3.8 Create Conditions

UseThe purpose of this activity is to create a condition records for hourly rates and travel-per-diems, which will be determined either in the main sales order (material D304) or in the pricing control for the resource-related billing request (material D400-D404).

PrerequisitesThe material masters have been created.


SAP Menu Logistics Sales and Distribution Master Data Conditions Select Using Condition Type Create

Transaction Code VK11

2. On the Create Condition records screen enter Condition type PR00 and choose Enter.

3. Select the table (key combination): Material with Release status.

4. On the Create Price Condition (PR00): Fast Entry screen, enter the sales organization 1000 and distribution channel 10.

5. Enter the following prices in the table:



Material Description Amount Unit Per UoM Valid from Valid to

D304 Consulting 100 EUR 1 AU Start date End date

D400 Consulting Junior 110 EUR 1 H Start date End date

D401 Consulting Senior 150 EUR 1 H Start date End date

D402 Travel per diem 140 EUR 1 AU Start date End date

6. Choose Save and Back.

7. On the Create Condition records screen enter Condition type YSPR and choose Enter.

8. Select the table (key combination): Customer/Material with Release status.

9. On the Create Price Condition (PR00): Fast Entry screen, enter the sales organization 1000, distribution channel 10, and Customer 100100.

10. Use the following data:

Material Description Amount Unit Per UoM Valid from Valid to

D400 Consulting Junior 110 EUR 1 H Start date End date

D401 Consulting Senior 150 EUR 1 H Start date End date

D402 Travel per diem 140 EUR 1 AU Start date End date

D404 Consulting Standard 130 EUR 1 H Start date End date

11. Choose Save and exit the activity.

3.3.9 Create Output Condition Records

UseIn this activity you determine the values for which a message should be found. You define the message attributes, for example the processing time or the language.

PrerequisitesThe billing document types have been created.


SAP ECC menu Logistics Sales and Distribution Master Data Output Billing Document Create

Transaction code VV31

2. Select the following Output Type to create an output condition record for:

Output Types NameSales Org

Bill.Type Funct Partner Medium Date/Time

YS00 SP: Invoice 1000 YSAA BP 1 3

3. Choose Save and repeat for the following entries for billing type YSF2.

Output Types NameSales Org

Bill.Type Funct Partner Medium Date/Time

YS00 SP: Invoice 1000 YSF2 BP 1 3




ResultThe output condition records for the billing document have been created.

3.3.10 Create Bills of Material

UseIn this activity bills-of-material for use in sales are created to support the process "On-Account Billing". When a draft bill is created with reference to a consulting order and the items with materials D301 or D304 are copied, then the system will automatically create a sub-item with the material D600 (On-Account Payment).


SAP ECC Menu Logistics Production Master Data Bills of Material Bill of Material Material BOM CS01 Create

Transaction Code CS01

2. Enter the data required on the Create material BOM: Initial Screen:

Field name BOM 1 BOM 2

Material D301 Consulting SD T&M D304 Consulting PS T&M

Plant 1000 (production plant) 1000 (production plant)

BOM Usage 5 (Sales and Distribution) 5 (Sales and Distribution)

Valid from Today’s date Today’s date

3. Choose Enter.

4. In the “Create material BOM: General Item Overview” screen enter the data as follows (Choose the tab “Material”):

Item ICt Component Quantity Unit

0010 N D600 1 AU

5. Choose Enter. The system fills the missing data from material master.


ResultThe bills of material for material masters D301 and D304 have been created.

3.4 SD General Settings 2

3.4.1 Service Quotation/Resource Related BillingIn this step you create the settings for automatic quotation creation or for resource-related billing.



3.4.1.1Profiles for Resource Related Billing/Quotation Creation

UseDIP-profiles specify for the Dynamic Item Processor which costs posted to a particular business object are to be selected, which characteristics from the postings are relevant, and how these postings are to be translated into billable items in SD.

Note: The DIP-Profile YSP00100 uses a source named "YTRA", which is installed as part of an enhancement for BP Services Industries in BB263. The source "YTRA" is used to have the DIP check if travel expenses have been posted to the CO-object, and if so, convert these travel expenses into a number of travel days. This means that a travel-per-diem can be billed instead of billing the customer for the actual travel expenses.

