286648705 sap-bos

Bills of Services (BOS)
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Created on May 27, 2015
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Table of content
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Table of content
1 Bills of Services (BOS)
1.1 Preparatory Measures
1.1.1 Setting for Enabling Subitem Functions at Client Level
1.1.2 Settings in the Material Master (Dummy-Material)
1.1.3 Settings for Sales and Distribution Documents
1.1.4 Copying Control for Sales Documents
1.1.4.1 Document Flow for a Unit Price Contract
1.1.4.2 Document Flow for a Flat-Rate Price Contract
1.1.5 Settings for Cost Planning
1.1.6 Settings for Pricing
1.1.7 Batch Processing Profile for Transferring Costs to the Project
1.1.8 Output Control and Output Processing
1.1.9 Sales Processing Control for BOS Using the Requirements Class
1.1.10 Working with Planned and Unplanned Services
1.1.11 Billing with Down Payment Processing
1.1.12 SAP Enhancements for Customer-Specific Fields in the BOS
1.2 BOS Structure
1.2.1 Service Lines
1.2.2 Composite of Service Lines
1.2.3 Line Attributes
1.2.4 Outline Layout
1.2.5 Service Index
1.3 Service Masters
1.3.1 Service Master Record for BOS
1.3.1.1 Composite of Service Master Record
1.3.1.2 Service Master Record Maintenance
1.3.1.3 Service Master Records
1.3.1.4 Creating a Service Master Record
1.3.1.5 Changing a Service Master Record
1.3.1.6 Conditions for Service Master Records in SD
1.3.2 Standard Service Catalog (SSC)
1.3.2.1 Integration of SSC in BOS
1.3.2.2 Standard Service Catalog Processing
1.3.2.3 Creating a Standard Service Catalog (SSC)
1.3.3 Model Service Specifications
1.3.3.1 Model Service Specification Processing
1.3.3.2 Creating Model Specifications
1.3.3.3 Creation of Service Specifications Through Configuration
1.3.4 SAP Enhancements for Customer-Specific Fields in the Service Mas
1.4 Creating and Processing a Customer BOS
1.4.1 Integration of a BOS in a Sales Document
1.4.2 Creating and Editing a Sales Document with a BOS
1.4.3 Creating and Editing Outline Layouts
1.4.4 Creating and Editing Service Lines
1.4.5 Creating and Editing Composite of Service Lines
1.4.6 Copying Service Master Records to Bills of Services (BOS)
1.4.7 Copying Services from Standard Service Catalogs (SSC)
1.4.8 Copying Services from Model Specifications or Documents
1.4.9 Copying Services by Using Class Selection
1.4.10 Tracking Changes in the BOS
1.5 Cost and Revenue Planning
1.5.1 Service Selection from a Customer BOS to a Subcontractor BOS
1.5.2 Cost Planning With The Easy Cost Planning Method
1.5.2.1 Calculating Service Lines or Composite of Service Lines
1.5.2.2 Calculating Overhead Costs
1.5.2.3 Calculating Additions and Deductions, Distributing Assessments
1.5.2.4 Editing Costing Models and Assigning Attributes
1.5.2.4.1 Creating and Assigning Characteristics
1.5.2.4.2 Structuring the Entry Screen
1.5.2.4.3 Defining Derivation Rules
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1.5.2.4.3.1 Template for Easy Cost Planning
1.5.2.5 Executing Cost Planning with Easy Cost Planning
1.5.2.6 Ungrouped Itemization
1.5.2.7 Triggering Execution Services
1.5.3 Costing Report
1.5.4 Cost Transfer to Service Conditions
1.5.5 Sales Price Determination
1.5.6 Cost Transfer to the Project
1.5.6.1 Online Processing
1.5.6.2 Batch Processing
1.5.6.3 Report BOS/Project Planned/Actual Revenue
1.6 Supplement
1.7 Service Entry
1.7.1 Creating Service Entry Sheets
1.7.2 Monitoring Services
1.8 Billing of Customer Bills of Services (BOS)
1.8.1 Billing/Unit Price Contracts
1.8.1.1 Creating Billing Documents
1.8.2 Billing/Flat-Rate Price Contracts
1.9 Reports
1.9.1 Generic Report: Bill of Services with Hierarchy
1.9.2 Generic Report: Bill of Services without Hierarchy
1.9.3 Quantity Flow (Order, Service Entry Sheet, Billing Doc.)
1.9.4 Report: Subcontractor Services
1.10 Data Exchange
1.10.1 Interfaces for Service Master Records
1.10.2 Interfaces for Sales Documents with BOS
1.10.3 Interfaces for Purchasing Documents with BOS
1.10.4 Service Entry using an Internet Interface
1.11 Archiving
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1 Bills of Services (BOS)
Purpose
Bills of services play an important and central role for numerous business processes in the building industry, plant engineering and construction, property,
planning and construction firms and also in Service Management.
On the debit side, BOS are fully integrated in the sales and distribution (SD) process. The customer BOS forms the basis for describing the services to be
performed in sales documents. Cost planning, sales price determination, and billing are carried out on this basis.
On the credit-side, BOS are completely integrated into the purchasing process.
Integration
BOS are fully integrated into the sales and distribution process. They are also integrated with the components Project System (PS), Financial Accounting (FI )
and Controlling (CO ) .
Services are purchased in the External Services (MM-SRV) component. Subcontractor processing and vendor processing can be integrated in this
component.
Features
BOS Structure
The BOS structure allows you to describe services completely.
A service line describes an individual service (for example, excavation of pipe trenches). You can structure a BOS by using an outline layout (for example,
structured according to construction stages or maintenance groups).
For more information, see: SAP Enhancements for Customer-Specific Fields in the BOS.
In the service master, you can store service descriptions to use in different business transactions or projects. For example, model specifications and standard
service catalogs are part of the master data.
You have several options for creating and editing a customer BOS. When creating bills of services with extensive specifications, you do not need to repeatedly
enter the services on a manual basis. Instead, you can easily copy them from existing service master data, using the reference technique and the selection
function.
Cost and revenue planning
The costing tool Easy Cost Planning allows simple cost planning that is integrated into the SAP system. You can choose specific costing items and trigger a
purchase requisition, purchase order, or reservation using Execution Services . For more information, see Triggering Execution Services.
You can obtain subcontractor quotations for external services. You use the MM - External Services component to purchase external services.
A cost transfer to the project supports project planning and project controlling.
The system determines the actual sales price using the condition technique. Interfaces for Sales Documents with BOS support the import and export of the priced
BOS.
Sales and distribution process
There are different document flows for contracts based on unit price and for those based on flat-rate price.
For a unit price contract, you can enter services using service entry sheets.
The system records the performed quantity per service line. You can use this when working with planned and unplanned services.
To report both accurately and punctually on services that are frequently performed externally, you can also create the service entry sheet at the service location
(for example, on the construction site).
· You can enter services locally using an Internet interface. For more information, see Service Entry Using an Internet Interface.
· Moreover, by using interfaces with sales documents for BOS, you can connect to external quantity take-off programs to enter services. Generally, external
programs contain various technical formulas that you can use for complicated calculations.
For a contract with a flat-rate price (lump sum), payment does not depend on the quantity performed, and the contractor does not have to provide verification. You
do not create a service entry sheet.
Supplements are the norm, for example, during processing of the construction project.
The billing of customer BOS is carried out according to the procedure described in the contract. When you create a billing document, you always refer to a
reference document – and depending on the document flow, to one or more service entry sheets (unit price contract), or to a sales order (flat-rate price contract).
Requests for down payments and partial invoices frequently occur in practice and are correspondingly supported.
Reporting
You can use a variety of reports in the system to display and print sales documents with BOS.
Data exchange
Interfaces are indispensable for system integration and when you want data that has already been entered to be available for further use by the business
partners. There are specific interfaces for sales documents with BOS and for purchasing documents with BOS.
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Archiving
By archiving sales and purchasing documents that have BOS, you remove volumes of data from the database. While this data is no longer required in the
system, it still needs to be kept for subsequent analysis.
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1.1 Preparatory Measures
Use
You must make specific settings if you want to represent business processes in Sales and Distribution (SD) using bills of services. These settings affect:
· Customizing settings
· SAP enhancements
· Master data
Process Flow
Customizing
Different Customizing settings for BOS are delivered with the SAP Discrete Industries (DI) system.
However, when you copy a client, some of the Customizing settings are not copied to the target client (for example, document types and condition
types). In this case, you must copy the settings manually.
For more information, see SAP Note 217012.
1. The general settings for SD documents and for controlling copying of SD documents are delivered with the SAP DI system. If these settings do not satisfy
your business requirements, you can make additional settings for sales documents and document flow in Customizing for Sales and Distribution .
2. Customizing settings for the sales processing control for BOS using the requirements class are delivered with the SAP DI system. You can make your own
settings to allow further control.
You can generate a project when you create a sales order, and you can assign an account to this project using work breakdown structure
elements (WBS elements).
3. Settings to enable subitem functions at the client level are delivered with the SAP DI system.
You cannot deactivate the subitem function after the composite of service master records or the subitems and main items have been entered in
the sales document.
4. You can define the structure of a BOS in Customizing for Materials Management under External Services Management ® Define Screen Layout .
You can define which fields in a service line are mandatory fields, which are optional fields and in which fields you are not allowed to enter a value at all. You
can make these settings for each document category and transaction.
As of Release DI 4.6C2, there is a new field group SD for the screen layout in Customizing for Materials Management under External Services
Management . This field group contains the following fields:
- Line ID
- Subcontractor group
- Risk line
- Print indicator
- Assignment number: group number
- Assignment number: sequence number
- Subsequent number
- Subsequent status
In earlier releases, you could not define the screen layout for the SD fields in Customizing (you had to do this in the service overview using table
settings).
5. You can group subsequent lines together using a subsequent number. Then you can give these lines a particular status. You define the supplementary
status in Customizing for Sales and Distribution under Bill of Services ® Define Subsequent Status for Service Lines. (See also: Line Attributes)
Up to Release DI 4.6C1, you can indicate a service line only as supplementary line. There is no status management, and you cannot group
service lines together as a supplement.
