OSD5_ODP1_Profiles for Resource-Related BillingQuotation Creation_V2

7/18/2019 OSD5_ODP1_Profiles for Resource-Related BillingQuotation Creation_V2

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Converteam Configuration Document

End to End: Sales to Cash

Solution ManagerSub-Process Path:

4.4.2 – Invoice Customer – Business Process – esource elated Billing –Create esource elated

!ocument "ame: #S!$%#!P&%Pro'iles (or esource-elated Billing)*uotationCreation%+2.doc

Created B,: Sreekrishna Cheedella !ate Created: 02/24/2008

Change istor,:

Suort /ic0et"umber 1ost go-live

/ransort"umber

Changed B,: !escrition o'Change:

Change !ate:

DEVK902533

Xu Mai Lam Change ZOR1 addContract info + DIP

for Variances

04/20/2008

Configuration Logic:

n this activit! !ou create d!namic item "rocessor "rofiles for #illing$ %uotation creation and resultsdetermination& So that !ou can #ill the items of a sales document or a service order or create a %uotation$!ou must assign a "rofile to the item of the sales document or the service order&

Pro'ile Stes

'he "rofile has the follo(ing ste"s:

)& *rofile +header,

2& -se

.& Characteristics

4& Sources

& Selection criteria

& Material determination

1& Criteria for material determination

&. Pro'ile 1header

ou can store a descri"tion and a short te3t for the "rofile in the "rofile header&

t Converteam$ D* "rofile 5C6'7S9 is defined for service related 99 ; 5C6'7*S for "ro<ect related99&

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2. 3se

n this ste" !ou s"ecif! (hat !ou (ant to use the "rofile for&

'he "rofile can #e used as follo(s:

illing and results determination

@uotation creation

n the field sales document categor!$ enter the sales document t!"e to #e generated in accordance (ith theuse$ for e3am"le$ for the use Ade#it memo creationA enter the sales document categor! A5D9A or thedocument categor! that !ou (ould like to use for de#it memo&

ou can onl! s"ecif! a sales document categor! for credit memo re%uests for the use A#illing and resultsdeterminationA&

ou can use the (arrant! check indicator to control (hether$ for e3am"le$ a (arrant! check should #e"erformed during #illing&

>ollo(ing order t!"es (ill #e maintained for 5C6'7S9 "rofile:

>ollo(ing order t!"es (ill #e maintained for 5C6'7*S "rofile:

=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age 2




. Characteristics

'he follo(ing characteristics e3ist:

• Bork center

• Document num#er

• ccounting indicator

• *osting line

• illing form

• >inance item

• usiness "rocess

• Cost t!"e

• Cost center

• Service t!"e

• Service num#er

• Material

• -nit of measure

• =#<ect t!"e

• =#<ect num#er

• *eriods

• *ersonnel num#er

• *roduct

• Statistical ke! figure

• 'ransaction currenc!

• 6ersion

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• *lant

• *lant of (ork center

• 6alue categor!

>or each characteristic$ !ou can set the follo(ing indicator:

Characteristic relevant controls (hether the characteristic should #e read #! the source&

Material determination controls (hether the material on the level Acriteria for material determinationAshould #e availa#le&

"o summari5ation controls ho( the summariation should look #efore the sales document isgenerated&

Structuring controls (hether the characteristic for the structuring of the overvie( screen +for e3am"le$for #illing, should #e "ulled u"&

Se6uence: ere !ou s"ecif! the re%uired se%uence of the structuring for the characteristics that should#e "ulled u" for structuring&

Set name: ere !ou enter a set that !ou (ould like to use for the structuring&

Partial sets$ single values$ uer set$ 'rom ste$ to ste and single value control the t!"e of thee3"losion of the set in the overvie(&

>ollo(ing characteristics (ill #e used in "rofile 5C6'7S9:





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>ollo(ing characteristics (ill #e used in "rofile 5C6'7*S:

=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age




4. Sources

ere !ou can s"ecif! from (hich source the d!namic items should #e ma""ed&

'he follo(ing sources e3ist:

000) ctual costs line items

0002 ctual costs totals records

000. Statistical ke! figures line items

0004 Statistical ke! figures totals records

000 >unds line items

000 >unds totals records

002) *lanned costs totals records

0022 Statistical ke! figures "lanned totals records

002. as! Cost *lanning

n addition !ou can

• Store a default "ercentage&





• S"ecif! an aortionment reason$ (hich is co"ied to the results determination together (ith the

costs of the turnover& n results determination it can #e used to (rite the costs of the turnover toother line Ds&

• -se the field Basis onl, to control (hether the source can onl! #e used as a #asis for an additional

settlement&

• S"ecif! a costing sheet and an additional ke! for the additional settlement&

>ollo(ing sources (ill #e maintained for D* "rofile 5C6'7S9 ; usage ):

>ollo(ing sources (ill #e maintained for D* "rofile 5C6'7*S ; usage ):

$. Selection criteria

n this ste" !ou can use a set to s"ecif! criteria for the selected characteristics$ (hich determine (hich datashould #e read from the sources& f$ for e3am"le$ !ou onl! (ant to use data (ith the service t!"es A5M0)Aand A5M02A for ma""ing the d,namic items$ enter a set for the characteristic Aservice t!"eA (hich covers#oth of these service t!"es&

Selection criteria for "rofile 5C6'7S9 ; Source ):





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Selection criteria for "rofile 56'7S9 ; Source 2:

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Selection criteria for "rofile 56'7*S ; Source ):





7. Material determination

ere !ou enter materials/services that should #e assigned to the d!namic items&

• 'he indicator Co, amount)costs is used to control ho( the amounts and costs determined from

the source are "assed on to the items in the sales document&

=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age ).




• 'he indicator material direct controls (hether the material from the source should #e assigned to

the d!namic item&

• 'hrough the indicator single !ou s(itch on or off the summariation #efore generating the sales

document$ for e3am"le$ the #illing re%uest&

• 8mount conversion defines (hether the amount in d!namic items is converted in the sales unit ofmeasure or the #asic unit of measure&

>ollo(ing materials/services (ill #e assigned to "rofile 5C6'7S9:

>ollo(ing materials/services (ill #e assigned to "rofile 5C6'7*S:





9. Criteria 'or the material determination

ere !ou define (hich material or (hich service the s!stem should assign to a d!namic item for a certaincharacteristic&

t Converteam$ criteria (ill #e defined for each material/service so that material (ould #e d!namicall!selected #ased on characteristics determined&

=SD7=D*)7*rofiles >or 9esource?9elated illing/@uotation Creation&doc *age )

Documents

OSD5_ODP1_Profiles for Resource-Related BillingQuotation Creation_V2