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EHP4 for SAP ERP

6.0
December 2010
English
Sales Order with Fixed
Price and T&M Billing
(195)
SAP AG
Dietmar-Ho-Allee 16
6!1!0 "all#orf
German$
%&siness Process Doc&mentation
SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
Copright
2 3o$right 2010 SAP AG. All rights reser4e#.
5o art of this &blication ma$ be rero#&ce# or transmitte# in an$ form or for an$ &rose (itho&t the e*ress
ermission of SAP AG. +he information containe# herein ma$ be change# (itho&t rior notice.
Some soft(are ro#&cts mar6ete# b$ SAP AG an# its #istrib&tors contain rorietar$ soft(are comonents of
other soft(are 4en#ors.
-icrosoft7 "in#o(s7 E*cel7 '&tloo67

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are registere# tra#emar6s of -icrosoft 3ororation.
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'S;4007 AS;4007 S;=!0 Parallel Enterrise Ser4er7 Po(er<-7 Po(er Architect&re7 P'"ER6>7 P'"ER67
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are tra#emar6s or
registere# tra#emar6s of 3itri* S$stems7 8nc.
H+-@7 ?-@7 ?H+-@7 an# "=3 are tra#emar6s or registere# tra#emar6s of "=3
A
7 "orl# "i#e "eb
3onsorti&m7 -assach&setts 8nstit&te of +echnolog$.
Ba4a is a registere# tra#emar6 of S&n -icros$stems7 8nc.
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imlemente# b$ 5etscae.
SAP7 R;=7 SAP 5et"ea4er7 D&et7 PartnerE#ge7 %$Design7 SAP %&siness %$Design7 an# other SAP ro#&cts
an# ser4ices mentione# herein as (ell as their resecti4e logos are tra#emar6s or registere# tra#emar6s of
SAP AG in German$ an# other co&ntries.
%&siness 'bCects an# the %&siness 'bCects logo7 %&siness'bCects7 3r$stal Reorts7 3r$stal Decisions7 "eb
8ntelligence7 ?celsi&s7 an# other %&siness 'bCects ro#&cts an# ser4ices mentione# herein as (ell as their
resecti4e logos are tra#emar6s or registere# tra#emar6s of %&siness 'bCects S.A. in the 9nite# States an# in
other co&ntries. %&siness 'bCects is an SAP coman$.
All other ro#&ct an# ser4ice names mentione# are the tra#emar6s of their resecti4e comanies. Data
containe# in this #oc&ment ser4es informational &roses onl$. 5ational ro#&ct secifications ma$ 4ar$.
+hese materials are s&bCect to change (itho&t notice. +hese materials are ro4i#e# b$ SAP AG an# its affiliate#
comanies .DSAP Gro&D0 for informational &roses onl$7 (itho&t reresentation or (arrant$ of an$ 6in#7 an#
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Gro& ro#&cts an# ser4ices are those that are set forth in the e*ress (arrant$ statements accoman$ing
s&ch ro#&cts an# ser4ices7 if an$. 5othing herein sho&l# be constr&e# as constit&ting an a##itional (arrant$.
2 SAP AG Page 2 of 2/
SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
!cons
!con Meaning
3a&tion
E*amle
5ote
Recommen#ation
S$nta*
E*ternal Process
Tpographic Con"entions
Tpe Stle #escription
Example text "or#s or characters that aear on the screen. +hese incl&#e fiel# names7
screen titles7 &shb&ttons as (ell as men& names7 aths7 an# otions.
3ross-references to other #oc&mentation.
$xa%ple
text
Emhasi:e# (or#s or hrases in bo#$ te*t7 titles of grahics an# tables.
E?A-P@E
+E?+
5ames of elements in the s$stem. +hese incl&#e reort names7 rogram
names7 transaction co#es7 table names7 an# in#i4i#&al 6e$ (or#s of a
rogramming lang&age7 (hen s&rro&n#e# b$ bo#$ te*t7 for e*amle7 SE@E3+
an# 853@9DE.
Example
text
Screen o&t&t. +his incl&#es file an# #irector$ names an# their aths7
messages7 so&rce co#e7 names of 4ariables an# arameters as (ell as names
of installation7 &gra#e an# #atabase tools.
EXAMPLE TEXT
Ee$s on the 6e$boar#7 for e*amle7 f&nction 6e$s .s&ch as F20 or the ENTER 6e$.
Example
text
E*act &ser entr$. +hese are (or#s or characters that $o& enter in the s$stem
e*actl$ as the$ aear in the #oc&mentation.
<Example
text>
<ariable &ser entr$. Pointe# brac6ets in#icate that $o& relace these (or#s an#
characters (ith aroriate entries.
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
Contents
Sales 'r#er (ith )i*e# Price an# +,- %illing..................................................................................... /
1 P&rose........................................................................................................................................ /
2 PrereF&isites................................................................................................................................ /
2.1 -aster Data an# 'rgani:ational Data................................................................................... /
2.2 Roles..................................................................................................................................... 6
2.= Define G&eries for Personal 'bCect "or6list .P'"@0...........................................................H
= Process '4er4ie( +able............................................................................................................... I
4 Process Stes.............................................................................................................................. !
4.1 3reating a G&otation............................................................................................................. !