PrerquisitesThe enhancement DIP - Substitution of Travel Costs with a Travel Per Diem as described in the document SD/MM - General Settings (263) must be installed.


SAP ECC menu Logistics Sales and Distribution Sales Documents Customer service Service Quotation/Resource Related billing Profiles for Resource Related billing/quotation creation

Transaction code ODP1

2. On the Change view ”Profile”: Overview screen choose New Entries.

3. On the New entries: Overview of Added entries screen add the following:

Profile Text

YSP00100 SP: Consulting with Billing Request Editor, TPD

4. Choose Save

5. On the Change view ”Profile”: Overview screen select the already created profile YSP00100 and in the Dialog structure area choose Usage.

6. On the Change View “Usage”: Overview screen make the following entries:

Usage Sales SDoc Type CMRWarranty check

DL w/Material

1 Billing and results analysis YSDB CR Not selected Not selected


8. On the Change View “Usage”: Overview screen select the already created Usage and in the Dialog structure area double click on Characteristics.

9. On the Change View “Characteristics”: Overview screen make the following entries for DIP Profile YSP00100 and Usage 1 Billing and results analysis :

Charact. CharRel Mat. Det No Summ. Struct. Set NamePartial sets

Single values

Activity type

Cost Center

Cost Element

Document number

Material



Object No

Period YS_PERIOD

Personnel No. YS_EMPLOYEE

Posting row

Text

Transaction currency

Unit of measure


11. On the Change View “Usage”: Overview screen select Usage1 Billing and Results analysis and in the Dialog structure area double click on Sources.

12. On the Change View “Sources”: Overview screen make the following entries for DIP Profile YSP00100 and Usage 1 Billing and results analysis :

Line Source Percentage

1 0001 Actual costs – Line items 100,00

2 YTRA Travel per Diem 100,00


14. On the Change View “Sources”: Overview screen select the Line 1 / Source 0001 in the Dialog structure area, double click on the Selection criteria.

15. On the Change View “Selection criteria”: Overview screen make the following assignment:

Char Set Name

Cost Element YS-COST_02

16. On the Change View “Usage”: Overview screen select Usage1 Billing and Results analysis and in the Dialog structure area double click on Material determination

17. On the Change View ”Material determination” make the following entries:

Line Material/service Transfer quantity/costs

1 D404 X Transfer costs and quantity





6 D610 Transfer costs only





19. For each of the Line-IDs/Materials in the following table, select the entry in the Change View ”Material determination”: Overview screen with the line ID/Material and in the Dialog structure area double click on Criteria. Maintain the selection criteria as also provided in the table:

Line ID / Material Char Set Value

1 / D404 Activity type



Cost element 0000500900

Material 000000000004000010

2 / D404 Activity type 8

Cost element YB-SDPS

Material



Material 000000000004000020

4 / D400 Activity type YS01


Material

5 / D401 Activity type YS01


Material



Material



Material



Material


Cost element

Material TRAVELPERDIEM

20. Save the entries and exit the customing activity.

ResultThe DIP-Profile YSP00100 has been created.

3.4.1.2Assign Conditions to Sales Document TypesIn this step you define a condition type for each sales document type for the costs. This condition type is used to include the costs to be invoiced or the sales price cost in the price determination of the sales document. Note that this condition type must be included in the costing sheet of the sales document.




SAP ECC menu Logistics Sales and Distribution Sales Documents Customer service Service Quotation/Resource Related billing Assign Conditions to Sales Document Types


2. On the Change view ”Cost Condition for Sales Document Type”: Overview screen choose New Entries.

3. On the New Entries: Overview of Added Entries screen make the following input:

SD document type Condit. type

YSDB EK01

YSDP EK02


ResultCondition types for the transfer has been assigned.

3.4.1.3Profiles for Resource Related Billing/Quotation Change


SAP ECC menu Logistics Sales and Distribution Sales Documents Customer service Service Quotation/Resource Related billing Profiles for Resource Related billing/quotation creation


2. On the Change view ”Profile”: Overview screen select the entry YBR00099 and press Usage from the Dialog Structure.

3. On the Change View “Usage”: Overview screen select the already existing Usage and in the Dialog structure area double click on Material determination.

