THINGS TO SEE :

INTERNAL COST OBJECTS.

DISTIBUTIN RULES.
PROFITABILITY SEGMENT.
COST OBJECTS.

ACCOUNTING INDICATOR.

WHILE DOING CORRECTLY SEE AND PREPARE COPY CONTROLS FRO THIS TRANSACTION TYPE
SEE COPY CONTROLS FOR ITEM CATEGRY
SEE COPY CONTROLS FOR TRANSACTION TYPE
SEE COPY CONTROLS FOR ITEM CATEGROY DET
SEE COPY CONTROL BADI

................................................................

..................................................................
AMOUNT ALLOCATION TRANSACTIN TYPE :
FANF
PARTNER DETERMINATION PROCEDURE IT USES : Z_FANF06(HEADER)
DATE PROFILE : SRV_FANF

..................................................
ITEM CATEGORYIES FOR AMMOUNT ALLOCATION TRANSACTION TYPE:
FAPA

BILLING REQUEST ITEM AMOUNT ALLOCATIAON

FAPP

BILLING PLAN AMMOUNT ALLOCATION

AVF1

BILLING REQUEST ITEM AMMOUNT

SRVE

SERVICE EXPENSE ITEM

****ONLY THE ABOVE ITEM CATEGORIES HAVE BILLING RELEVANCE .

AND ITEMS IN SERVICE ORDER AND SERVICE CONFIRMAITON ITEMS
WILL NOT HAVE BILLING RELEVANCE.

FANF

+ NORM

FANF

+ NORM +

+ FAPA

= FAPA

FANF

+ NORM + AVPV + FAPA

= FAPP

FANF

+ NORM + AVPV + SRVM

(SRVM

= SERVICE MATERIAL )

FANF + SRVE
FANF +

SRVE

FANF + SRVE
(SRVE
FANF +

FAPA

SRVE

+ AVPV + FAPA
+

= AVF1

= FAPP

AVPV + SRVE = SRVE

== SERVICE EXPENDITURE )
SRVM

FAPA

FANF + SRVM

+ -

FAPA

= FAPA

FANF + SRVM

+ AVPV +

FAPA

= FAPP

FANF + SRVM

+ AVPV +

SRVM

= SRVM

FANF

+ SRVO

FANF

+ SRVO + AVPV

+ FAPA

FANF + SRVP

FAPA

= FAPP

= FAPA

FANF + SRVP + -

+ FAPA

= FAPA

FANF + SRVP + AVPV + FAPA

= FAPP

FANF + SRVP + AVPV + SRVP

= SRVP

( SRVT

SERVICE TOOL

( SRVP

SERVICE PRODUCT )

( SRVO

SERVICE ITEM

( SRVM

SERVICE MATERIAL

( SRVE

SERVICE EXPENDITURE )

)
)

....................................................................
AMMOUNT ALLOCATION:
TO CREATE AN AMMOUNT ALLOCATION FOR SERVICES THAT HAVE BEEN
PERFORMED.
TO DISTRIBUTE REVENUES AND COSTS

TO DIFFERENT RECEIVERS.

AMOUNT ALLOCATION ALLOWS:

GROUPING OF ITEMS AND SUBITEMS.
DESCRIPTION OF THE PRICE REDUCTIONS WITH THE ACCOUNTING INDICATOR.

SPLITTING INTO DIFFERNET PAYERS OR BILL TO PARTYS(ON HEADER AND ITEM

LEVEL OF SERVICE ORDER AND SERVICE CONFIRAMTION WITH INHERITENCE FROM
HEADER TO ITEM).

WE CAN USE AMMMOUNT ALLOCATION TO ALLOCATE ITEMS TO MULTIPLE

INTERNAL AND EXTERNAL RECEIPIENTS.
THESE ITEMS ARE EITHER BILLABLE OR NON BILLABLE BECAUSE OF
WARRENTY CLAIMS.
THESE MAY COME FROM SERVICE ORDERS OR SERVICE CONFIRMATIONS.
WE CAN ASSIGN INTERNAL AND EXTERANL RECEPIENS WHEN WE CREATE
THE SERVICE ORDER OR SERVICE CONFIRMATION.