4.2 3reating a 3&stomer Sales 'r#er....................................................................................... 11
4.= -aintaining Reali:ation J on 'r#er 8tem @ine....................................................................14
4.4 +ime Recor#ing .2110.......................................................................................................... 1/
4./ +ra4el -anagement .1!10................................................................................................... 16
4.6 3reating the )i*e# Price %illing Doc&ment..........................................................................1H
4.H 3reating a Reso&rce-Relate# %illing ReF&est.....................................................................1!
4.I 3reating the 8n4oice for the %illing -emo ReF&est..............................................................20
/ )ollo(-9 Processes.................................................................................................................. 22
6 Aen#i*.................................................................................................................................... 2=
6.1 Re4ersal of Process Stes.................................................................................................. 2=
6.2 SAP ERP Reorts............................................................................................................... 24
6.= 9se# )orms......................................................................................................................... 2/
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
Sales Order with Fixed Price and T&M Billing
1 P&rpose
+his b&siness scenario a##resses a roCect c$cle from F&otation to comletion (here one art of the
billing is agree# on a fi* rice basis. +he other art is bille# base# on the act&al (or6 erforme#. +he
sales #oc&ment in form of a sales or#er is the focal oint of the rocess as it formali:es the
c&stomerKs reF&irements7 collects labor costs7 an# generates billing time an# material. +his scenario
(o&l# t$icall$ al$ to a cons&lting arrangement (here #etaile# (or6 lanning an# e*ec&tion are
not necessar$.
' Prere(&isites
+his b&siness scenario ass&mes that an initial inF&ir$ for ser4ice has been recei4e# from the
c&stomer.
')1 Master #ata and Organi*ational #ata
S+P Best Practices Standard ,al&es
Essential master an# organi:ational #ata (as create# in $o&r ERP s$stem in the imlementation
hase7 s&ch as the #ata that reflects the organi:ational str&ct&re of $o&r coman$ an# master #ata
that s&its its oerational foc&s. )or e*amle7 master #ata for materials7 4en#ors7 an# c&stomers.
+his master #ata &s&all$ consists of stan#ar#i:e# SAP %est Practices #efa&lt 4al&es an# enables
$o& to go thro&gh the rocess stes of this scenario.

+dditional Master #ata (#e-a&lt ,al&es)
Lo& can test the scenario (ith other SAP %est Practices #efa&lt 4al&es that ha4e the
same characteristics.
3hec6 $o&r SAP E33 s$stem to fin# o&t (hich other material master #ata e*ists.
.sing /o&r Own Master #ata
Lo& can also &se c&stomi:e# 4al&es for an$ material or organi:ational #ata for (hich
$o& ha4e create# master #ata. )or more information on ho( to create master #ata7 see
the -aster Data Proce#&res #oc&mentation.
9se the follo(ing master #ata in the rocess stes #escribe# in this #oc&ment1
Master data ,al&e Master data details Co%%ents
'erating concern 103A %est Practices
3ontrolling area 1000
3oman$ co#e 1000
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
Master data ,al&e Master data details Co%%ents
Plant 1000
Sales organi:ation 1000
Distrib&tion channel 10
Di4ision 10
'r#er t$e L%'1 SP1 SD-'r#er
Sol#-to art$ 100100
-aterial D=00
D=01
3ons&lting SD )P
3ons&lting SD +,-
3A+S Data entr$ rofile L%SD SP1 A&tomatic Release an# +ransfer
Personnel n&mber !!!101 Bohn Dom
')' 0oles
.se
+he follo(ing roles m&st ha4e been installe# to test this scenario in the SAP 5et"ea4er %&siness
3lient .5"%30. +he roles in this %&siness Process Doc&mentation m&st be assigne# to the &ser or
&sers testing this scenario. Lo& onl$ nee# these roles if $o& are &sing the 5"%3 interface. Lo& #o
not nee# these roles if $o& are &sing the stan#ar# SAP G98.
Prere(&isites
+he b&siness roles ha4e been assigne# to the &ser (ho is testing this scenario.
B&siness role +echnical name Process ste
Emlo$ee
.Professional 9ser0
SAPM5%PRME-P@'LEE-S Assignment of this role is
necessar$ for basic f&nctionalit$.
Sales A#ministrator SAPM5%PRMSA@ESPERS'5-
S
3reating a G&otation
3reating a 3&stomer Sales 'r#er7
-aintaining Reali:ation J on
Sales 'r#er @ine
%illing A#ministrator SAPM5%PRM%8@@85G-S 3reating the )i*e# Price %illing
Doc&ment7
3reating a Reso&rce-Relate#
%illing ReF&est
3reating the 8n4oice for the %illing
-emo ReF&est
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
')1 #e-ine 2&eries -or Personal O34ect 5or6list (PO57)
+he follo(ing F&eries m&st be #efine# to test this scenario in the SAP 5et"ea4er %&siness 3lient
.5"%30. +he F&eries are necessar$ to access role secific (or6lists in the SAP 5et"ea4er
%&siness 3lient .5"%30.
)or more information abo&t the creation of F&eries7 see the section 3reation of G&eries
in Personal 'bCect "or6ing @ists .P'"@s0 in the Quick Guide to Implementing the SAP
Best Practices Baseline Package (US) #oc&ment.
%&siness Role1 SAPM5%PRM%8@@85G-S7 %illing A#ministrator
5"%3 -en& ath1 Sales Reso&rce-Relate# %illing
+pplication O34ect Tpe ,ariant
8a%e
,ariant
Selections
Selection
Criteria
2&er
8a%e
"or6list @ist of Sales
Doc&ments (ith
"%S Elements
Sales 'rg1
1000
Distr. 3hn1 10
Sales Doc.