6. The system response to planned and unplanned services (see: Working with Planned and Unplanned Services) is controlled by system messages.
Appropriate Customizing settings are delivered with the SAP DI system. For more information, see Working with Planned and Unplanned Services.
7. If you want to work with subcontractor BOS, you define subcontractor groups and copying rules to assign the service conditions in MM to those in SD. You
determine these settings in Customizing for Sales and Distribution , under Bill of Services ® Subcontractor BOS .
8. Make the appropriate settings for cost planning and the transfer of costs to service conditions in Customizing for Sales and Distribution and Controlling . For
more information, see Settings for Cost Planning.
9. The settings for pricing are delivered for sales price determination in the SAP DI system.
10. You must create a batch processing profile for the cost transfer to the project if you want costs to be transferred automatically.
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11. If you carry out the billing of customer BOS without down payment processing, you do not need to make any more settings. Settlement with down payment
processing for a unit price contract is only possible if you change the Customizing settings for Financial Accounting . For more information, see Billing with
Down Payment Processing.
12. You can control the printing of SD documents using settings for output control and form processing, that are delivered with the SAP DI system.
13. Various reports are delivered for analyzing bils of service. If you want to use the reports that are delivered, you must assign them to the appropriate sales
document type in Customizing for Sales and Distribution under Bill of Services ® Maintain Reports for Services.
You can find more information on the settings in Customizing settings for Sales and Distribution under Bill of Services and in the documentation for the sub-
nodes.
SAP enhancements
1. If you want to work with customer enhancement fields in a BOS, you have to develop projects for the relevant SAP enhancements. For more information, see
SAP Enhancements for Customer-Specific Fields in the BOS.
2. You can create additional fields for service master data. To do this, create projects for the appropriate SAP enhancements. For more information, see SAP
Enhancements for Customer-Specific Fields in the Service Master Record.
Master data
1. To create a BOS below a document item in a sales document, you have to use a material. For more information, see Settings in the Material Master (Dummy-
Material).
2. You must create the necessary SD master data (for example, the customer master record).
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Setting for Enabling Subitem Functions at Client Level
Purpose
You can enable subitem functions to structure a bill of services (BOS) in sales documents by
using service composites in addition to the normal service lines. A service composite is a
grouping of one main item and one or more subitems.
Features
You select the subitem indicator in Customizing for Sales and Distribution under Bill of Services ® Enable Subitem Function at Client Level to activate the
subitems.
· If you select the subitem indicator, you see the screens that are adjusted for subitems in the user interface (GUI). These screens also contain certain icons
and functions that allow you to differentiate between main items and subitems, as well as to enable functions for subitems.
· If you do not set the indicator, the normal BOS screens appear.
You cannot deactivate the subitem function after the composite of service master records or the subitems and main items have been entered in
the sales document.
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Settings in the Material Master (Dummy-Material)
Use
The dummy material is used for creating a sales document item (material item) with a bill of service (BOS).
If you want to create a BOS under a sales document item, you must have made the settings for sales documents and for the material master (dummy material):
The material together with the sales document data determines the way in which the system performs a business process.
SAP recommends that you create different dummy materials for controlling typical business processes. For example, you can settle the sales
order in one business process and the project in the other business process.
For more information, see Sales Processing Control for BOS using the Requirements Class
Activities
To edit the material master, choose Logistics ® Sales and Distribution ® Master Data ® Products ® Material ® Services ® Create .
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The material type is Services (DIEN). If you want to use your own material type, note that you have to maintain the following views: Basic Data
1, Sales: Sales Org. Data 1, Sales: Sales Org. Data 2, MRP 1 and MRP 3 .
In addition to making the usual entries in the material master, you have to set the following fields and indicators correctly:
· Base Unit of Measure ( Basic Data 1 view)
Select the value LE for the performance unit.
· Delivering Plant ( Sales: sales org. 1 view)
You make the logistics assignment using the delivering plant. This plant is copied automatically to the sales order item as a default value.
· Gen. Item Cat. Grp ( Sales: Sales Org. Data 2 view)
This field is part of the assignment between the material master and the sales document. Depending on the sales document type, the system proposes an
item category, if you create a sales document item using this material.
Item category group PBOS is delivered for BOS in Sales and Distribution in the SAP DI system.
· MRP Type ( MRP 1 view)
The MRP type field determines the way in which a material is planned. However, you cannot plan a dummy material. Therefore, you can set the value No
Planning (ND) .
· Strategy Group ( MRP 3 view)
The strategy group combines the possible planning strategies for a material. The planning strategy represents the procedure for planning a material, and is
technically controlled by means of requirements types.
The following strategy groups are relevant for BOS in Sales and Distribution in the SAP standard system:
¡ Make-to-order (20)
¡ Make-to-order/project settlement (21)
The system uses the strategy group to determine the main planning strategy. The main planning strategy is assigned a requirements type and a
requirements class. For more information, see Sales Processing Control for BOS using the Requirements Class.
· Availability Check ( MRP 3 view)
The Availability check field determines how the system checks the availability of a material in general. Choose the value KP ( no check ) because the
system cannot carry out a check for a dummy material.
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Settings for Sales and Distribution Documents
Use
The settings for sales and distribution (SD) documents contain the sales document types and their item categories, the assignment of item categories to the sales
document types and the billing types.
The settings for SD documents, together with the dummy material, define how the business process is carried out.
You do not have to make your own Customizing settings for SD documents. All the required settings are delivered with the SAP Discrete Industries (DI) system.
In the case of a client copy, the Customizing settings are not copied to the target clients. For that reason, you must copy them manually.
In customizing, you can configure the service entry sheets and also define the subsequent documents. The standards documents are TBSS for
debit memo request and CBSS for credit memo request.
You can further define a user status profile. The sales document type is then assigned to the service entry sheet type.
Features
BOS type
What does the BOS type control?
The definition of an item category has been enhanced in the SAP DI system to allow you to assign a BOS type.
You can use the BOS type to define the structure of the BOS and to control the system checks for service entry and billing. Several functions and business
processes are thus allowed or disallowed, depending on the BOS type.
Whether an outline layout or a service list can be created for a document item is defined in the BOS type. In addition, which particular form of contract exists is
also defined there.
The system does not allow a service entry sheet to be created for a flat-rate contract. Billing can be carried out on the basis of a billing plan. For more information,
see Billing for a Unit Price Contract.
If case of a unit price contract, the system allows you to create a service entry sheet with reference to the BOS in the sales document. Billing then takes place on
the basis of the service entry sheets. You cannot create a billing plan. For more information see Billing for a Flat-Rate Contract.
Up until Release DI 4.6C1, you can only define whether the BOS should be structured as a hierarchy or as a service list when you define the item
categories.
Where is the BOS type defined?
You define the BOS type in Customizing for Sales and Distribution under Bill of Services ® Define Bill of Services Type. The BOS types are then available
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in Customizing for Sales and Distribution under Sales when you define the item categories.
What is delivered?
Different BOS types are delivered in the SAP DI system for the different document types as shown below:
01 · Unit price contract with outline layout
02 · Service entry of unit price contract
03 · Flat-rate contract with outline layout
04 · Flat-rate contract with service list
Incompletion procedure
Where are incompletion procedures defined?
You define incompletion procedures and their assignments to the sales document types and item categories in Customizing for Sales and Distribution under
Basic Functions ® Log of Incomplete Items .
What is delivered?
To be able to integrate the BOS in the incompletion check of the sales and distribution document, incompletion procedures are delivered in the SAP DI system
for BOS in SD.
Incompletion procedure on header level · B4 for a sales order
· B6 for a service entry sheet
Incompletion procedure on item level · B1 for a quotation /order, flat-rate price contract
· B2 for an inquiry
· B3 for a quotation /order, unit price contract
· B5 for a service entry sheet
Item category group
Where is the item category group defined?
You define the item category group in Customizing for Sales and Distribution under Sales ® Sales Documents ® Sales Document Item ® Define Item
Category Groups .
What is delivered?
The item categories are gathered in an item category group. The item category group PBOS is delivered in the SAP DI system for BOS in SD.
Document types and item categories
What is controlled using the document types and item categories? (Choice of the most important fields)
Field Comment
Order quantity one The value is always one on sales document item level because you maintain the
quantity structure in the BOS.
"Closed" rule A (The item is closed during the first reference)
B (The item is closed on referencing the total quantity)
Billing relevance By using the Billing relevance field, you determine what is used as the basis for billing,
in accordance with the procedures laid down in the contract.
The contract form “unit price contract” can be combined with the following billing
relevancies:
· ' ' Not relevant to billing
· S (order-related billing document with down payment, without billing plan)
The contract form “flat-rate contract” can be combined with the following billing
relevancies:
· ' ' Not relevant to billing
· B (order-related billing – status according to order quantity)
· I (order-related billing document with billing plan)
Condition type for cost transfer The field CondTypeLineItems determines the condition on sales document item level
in which you set the value of the BOS.
BOS type See the section on BOS Type
Order-related billing type In the Order-rel.Bill.Type field, you can specify a billing document for sales document
items that are not relevant for delivery, but must be billed.
The system proposes the billing document type automatically when you create billing
documents.
Incompletion procedure on header level See the section on Incompletion procedures
Incompletion procedure on item level See the section on Incompletion procedures
Where are document types and item categories defined?
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Document types are defined in Customizing for Sales and Distribution under Sales ® Sales Documents ® Sales Document Header ® Define Sales
Document Types .
Item categories are defined in Customizing for Sales and Distribution under Sales ® Sales Documents ® Sales Document Item ® Define Item Categories .
What is delivered?