*****WHEN WE CREATE AMOUNT ALLOCATIN TRANSACTION(BILLING REQUEST) AS

AS A FOLLOW-UP TRANSACTION FOR A SERVICE ORDER OR SERVICE CONFIRMAITON
THE SYSTEM COPIES THE BILL TO PARTIES AND THE BILLING AMOUNTS
FROM THE PRECEDING TRANSACTION.

WE CAN CHANGE OR EDIT THIS INFORMATION IN THE AMMOUNT ALLOCAITN TRANSACTION.

FOR EACH SERVICE ORDER ITEM OR SERIVE CONFIRMATION ITEM

THE SYSTEM DETERMINES WHETHER IT IS RELEVANT FOR BILLING OR NOT
IF SO THE SYTEM DETERMINES THE PRICE FOR THAT ITEM.
THE PRICE DETERMINATION IS BASED ON PRODUCT TYPES,ADDITIONAL CONDITIONS,
,ACCOUNTING INDICATOR(SUCN AS GOOD WILL , WARRENTY) AND SO ON.

***WE CAN HAVE THE FOLLOWING OPITIONS FOR DISTRIBUTION:

A) WE CAN USE BILLING REQUEST

TO DISTRIBUTE REVENUES(BILLABLE ITEMS) IN

SERVICE ORDER OR SERVICE CONFIRMATION AMONG MUTLIPLE BILL TO PARTYS

ON HEADER OR ITEM LEVEL AS FOLLOWS:
1) SPLITTING THE TOTAL BILLING AMMOUNT AMONG MULTIPLE BILL TO PARTYS
WE CAN DEFINE EITHER A PERCENTAGE OF INVOICE VALUE
OR
ABSOULTE VALUE
OR
QUANTITY.

2) SPLITTING THE TOTAL AMMOUNT AMONG BILL TO PARTYS BASED ON PRODUCT GROUPS.

B) WE CAN DISTRTIBUTE COSTS (NON BILLABLE ITEMS SUCH AS WARRENTYS)

IN SERVICE ORDER OR SERVICE CONFIRMATIONS AMONG MULTIPLE INTERNAL
COST OBJECTS ON HEADER OR ITEM LEVEL.

SYSTEM CALCULATES THE COSTS ACCORDING TO THE SAME DISTIBUTION RULES

AND BASED ON THE SAME PROFITABILITY SEGMENT AS THE REVENUES.

ALTERNATIVELY
WE CAN ENTER COST OBJECTS WHICH THE SYSTEM USES TO CALCULATE REVENUES
AND COSTS INTERNALLY INTO THE DISTRIBUTION RULES.

...........................................................................
WHEN WE USE THE AMMOUNT ALLOCATION FUNCTION

WE MUST CHECK THE CUSTOMIZING SETTINGS FOR THE ITEM CATEGORIES.

WE MAKE THE SETTINGS IN CUSTOMIZING BY CHOOSING
SPRO----->CRM-----> TRANSACTIONS ------>BASIC FUNCTIONS----->DEFINE ITEM CATEGOR
IES
****WE MUST PAY PAY PARTICUALR ATTENTION TO THE BILLING-RELEVANCE.
WE MUST NOT SET THE ITEM CATEGORIES OF THE SERVICE ORDER OR OR THE
SERVIE CONFIRMATION OR THE MAIN ITEMS OF THE BILLING REQUEST AS BILLING RELEVAN
CE.

ONLY THE ITEM CATEGORIES OF THE BILLING REQUEST(AVF1),

WHICH ARE USED WHEN BILLING PLAN ITEMS ARE CREATED AND WHICH DO,
IN FACT , GENERATE REVENUES , ARE PERMITTED TO THE BILLING-RELEVANT.
CHOOSE BILLING RELEVANCE "D" = " TRANSACTION-RELATED BILLING AFTER COMPLETI
ON ".