+$e1L%'1
-aterial1
D=017 D=04
SP1
+,-
%illing
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
1 Process O"er"iew Ta3le
Process step $xternal
process
re-erence
B&siness
condition
B&siness role Trans9
action
code
$xpected
res&lts
Creating a
2&otation
Sales
A#ministration
<A21
Creating a
Customer Sales
rder
Sales
A#ministrator
<A01
!aintaining
"eali#ation $ on
rder Item %ine
Sales
A#ministrator
<A02
Time Recording
(211)
External
Process &''
Emplo(ee
Travel
Management (191)
External
Process ')'
Emplo(ee
Creating the
*ixed Price Billing
+ocument
%illing
A#ministrator
<)01
Creating a
"esource,
"elated Billing
"e-uest
%illing
A#ministrator
DP!0
Creating the
In.oice /or the
Billing !emo
"e-uest
%illing
A#ministrator
<)04
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
: Process Steps
:)1 Creating a 2&otation
.se
+he &rose of this acti4it$ is to create a F&otation7 (hich is a formal offer of ser4ices to a c&stomer
at a set rice. 8t is &s&all$ 4ali# for a limite# erio# of time.
Proced&re
1. Access the transaction choosing one of the follo(ing na4igation otions1
Option 1; S+P <raphical .ser !nter-ace (S+P <.!)
S+P $CC %en& %ogistics Sales and +istri0ution Sales Quotation Create
Transaction code VA21
2. 'n the Create Quotation1 Initial Screen7 ma6e the follo(ing entries1
Field na%e #escription .ser action and
"al&es
Co%%ent
G&otation +$e Sales #oc&ment t$e of the
F&otation
L%G1
Sales
'rgani:ation
Selling entit$ resonsible for the
c&stomer
1000
Distrib&tion
3hannel
3&stomer gro&ing 10
Di4ision Pro#&ct or ser4ice gro&ing 10
=. 3hoose Enter2
4. 'n the Create SP1 Quotation1 .er.ie3 screen7 ma6e the follo(ing entries. .Defa&lt #ata
remains &nchange#.0
Field na%e #escription .ser action
and "al&es
Co%%ent
Sol#-to Part$ Alhan&meric 6e$ &niF&el$
i#entif$ing the c&stomer
100100
)irst 8tem @ine7
-aterial fiel#
Alhan&meric 6e$ &niF&el$
i#entif$ing the ser4ice ro#&ct
D=00
)irst item @ine7 'r#er
G&antit$ fiel#
5&mber of ser4ice &nits 1
/. 3hoose Enter.
6. Select item line 10 an# go to the -en& Goto 4 Item 4 Conditions2
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
H. 8n the Pricing Elements table7 t$e in P"55 in the Cn6( fiel# an# N1/00K 4al&e7 in the Amount
fiel#.
I. 3hoose Enter.
!. 3hoose 0ack.
10. 8n item line 207 ma6e the follo(ing entries1
Second !te% 7ine=
Material -ield
+lphan&%eric 6e &ni(&el identi-ing
the ser"ice prod&ct
#1>1
Secon# item @ine7 'r#er
G&antit$ fiel#
5&mber of ser4ice &nits 2/
<ali# to Date &ntil (hich the bi# or F&otation is
bin#ing
A #a$ in the
f&t&re
11. 3hoose Enter.
12. 3hoose Sa.e an# (rite #o(n the generate# F&otation n&mber 2??????? for f&t&re reference.
2&otation n&%3er1 MMMMMMMMMMMMMMMMMMMMMMMMM.
1=. 3hoose Back to ret&rn to the SAP Eas( Access men&.
Option '; S+P 8et5ea"er B&siness Client (S+P 85BC) "ia 3&siness role
1. Access the transaction &sing the follo(ing na4igational otion1
B&siness 0ole Sales A#ministrator
(SAP78BP"7SA%ESPE"S8,S)
B&siness 0ole Men& Sales Customer Cockpit
2. -a6e the follo(ing entries an# choose +ispla( Customer1
Field 8a%e .ser +ction and ,al&es Co%%ent
Customer 8um0er 100100
=. 'n the Customer Cockpit screen7 ma6e the follo(ing entries1
Field 8a%e .ser +ction and ,al&es Co%%ent
ther Acti.ities Create Quotation
1. 'n the Create Quotation screen7 ma6e the follo(ing entries an# choose Start1
Field 8a%e .ser +ction and ,al&es Co%%ent
Sales +ocument 6(pe L%G1 SP1 SD-G&otation
Sales rgani#ation 1000 Sales 'rgani:ation for the F&otation
+istri0ution Channel 10 Distrib&tion 3hannel for the F&otation
+i.ision 10 Di4ision for the F&otation
2. 'n the SP1 Quotation1 8e3 screen7 ma6e the follo(ing entries in the #oc&ment hea#er1
Field
8a%e
.ser +ction and ,al&es Co%%ent
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
P
8um0er
OReferenceP7 for e*amle7
+ES+1!/
Enter a reference from the c&stomerQs
inF&ir$.