The following document types and item categories are delivered in the SAP DI system:
· Document types and item categories for a unit price contract
Comment Sales document Document type Item category
Customer inquiry with BOS Inquiry IBOS IBOS
Customer quotation with BOS (unit price
contract)
Quotation QBOS QBOS
Standard order with BOS Order OBOS OBOS
Standard order with BOS (New process) Order OBSS OBOS
Service entry sheet (debit memo request) Order TBOS TBOS
The following settings are of utmost importance (choosing the most important fields):
Document type IBOS QBOS OBOS OBSS TBOS
Condition type for cost
transfer
EKBS EKBS EKBS EKBS EKBS
Order-related billing type L2
Incompletion procedure 10 B4 B4 B6
Item category IBOS QBOS OBOS OBOS TBOS
"Closed" rule A B B B B
Billing relevance S (order-related billing
document with down
payment, without billing
plan)
Pricing X X X X X
BOS type 01 01 01 01 02
Business item select select select select select
Schedule line allowed select select select select
Active receivable/claim select
Order quantity one select select select select select
Incompletion procedure B2 B3 B3 B3 B5
· Document types and item categories for a flat-rate contract
Comment Sales document Document type Item category
Customer inquiry with BOS Inquiry IBOS IBOS
Customer quotation with BOS Quotation QBLS QBLS
Standard order with BOS Order OBLS OBLS
The following settings are of utmost importance (choosing the most important fields):
Document type IBOS QBLS OBLS
Condition type for cost transfer EKBS EK02 EK02
Order-related billing type F2
Incompletion procedure 10 B4
Item category IBOS QBLS OBLS OBSB
"Closed" rule A B
Billing relevance I B
Billing plan type 01 (milestone billing) -
Pricing X X X X
BOS type 01 03 03 03
Business item select select select select
Schedule line allowed select select select select
Order quantity one select select select select
Incompletion procedure B2 B1 B1 B1
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If you use item category OBLS with document type TALS (flat-rate price contract), bill the sales order with a billing plan. You can create a
customer payment plan using the billing plan stored in the sales order.
If you use item category OBSB with document type TALS (flat-rate price contract), bill the entire sales order in one step (without down payment
processing). This item category is suitable for sales orders with a small quantity of orders.
For more information see Billing for a Flat-Rate Contract.
Schedule line categories
What does the schedule line category control?
The SAP system can copy only the items of a sales document to a delivery for which schedule lines exist. Delivery documents are not created for BOS, therefore
only one schedule line (phantom schedule line) is required for a document item with BOS.
Where are schedule line categories defined?
You define schedule line categories and their assignments to item categories in Customizing for Sales and Distribution under Sales ® Sales Documents ®
Schedule Lines .
What is delivered?
The following settings are delivered in the SAP DI system:
Item category Schedule line category Comment
IBOS AT For information purposes only
QBOS
QBLS
OBOS
OBLS
TBOS
BN
BN
CD
CD
CD
No transfer of requirements, no availability check, not
relevant to delivery
Billing types
Where are billing types defined?
You define billing types in Customizing for Sales and Distribution under Billing ® Billing Documents ® Define Billing Types.
What is delivered?
The following settings are delivered in the SAP DI system:
· Billing types for a unit price contract
Billing type Comment
FAZS Down payment request (DP request)
L2 Debit memo
· Billing types for a flat-rate contract
Billing type Comment
FAZ Down payment request (DP request)
F1 Invoice
F2 Invoice
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Copying Control for Sales Documents
Use
The copying control settings incorporate the area of sales document and billing document control. There are different types of document control:
· Document Flow for a Unit Price Contract
¡ Without down payment processing
¡ With down payment processing and, without billing plan
· Document Flow for a Flat-Rate Price Contract
¡ With billing plan
¡ Without billing plan
Customizing settings for the copying control of sales documents with BOS are delivered with the SAP Discrete Industries (DI) system. You do not have to make
your own Customizing settings.
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Customizing settings are not copied to the target clients for client copies. For that reason, you must copy these manually.
Features
Settings for Sales Document Control
What does the copying control define?
The copying control has been enhanced to allow you to copy a BOS from a source sales document to a target sales document. This means that you can decide
whether BOS data and its conditions and costing items should also be copied.
You make these settings using the Copy services indicator. You can find this indicator on the item detail screen.
Indicator Meaning
Space No BOS data is copied when you create a new document.
X The system copies the BOS data and its conditions from the preceding document when
you create a new document. Costing is not copied.
C The system copies the BOS and its costing items from the preceding document to the
new document.
Additions and deductions that have been entered during cost planning are not copied when costing is copied.
You cannot see the Copy services indicator if the target document is a debit memo request.
Up to Release DI 4.6C1, you can determine only whether BOS data should be copied.
Where is the copying control defined for sales documents with BOS ?
You can make settings in Customizing under Sales and Distribution ® Sales ® Sales Documents ® Maintain Copy Control for Sales Documents ®
Copying Control: Sales Document to Sales Document.
What is delivered?
· Settings for a unit price contract
Detail view for header IBOS toQBOS QBOS toOBOS OBOS toTBOS
VBAK 051 051 051
VBKD 101 101 101
VBPA 001 001 001
Copying requirement 001 001 008
Copy item number select select select
Complete reference do not select do not select do not select
Detail view for item IBOS toQBOS QBOS toOBOS OBOS toTBOS
VBAP 151 151 151
VBKD 102 102 102
VBPA 002 002 002
FPLA 251 251 0
Pos./neg. quantity + + 0
Copy quantity A (copy order quantity) A (copy order quantity) A (copy order quantity)
Pricing type B (carry out new pricing) D (copy pricing elements unchanged) B (carry out new pricing)
- Value contract blank (no limit) blank (no limit) blank (no limit)
Copy product select. blank (carry out new product selection) blank (carry out new product selection) blank (carry out new product selection)
Copy schedule lines select select do not select
Update document flow X X X
Copy services X X
Detail view for schedule line AT ® BN BN ® CD
Copying requirement 501 501
VBEP 201 201
· Settings for a flat-rate price contract
Detail view for header IBOS toQBLS QBLS toOBLS
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VBAK 051 051
VBKD 101 101
VBPA 001 001
Copy item number select select
Complete reference do not select do not select
Detail view for item IBOS toQBLS QBOS toOBLS
VBAP 151 151
VBKD 102 102
VBPA 002 002
FPLA 251 251
Pos./neg. quantity + +
Copy quantity A (copy order quantity) A (copy order quantity)
Pricing type B (carry out new pricing) B (carry out new pricing)
- Value contract blank (no limit) blank (no limit)
Copy product select. blank (carry out new product selection) blank (carry out new product selection)
Copy schedule lines select select
Update document flow X X
Copy services X X
Detail view for schedule line AT toBP BN toCD
VBEP 201 201
Settings for Billing Document Control
Where do I define the copying control for billing?
You can make the settings in Customizing under Sales and Distribution ® Sales ® Sales Documents ® Maintain Copy Control for Sales Documents ®
Copying Control: Billing Document to Sales Document.
What is delivered?
· Settings for a unit price contract
Detail view for header TBOS toFAZS TBOS toL2
Determ. export data blank (refer to export data in the delivery) blank (refer to export data in the delivery)
Assignment number blank blank
Reference number blank blank
Copy item number do not select select
Detail view for item TBOS TBOS
Copying requirement 002 (Item/order-related) 080 (BOS-item/order-related)
Data VBRK/VBRP 002 (Credit-memo/order-related) 002 (Credit-memo/order-related)
Billing quantity C (order quantity) C (order quantity)
Pos./neg. quantity + +
Pricing type D (copy pricing elements unchanged) G (copy pricing elements unchanged and re-determine
taxes)
Pricing exch. rate type blank blank
Price source blank (order) blank (order)
· Settings for a flat-rate price contract
Detail view for header OBLS toF1 OBLS toFAZ OBLS toF2
Determ. export data blank (refer to export data in the delivery) blank (refer to export data in the delivery) blank (refer to export data in the delivery)
Assignment number blank blank blank
Reference number blank blank blank
Copy item number select do not select select
Detail view for item OBLS OBLS OBLS
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Copying requirement 002 (Item/order-related) 020 (Item/Down payment request) 002 (Item/order-related)
Data VBRK/VBRP 001 (Inv. split (sample)) 000 001 (Inv. split (sample))
Billing quantity C (order quantity) C (order quantity) C (order quantity)
Pos./neg. quantity + + +
Pricing type G (copy pricing elements unchanged and
re-determine taxes)
G (copy pricing elements unchanged and
re-determine taxes)
G (copy pricing elements unchanged and
re-determine taxes)
Pricing exch. rate type blank blank blank
Price source blank (order) blank (order) blank (order)
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Document Flow for a Unit Price Contract
Prerequisites
The document flow is based on the Customizing settings for bills of services (BOS) in Sales and Distribution (SD). These include the settings for sales documents
and for the copying control for sales documents.
Process Flow
A new process for service entry sheet is available from the release DIMP471 onwards (with process steps 1-5 and step 7).
You can only create a service entry sheet with the new process with new order types. If the sales document type is already used for the old process, then you
cannot use these sales document types.
To follow the old process, use steps 1-3 and steps 6,7.
1. Customer inquiry with document type IBOS (optional)
In the inquiry, a customer wants to know whether particular services can be performed at a particular point in time, and what these services costs.
2. Customer quotation with document type QBOS (optional)
A customer quotation is a legally binding offer to a customer to perform services under a fixed set of conditions.
You can create a customer quotation with reference to a customer inquiry. The system then initiates the following activities:
¡ The system copies the complete BOS from the customer inquiry to the customer quotation.
¡ It sets the reference status of the customer inquiry to “fully referenced”.
¡ It sets the reference status of the customer quotation to “not referenced”.
Once copying has taken place, you can no longer edit the BOS in the customer inquiry.
You can no longer make reference to a customer inquiry, if the sales document has already been referenced (that is, it has the status “fully referenced”) or
you have entered a reason for its rejection.
3. Sales order with document type OBOS (mandatory)/ document type QTLV (mandatory) for new process
The sales order is the contractual agreement between the contractor and the sold-to party for the performance of services at defined prices, quantities and
times.
You can create the sales order with a reference to a customer quotation. The system then initiates the following activities:
¡ The system copies the entire BOS from below the document item in the customer quotation to the sales order.
¡ The system sets the reference status of the customer quotation to “fully referenced”.
¡ The system sets the reference status of the sales order to “not referenced”.