IN THE IEM CATEGORIES FOR THE BILLING PLAN ITEMS , WHICH ONLY DISTRIBUTE COS
TS( AND
DO NOT GENERATE REVENUES ) DESELECT THE BILLING RELEVANCE INDICATOR.

IF YOU USE THE STANDARD CUSTOMIZING SETTINGS PROVIDED BY SAP .

WE ALSO HAVE TO CHECK THE BILLING RELEVANCE OF THE APPROPRIATE
ITEM CATEGORIES AND IF NECESSARY CHANGE THEM.

IF YOU DO NOT CHECK THE CUSTOMIZING SETTINGS FOR THE BILLING-RELEVANT

AND SEVERAL ITEM CATETORIES ARE SET AS BILLING RELEVANT
THE BILLING DUE LIST CONTAINS UNWANTED ENTIRES.

IF YOU WANT TO SPECIFY DISTRIBUTION VALUES IN THE BILLING REQUEST

IN ABSOLUTE AMOUNTS AND NOT AS A PERCENTAGE.
CONDITIN 1309 IS USED.
YOU MUST HAVE ENTERED THIS CONDITION IN THE ITEM CATEGORY OF
THE BILLINGPLAN ITEM AVF1 UNDER SALES.

*****SPLITTING OF ITEMS:
YOU CAN DEFINE RULES IN THE SERVICE ORDER, SERVICE CONFIRMATION
OR BILLING REQUEST, ACCORDING TO WHICH THE COSTS AND REVENUES FROM
THE ITEMS IN THE DOCUMENT ARE DISTRIBUTED TO VARIOUS COST RECIPIENTS
SUCH AS PAYERS OR BILL TO PARTYS .
YOU CAN ENTER THE SPLITTING RULES FOR COST DISTRIBUTION AT HEADER
OR ITEM LEVEL.
SPLIT GROUP:

TO AVOID HAVING TO SPEICIY THE SPLITTING RULE FOR EACH INDIVIDUAL ITEM,
YOU ASSIGN PRODUCTS TO AN APPROPRIATE SPLIT GROUP IN THE PRODUCT MASTER.
YOU THEN USE TH SPLITTING RULE FOR THIS SPLIT GROUP.
ALL THE PRODUCTS

BELONGING TO THIS SPLIT GROUP THAT YOU USE AS ITEMS

IN THE DOCUMENT ARE ALWAYS HANDLED IN ACCORDANCE WITH THE APPROPRIATE

SPLITTING RULE.
YOUR CAN CHANGE THIS RULE FOR INDIVIDUAL ITEMS.

OBJECT TYPE FOR ACCOUNT ASSIGNEMNT:

THE SPLITTING RULES ENABLE YOU TO CONTROL IN SAP CRM
HOW COSTS AND REVENUES ARE TO BE DISTRIBUTED IN SAP ERP.
YOU USE THE OBJECT TYPE TO SPECIFY THE ACCOUNT ASSIGNMENT OBJECT
TO WHICH THE ACTUAL COSTS FROM THE SERVICE CONFIRMATIN AND
THE REVENUES FROM BILLING ARE POSTED.

THE COSTS AND REVENUES ARE COLLAED(COLLECTED) INITIALLY IN SAP ERP IN THE INTE
RNAL ORDER.
CREATED FOR THE SERVICE ORDER AND ARE MANAGED IN A SEPARAE REPOSTING LIST FOR
THE REPOSTING.
THE REPOSTING LIST IS CREATED WHEN THE CRM SERVICE CONFIRMATION AND
BILLING REQUEST ARE TRANSFERRED.

WHEN YOU SET THE ITEMS TO COMPLETED IN THE BILLING REQUEST,

THE ACCOUNT ASSIGNMENT RECIPIENTS BECOME VALID AND ARE TRANSFERED TO ERP.
WHERE THEY ARE POSTED WITH THE COSTS AND REVENUES FROM THE INTERNAL ORDER
BY MEANS OF THE REPOSTING FUNCTION.

