You can carry out billing based on planned revenue (with or without a billing plan), or based on actual costs with resource-related billing, which generates dynamic items from the cost information (for example, costs for material and personnel). Before a billing request is created, an overview screen containing relevant information is displayed. You can modify this information to determine what the billing request should look like. You can generate the billing request from this overview screen. You can use this screen, for example, to simulate prices or save the information. When you have finished working with the overview screen, you can determine the type of data that the system copies to the billing request.
The aggregation levels are as follows:
Level 1:
The system aggregates the data records for the overview screen into dynamic items.
Level 2:
The system generates a billing request using the data from the dynamic items. If necessary, the data is re-aggregated based on the assigned materials. Aggregation depends on the settings in the profile of the dynamic item processor (DIP).
If you do not want to bill a customer for a dynamic item, you can enter your reason (for example, warranty) in the overview screen for dynamic items as an apportionment reason. The reason is only used for internal purposes, such as calculating profits.
You can follow the same procedure when creating a quotation from a service order.
DIP
The DIP is a tool that helps the system to convert internal resources (for example, internal activities) via dynamic items to external resources (materials). These external resources are stored in a new SD document, referred to as a billing request, in which the SD pricing procedure takes place.
You can use the DIP profile to create quotations and billing that is for both resource-related and flat-rate.
Assignment to the DIP profile is performed in the service order header or in the sales order item. You can enter the default profile when making customizing settings for service order types or sales document item types.
You can access the customizing settings for quotation creation and billing for service orders in Customizing by choosing Plant Maintenance and Customer Service→Maintenance and Service Processing→Basic Settings→Quotation Creation and Billing for Service Orders.
The following user exits are available:
| User Exit | Description |
|---|---|
| AD010001 | Change object list and hierarchy |
| AD010002 | Delimit selection and/or filter data that is determined |
| AD010003 | Create user-defined dynamic items (DI) characteristics |
| AD010005 | Create user-defined sources |
| AD010006 | Menu exit – Change DI value |
| V46H0001 | Enter additional item data and insert a partner for the item |