The order has this reference status, if you have not yet created a service entry sheet for the sales order.
After copying has been carried out, you can no longer edit the BOS in the customer quotation.
In addition, you can no longer reference a customer quotation, if the sales document has already been referenced (that is, it has the status “fully referenced”)
or you have already entered a reason for its rejection.
The following graphic illustrates the document flow and copying control from the inquiry to the service entry sheet.
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4. A new transaction is available which allows you to select services from the sales order and change the quantities. The data is then stored and can be further
edited. A unique document number is assigned to the service entry sheet created for this transaction. This document number can be viewed from the
document flow of the sales order.
5. Credit Memo Request or Debit Memo Request is generated based upon the service entry sheet.
This is decided only while releasing the service entry sheet to the financial processes. If the total value is less than zero, a credit memo request is generated
while, if the total value is greater than zero, a debit memo request is created. However, a released service entry sheet cannot be changed. Hence, the service
entry sheet has to be released only when it is final.
6. Service entry sheet (debit memo request) with document type TBOS (mandatory)
If you create a service entry sheet, the system requests that you reference a sales order. Using service selection, you copy the service lines of the sales
order for which you want to enter values.
You can create several service entry sheets for one sales order.
When you create a service entry sheet, the system initiates the following activities:
¡ The system copies the header data and the item data from the sales order to the service entry sheet.
¡ The system does not copy the BOS.
¡ The system sets the reference status of the sales order.
If you have created one or more service entry sheets for a sales order, but have not yet entered the planned quantities for all of the services (planned
quantity < entered quantity), the system sets the reference status of the sales order to “in process”.
If you have created one or more service entry sheets for a sales order, and you have entered the planned quantities for all of the services (planned
quantity = entered quantity), the system sets the reference status of the sales order to “fully referenced”.
You cannot create a service entry sheet for a sales order if
¡ the sales order has the status “fully referenced” or
¡ you have entered a reason for its rejection
7. Billing document with billing types FAZS or L2, depending on the settlement type (mandatory)
In a unit price contract, you can map down payment chains and partial invoices on the basis of service entry sheets without using a billing plan.
From the billing document, you can view the services in the service entry sheet. However, no changes are possible.
With regard to billing, the following document flow is possible:
¡ Settlement without down payment processing
¡ Settlement with down payment processing without billing plan
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.
For more information, see Billing/Unit Price Contracts.
For more information about how to display the status overview, the incompleteness log, document flow, or changes in a sales document, see
Information on Individual Sales Documents.
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Document Flow for a Flat-Rate Price Contract
Prerequisites
The document flow is based on the Customizing settings for bills of services (BOS) in Sales and Distribution (SD). These include the settings for sales documents
and for copying control for sales documents.
Process Flow
1. Customer inquiry with document type IBOS (optional)
2. Customer quotation with document type QBLS (optional)
First, you can create either an inquiry or a quotation.
You can create a customer quotation with reference to a customer inquiry. The system then initiates the following activities:
¡ The system copies the complete BOS from the customer inquiry to the customer quotation.
¡ The system sets the reference status of the customer inquiry to “fully referenced”.
¡ The system sets the reference status of the customer quotation to “not referenced”.
After copying has been carried out, you can no longer edit the BOS in the customer inquiry.
In addition, you can no longer reference a customer inquiry, if the sales document has already been referenced (that is, it has the status “fully referenced”) or
3. Sales order with document type OBOS (mandatory)
You must create a sales order.
You can create the sales order with reference to a customer quotation. The system then initiates the following activities:
¡ The system copies the entire BOS from below the document item in the customer quotation to the sales order.
¡ The system sets the reference status of the customer quotation to “fully referenced”.
¡ The system sets the reference status of the sales order to “not referenced”.
After copying has been carried out, you can no longer edit the BOS in the customer quotation.
In additon, you can no longer reference a customer quotation, if the sales document has already been referenced (that is, it has the status “fully referenced”) or
4. Billing document with billing types FAZ, F1, or F2, depending on the settlement
In a flat-rate contract, you bill on the basis of the sales order.
The system does not allow you to create a service entry sheet.
Using a billing plan, down payments, and partial invoices are related to a milestone or the correct accounting period.
The following graphics illustrate the possibilities for document flow and billing:
· Without a billing plan
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· With a billing plan
For more information, see Billing/Flat-Rate Price Contracts.
For more information on how to display the status overview, the incompleteness log, document flow, or changes in a sales document, see
Information on Individual Sales Documents.
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1.1.5 Settings for Cost Planning
Use
Easy Cost Planning is used for planning costs.
Up until Release DI 4.6C2, you can use unit costing to calculate costs on service line level.
Existing costing in sales documents that were created with unit costing in earlier releases is not affected by this change. Documents that you
create as of this release can only be costed using Easy Cost Planning .
You use different control parameters for cost planning in a bill of services (BOS).
A costing variant is delivered with the SAP Discrete Industries (DI) system. However, you are still required to make additional Customizing settings for costing and
cost transfer.
Integration
Cost planning in the BOS is integrated into the Controlling (CO) component.
Features
Costing bill of services
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Costing variant
If you create a cost estimate in an operative BOS, the system requires you to assign a costing variant. Using this costing variant, different additions, deductions
and assessments are available on costing item level.
The costing variant PC0X is delivered in the SAP Discrete Industries (DI) system.
You make the appropriate settings in Customizing for Sales and Distribution under Bill of Services ® Cost Determination for Bills of Services ® Define
Costing Variants.
Assignment of a Costing Variant to an Addition/Deduction Procedure
The costing variant makes different additions, deductions, and assessments that are defined in the addition/deduction procedure available on costing item level.
You make the appropriate assignment in Customizing for Sales and Distribution under Bill of Services ® Cost Determination for Bills of Services ® Easy
Cost Planning ® Assign Costing Variant to Addition/Deduction Procedure.
Assignment of a Costing Variant to a Sales Area
You can configure your own costing variant and then assign it to a sales area. During overhead costing or easy cost planning, the system will propose the default
costing variant. You can change the default.
You make the appropriate assignment in Customizing for Sales and Distribution under Bill of Services ® Cost Determination for Bills of Services ® Easy
Cost Planning ® Assign Costing Variant to Sales Area .
Addition/Deduction Procedures and Additions/Deductions
You can group several additions or deductions together into either an addition or deduction procedure.
You use additions and deductions to either add or deduct from costs or quantities on the costing item level, or to distribute overhead cost assessments. A
calculation rule determines, with regard to the allocation bases, how the system calculates the following:
· Value – addition or deduction as a value that either refers to the budgeted cost or the estimated quantity
· Percentage – addition or deduction as a percentage that either refers to the budgeted cost or the estimated quantity
· Fixed part – addition or deduction that refers to the overall costs (cost multiplied by the quantity)
You define addition and deduction procedures in Customizing for Sales and Distribution under Bill of Services ® Cost Determination for Bills of Services ®
Easy Cost Planning ® Define Addition/Deduction Procedures.
You define the additions and deductions in Customizing for Sales and Distribution under Bill of Services ® Cost Determination for Bills of Services ® Easy
Cost Planning ® Define Additions and Deductions.
Cost Transfer to the BOS
The system copies the cost estimates to the condition types of the pricing procedure for the service line.
The condition types must have the indicator “Q”.
Data is copied automatically based on the assignment of the cost component structure to the pricing procedure. Condition types are grouped together into cost
components in the cost component structure. The cost component is split on the basis of the cost components.
You create the cost component structure and the appropriate cost components in Customizing for Controlling under Product Cost Controlling ® Product Cost
Planning ® Basic Settings for Material Costing ® Define Cost Component Structure .
You make the assignment in Customizing for Sales and Distribution under Bill of Services ® Cost Determination for Bills of Services ® Assign Cost
Component Structure to Pricing Procedure .
Pricing procedure VS000 is delivered as the standard pricing procedure for service conditions in SD in the SAP Discrete Industries (DI) system. For more
information see Settings for Price Determination.
Activities
You make the following settings for cost planning in Customizing for Sales and Distribution under Bill of Services ® Cost Determination for Bills of Services :
1. Define additions and deductions.
2. Group several additions or deductions together in an addition/deduction procedure .
3. Assign the addition/deduction procedure to a costing variant .
Make the following Customizing settings for the cost transfer:
1. Define the cost component structure and the appropriate cost components in Customizing for Controlling under Product Cost Controlling ® Product Cost
Planning ® Basic Settings for Material Costing ® Define Cost Component Structure .
2. Make the appropriate assignments in Customizing for Sales and Distribution under Bill of Services ® Cost Determination for Bills of Services ®
Assign Cost Component Structure to Pricing Procedure .
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1.1.6 Settings for Pricing
Use
The determination of the sales price in a sales document with a BOS consists of pricing on header and item level of the sales document and pricing for the BOS.
You do not have to make your own Customizing settings for SD documents. All the required settings are delivered with the SAP Discrete Industries (DI) system.
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Features
Pricing in the bill of services
You define pricing for the service lines in the BOS in Customizing under Sales and Distribution ® Bill of Services ® BOS Pricing .
The following pricing procedures are delivered in the SAP DI system:
· VS000 as standard procedure for service conditions in SD
· VS0001 as standard procedure for master conditions (service master)
Pricing on header and item level of the sales document
You can define additional condition types for the sales document item, such as additions or project-specific deductions that are valid for the entire BOS.
You can control the pricing on the header and item level is controlled in Customizing for Sales and Distribution under Basic Functions ® Pricing .
In the SAP DI system, pricing procedure ADBOS1 is the basis for sales price determination at the header and item level for a sales document with BOS. This
is based on the standard procedure RVAA01.
See also:
Settings for Sales Documents
Conditions and Pricing
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Batch Processing Profile for Transferring Costs to the Project
Use
With these settings, you define how the system transfers the planned costs from the bill of services (BOS) to the work breakdown structure elements (WBS
elements) for batch processing.
If you want to transfer these costs to the project system, you must have created a batch processing profile in Customizing, because no profiles are delivered with
the SAP Discrete Industries (DI) system.
Integration
The cost transfer is integrated into the Controlling (CO) and Project System (PS) components.
