Project billing based on goods/parts delivered quantity

[emmayoung]

Hi SAP experts

I want to ask a question for Project Process in SAP.

we are a typical ETO enterprise, and we implement the PS as well as regular SD module to process billing to customer. but AS-IS situation is we collect all the project-related costs(material, expense) in PS and billing to customer once the equipment is shipped and received by customer. the current setting is for the finished product, it is explored into various semi-finished goods and release corresponding production orders, and they are posted into project.

the ps billing is NOT related to finishend product in stock and delivered in SAP system.

besides equipment selling, we have a small part revenue coming from selling parts to subsidary company. now, we want our PS solution deployed be more flexible. Specifically, we want the PS billing for parts selling are restrictly on goods issued. if there is no goods issue on the project, the billing document can't be issued to customer.

could you please guild me how to implement this in SAP?

many thanks!

[Ken_Melching]

To use standard SAP in this scenario you would add extra items to the Sales Order for the additional parts. These items would be account assigned to the project, but you would process Deliveries for these items from the Sales Order not the project. This is a traditional SD process. With the account assignment the costs and revenues from the sales order items will post to the project for reporting.

For an ETO scenario the main Sales Order item is a "dummy" material for billing only (such as PS milestone based billing plan) and material deliveries are created from the project (CNS0).

[emmayoung]

thanks Ken for your kindly guildance.

I want to ask you more specific about the delivery-related billing, please help on this.

I have added a new sales order type as well as a new item category. The billing relevane parameter of this new item category is set as A-delivery related document, and Bill plan type is mandantory to be BLANK. So, I assign billing plan to the new created order type.

But when I update sales order billing plan in header. I can't save any amount/value in field, Neither system take the line items'amout into the invoice amount field in Header billing plan. I don't understand.... is it the reason that billing should only occured based on delivery, so the billing plan only can be added into delivery note??

[Ken_Melching]

If you put a billing plan in the header it is passed down to the items. All actual postings take place at the line item level. You can't invoice from the header level you invoice at the line item level. The amounts come from the line items.

[emmayoung]

so, the billing plan can only be added on the delivery note, right?

[Ken_Melching]

What is the business scenario you are trying to process in SAP? Are you using SAP PS?

A billing plan is separate from Deliveries.