SAP PROVIDES THE FOLLOWING STANDARD OBJECT TYPES FOR THE

ACCOUNT ASSIGNMENT:
ERP INTERNAL ORDER (ORDER)
ERP SALES ORDER / ITEM (SALES)
ERP WORK BREAK DOWN STRUCTURE (wBSEL)
ERP PROFITABILTY SEGMENT CO-PA (PSG)
ERP COST CENTER (COSTC)
CRM ORDER
EXTERNAL ASSIGNEMNT

ERP PROFITABILTY SEGMENT CO-PA(PSG):

WHEN ACCOUNTS ARE BEING ASSIGNED TO A PROFITABILITY SEGMENT,
THE ACCOUNT ASSIGNMENT FIELD DOES NOT CONTAIN A SPECIFIC
PROFITABILITY SEGMENT VALUE.
THE PROFITABILITY SEGMENT IS DETERMINED IN THE PROFITABILITY
ANALYSIS IN SAP ERP
AND
DETEMINED AND POSTED WHEN THE COSTS ARE REPOSTED.( IE CONFIRMATIN DOC IS POSTED
TO ERP)
IF THE ACCOUNT ASSIGNMENT FIELD CONTAINS A VALUE AND
THE OBJECT TYPE FIELD CONTAINS A PROFITABILITY SEGMENT
AN ERROR MESSAGE IS DISPLAYED.

ERP COST CENTER (COSTC):

NOTE THAT YOU CAN ONLY POST COSTS AND NOT REVENUES TO A COST CENTER.

CRM ORDER =>CONTROLLING OBJECT (CRM ):

THE CRM OBJECT TYPE ALLOWS YOU TO ENTER ANY CRM TRANSACTION ITEM.
THIS ITEM IS ALSO TRANSFERRED TO SAP ERP .
WHERE THE ACCOUNT ASSIGMENT OBJECT IS DETERMINED FO THIS ITEM
AUTOMATICALLY AND COPIED TO THE ACCOUNT ASSIGNMENT.

EXTERNAL ASSIGMENT (EXT):

THE EXTERNAL ASSIGNMENT OBJECT TYPE ALLOWS YOU TO USE
ENHANCEMENS IN THE ACCOUNT ASSIGNMENT ENVIRONMENT.
THESE COULD BE FUNCTIONS THAT ALLOW YOU TO DETEMRINE
ACCOUNT ASSIGNEMNTS IN SAP ERP OR CONNECT OTHER CONTROLLING SYSTEM.

................................................................................
........

AMOUNT ALLOCATION PROCESS:

POSSIBLE TO DEFINE SHORTLY BEFORE BILLING TAKES PLACE WHO SHOULD
PAY WHICH EXPENSES.
OFTEN PRICES BE DEFINED AT A VERY LATE STAGE ----> FLEXIBLE PRICE CHANGES ARE
POSSIBLE

SETTLEENT INFORMATION IS NOT ALWAYS KNOW AT THE TIME OF ORDER CREATION.

CHECKS AND CORRECTIONS CAN BE PERFORMED SHORTLY BEFORE BILLING TAKES PLACE IE
A) CHANGE OF BILLING RELEVANCE (FOR EXAMPLE : WARRANTY , GOODWILL ).
B) CHANGE OF INVOICE RECIPIENT.

A FIELD SERVICE EMPLOYEE CAN OFTEN NOT DECIDE HIMSELF HOW MUCH THE
CUSTOMER OR THE INSURERS SHOULD PAY.

THE SETTLEMENT OF EXPENSED IS POSSIBLE AT DIFFERENT TIEMS DURING THE SERVICE PRO
CESS
1) SETTLEMENT

IS PERFORMED MONLTY EVEN IF THE SERVICE

HAS NOT YET BEEN COMPLETED

2) SETTLEMENT

IS PERFORMED ONCE THE SERVICE HAS BEEN COMPLETED.