Features
The system can either transfer each costing item separately, or costing for a service line as a costing node with all the costing items belonging to that service line.
The system uses the reference points and the selection priority defined in the Customizing profile that you have chosen.
Define the following fields as reference points for the service lines and the WBS elements when you transfer costing:
· BOS field from table ESLL
· WBS element field from table PRPS
Define the following fields as reference points for the costing items in the BOS and the WBS elements when you transfer costing items:
· BOS costing item field from table KIS1
· WBS element field from table PRPS
In addition, you can choose your preferred priority for the transfer to avoid ambiguity if you are transferring both service line costing and the costing item data:
· The cost estimate transfer has priority: the transfer of service line costing has higher priority.
¡ If the reference points for transferring service line costing coincide, the system transfers the service line costing. The transfer does not depend on whether
the reference points for the transfer of individual costing items (that belong to the appropriate service line ) coincide or not.
¡ If the reference points for transferring a costing item coincide, but no coinciding reference points for transferring the service line costing for this service line
can be found, the system transfers the appropriate costing items of the appropriate service line for the WBS element.
· Costing item transfer has priority: the transfer of costing items has higher priority.
¡ If the reference points for transferring a costing item coincide, the system transfers the costing item for the WBS element. This transfer does not depend on
whether the reference points for the transfer of the service line costing coincide or not. In both cases, service line costing is not transferred.
¡ If the reference points for the transfer of service line costing coincide but no coinciding reference points for transferring individual costing items (that belong
to the appropriate service line) can be found, the system nevertheless transfers the entire service line costing.
Activities
You create the profile in Customizing for Sales and Distribution under Bill of Services ® Configure Batch Processing Profile for Cost Transfer to Project.
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Output Control and Output Processing
Use
You use messages (output) to exchange information with internal and external partners, for example, if you print a sales document with BOS and you want to send
it by fax, mail, or by using SAP Business Workflow .
Messages and forms are delivered with the SAP Discrete Industries (DI) system:
Features
You define the settings in Customizing for Sales and Distribution under Basic Functions ® Output Control ® Output Determination ® Output
Determination Using The Condition Technique ® Maintain Output Determination for Sales Documents . For more information about output control and sales
processing, see Output Determination (SD-BF-OC).
The following settings for documents with BOS are provided with the standard system:
Sales document Output type Program Form Medium
Inquiry BSIL RBOSORDER01 RBOSORDER02 Print and fax output (landscape)
BSIP RBOSORDER01 RBOSORDER03 Print and fax output (portrait)
Quotation BSQL RBOSORDER01 RBOSORDER02 Print and fax output (landscape)
BSQP RBOSORDER01 RBOSORDER03 Print and fax output (portrait)
Order BSOL RBOSORDER01 RBOSORDER02 Print and fax output (landscape)
BSOP RBOSORDER01 RBOSORDER03 Print and fax output (portrait)
Service entry sheet (debit memo
request)
BSTL RBOSBR01 RBOSBRF02 Print and fax output (landscape)
BSTP RBOSBR01 RBOSBRF03 Print and fax output (portrait)
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Sales Processing Control for BOS Using the Requirements Class
Use
Sales processing control with BOS describes how the system determines the requirements class and which control parameters for the requirements class affect
sales processing.
Prerequisites
You must make the settings in the material master record (dummy material) before the system can determine the requirements class.
You do not need to make any additional Customizing settings for the determination of the requirements class. All the required settings are delivered with the SAP
Discrete Industries (DI) system.
Features
How does the system determine the requirements class?
The requirements class is determined using the settings in the material master record (strategy group) and the delivered Customizing settings for bills of services
in SD.
The strategy group is the result of the assignment in the material master record of the dummy material being used (view MRP 3 ). The following strategy groups,
contained in the standard delivery, are relevant to bills of services in SD:
· 20 (make-to-order)
· 21 (make-to-order/project settlement)
The system then determines the requirements group using the strategy group based on the Customizing settings in the standard delivery.
· Requirements class 040 is determined for strategy group 20 (make-to-order, non-valuated without consumption)
· Requirements class 080 is determined for strategy group 21 (make-to-order with project)
You can find more information on requirements class determination under Additional Hints (see below).
What does the requirements class control?
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Customizing in the SAP standard delivery has been configured so that you do not need to change the control parameters for the requirements
classes.
Account assignment
Control parameters for requirements class Standard delivery in the SAP DI system
The account assignment category defines which account assignment data (for
example: cost center, sales order, or project) must be entered in the sales document and
to which object the system makes the account assignment.
Generally, in sales processing with BOS, you choose one of the following:
· Project (account assignment category D), or
· Sales order (account assignment category E)
Customizing for the SAP standard delivery is set up as follows:
· For requirements class 040 (make-to-order non-valuated without
consumption), settlement takes place on the sales order (account
assignment category E)
· For requirements class 080 (make-to-order with project), settlement takes
place on the project (account assignment category D)
With regard to the account assignment category, the field for consumption posting
controls where the costs for sales order related production are collected (which object
collects the costs and revenue)
Customizing for the SAP standard delivery is set up as follows:
· For account assignment category E, the key for consumption posting is E
(settlement re the sales order)
· For account assignment category D, the key for consumption posting is P
(settlement re the project)
Requirement
The Availability indicator specifies whether an availability check should be carried out
using ATP logic. If the indicator is set, the check type is determined as the default. You
can switch off (but not on) every check in sales and delivery.
The indicator for the transfer of requirements specifies whether requirements are to be
transferred or not. You must set this indicator if you want requirements to be transferred.
The transfer of requirements can be switched off on the schedule line level. However, it
cannot be switched on on the schedule line level if it has not already been activated in the
requirements class.
You can control the transfer of requirements and the availability check using either one of
the following:
· Requirements class
· Master record
The SAP standard system controls requirements using the material master record for
the dummy material.
Costing
The field CndType line items (condition type for cost transfer from line items) field
defines in which condition type of the sales document item the value for the BOS is set.
This condition type is used for all sales document items that link to this requirements
class. In this way, defining the condition type per requirements class allows you to
determine various condition types for the different items in a sales document.
The condition type for the cost transfer can be controlled using either of the following:
· Requirements class
· Sales document type
You enter the condition type in the sales document type to use it for all items in a
sales document of this type.
In the SAP standard system you control the condition type for cost transfer using the
settings for sales documents.
Assembly
The field Assembly type field controls whether and/or which type of assembly
processing takes place.
You can use assembly processing in the project system to process comprehensive
services (for example, large construction projects) that are frequently performed in a
similar way, by using a project.
The following is a possible scenario for sales processing with BOS using integrated
assembly processing.
When you create a sales order, the system finds a requirements class that has been set
up for assembly processing in the project system. By assigning the material master to a
standard network, the system generates an operational network. Saving the sales order
also saves the network. If necessary, the system also generates a project definition and a
work breakdown structure (WBS). The system takes the project number automatically
from the number of the sales order.
No assembly processing is supported for requirements classes 040 and 080 in the SAP
standard delivery.
Configuration
The field Configuration field controls whether configuration for the requirements class
is possible or obligatory.
To cover different product alternatives, you can use variant configuration linked with the
sales document item.
The Configuration field is initial for requirements classes 040 and 080 in the SAP
standard delivery.
However, the bills of services are configured using the service selection from model
specifications and not a configurable material.
For more information, see: Creating BOS using Configuration
Additional Hints
Search strategy
The standard system uses the following search strategy to determine the requirements class:
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1. First, the system tries to find a requirements class using the strategy group. The strategy group is the direct result of the assignment in the material master
record of the material being used (view MRP 3 ). The system then uses the strategy group to determine the requirements class.
2. If the strategy group has not been maintained in the material master record, it is taken from a Customizing assignment of the plant and the MRP group in the
material master record (view MRP 1 ). The system then uses the strategy group to determine the requirements class.
3. If no MRP group has been entered in the material master, the material type automatically functions as the MRP group in the access key. The strategy
group is then determined using a Customizing assignment between plant and MRP group. The system then uses the strategy group to determine the
requirements class.
4. If the system still cannot find a requirements class by using the material type, it attempts to find one by using the sales document's item category and the
MRP type in the material master record (view: MRP 1 ). The system then uses the requirements type to determine the requirements class.
5. If there is no assignment to the MRP type being used, the requirements type is determined from the assignment to the item category and the initial (blank)
MRP type. The system then uses the requirements type to determine the requirements class.
Where can I find settings for requirements class determination (master data, Customizing)?
1. Determining the requirements type
(1) If the system is to determine the requirements class via strategy group ® strategy ® requirements type, the following settings are required:
Strategy Group Enter the strategy group in the material master record, the MRP 3 view.
20 (make-to-order)
21 (make-to-order/with project)
Strategy Group ® Strategy You make this assignment in Customizing for Controlling under Product Cost
Controlling ® Cost Object Controlling ® Product Cost by Sales Order ®
Control of Sales-Order-Related Production/Product Cost by Sales Order ® Selection
of Requirements Type Through MRP Group ® Check Strategy Groups .
SAP standard delivery:
Strategy group ® strategy
20 -> 20 (make-to-order)
21 -> 21 (make-to-order/with project)
Strategy ® Requirements Type You make this assignment in Customizing for Controlling under Product Cost
of Requirements Type Through MRP Group ® Check Planning Strategies .
Strategy ® requirements type
20 -> KE (make-to-order without consumption)
21 -> KP (make-to-order with project)
(2) If the system is to determine the requirements class via MRP group ® strategy group ® strategy ® requirements type, the following settings are
required:
MRP Group You enter the MRP group in the material master record, the MRP 1 view.
MRP Group ® Strategy Group You make this assignment in Customizing for Controlling under Product Cost
of Requirements Type Through MRP Group ® Check Strategy Group for MRP
Group .
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(3) If the system is to determine the requirements class via material type (instead of MRP group) ® strategy group ® strategy ®
requirements type, the following settings are required:
Material Type Assign the material to a material type when you create a material master record.