9alid 6o OAn$ month in the f&t&reP
=. -a6e the follo(ing entr$ in the Item .er.ie3 table an# choose Enter1
Field 8a%e .ser +ction and ,al&es Co%%ent
!aterial D=00 3ons&lting SD )*P
rder Quantit( 1
4. Select item 10. 5e( tabs aear to the right of the o4er4ie( table.
/. Select the Pricing tab on the screen section ne*t to the 8tem '4er4ie( an# enter a Price .1/000.
6. -a6e a secon# entr$ in the Item .er.ie3 table an# choose Enter1
Field 8a%e .ser +ction and ,al&es Co%%ent
!aterial D=01 3ons&lting SD +,-
rder Quantit( 2/
H. 3hoose Sa.e +ocument2
I. -a6e a note of the F&otation n&mber for reference1 MMMMMMMMMMMMMMMMMM
!. 3lose the Create Sales +ocument (in#o(.
0es&lt
A F&otation for cons&lting ser4ices7 set-& (ith fi*e#-rice an# reso&rce-relate# items7 has been
create#.
:)' Creating a C&sto%er Sales Order
.se
+he &rose of this acti4it$ is to #efine the rofessional ser4ice agreement bet(een the ser4ice
ro4i#er an# the c&stomer. +he scoe of the agreement .items7 F&antities7 an# rices0 is coie# from
the F&otation.
Prere(&isites
+he F&otation create# in ste 4.1. is the basis for creating the c&stomer sales or#er.
Proced&re
1. Access the transaction &sing one of the follo(ing na4igation otions1
Option 1; S+P <raphical .ser !nter-ace (S+P <.!)
S+P $CC %en& Logistics Sales and Distribtion Sales Sales !rder
"reate
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
+ransaction
co#e
<A01
2. 'n the Create Sales rder1 Initial Screen7 ma6e the follo(ing entries1
Field na%e #escription .ser action and
"al&es
Co%%ent
'r#er +$e Sales #oc&ment t$e of the or#er L%'1
Sales
'rgani:ation
Selling entit$ resonsible for the
c&stomer
1000
Distrib&tion
3hannel
3&stomer gro&ing 10
Di4ision Pro#&ct or ser4ice gro&ing 10
=. 3hoose Create 3ith "e/erence (*:)2
4. 8n the follo(ing #ialog bo*7 select the Quotation tab. Enter the F&otation n&mber create# earlier.
3hoose Cop( (*;)2
/. 'n the Create SP1 S+, rder1 .er.ie3 screen7 select the s&bmitte# entries. Sa4e $o&r entries.
6. "rite #o(n the generate# or#er n&mber ???????? for f&t&re reference.
Order n&%3er1 MMMMMMMMMMMMMMMMMMMMMMMMM.
12. 3hoose Back to ret&rn to the SAP Eas( Access men&.
Option '; S+P 8et5ea"er B&siness Client (S+P 85BC) "ia 3&siness role
1. Access the transaction &sing the follo(ing na4igational otion1
B&siness 0ole Sales A#ministrator
(SAP78BP"7SA%ESPE"S8,S)
B&siness 0ole Men& Sales Customer Cockpit
2. -a6e the follo(ing entries an# choose +ispla( Customer1
Field 8a%e .ser +ction and ,al&es Co%%ent
Customer 8um0er 100100
=. 8n the Customer Cockpit (in#o(7 select the tab for Po(er @ist pen Quotations.
4. Select the line (ith the F&otation from the re4io&s ste an# choose Create 3ith "e/erence.
8f the n&mber of the F&otation from the re4io&s ste #oes not aear in the list7 then
chec6 the F&er$ otions an# refresh the F&er$ if necessar$.
/. 'n the Create Sales rder (in#o(7 ma6e the follo(ing entries an# choose Start1
Field 8a%e .ser +ction and
,al&es
Co%%ent
Sold,6o Part( 100100 Customer Ser.ices
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
Sales +ocument
6(pe
L%'1 SP1 SD-'r#er
Sales rgani#ation 1000 Sales 'rgani:ation for the sales or#er
+istri0ution Channel 10 Distrib&tion 3hannel for the sales or#er
+i.ision 10 Di4ision for the sales or#er
"e/erence
+ocument
OG&otation 5&mberP 5&mber of the G&otation from the
re4io&s ste
6. 'n the SP1 S+,rder1 8e3 screen7 ma6e the follo(ing entries in the #oc&ment hea#er1
Field
8a%e
.ser +ction and ,al&es Co%%ent
P
8um0er
OReferenceP7 for e*amle7
+ES+1!/
Enter a c&stomer &rchase or#er n&mber
as reference.
H. 3hoose Sa.e +ocument2 -a6e a note of the sales or#er n&mber1 MMMMMMMMMMMMMMM
I. 3lose the Create Sales +ocument (in#o(.
0es&lt
+he s$stem iss&es the message SP1 S+,rder <<<< has 0een sa.ed an# the or#er confirmation is
rinte# o&t.
+he rinto&t of the or#er confirmation is e*ec&te# a&tomaticall$ an# imme#iatel$ .see
settings in SAP G98 transaction <<11 for o&t&t t$e %A00 an# #efa&lts in $o&r &ser
settings in transaction S9=0R ho(e4er7 onl$ in the case (hen the sales or#er is not
bloc6e#.
Lo& also ha4e the ossibilit$ to start the rint-o&t man&all$ .altho&gh onl$ in the case
(hen the sales or#er is not bloc6e#1
Option 1; S+P <raphical .ser !nter-ace (S+P <.!)