3)PARTIAL BILLING OF SERVICES POSSIBLE.

SPLITTING OF ITEMS:
SPLITTING ( ON HEADER AND ITEM LEVEL ) FOR SERVICE ORDER
AND SERVICE CONFIRMATION WITH INHERITANCE FROM HEADER TO ITEM
INTO DIFFERNENT PAYERS OR BILL TO PARTIES BY :
PERCENTAGE
VALUR

QUANTITY (ONLY ON ITEM LEVEL )

EX :
ITEM

ITEM NAME

DURAITON

10

REPAIR

100 HOURS

AMMOUNT
1000 EUROS

IN THIS
40% IS FOR CUSTOMER
60% IS FOR INSURER.

WE CAN DEFINE RULES IN THE SERVICE ORDER SERVICE CONFIRMATION OR

BILLING REQUEST ACCORDING TO WHICH THE COSTS AND REVENUES FROM THE ITEMS
IN THE DOCUMENT ARE DISTRIBUTED TO VARIOUS COST RECIPIENTS SUCH AS
PAYERS OR BILL TO PARTIES.

YOU CAN ASSIGN PRODUCTS TO A GROUP FOR ACCOUNT ALLOCATION.

AT HEADER LEVEL YOU CAN DEFINE AN ALLOCATION RULE FOR ALL ITEMS IN AN ACCOUNT A
LLOCATION GROUP.
YOU CAN MODIFY THESE RULES FOR INDIVIDUAL ITEMS IF NECESSREY.
FOR EXAMPLE YOU BILL A CUSTOMER FOR 100% OF THE MATERIALS BUT ONLY 50% OF TH
E SERVIES.

IN SAP CRM U CAN SPECIFY AN ACCOUNT ASSIGNMENT OBJECT FOR EACH ALLOCATION R
ULE.

DURING BILLING IN SAP ERP THE COSTS AND REVENUES OF THE SERVICE ORDER IS POST
ED TO THE ACCOUNT ASSIGNMENT OBJECT
THAT YOU SPECIFIED.

YOU CAN ENTER THE SPLITTING RULES FOR COST DISTRIBUTION AT HEADER
OR ITEM LEVEL.

THE SETUP OF AMMOUNT ALLOCATION IS DESCRIBED WITH IN THE FOLLOWING PATH:

IN SAPCRM
SPRO----->CRM----->TRANSACTIONS----->SETTINGS FOR SERVICE TRANSACTIONS
------>SETTINGS FOR AMMUNT ALLOCAITON------>ALL SETTINGS FOR AMMOUNT ALLOCATION
.

IE IT SAYS
AMOUNT ALLOCATION CAN BE USED TO DISTRIBUTE AN ITEM BETWEEEN
DIFFERENT PARTNERS
AMOUNT ALLOCATION SPECIFIES:
WHICH AMMOUNTS ARE

BILLED FOR

SERVICES
TOOLS
REPLACMENT PARTS OR EXPENDITURE ITEMS

WHO THE BILL TO PARTY IS

HOW THE COSTS

ARE DISTRIBUTED.

EXAMPLE :
AN ORDER NEED TO BE ALLOCATED BETWEEN THE CUSTOMER AND INSURANCE WITH
AN PERCENTAGE DISTRIBUTION OF 80% TO 20%.

................................................................................
..........
TO USE AMMOUNT ALLOCATION WE MUST FIRST MAKE THE APPROPRIATE SETTINGS:

DEFINE DATE PROFILE

WE DEFINE DATE PROFILES WITH THE DATE TYPES NEEDED FOR BILLING PLANS.

DEFINE PARTNER PROCEDURE:

FOR AMMOUNT ALLOCATIOS WE ASSIGN USER BUS2000240 BILLING REQUEST
TO A PARTNER PROCEDURE.