MRP Group ® Strategy Group You make this assignment in Customizing for Controlling under Product Cost
of Requirements Type Through MRP Group ® Check Strategy Group for MRP
Group .
You enter the material type in the field MRP Group .
(4) If the system is to determine the requirements class via MRP type and item category ® requirements type, the following settings are required:
MRP Type You enter the MRP type in the material master record, the MRP 1 view.
Item category Item categories are defined in Customizing for Sales and Distribution under Sales ®
Sales Documents ® Sales Document Item ® Define Item Categories .
In sales and distribution, the item category group and the sales document type determine
the item category.
MRP Type and Item Category ® Requirements Type You make this assignment in Customizing for Controlling under Product Cost
Control of Sales-Order-Related Production/Product Cost by Sales Order ® Check
Control of Requirements Type Determination.
(5) If the system is to determine the requirements class via item category ® requirements type ® requirements class, the following settings are
required:
Item category Item categories are defined in Customizing for Sales and Distribution under Sales ®
Sales Documents ® Sales Document Item ® Define Item Categories .
In sales and distribution, the item category group and the sales document type determine
the item category.
See also:
Item Category ® Requirements Type You make this assignment in Customizing for Controlling under Product Cost
Control of Requirements Type Determination.
If you want the requirements type to be determined independently of the material, leave
the MRP type blank.
2. The system determines the requirements class using the requirements type for each of the variants mentioned above.
Requirements Type ® Requirements Class You make this assignment in Customizing for Controlling under Product Cost
Requirements Types. Alternatively you can make settings in Customizing for Sales
and Distribution under Basic Functions ® Availability Check and Transfer of
Requirements ® Transfer of Requirements ® Define Requirements Types.
Requirements type -> requirements class
KE -> 040 (make-to-order non-valuated without consumption)
KP -> 080 (make-to-order/with project)
Requirements Class You define requirements classes in Customizing for Sales and Distribution under
® Basic Functions ® Availability Check and Transfer of Requirements ®
Transfer of Requirements ® Define Requirements Classes.
Account Assignment Category You define the settings in Customizing for Controlling under Product Cost Controlling
® Cost Object Controlling ® Product Cost by Sales Order ® Control of Sales Order
Related Production ® Check Account Assignment Categories .
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Working with Planned and Unplanned Services
Use
Planned services are services that you can specify in detail at the start of a sales project.
Unplanned services are those that you cannot specify, either because, at the time of the requirement, you do not know precisely which services are to be
included in the project, or because you do not want to plan services for a variety of reasons.
This differentiation is very important for service entry. You can control whether you can enter planned services with or without quantity overrun and unplanned
services in the service entry sheet (debit memo request).
The following Customizing settings are delivered with the SAP Discrete Industries (DI) system:
1. You can exceed the quantity for planned services. The system displays a warning message.
2. You cannot enter unplanned services. The system displays an error message.
If these settings meet your requirements, you do not need to make any additional Customizing settings.
Features
The way that the system reacts to planned and unplanned services is controlled by system messages.
You can define whether the SAP system:
· Suppresses these messages
· Outputs them as a warning
· Outputs them as an error.
If the system displays these messages as an error, processing only continues after you have corrected the entry.
You make the appropriate settings in Customizing for Materials Management under External Services Management ® Define Attributes of System Messages.
Planned Services
You have the following alternatives:
· The quantity in the service entry sheet can exceed the quantity in the sales order agreed to in the contract. The system may generate a warning.
· The quantity cannot be exceeded. The system generates an error message.
System response during service entry in the service entry sheet (debit memo request) depends on the system message control.
Message no.: Message text Control
SE421: The entered quantity $ exceeds quantity $ in the order. This message defines whether you can exceed the quantity for planned services that is
defined in the order BOS.
Unplanned Services
Unplanned services are those that you first enter in the service entry sheet (debit memo request). Whether the service specification is permitted when you enter
the services in the service entry sheet (debit memo request), depends on the system messages' control.
Message no.: Message text Control
SE422: Control for unplanned services in SD service entry sheet. This message defines whether you can enter unplanned services in the service entry
sheet (debit memo request).
If you activate this message, the system also takes into account message SE323.
SE323: You cannot enter the unplanned service. This message defines whether you can enter unplanned services. You must have
activated message SE422.
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Billing with Down Payment Processing
Use
Settlement using down payment processing is only possible if in Customizing for Financial Accounting you have set the correct field status for the additional
account assignment.
This applies to the following fields:
· Sales order
· WBS element (required setting if you want to use account assignment to a project)
If the fields required for additional account assignment are ready for input, the system deletes the reference information regarding the down
payment in Accounts Receivable Accounting ( FI-AR ). This means that down payments can be settled by a partial or final invoice.
If the fields for additional account assignment are hidden, the system cannot assign the down payments to the sales order. This means that down
payments cannot be settled by a partial or final invoice.
If you settle without using down payment processing, you have to change the Customizing of Financial Accounting.
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Activities
You can maintain the field status for additional account assignment in two places in Customizing of Financial Accounting:
· Choose Financial Accounting Global Settings ® Document ® Line Item ® Controls ® Define Posting Keys.
If you enter the posting key while posting in Financial Accounting , the field status stored in the posting key determines which fields are ready for input in
posting, which have to be input, and which are hidden.
· Choose Financial Accounting Global Settings ® Document ® Line Item ® Controls ® Maintain Field Status Variants
In Customizing, you can assign several field status groups to a field status variant. The field status group determines which fields are ready for input, which
have to be input, and which are hidden when you enter postings to the account.
You use the field status group to store these fields in each debit-side reconciliation account for down payment requests and down payments if you settle with
down payment processing. Assignment takes place in the company code area specific to the G/L account master data in Financial Accounting.
See also:
General Ledger Accounting (FI-GL)
Billing of Customer Bills of Services (BOS)
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SAP Enhancements for Customer-Specific Fields in the BOS
Use
You can make additional fields available for the description of the services. To do this, create projects for the appropriate SAP enhancements (customer exits).
Features
Creating Customer-Specific Fields for Service Lines
You can use the SAP enhancement SRVDET to create customer-specific fields for bills of material.
Using this enhancement, you can add customer-specific fields for service lines in the data dictionary and provide them with specific logic (for example, to make
calculations). You program the logic for the fields using the available function modules. To display the customer-specific fields on the Other tab page on the
service details screen, you must create a subscreen.
For more information, see the documentation on the customer exit SRVDET in the SAP system documentation.
Mass Changes to Customer-Specific Fields
If you have created customer-specific fields (customer exit SRVDET) and you want to maintain these fields using a mass change, you can use customer exit
SRVMAS.
For more information, see the documentation on the customer exit SRVMAS in the SAP system documentation.
Transferring customer-specific fields from the service master
If you also want to transfer the customer-specific fields when you transfer a service master record to a service line, you have to program this in the SAP
enhancement SRVASMD.
For more information, see SAP Enhancements for Customer-Specific Fields in the Service Master Record.
Activities
1. Use transaction CMOD to access project management for SAP enhancements.
2. Enter a project name.
3. Describe the project with a short text.
4. Choose Save .
You must assign a task. By doing so, you can transport this project and its components to a production system as soon as you have finished creating the
project.
5. Select Assignment SAP Enhancement and choose Change . Enter the SAP enhancement that you want to include in your project.
6. Choose Save .
7. Select Components and choose Change . Edit the include tables, create a screen and program both function modules. Use the forward navigation function to
do this.
8. Choose Save .
For more information on how to develop SAP enhancements, see Customer Exits.
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1.2 BOS Structure
Definition
A grouping of services and their qualitative and quantitative descriptions.
Structure
You can structure a bill of service as follows:
· As a list of individual service lines
You enter service lines 'below' the document item - without an outline layout. This is especially suited to maintaining a small BOS.
· As a hierarchy
A service line is identified by its service index within a BOS.
Integration
BOS are integrated into the following components:
· Sales and Distribution (SD) (template BOS, sales document)
You are supported throughout the entire process from the request for quotation/bid invitation, assignment and acceptance of services to the invoice verification.
The BOS is completely integrated into an inquiry, quotation, order, or a service entry sheet.
For more information, see Bills of Services and Creating and Editing a Customer BOS.
· Purchasing (MM-SRV) (template BOS, purchasing document)
MM external services supports the entire process of procuring services. You can create a BOS in the desired document (for example, MM – purchase
requisition, inquiry, contract, purchase order, or service entry sheet).
You can collect descriptions for all the services to be procured in a BOS template.
For more information, see MM External Services Management.
· Plant Maintenance (PM) and Customer Service (CS)
You can simplify the procurement of services in the maintenance plan using the maintenance plan category Materials Management (MM), which is
delivered with the standard system. The system automatically creates a service entry sheet for a purchase order of an external service from the maintenance
plan. For more information, see Maintenance Plan for Service Procurement.
You use orders for the detailed planning and accompanying documentation of measures in plant maintenance or customer service. You can represent
measures on the basis of bills of services. For more information, see Orders (PM-WOC-MO/CS-SE) and Order Processing; External Processing.
· Project System ( PS )
Services can be planned for activities processed externally. A service operation can contain a BOS. You create the link to MM External Services (MM-
SRV) with such an operation.
For more information about working with bills of services in project planning, see External Services.
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Service Lines
Definition
A quantitative and qualitative description of a service item that has been entered in the BOS under a separate service index.
Structure
You can use the following fields to describe a service line:
· Outline levels
· Service fields
· Object category
· Quantity fields
· Fields for price and value
· Line attributes
· Value limits
· Service entry sheet
· Functions
· Time recording
· Additional data
· Template BOS
· Internal work
· Sales and distribution
You can define the structure of a BOS in Customizing for Materials Management under External Services Management ® Define Screen
Layout . You can define which fields in a service line are required fields or optional fields, and in which fields you are not allowed to enter a value
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at all.
The following section describes important fields from the view of a customer’s BOS:
Identifier
· Line number
This is a unique identifier for a service line in the BOS. The system uses this as a default to create the service index dynamically.
If you create a service line, the system provides a line number corresponding to the line number increment that you have determined.