S+P $CC Men& %ogistics Sales and +istri0ution Sales rder +ispla(
Transaction Code ,+>1
1. Enter the or#er n&mber in the +ispla( Sales rder1 Initial Screen1 )rom the men&7 choose
Sales +ocument Issue utput 6o
2. Select the line (ith the message t$e %A00
=. 3hoose Print.
Option '; S+P 8et5ea"er B&siness Client (S+P 85BC) "ia 3&siness role
B&siness 0ole Sales A#ministrator
(SAP78BP"7SA%ESPE"S8,S)
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
B&siness 0ole Men& Sales Sales rders Sales rder Processing
1. Choose the All Sales rders ta0 .refresh the c&rrent F&er$ if necessar$0.
2. -ar6 $o&r sales or#er an# choose Sho3 rder Con/irmation as P+*.
=. 'n the Con.ert Spool to P+* screen7 choose Print.
:)1 Maintaining 0eali*ation ? on Order !te% 7ine
.se
+he rice for cons&lting ser4ices #etermine# 4ia con#ition t$e PR00 can be seen as the list rice for
the ser4ice ren#ere#. +his rice ho(e4er might not be feasible on the mar6et. +herefore7 an or#er
item line secific con#ition t$e in form of a rice re#&ction is alie# that reflects the #isco&nt on
the list rice. +his con#ition t$e can be maintaine# at an$ time bet(een creating the sales or#er
an# billing. 8t is also ta6en into acco&nt #&ring "8P #etermination7 an# th&s ma$7 in#een#entl$ of
the sales rice negotiate# (ith the c&stomer7 be &se# to f&rther a#at the "8P7 for e*amle7 if it is
e*ecte# that not all ser4ices ren#ere# are billable.
Prere(&isites
A sales or#er has been create#.
Proced&re
1. Access the transaction &sing one of the follo(ing na4igation otions1
Option 1; S+P <raphical .ser !nter-ace (S+P <.!)
S+P %en& %ogistics Sales and +istri0ution !aster +ata Conditions
Select Using Condition 6(pe Create
Transaction
code
<E11
Option '; S+P 8et5ea"er B&siness Client (S+P 85BC) "ia 3&siness role
B&siness 0ole Sales A#ministrator
(SAP78BP"7SA%ESPE"S8,S)
B&siness 0ole Men& Sales Pricing Create Condition "ecord
2. 'n the Create Condition "ecords screen7 enter the follo(ing information an# ress Enter1
Field na%e #escription .ser action and
"al&es
Co%%ent
3on#ition
+$e
+he 6e$ that &niF&el$ i#entifies
the con#ition.
L%S2 SP1 Reali:ation
J
=. 8n the o-& #ialog =e( Com0ination7 select the first entr$ S+ +ocument > Item > !aterial an#
choose Enter.
4. 8n the Create SP1 "eali#ation $ Condition (?BS&)1 *ast Entr( screen7 enter the follo(ing recor#1
Field na%e #escription .ser action
and "al&es
Co%%ent
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
Sales
Doc&ment
O'r#er no. from
Ste 4.2P
8tem .SD0 20 8tem no. for +,- %illing
-aterial -aterial master &se# to
reresent cons&lting
ho&rs
D404 +his material aears in the
billing reF&est create# in
Ste 4.H.
Amo&nt J 4al&e Enter a 4al&e7
for e*amle71 20
rice re#&ction -20J
<ali# from Start #ate Act&al #ate
<ali# to En# #ate OEn# of the
c&rrent $earP
/. Sa4e $o&r entries.
6. 3hoose %ac6 t(ice to close the transaction.
0es&lt
An or#er line-secific s&rcharge;#isco&nt is alie# to the sales or#er item an# affects the "8P
4al&ation an# the reso&rce-relate# billing accor#ingl$. Sa4e $o&r entries.
:): Ti%e 0ecording ('11)
$xternal Process
+he 3ross-Alication +ime Sheet .3A+S0 is the tool &se# for recor#ing time (or6e# b$ an
emlo$ee on a certain assignment. 8n this scenario7 the sales or#er (ith the item for the reso&rce-
relate# billing is the focal oint of the rocess as it collects the labor.
3omlete all acti4ities #escribe# in the Business Process +ocumentation of the
scenario1
+o accomlish acti4ities of the scenario 6ime "ecording (&'')7 carr$ o&t the rocess
stes in the rele4ant Business Process +ocumentation &sing the master #ata from the
follo(ing table1
Master data ,al&e Co%%ents
Data Entr$
Profile
L%SD SP Sales 'r#er
Ee$ Date +o#a$Ks #ate Accet #efa&lt of to#a$Ks #ate
Acti4it$ I
Personnel
5&mber
!!!101 Bohn Dom
RecSale'r# *** Enter the sales or#er n&mber that collects
2 SAP AG Page 1/ of 2/
SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
Master data ,al&e Co%%ents
time an# cost
Rec8tm 0020 Enter the sales or#er item n&mber
Ho&rs +ime (or6e# on the
recei4ing obCect
I ho&rs on #a$ before $ester#a$
:)5 Tra"el Manage%ent (191)
$xternal Process
"hile recor#ing (or6ing times in 3A+S7 $o& can s(itch o4er to tra4el management to enter tra4el
e*enses on the &se# cost obCect in $o&r scenario.