DEFINE TRANSACTION TYPE :

STANDARD TRANSACTION TYPES ARE:
SRVO SERVICE PROCESS
SRVC SERVICE CONFIRAMTION

FANF BILLING REQUEST

DEFINE ITEM CATEGORIES:

WE SHOULD PAY SPECIAL ATTENTION TO BILLING RELEVANCE
ONLY THE BILLING PLAN ITEMS FOR AMOUNT ALLOCATIN SHOULD BE
RELEVANT FOR BILLING.

DEFINE ITEM CATEGORY GROUP:

DEFINE

ITEM CATEGORY USAGE:

FOR AMOUNT ALLOCATIONS WE DEFINE ITEM CATEGORY USAGES IN

THE SAME WAY AS FOR TRANSACTION TYPES( OR TRANSACTION CATEGORIES)
THE MOVEMENT CATEGORY (FLOW CATEGORY) FROM THE BILLING PLAN LINE IS
ADOPTED BY THE SYSTEM AS THE ITEM CATEGORY USAGE IN ITEM CATEGORY DETEMINATION.

DEFINE

ITEM CATEGORY DETEMINATION :

IN THIS IMG ACTIVITY YOU DEFINE TRANSACTION TYPE AND ITEM CATEGORY GROUP,
WHICH ITEM CATEGORIES THE SYSTEM PROPOSES DURING TRANSACTION PROCESSING.
AT THE SAME TIME WE CAN DETERMINE WHICH

ITEM CATEGORIES CAN BE ENTERED

MAUALLY AS ALTERNATIVES TO THE SYSTEM PROPOSAL.

THE SYSTEM PROPOSAL AND POSSIBLE ALLOWED ALTERNATIVES ARE ALWAYS

DETEMINED FROM THE TRANSACTION TYPE AND CRITERIA.

THE SYSTEM PROPOSAL DEPNED ON THE TRANSACTION TYPE , ITEM CATEGORY GROUP
ITEM CATEGORY OF THE HIGHER LEVE ITEM AND THE ITME CATEGROY USAGE.

***DEPENDING ON THE TRANSACTIN TYPE AND BUSINESS TRANSACTION CATEGORY , NOT AL

L
ASSIGNMENTS OF TIME CATEGORY TO TRANSACTION TYPE MAY BE VIABLE.

EVERY ITEM CATEGORY IS ASSIGNED T AN ITEM OBJECT CATEGORY THAT SHOULD NOT ONL
Y
USED IN SPECIFIC BUSINESS TRANSACTION CATEGORIES.

FOR AMOUNT ALLOCATIONS WE DEFINE THE MOVEMENT TYPE SPEICIFIED IN THE BILLINGPLA
N
LINE AS THE ITEM CATEGORY USAGE.
FOR BILLING REQUEST ITEM CATEGORIES YOU SPECIFY THIS ITEM CATEGORY USAGE AND AS
SIGN
IT TO THE HIGHER LEVEL ITEM CATEGORIES (FROM WHICH BILLING REQUEST ITEMS ARE GE
NERAGED).

DEFINE AMOUNT ALLOCATION PROFILE :

IN THIS ACTIVITY WE DEFINE WHEN AN ITEM IS ADOPTED IN THE BILLING REQUEST
THIS ITEM IS EITHER ADOPTED IMMEDIATELY OR
WHEN YOU CREATE THE BILLING REQUEST WITH IN THE SERVICE ORDER
OR
ONLY AFTER PROVISION OF SERVICE WHEN A CONFIRMATION IS CREATED.

ASSIGN AMOUNT ALLOCATIN TO TRANSACTION TYPE AN ITEM CATEGORY:

IN THIS WE ASSIGN AN AMMONT ALLOCATION PROFILE TO THE TRANSACTIN TYPE AND

ITEM CATEGORIES.

***ASSIGN SCREEN PROFILE ( TRANSACTION CRMV_SSC )

TECHNICAL SETTING THAT DEFINES THE SCREEN IN WHICH THE AMOUNT
ALLOCATION APPEARS . USE THE STANDARD SETTINGS ONLY.