4. On the Change View ”Material determination” screen choose New Entry and make the following entries:

Line Material/serviceTransfer quantity/costs

Individial

4 D102X Transfer costs and quantity

selected


ResultThe material determination has been changed in the DIP Profile YBR00099.

3.4.2 Settings for Billing Request Editor

UseIn this step you create the settings for the web-dynpro based application Billing Request Editor (BRE). As the name implies, the BRE can be used to further process billing request documents created by from the Dynamic Item Processor: postpone billable items, create accruals for missing times/expenses, adjust hourly rates or other billing values, and structure the final invoice.

The activities used to configure the BRE are installed as part of a business function PRS_GEN_UI within the switch framework.



3.4.2.1Define Categories

UseCategories are used in the billing request editor to combine items of similar nature together so that the same rules may be applied to these items. For example, different materials used in a billing request to differentiate between a junior consultant and a senior consultant may be grouped together into one category Time.


SAP ECC menu Sales and Distribution Sales Documents Customer Service Service Quotation/Resource-Related Billing Settings for Billing Request Editor Define Categories


2. On the Change View ”Category”: Overview screen choose New Entries and enter the following information:

Cat. ID Category Description Usage Changeable 2ndCatID UoMRelAgr

AE Accrual Expense 00040

AT Accrual Time 00040 X

C Copy Over 00050 X

E Expenses 00030 X

FREE Free Item 00051 X

OA On account payment 00030

S Subtotal 00061 X

SH Split Header 00062 X

SPLIT Split Item 00052 X

T Time 00030 X X

3. In the entry with Cat. ID "AE", enter "E" in the field 2ndCatID.

Similarly, in the entry with the Cat.ID "AT", enter "T" in the field 2ndCatID.


5. Select the entry with Cat. ID "AE" and double-click on the node Accrual Unit of Measure in the Dialog Structure.

6. Choose [New Entries] and enter the following UoM: AU

7. Choose Back to return to the Change View ”Category”: Overview screen.

8. Select the entry with Cat. ID "AT" and double-click on the node Accrual Unit of Measure in the Dialog Structure.

9. Choose [New Entries] and enter the following Units of Measure: D, H, YR, MON, HR, DAY, WK


ResultsThe basic categories which the Billing Request Editor will use to group information from the line items and billing request items have been defined.



3.4.2.2Define Process Control

UseThis activity is used to control how rejected items and billing values and texts are updated to the billing request. For each billing request document type, the mapping between materials and categories is defined.

In the last step the layout, the source of the values and the headings of certain value fields is defined.


SAP ECC menu Sales and Distribution Sales Documents Customer Service Service Quotation/Resource-Related Billing Settings for Billing Request Editor Define Process Control


2. On the Change View ”Process Control”: Overview screen choose New Entries and enter the following information:

SaTy SOrg Rj SplitAllow CondTyAccr CondTyVal ID

YSDB YS x YSX3 YSX2 0001

3. Save the entry and return to the main overview table.

4. On the Change View ”Process Control”: Overview screen select the entry with the sales document type YSDB created above and double-click on the node Categories for Material in the Dialog Structure.

5. On the Change View ”Categories for Materials”: Overview screen choose New Entries and enter the following information:

Material Cat. ID

D400 T

D401 T

D402 E

D403 E

D404 T

D500 AE

D501 AT

D502 E

D503 T

D504 C

D610 OA


7. Double-click on the node Materials for Categories in the Dialog Structure.

8. On the Change View ”Materials for Categories”: Overview screen choose New Entries and enter the following information:

Cat. ID Material

AE D500



AT D501

C D504

FREE D505

S D508

SH D506

SPLIT D507


10. Double-click on the node Screen Values in the Dialog Structure.

11. On the Change View ”Screen Values”: Overview screen choose New Entries and enter the following information:

SaTy SOrg WIPVal1Src

WIP Screen Value 1 Description

WIPVal2Src WIP Screen Value 2 Description

YSDB NETWR WIP Value KZWI1 Base Value

continued:

Value Screen Value 1 Description

Value Screen Value 2 Description

WIP Value Base Value

12. Save the entry and exit the customizing activity.

ResultsThe process control for the billing request editor has been defined. For the document type YSDB, the application is able to assign categories to the materials used in the billing request items generated by the DIP. The application can assign materials to items which it itself generates when the user enters an accrual or invoice item (category) manually. Finally, the source and descriptions of the value fields used in the WIP Selection and Billing Value screens are defined.