3omlete all acti4ities #escribe# in the Business Process +ocumentation of the
scenario1
+o accomlish acti4ities of the scenario Tra"el Manage%ent (191)7 carr$ o&t the
rocess stes in the rele4ant Business Process +ocumentation &sing the master #ata
from the follo(ing table1
Master data ,al&e Co%%ents
Personnel
5&mber
!!!101 Dom
)rom Start #ate an# time of tri Enter #ate an# time
Defa&lt 4al&e (hen coming from
+ime Recor#ing
En# En# #ate an# time of tri Enter #ate an# time
Defa&lt 4al&e (hen coming from
+ime Recor#ing
Reason 3ons&lting Reason for tri
3it$ +oronto Enter the cit$ as target of the tri
3o&ntr$ 3A Defa&lt
-eals 3hec6 off
3ost
Assignment
Sales 'r#er;Sales 'r#er 8tem 20
create# earlier
3ost assignment of the tri
Defa&lt 4al&e (hen coming from
+ime Recor#ing
E*ense +$e @ine item 17 enter R3AR
@ine item 27 enter GAS
E*ense t$e #escribes the 6in# of
e*enses
Amo&nt @ine item 17 enter 100 Amo&nt of the e*ense t$e
2 SAP AG Page 16 of 2/
SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
Master data ,al&e Co%%ents
@ine item 27 enter /0
:)@ Creating the Fixed Price Billing #oc&%ent
.se
+he fi*e# rice billing #oc&ment is create# to in4oice the c&stomer for the fi*e# rice art of the
roCect.
Prere(&isites
A sales or#er item set for or#er-relate# in4oicing has been create#.
Proced&re
1. Access the transaction &sing one of the follo(ing na4igation otions1
Option 1; S+P <raphical .ser !nter-ace (S+P <.!)
S+P $CC %en& %ogistics Sales and +istri0ution Billing Billing +ocument
Create
Transaction
code
<)01
2. 'n the Create Billing +ocument screen7 ma6e the follo(ing entries1
Field
na%e
#escription .ser action and
"al&es
Co%%ent
Doc&ment +he n&mber that &niF&el$ i#entifies the
sales7 #eli4er$7 or billing #oc&ment.
O'r#er n&mberP
=. 3hoose Execute (*:)2
+he s$stem reorts that not all items co&l# be in4oice#. +he costs collecte# against the
sales or#er item reresenting +,- billing are in4oice# searatel$ b$ creating a Debit
-emo ReF&est .D-R07 as #escribe# in the follo(ing ste 4.H.
4. 'n the In.oice (*&) Create1 .er.ie3 o/ Billing Items screen7 choose Sa.e.
/. 3hoose Back to ret&rn to the SAP Eas( Access men&.
Option '; S+P 8et5ea"er B&siness Client (S+P 85BC) "ia 3&siness role
1. Access the transaction as follo(s1
B&siness 0ole %illing A#ministrator (SAP78BP"7BI%%I8G,S)
B&siness 0ole Men& Sales Billing
2. n the Billing screen@ choose Billing +ue %ist ta0 or the Billing due %ist -uer( (re/resh the
current -uer( i/ necessar()2
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
=. 3hoose Sho3 Quick Criteria !aintenance7 enter the rele4ant search criteria an# select the
rder,"elated flag. 3hoose Appl(.
4. Select the lines (ith the sales #oc&ments .that is7 the sales or#er from Ste 4.20 $o& (ant to bill
then choose Billing in Background.
/. +he s$stem #isla$s a list of the create# billing #oc&ments.
6. Sa4e $o&r entries.
0es&lt
+he s$stem generates an in4oice for billing an# iss&es the message1 Doc&ment ???????? has
been sa4e#. A #oc&ment (as also create# in )8 to ost the resecti4e amo&nts to the A;R7 re4en&e7
an# ta* acco&nts.
Material #e3ited +cco&nts Credited +cco&nts Cost $le%ent A CO
O34ect
Ser4ice
.@E8S0
??????
Recei4ables -
#omes.
410010 Sales Re4 S
Ser4ices
216421 3D5 S;A HS+
Pa$able
5one
+he rinto&t of the in4oice is e*ec&te# a&tomaticall$ an# imme#iatel$ .see settings in
SAP G98 transaction <<== for o&t&t t$e RD00 an# #efa&lts in $o&r &ser settings in
transaction S9=0.
Lo& also ha4e the ossibilit$ to start the rinto&t man&all$1
Option 1; S+P <raphical .ser !nter-ace (S+P <.!)
S+P $CC Men& %ogistics Sales and distri0ution Billing Billing document
+ispla(
Transaction
Code
<)0=
1. Go to transaction <)0=7 in the +ispla( Billing +ocument screen1 )rom the men&7 choose %illing
document ,A Issue utput to
2. Select the line (ith the message t$e RD00
=. 3hoose Print.
Option '; S+P 8et5ea"er B&siness Client (S+P 85BC) "ia 3&siness role
B&siness 0ole %illing A#ministrator (SAP78BP"7BI%%I8G,S)
B&siness 0ole Men& Sales Billing Change Billing +ocument
1. Enter the 0illing document num0er2
2. 3hoose !ore B Billing +ocument Issue utput to.
2 SAP AG Page 1I of 2/
SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
=. Select the rele4ant o&t&t an# choose Print.