You determine the line number increment in Customizing for Materials Management under Services ® Source Determination and Default
Values ® for Client . You can change the numbering in the document.
· Line ID
You can specify an alphanumeric value in addition to the numeric line number. This is an additional identifier that you can also use to create the service
index.
· External service number
You can enter an alphanumeric value that, for example, the sold-to party or subcontractor uses for the service. You can use this number to create the service
index.
· Subitem number
You can specify the position of the subitem within the composite of service line.
Service Description
· Object category
Identifies a service line as:
· Main item
· Subitem
· Short text
You can briefly describe the service line.
· Long text line
You can use this text for internal notes, or for additional text on the sold-to party or subcontractor.
· Service Entry Allowed for Subitem
You can use this to indicate whether the subitem is relevant for quantity takeoff. If this indicator has not been set, then the subitems are not copied to the
service entry sheet document.
· Costing Lot Size
You can determine whether costs are estimated for one unit or for all the service lines. If the lot size is to be changed for a service line that has already been
estimated, the changes are not automatically reflected in the lot size for the cost estimation and must be recalculated manually.
· Material group
You use the material group to group several services lines that have the same properties. By using material groups, for example, you can restrict
evaluations, and perform specific searches using search helps.
· Subcontractor group
You use subcontractor groups to identify service lines for external assignment to subcontractors. This allows you to create a subcontractor BOS from the
service lines that are selected for external assignment.
For more information about inquiries and quotations for subcontractor services, see Cost and Revenue Planning.
You use purchasing groups or maintenance groups as grouping and/or selection criteria. You then define the following subcontractor groups for
maintenance groups:
- 0001 Dry construction
- 0002 Heating
- 0003 Electrical work
Master Data
You do not require master data to generate a BOS. However, master data does help you to create service descriptions rapidly.
· Service number
You can assign a service master record to a service line. To do this, you enter the number of the service master record containing the data that you want to
copy.
· Service long text
If you have created a long text in the service master record, you can copy it to the service long text of the service line and then edit it.
For more information, see Copying Service Master Records to a BOS.
· Edition, Service Type, SSC Item
You can use these fields as follows:
¡ If you want to copy a service from a standard service catalog, you enter the relevant edition, service type, and SSC item.
¡ If you have stored a service from an SSC for a service master record that contains data you have copied through the service number, these fields display
the SSC number stored in the service master.
Quantity Fields
· Quantity
In this field you enter the contractually-agreed quantity in the order and the performed quantity in the service entry sheet. In the service entry sheet, the
system checks whether the quantity you have entered exceeds the quantity agreed to in the contract.
· Overfulfillment tolerance
This value determines the permitted quantity overrun. The system checks whether the quantity entered in the service entry sheet exceeds this tolerance
range.
· Unlimited overfulfillment
If you select this indicator, you can enter an unrestricted overfulfillment in service entry.
The control of system messages determines a service entry with an overfulfillment tolerance and an unlimited overfulfillment for BOS in sales
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The control of system messages determines a service entry with an overfulfillment tolerance and an unlimited overfulfillment for BOS in sales
documents (customer BOS).
For more information, see Working with Planned and Unplanned Services.
Price and Values Field
· Gross price
The gross price is the unit price, that is, the sales price for one unit of the service line.
If six recessed lighting units of type A and three recessed lighting units of type B are tendered for in a service line as subitems, the gross price
for the main item is the sum of six lighting units of type A and three lighting units of type B.
The gross price of the main item is the total aggregated net value of the subitems. This aggregated value can be overwritten by a flat rate. If a flat
rate is assigned to a main item, the subitem total is not taken into account.
· Subitem Total
The subitem total is the aggregate of the subitem net values. This subitem total excludes subitems marked as contingency or alternate lines.
· Net value
The net value is the total price, that is the value of all services in the service line.
If six recessed lighting units are tendered for in a service line with a gross price of 30 UNI per unit, the total price (net value) is 180 UNI.
Print Indicator
You can control whether the service line should be printed or not by using the print indicator.
You can control which condition types are printed using the print indicator for the condition type in Customizing for Sales and Distribution under
Bill of Services ® BOS Pricing ® Define Pricing Procedure .
Formulas
Formulas serve as an aid to calculating quantities.
You can define formulas in Customizing for Materials Management under External Services Management ® Formulas for Quantity
Determination .
The quantity of earth to be disposed of must be determined for foundation work and entered in the service line. You know the measurements for
the length of the excavation from the building project plans. The appropriate formula for calculating the volume helps you when determining the
quantity.
Line Types
A service line can be an informatory or blanket line, a grouping of alternatives or a contingency line. You can define these service lines using line types and
therefore attach specific characteristics to them.
For more information, see Line Attributes.
User-defined Fields
You can define numeric and alphanumeric fields for user-specific information. These fields are available for all documents with a BOS.
You make the settings in Customizing for Materials Management under Services ® Source Determination and Default Values ® for Client .
Customer Enhancement Fields
If you have requirements that are not included in the standard system, you can define your own fields.
For more information, see SAP Enhancements for Customer-Specific Fields in the BOS.
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1.2.2 Composite of Service Lines
Definition
A main item and its corresponding subitem(s). A main item can have more than one subitem.
You can aggregate a set of services with or without a hierarchy. You can then save this to use later. You may apply costing and pricing conditions to the subitems
that are aggregated in the main item.
Structure
For more information, see Service Lines
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1.2.3 Line Attributes
Use
You can define a service line more precisely by giving it specific characteristics using line types , alternatives and line categories .
You cannot use line types if you are dealing with particularly long and comprehensive descriptions and you want the service line to consist of a
main description and one or more sub-descriptions. In this case, use costing items underneath a service line to include the sub-descriptions.
You can also use the indicators on the screens for transferring data of purchasing and sales documents.
Prerequisites
Define which indicators should be required or optional in Customizing for Materials Management under External Services management ® Define Screen
Layout . Also define which indicators should be required fields, and which optional fields.
Features
Line Type
You can assign one of the following line types to a service line:
Standard line
This is the standard line type, and is the system default.
Blanket line
You do not specify a quantity for blanket lines. The system defines the default quantity one to service lines with this line type. It is settled as a lump sum.
Contingency line
This line type describes a service that is not absolutely necessary to perform the order. This service is only used when required.
The value of this service line is not included in the total value of the BOS.
If you are building on a piece of land where a gas station once stood, and are not sure whether the ground is contaminated, you can record an
excavation transport to a special dump as a contingency line.
Open quantity line
If the sold-to party requires that the bidder offers the quantity for a specific partial service, the service line can be indicated by Line with open quantity .
You can only use this line type in the following documents:
- Purchase requisitions and RFQs in Purchasing (MM Services)
- Inquiries with BOS in Sales
You can use an open quantity line when you are to plaster a 100 sq. meter parking lot that requires gravel, but the sold-to party is unable to
specify the exact amount. You do not have to enter a quantity in the customer inquiry; you can enter it later in the quotation.
Informatory line
This line type does not describe a service. It is purely documentary in nature. You select this line type if you want to use the service line to store additional
text.
Internal line
This line type describes a service line in a BOS that is used for internal purposes.
You use internal lines for sales document BOS for Controlling purposes or internal costing.
If you select this line type for a service line, one of the following happens:
§ It is not communicated externally, for example, it is not provided as output in a sales order
§ You cannot create a service entry for this service line
The value of this type of service line is not included in the total value of the BOS.
Alternatives
You can group together several of the available alternative services, as follows:
· In the simplest of cases, define a service line as a basic line. You can then define each alternative service as an alternative line and assign it to the
appropriate basic line. You can enter one or more alternative lines for a given basic line.
· If the description is long and involved, you can group together several service lines of the line categories basic line and alternative line (grouping of
alternatives). Each grouping contains a unique number. This number consists of the group number and the sequence number .
· For a subitem, only another subitem from the same composite of service lines can be assigned as an alternate.
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Grouping of alternatives/assignment number: Group number
The group number is optional and defines a grouping of alternatives.
Grouping of alternatives/assignment number: Sequence number
A counter that is assigned for a grouping of alternatives.
The basic grouping of alternatives receives the sequence number zero. You can group together the alternative groupings belonging to it using a sequence
number from one to nine.
Basic line
If an alternative type is to be used for part of a service description, define this service line as a basic line.
You can define an assignment number. All basic lines of the same group number and sequence number zero result in a basic grouping of alternatives.
Alternative line
You can define a service line as an alternative line in one of the following ways:
· Define it as an alternative to the basic line
You can enter the basic line to which the alternative line refers in the For line field.
· Define it as an alternative within a grouping of alternatives
You can group together comprehensive descriptions for several services to a description for the grouping of alternatives using the assignment number.
All alternative lines of the same group number and the same sequence number result in an alternative grouping of alternatives.
The value of the alternative line is not included in the total value of the BOS. Only the value of the basic line is entered in the total value of the
BOS.
You offer different flooring alternatives in a customer quotation, for example: parquet flooring or tiles with floor heating or carpet. This grouping of
alternatives receives the group number one. You decide to define the parquet flooring as the basic line. This receives the sequence number zero.
You define the tiles and the floor heating as alternative lines. These receive the sequence number one. The carpet is an additional alternative line.
This receives the sequence number two. The sold-to party then decides on one of the alternatives.
Line number Service Lines Basic line Alternative line For line Group number Sequence number
10 Parquet X 1 0
20 Tiles X 10 1 1
30 Floor heating X 10 1 1
40 Carpet X 10 1 2
No alternatives
The system sets No alternatives as a default. This defines that there are no alternative services for the service line.
Line Category
Bidder’s line
This describes a service that the bidder has included when creating the quotation. This means that the sold-to party did not foresee this service, which is
required to fulfill the contract.
You purchase services from a subcontractor. You do this by creating a RFQ with a BOS in Purchasing . You receive a quotation from a
subcontractor that includes an additional service line to transport excavated soil to a special dump during the construction work.This additional
service line is a Bidder's line .
Risk line
Costing may contain budgeted costs that assume extremely positive conditions, and therefore, are subject to risk. This indicator can be used to identify such
services.
Risk lines are evaluated in the costing report.