COPY CONTROL FOR TRANSACTIONS:

****DEFINE COPY CONTROL FOR TRANSACTIN TYPES :

FOR AMOUNT ALLOCATION MAKE SURE THAT COPY CONTROL IS CONIFURED CORRECTLY BETWE
EN
SERVICE PROCESS , SERVICE CONFIRMATION AND BILLING REQUEST.

DEFINE COPY CONTROL FOR ITEM CATEGORIES:

ENSURE COPY CONTROL IS CONFIGURED CORRECTLY BETWEEN THE ITEM
CATEGORIES FOR THE SERVICE PROCESS , SERVICE CONFIRMAITON AND
THE BILLING REQUEST.

******DEFINE

ITEM CATEGORY DETEMINATIN WHEN COPYING:

WE DEFINE SPEICAL TYPE FOR ITEM CATEGORY DETERMIANTION TO BE RUN

DURING COPYING .
THE TARGET ITEM CATEGORY IS DETERMINED FROM THE ITEM CATEGORY IN
THE SOURCE TRANSACTIN AND
THE TRANSACTION TYPE OF THE TARGET TRANSACTION.
(THIS MEANS THAT TRANSACTION TYPE OF THE SOURCE TRANSACTION IS NOT
RELEVANT FOR ITEM CATEGORY DETEMINATION.)

FOR AMMOUNT ALLOCATION ENSURE THAT ITEM CATEGORY DETERMINATIN IS CONFIGURED

CORRECTLY.

MAINTAIN MOVEMENT TYPE :

IT INFLUENCE ITEM CATEGORY DETERMINATION BY THE SYSTEM.

WE CAN ASSIGN THEM IN BILLING PLAN TYPE .

DEFINE BILLLING PLAN TYPE :

THIS IS BASIC CRITERIA FOR CREATING BILLINGPLAN TYPE.

DEFINE CUSTOMER BULLING PLAN PROCEDURE :

WE USE BILLING PLAN PROCEDURE FOR AMMOUNTA ALLOCATION THAT THE
SYSTEM USES TO DETERMINE THE BILING PLAN TYPE.
THE BILLING PLAN PROCEDURE MUST BE SAVED WITH THE BUSINESS PARTHERS
IN ROLE TO PART SO THAT THE SUBSCREEN IS IDSPLAYED IN THE AMOUNT ALLOCAITON TABS
TRIP.

ASSIGN BILLING PLAN TYPE TO TRANSACTION TYPE :

IN THIS IMG ACTIVITY YOU ASSIGN A BILLING PLAN TYPE TO THE
TRANSACTION CATEGORIES FOR WHICH

A BILLINGPLAN CAN BE CREATED.

THIS ENSURES THAT A BILLLING PLAN CAN BE CREATED AT HEADER LEVEL.

***ASSIGN

BILLLING PLAN TO THE ITEM CATEGORY:

IN THIS IMG ACTIVITY YO ASSIGN A BILLLING PLAN TYPE TO THE ITEM CATEGORES
FOR WHICH A BILLLINGPLAN IS NEEDED.
THIS ASSIGNAMENT IS MADE IN ORDER TO CREATE A BILLING PLAN FOR AN
ORDER ITEM.
A PRECONDITION FOR THIS IS THAT ITN ITEM CATEGORY DETEMINATION YOU HAVE ASSIGNED
THE
APPROPRIATE SUBITEM CATEGORRIES TO ALL THE ITEM CATEGORES FOR WHICH A BILLLING P
LAN
NEEDS TO BE CREATED .
THIS IS DONE SO THAT THA SYSTEM CAN CREATE
ING PLAN.