3.4.2.3Set Up Metrics

UseThe upper portion of the processing screen for the BRE includes a table with the heading Metrics, which is used to summarize the results of the various processing steps perfomed on the billing request. In this activity, the rows and the columns of the metrics table are configured, in particular which categories and which pricing fields are used as a source for the value fields in the metrics table.

As the metrics table itself does not contain any calculation logic, all of the logic needs to be built here. For example, if the metrics should show consulting hours in one row for Time and also as part of a Total, then two entries with the same settings would be needed in the Metrics Mapping, one for the row for Time and in the other row for Total.


SAP ECC menu Sales and Distribution Sales Documents Customer Service Service Quotation/Resource-Related Billing Settings for Billing Request Editor Set Up Metrics




2. In the Dialog Structure the entry Metrics Rows should be active, otherwise double-click on the entry Metrics Rows.

3. On the Change View ”Metrics Rows”: Overview screen choose New Entries and enter the following information:

MetRowID Metrics Rows Description Visual Ord

MREXP Expense 3

MRPRO On acc / Prov 5

MRSUB Sub-total 4

MRTIM Time 2

MRTOT Total 1


5. In the Dialog Structure on the left side of the screen, double-click on the entry Metrics Columns.

6. On the Change View ”Metrics Columns”: Overview screen choose New Entries and enter the following information:

MetColID Metrics Columns Description Visual Ord

MCACC Accrued 3

MCBIL Bill value 5

MCCAL Calculated 4

MCORG Original value 1

MCPPF Postponed 2

MCVAR Variance 6


8. In the Dialog Structure on the left side of the screen, double-click on the entry Metrics Mapping.

9. On the Change View ”Metrics Mapping”: Overview screen choose New Entries and enter the following information:

Cat. ID MetRowID MetCol ID MetValSrc ValueFld Value Multiplier

AE MREXP MCACC C Current Value KZWI1 1,0000

AE MREXP MCBIL C Current Value NETWR 1,0000

AE MREXP MCCAL C Current Value KZWI1 1,0000

AE MREXP MCVAR C Current Value NETWR 1,0000

AE MRTOT MCACC C Current Value KZWI1 1,0000

AE MRTOT MCCAL C Current Value KZWI1 1,0000

AE MRTOT MCVAR C Current Value NETWR 1,0000

AT MRTIM MCACC C Current Value KZWI1 1,0000

AT MRTIM MCCAL C Current Value KZWI1 1,0000

AT MRTIM MCVAR C Current Value NETWR 1,0000

AT MRTOT MCACC C Current Value KZWI1 1,0000



AT MRTOT MCBIL C Current Value NETWR 1,0000

AT MRTOT MCCAL C Current Value KZWI1 1,0000

AT MRTOT MCVAR C Current Value NETWR 1,0000

E MREXP MCBIL C Current Value KZWI2 1,0000

E MREXP MCCAL C Current Value KZWI1 1,0000

E MREXP MCORG H Historical Value KZWI1 1,0000

E MREXP MCPPF C Current Value KZWI1 1,0000-

E MREXP MCPPF H Historical Value KZWI1 1,0000

E MREXP MCVAR C Current Value NETWR 1,0000

E MREXP MCVAR H Historical Value NETWR 1,0000-

E MRTOT MCBIL C Current Value KZWI2 1,0000

E MRTOT MCCAL C Current Value KZWI1 1,0000

E MRTOT MCORG H Historical Value KZWI1 1,0000

E MRTOT MCPPF C Current Value KZWI1 1,0000-

E MRTOT MCPPF H Historical Value KZWI1 1,0000

E MRTOT MCVAR C Current Value NETWR 1,0000

E MRTOT MCVAR H Historical Value NETWR 1,0000-

FREE MRTOT MCBIL C Current Value NETWR 1,0000

FREE MRTOT MCVAR C Current Value NETWR 1,0000-

OA MRPRO MCBIL C Current Value NETWR 1,0000

OA MRPRO MCCAL C Current Value KZWI1 1,0000

OA MRPRO MCORG H Historical Value KZWI1 1,0000