:)B Creating a 0eso&rce90elated Billing 0e(&est
.se
%illing ta6es lace in t(o stes. 8n the first ste7 a billing memo reF&est .billing reF&est0 is create#. 8n
the secon# ste7 the act&al billing #oc&ment is create#7 base# on the billing reF&est.
8n this acti4it$7 a billing reF&est is create# base# on the act&al time an# materials.
Proced&re
1. Access the transaction &sing one of the follo(ing na4igation otions1
Option 1; S+P <raphical .ser !nter-ace (S+P <.!)
S+P %en&
%ogistics Customer Ser.ice Ser.ice Processing Completion
Billing "e-uest Process Indi.iduall(
Transaction
code
DP90
2. 'n the "esource,"elated Billing "e-uest1 initial Screen7 ma6e the follo(ing entries1
Field 8a%e #escription .ser +ction and ,al&es Co%%ent
Sales Doc&ment %illable sales
#oc&ment
Sales or#er create# in re4io&s
ste
Sales Doc&ment
8tem
%illable sales
#oc&ment
Positions of the sales or#er to be
bille# .200
=. +o start creating the billing reF&est7 choose Create Billing "e-uest (enter)
4. 'n the Billing "e-uest /or "esource,"elated Billing +ocument Cne3A1 Expenses screen7 sa4e
the billing reF&est b$ choosing Sa.e Billing "e-uest (Shi/t D *E)2
/. A #ialog bo* (ith the F&estion1 +o (ou reall( 3ant to create the 0illing re-uestT Aears.
3hoose ?es.
6. 'n the Change +e0it !emo "e-u2 E5555xxx1 .er.ie3 screen@ select the Sales tab. Delete the
billing bloc6 b$ lea4ing the fiel# blan6 an# choose Good ser.ice in the rder reason fiel#.
H. +o sa4e the Debit -emo ReF&est7 choose Sa.e (Ctrl D S0.
-a6e a note of the billing reF&est n&mber.
%illing ReF&est1 MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM.
Option '; S+P 8et5ea"er B&siness Client (S+P 85BC) "ia 3&siness role
1. Access the transaction as follo(s1
B&siness role %illing A#ministrator .SAPM5%PRM%8@@85G-S0
B&siness role %en& Sales "esource,"elated Billing
2. Select the acti4e F&er$ SP1 +,- %illing .G&er$ name as #efine# in section 2.=0
2 SAP AG Page 1! of 2/
SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
=. Select the line in the table (ith the n&mber of the SD-#oc&ment create# in ste 4.27 item n&mber
20.

8f $o&r #oc&ment #oes not aear in the list7 choose "e/resh in the lo(er right han#
corner of the table.
4. 3hoose "esource,"elated Bill2+oc2
/. 'n the Billing "e-uest /or "esource,"elated Billing +ocument Cne3A1 Expenses screen sa4e
the billing reF&est b$ choosing Sa.e Billing "e-uest (Shi/t D *E).
6. A #ialog bo* (ith the F&estion1 +o (ou reall( 3ant to create the 0illing re-uestF aears. 3hoose
?es.
H. 'n the Change +e0it !emo "e-u2 E5555xxx1 .er.ie3 screen@ choose the Sales tab7 #elete
the billing bloc6 b$ lea4ing the fiel# blan6 an# choose Good ser.ice in the rder reason fiel#.
I. +o sa4e the Debit -emo ReF&est7 choose Sa.e .3trl > S0.
-a6e a note of the billing reF&est n&mber.
Billing 0e(&est1 MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM.
!. 3lose the (in#o( an# ret&rn to the main 5"%3 (in#o(.
0es&lt
+he s$stem iss&es the message1 +ocument E<<<<<<< has 0een sa.ed.
:)C Creating the !n"oice -or the Billing Me%o 0e(&est
.se
8n this acti4it$7 the in4oice is generate# on the basis of the billing memo reF&est.
Proced&re
Option 1; S+P <raphical .ser !nter-ace (S+P <.!)
1. +ccess the transaction as follo(s1
S+P %en& %ogistics Sales and +istri0ution Billing Billing +ocument
Create
Transaction
code
VF01
2. 'n the Create Billing +ocument screen7 ma6e the follo(ing entries1
Field na%e #escription .ser action and "al&es
Sales
Doc&ment
5&mber of sales #oc&ment
to be bille#
O5&mber of the %illing -emo ReF&est
create# in ste 4.HP
=. 3hoose Enter2
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
4. 3hoose Sa.e2
/. "rite #o(n the in4oice n&mber.
!n"oice n&%3er1MMMMMMMMMMMMMMMMMMMMMMMMMMMMMMMM.
6. 3hoose %ac6 to ret&rn to the SAP Eas$ Access men&.
Option '; S+P 8et5ea"er B&siness Client (S+P 85BC) "ia 3&siness role
1. Access the transaction as follo(s1
B&siness 0ole %illing A#ministrator (SAP78BP"7BI%%I8G,S)
B&siness 0ole Men& Sales Billing
2. n the Billing screen@ choose Billing +ue %ist ta0 or the Billing due %ist -uer( (re/resh the
current -uer( i/ necessar()2
=. 3hoose Sho3 Quick Criteria !aintenance7 enter the rele4ant search criteria an# select the
rder,"elated flag. 3hoose Appl(.
4. Select the lines (ith the sales #oc&ments .that is7 the #ebit memo reF&est from the re4io&s
ste0 $o& (ant to bill then choose Billing in Background.