BILLING REQUEST ITEMS FOR A BILL

***ASSIGNING ITEM CATEGORY TO CRM BILLLING(TRANSACTION : BEA_ITC_DET):

YOU ASSIGN A COMBINATION OF TRANSACTION TYPE(IE THE PROCESS CATEGORY OF THE SO

URCE APPLICATION )
AND ITEM CATEGORY OF THE RELEVANT CRM BUSINESS TRANSACTION TO THE
ITEM CATEGROY FOR CRM BILLING.
THE ITEM CATEGORY FOR BILLING CHARACTERIZES THE BILLING DUE LIST ITEM AND BILLI
NG ITEM.
THE PROPERTIES ARE STORED IN CUSTOMIZING FOR ITEM CATEGORES.

ASSIGN PARTNER FUNCTION TO THE BILLING PLAN TYPE:

IN THIS IMG ACTIVITY YOU ASSIGN A BILLING PLAN TYPE TO THE PARTNER FUNCTIONS.
FOR AMOUNT ALLOCATIONS DEFINE WICH PARTNER FUNCTIONS ARE VALID FOR
AMMOUNT ALLOCATION.

DEFINE GROUP FOR AMOUNT CALCULATION:

IN THIS IMG ACTIVITY YOU DEFINE THE GROUPING FOR AMOUNT ALLOCATION.
FOR AMMOUNT ALLOCATIONS YOU DEFINE GROUPINGS IN WHICH YOU CAN
SUMMARIZE ALLOCATION RULES.
YOU CAN USE BADI: DEFINE GROUPING FOR AMOUNT ALLOCAITON TO AUTMATICALLY
DERVIE THE GORUP FOR AMOUNT ALLOCATION .
IN THIS CASE MANUAL ENTYR IN THE FIELD GROUP IN THE ORDER IN NO LONGER REQUIR
ED.
BADI: AMOUNT ALLOCATION DERIVATION FOR ACCOUNT ASSIGNMENT IS USED TO
DETERMINE CHARAACTERISTEICS OF THE PROFITALBILTIY SEGMENT(CO-PA).

NOTE :
IN ORDER TO USE AMOUNT ALLOCATION IN ASERVICE ORDER OR A SERVICE CONFIRMATION
YOU MUST ADJUST THE FOLLOWING MASTER DATA.
THE SOLD TO PARTY FOR THE CRM BILLING REQUEST ITEM MUST BE CREATED IN SAP R3
AS A CUSTOMER MASTER RECORD.
`.................................................................
ITEM CATEGORYIES FOR AMMOUNT ALLOCATION TRANSACTION TYPE:
FAPA

BILLING REQUEST ITEM AMOUNT ALLOCATIAON

FAPP

BILLING PLAN AMMOUNT ALLOCATION

AVF1

BILLING REQUEST ITEM AMMOUNT

SRVE

SERVICE EXPENSE ITEM

FANF

+ NORM

FANF

+ NORM +

+ FAPA

= FAPA

FANF

+ NORM + AVPV + FAPA

= FAPP

FANF

+ NORM + AVPV + SRVM

(SRVM

= SERVICE MATERIAL )

=
-

FANF + SRVE
FANF +

SRVE

FANF + SRVE
(SRVE

FAPA

SRVE

+ AVPV + FAPA
+

= AVF1

= FAPP

AVPV + SRVE = SRVE

FANF +

== SERVICE EXPENDITURE )
SRVM

FAPA

FANF + SRVM

+ -

FAPA

= FAPA

FANF + SRVM

+ AVPV +

FAPA

= FAPP

FANF + SRVM

+ AVPV +

SRVM

= SRVM

FANF

+ SRVO

FANF

+ SRVO + AVPV

=
+ FAPA

FAPA

= FAPP

FANF + SRVP

= FAPA

FANF + SRVP + -

+ FAPA

= FAPA

FANF + SRVP + AVPV + FAPA

= FAPP

FANF + SRVP + AVPV + SRVP

= SRVP

( SRVT

SERVICE TOOL

( SRVP

SERVICE PRODUCT )

( SRVO

SERVICE ITEM

( SRVM

SERVICE MATERIAL

( SRVE

SERVICE EXPENDITURE )

)
)

...............................................................