OA MRPRO MCPPF C Current Value KZWI1 1,0000-

OA MRPRO MCPPF H Historical Value KZWI1 1,0000

OA MRPRO MCVAR C Current Value KZWI1 1,0000-

OA MRPRO MCVAR C Current Value NETWR 1,0000

OA MRTOT MCBIL C Current Value NETWR 1,0000

OA MRTOT MCCAL C Current Value KZWI1 1,0000

OA MRTOT MCORG H Historical Value KZWI1 1,0000

OA MRTOT MCPPF C Current Value KZWI1 1,0000-

OA MRTOT MCPPF H Historical Value KZWI1 1,0000

OA MRTOT MCVAR C Current Value NETWR 1,0000

OA MRTOT MCVAR H Historical Value NETWR 1,0000-

SPLIT MRTOT MCBIL C Current Value NETWR 1,0000

SPLIT MRTOT MCVAR C Current Value NETWR 1,0000-

T MRTIM MCBIL C Current Value NETWR 1,0000

T MRTIM MCCAL C Current Value KZWI1 1,0000

T MRTIM MCORG H Historical Value KZWI1 1,0000



T MRTIM MCPPF C Current Value KZWI1 1,0000-

T MRTIM MCPPF H Historical Value KZWI1 1,0000

T MRTIM MCVAR C Current Value NETWR 1,0000

T MRTIM MCVAR H Historical Value NETWR 1,0000-

T MRTOT MCBIL C Current Value NETWR 1,0000

T MRTOT MCCAL C Current Value KZWI1 1,0000

T MRTOT MCORG H Historical Value KZWI1 1,0000

T MRTOT MCPPF C Current Value KZWI1 1,0000-

T MRTOT MCPPF H Historical Value KZWI1 1,0000

T MRTOT MCVAR C Current Value NETWR 1,0000

T MRTOT MCVAR H Historical Value NETWR 1,0000-


ResultsThe content of the metrics table, i.e. the values of the individual cells in the table, has been configured by specifying how the application should accumulate values from the billing request item categories and assigning the values to a specific row and column in the table.

3.4.2.4Select Characteristics from Dynamic Item Processing

UseBased on the DIP-profile used in the resource-related billing transaction DP90/DP91, this activity is used to define which of the characteristics from the line items generated by the Dynamic Item Processor are made available for the user for grouping. Additionally, defaults for the grouping options for both the WIP Selection and Value screens are defined.

Note: settings from the DIP-profile also affect which characteristics may be used in the BRE processing screens. All of the characteristics which are marked in the DIP-profile as Charact Relevant are made available as grouping criteria in the WIP Selection screen. For the Billing Value screen, all of the characteristics are available to the user which are marked as NoSummarization.


SAP ECC menu Sales and Distribution Sales Documents Customer Service Service Quotation/Resource-Related Billing Settings for Billing Request Editor Select Characteristics from Dynamic Item Processing


2. On the Change View ”View: Characteristics” screen choose New Entries and enter the following information:

DIP Profile Characteristics CharDispTy CharSortDir SortOrdWIP SortOrdVal

YSP00100 BELNR 1 Key A Ascending

YSP00100 CATID 1 Key A Ascending

YSP00100 DLI_TEXT 2 Description A Ascending

YSP00100 KOSTL 2 Description A Ascending

YSP00100 KSTAR 3 Key & Description A Ascending



YSP00100 LSTAR 2 Description A Ascending

YSP00100 MATNR 3 Key & Description A Ascending

YSP00100 MEINH 1 Key A Ascending

YSP00100 OBJNR 1 Key A Ascending

YSP00100 PERNR 3 Key & Description A Ascending 2

YSP00100 POPER 1 Key A Ascending 1

YSP00100 POSNR 1 Key A Ascending

YSP00100 PRS_OBJID 1 Key A Ascending

YSP00100 REF_OBJECT_ID 1 Key A Ascending

YSP00100 TWAER 3 Key & Description A Ascending

YSP00100 VBELN 1 Key A Ascending


ResultsThe characteristics from the DIP-profile YSP00100 have been defined for use in the Billing Request Editor.