/. +he s$stem #isla$s a list of the create# billing #oc&ments.
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SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
5 Follow9.p Processes
Lo& ha4e finishe# all acti4ities that are art of the b&siness rocess #escribe# in this #oc&ment.
+o accomlish s&bseF&ent acti4ities of this b&siness rocess7 carr$ o&t the rocess stes #escribe#
in one or more of the follo(ing scenarios7 &sing the master #ata from this #oc&ment.
+cco&nts 0ecei"a3le (15B)
.se
8n this acti4it$7 $o& ost the incoming a$ment.
Proced&re
3omlete all acti4ities #escribe# in the Business Process +ocumentation of the scenario1 Acco&nts
Recei4able .1/H0 .Sections Post Pa(ments using Automatic Pa(ments Program7 Post Incoming
Pa(ment /rom Customer !anuall(7 Automatic Clearing o/ open items in customer accounts7 !anual
Clearing o/ pen items in customer accounts0 &sing the master #ata from this #oc&ment.
Sales; Period $nd Closing Operations ('>1) (optional)
.se
+his scenario #escribes the collection of erio#ic acti4ities s&ch as #a$ en#ing acti4ities or legal
reF&irements for reorting.
Proced&re
3omlete all acti4ities #escribe# in the Business Process +ocumentation of the scenario1 Sales1
Perio# En# 3losing 'erations .20=0 .Sections "e.ie3 Sales +ocuments 0locked /or 0illing7 "e.ie3
Billing +ue %ist7 "e.ie3 %og o/ collecti.e in.oice creation an# "e.ie3 %ist Blocked (/or accounting)
Billing +ocuments0 &sing the master #ata from this #oc&ment.
2 SAP AG Page 22 of 2/
SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
@ +ppendix
@)1 0e"ersal o- Process Steps
8n the follo(ing section7 $o& can fin# the most common re4ersal stes7 (hich $o& can ta6e to
re4erse some of the acti4ities #escribe# in this #oc&ment7
Creating a 2&otation
+ransaction co#e . SAP G980 <A21
Re4ersal1 +elete Quotation
+ransaction co#e . SAP G980 <A22
%&siness role Sales A#ministrator .SAPM5%PRMSA@ESPERS'5-S0
%&siness role men& Sales Quotations Change Quotation
3omment Sales document delete
Creating a Sales Order
+ransaction co#e . SAP
G980
<A01
Re4ersal1 +elete rder
+ransaction co#e . SAP
G980
<A02
%&siness role Sales A#ministrator .SAPM5%PRMSA@ESPERS'5-S0
%&siness role men& Sales Sales rder Sales rder Processing Sales
rder
3omment Sales document delete
#elete Billing #oc&%ent
+ransaction co#e . SAP G980 <)02
Re4ersal1 +elete Billing +ocument
+ransaction co#e . SAP G980 <)02
%&siness role %illing A#ministrator .SAPM5%PRM%8@@85G-S0
%&siness role men& Sales Billing Change Billing +ocument , 9*5& 8EG
3omment Billing +ocument Cancel
Creating 0eso&rce90elated Billing 0e(&est
2 SAP AG Page 2= of 2/
SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
+ransaction co#e . SAP
G980
DP!0
Re4ersal1 Delete Sales Doc&ment
+ransaction co#e . SAP
G980
<A02
%&siness role Sales A#ministrator .SAPM5%PRMSA@ESPERS'5-S0
%&siness role men& Sales Sales rders Sales rder Processing HHH Change
Sales rder
3omment Sales +ocument +elete
Creating the !n"oice -or the Billing Me%o 0e(&est
+ransaction co#e . SAP G980 <)04
Re4ersal1 Cancel Billing +ocument
+ransaction co#e . SAP G980 <)02
%&siness role %illing A#ministrator .SAPM5%PRM%8@@85G-S0
%&siness role men& Sales Billing HHH Change Billing +ocument , 9*5& 8EG
3omment Billing +ocument Cancel
@)' S+P $0P 0eports
.se
+he table belo( lists the most freF&entl$ &se# reorts that hel $o& obtain a##itional information on
this b&siness rocess.
Lo& can fin# #etaile# #escritions of the in#i4i#&al reorts in the follo(ing %PD
#oc&ments7 (hich ro4i#e a comrehensi4e comilation of all imortant reorts1
)inancial Acco&nting1 SAP E"P "eports /or Accounting (&&')
@ogistics Processes1 SAP E"P "eports /or %ogistics (&&&)
0eports
0eport title Transaction code Co%%ent
E*ec&te Reort EE=0 A reort concerning Plan;Act&al
Acti4ities.
Sales 'r#er Selection SMA@RMIH01=104 +he sales or#er items (ith costs
an# re4en&es.
2 SAP AG Page 24 of 2/
SAP Best Practices Sales 'r#er (ith )i*e# Price an# +,- %illing .1!/01 %PD
Anal$:e Sales 'r#ers EE%3ME95 3omarison of lan costs an#
act&al costs.
Act&al 3ost @ine 8tems for Sales
Doc&ments
E<%8 A #etaile# anal$sis of the act&al
costs.
@)1 .sed For%s
Co%%on For%
8a%e
For% Tpe .sed in Process
Step
O&tp&t
Tpe
Technical
na%e
Sales 8n4oice Smartforms %illing RD00 L%AAMSD85<
2 SAP AG Page 2/ of 2/