Supplementary line
This line category describes a service that is added after the order has been placed, meaning that this service is quoted and authorized (requested,
approved) after submission of the order.
You can also assign a supplementary number and supplementary status for service lines of this line category.
A subitem marked as a supplementary line with a statistical status is not be considered when determining the total value of a subitem.
You can define the supplementary (subsequent) status in Customizing for Sales and Distribution under Bill of Services ® Determine
Subsequent Status for Service Lines .
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1.2.4 Outline Layout
Use
An outline layout can consist of any amount of service lines. To display it, you can use the outline layout to sort the services in the BOS into a hierarchy with
outline levels, for example, according to project phases or maintenance groups.
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Features
Outline Levels
The short text for the document item is displayed in the uppermost level of the BOS. You can create the outline layout beneath this.
You can use outline levels to group the comprehensive bills of services into sublevels. A maximum of five hierarchy levels is possible.
You can:
· Define numerous outline levels on each of the five hierarchy levels.
· Assign numerous service lines to each outline level.
· Store a block of lines for an outline level that you want to reserve for the services below it.
· Change the key for the outline level, the short and long texts of the outline level at any time
A unique path identifies each hierarchical outline level. The path provides information on the localization of the outline level in the hierarchy, and is structured on
the basis of the key.
The following example illustrates how the system determines the path for the outline level Exterior Walls :
Displaying the outline level
Choose to hide and display the outline layout in the service overview screen. You can also adjust the column width. When you enter the transaction the next
time, the settings are the same as when you last left the transaction.
You can adjust the layout to suit your own requirements by choosing . You can choose different columns for the layout, such as:
· Service line(s) exist(s)
If you select an outline level, the appropriate service lines are displayed in the data area for the services. The icon indicates that service lines exist for
this outline level.
· Outline level long text exists
The icon indicates that a long text exists for an outline level.
· Actual percentage, planned value, actual value
The system determines the planned value from the document and the actual value from the service entry sheets for the sales order (document flow).
· Status planned/actual
The following icons indicate the status between the planned value and the actual value.
Symbol Meaning
The actual value of the outline level is zero. No services have been entered yet.
The actual value of the outline level is smaller than the planned value.
The actual value of the outline level is the same as the planned value.
The actual value of the outline level is greater than the planned value. Either a larger
quantity has been entered for the service or the price of one or more service lines has
been changed.
See also:
Layouts
Creating and Editing an Outline Layout
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Service Index
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Definition
A unique identifier of a service line in a Bill of Services (BOS).
Use
To guarantee that the communication between the contractor and the sold-to-party is clear, various industries allocate identifiers to individual service lines. These
identifiers are considered service indexes.
The service index is mainly of interest for printing and reporting. For more information, see Reports.
Structure
In the print program, you specify which elements constitute the service index.
The service index is not stored in the SAP system, but is generated dynamically instead.
If the BOS is a “flat” list, which consists of service lines without outline layouts, the service index can be determined by one of the following:
· Line number
A numeric value, uniquely identifying a line within the BOS
· Line ID
An alpha-numeric value, uniquely identifying a line within the BOS
· External service number
Alphanumeric value to identify a service line. This is an external number for a service used, for example, by the sold-to party or subcontractor.
In an outline layout, the service index is composed of the path and one of the following elements:
· Path line number
· Path line ID
· Path external service number
The following graphic illustrates how the system, based on the line number, determines the service index for a service line:
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1.3 Service Masters
Use
You can save service descriptions in the service master record. You can use these descriptions as templates for creating bills of services. By doing this, you
avoid having to enter the same data several times, and you can standardize the service descriptions.
Features
The following master data is available for bills of services in the Sales and Distribution (SD-SLS) component:
· Service Master Records
· Conditions for Service Master Records in SD
· Standard Service Catalogs (SSC)
· Model Specifications (Model Specs)
For bills of services in purchasing documents, the component Service (MM-SRV) also offers conditions for service master records:
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· Maintaining Conditions for a Service Master Record
Integration
You can implement this master data in the following components:
· Sales and Distribution (SD-SLS)
For more information, see Bills of Services.
· Purchasing ( MM-PUR )
For more information, see MM External Services Management.
· Project System ( PS )
For more information, see PS Project System.
· Plant Maintenance ( PM )
For more information, see Orders (PM-WOC-MO/CS-SE) and Maintenance Planning.
· Customer Service ( CS )
For more information, see CS Customer Service.
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1.3.1 Service Master Record for BOS
Definition
Contains the description of a service.
Use
the service master record counts as part of the master data within External Services management and serves as a source of data for you to draw upon when
creating bills of services. This enables you to save time and reduces the frequency of errors, since you need only enter the complete service descriptions in the
service master record once.
Structure
A service master record contains the following fields for the unique description of a service:
· Service number
· Service short text
· Service category
· Base unit of measure
· Long text
You can define the number ranges and service categories for service master records in Customizing under Materials Management ® External Services
Management ® Service Master .
In Customizing for the Service Master, using the field selection, you can also provide other fields, for example:
· Basic data such as material group and valuation class for account determination
· Standard service catalog (service area, output, and standard service catalog item)
· Purchasing data such as purchasing status and EAN/UOC code
· Sales data such as subcontractor group and costing model
· User fields
You can also classify service master records by enhancing them with specific data that you can then use to find the record again in the classification system.
A customer exit exists for adding customer-specific fields. For more information, see SAP Enhancements for Customer-Specific Fields in the Service Master.
Integration
If you create or change a service line in a BOS, you can assign a service master record using the service number, and copy its data. For more information, see:
· For Purchasing, Adopting a Master Record in Service Specifications
· For Sales, Copying Service Master Records to Bills of Services (BOS)
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1.3.1.1 Composite of Service Master Record
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Definition
A grouping of one main item and one or more subitems. Only the service master record can be used to define a composite of service master record.
Use
There is a service master record for each service description. The service master database is a source of default data used by the system when you create
service specifications (for example, for invitations to bid sent to potential subcontractors during a competitive bidding process).
You have to set the main item indicator for any service master record. This is a prerequisite for defining a main item in the composite of service master records.
Subitems are maintained for a main item in the master composite maintenance view. The transaction for maintaining composites is /SAPBOQ/AC0X.
All the service lines that are not marked as main items can be used as subitems.
Structure
To enable a service master record to be a main item, you have to set the main item indicator in the service master record.
The following section describes important fields from the maintenance view of the service master record:
· Activity Number
Specifies the number of the service master record for which you want to enter, change or display data.
· Subitem Number
Specifies the position of the subitem within the composite.
· Service Number of Subitem
Specifies the number of the service master record used as a subitem within the composite.
· Deletion Flag for Composite of Service Master Record
You can select a composite of service master records to be deleted and then save this. This particular composite of service master record is then archived
later.
By archiving the composite of service master records, the system deletes the relationships between the main items and subitems.
Use the archiving object to delete the composite of service master record.
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1.3.1.2 Service Master Record Maintenance
Use
You use this function if you wish to store frequently procured services centrally as master records and use them on a cross-application basis.
Integration
When creating
Service Specifications, you can reference service master records by entering just the number of the service.
For more information, refer to
Adopting a Service Master Record in Service Specifications.
Prerequisites
You make the relevant settings for the maintenance of service master records in Customizing for External Services under Service Master Record .
Features
Single Screen Function
The following service master record functions are available on a single screen:
Display
When you first invoke the entry sheet functionality, the screen is in display mode.
Create
Change
Copy
When creating a service master record, you can copy an already existing one by clicking .
Find
Via Other service , you can search for a service master record on the basis of the service number.
Delete
Service master records can only be deleted if no conditions have been maintained for them.
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Service Overview
Click on the left side of the screen to show or hide an overview of service master records that have already been created. Double-click on a service to display
the relevant master record data on the right-hand side of the screen.
Within the overview, you can do the following:
Maintain display variants
Click to specify which data from the service master records is to be displayed in the service overview.
Find services
If you click , you can enter a search term for a service master record. The service found will be indicated in the overview.
Define the sorting of the list
Click to specify the column data by which the list is to be sorted in ascending or descending order.
Define selection variants
You can choose the following selection variants via the input help under :
Last services
Here you see the last-maintained service master records.
Other selection
You can define the selection of service master records displayed via:
Service number
Service category
Material group
Service short text
Individual Screen Settings
You can expand and collapse the data areas on the right of the screen.
You can either:
Expand and collapse all data areas via Expand all and Collapse all , or
Expand and collapse individual data areas via Basic data or Basic data , for example.
When you first invoke the function, the data areas for the basic data and the long text are expanded.
Each time you reinvoke the function, the screen settings and the data you had selected or maintained when you last exited the function appear.
Multi-Lingual Text Maintenance
You can maintain both the long and short texts in several languages. In the Long text data area, click to choose the languages in which you wish to maintain
texts.
Administrative Information
The administrative information shows you when and by whom the service master record was created or last changed ( Goto ® Administrative info ).
Display Change Documents
The change document display function gives you a list of all changes made to the service master record since its creation ( Goto ® Change documents ).
Quantity Calculation Using Formulas
To facilitate the calculation of the quantity of a certain service, you can assign a formula to a service master record.
You specify the formulas you need in Customizing for External Services Management under Formulas for Quantity Determination ® Define Formulas .
Inserting Graphics
If you want to illustrate a certain service, you can insert a graphic in the data area Basic data. To do so, you must import your locally stored graphics file into the
R/3 System via the SAP Web Repository ( Web Development ® Web-Repository ). You can then choose the graphics files via the input help for the Graphic
field.
Classification
With the aid of the classification system, you can assign service master records to freely defined classes and then choose them by means of the
Service Selection facility. If you wish to classify service master records, you must assign the classes to class type 038 (service).
For more information on the classification system, refer to
CA Classification System.
Service Master Conditions
You can store pricing data agreed with your vendors for each service master record in the form of conditions.
Master Conditions for Services.
Linkage with Service from Standard Service Catalog (SSC)
By specifying the service type, the edition, and the SSC item in the service master record (data area Standard service catalog ), you can save a service from
the
Standard Service Catalog as a service master record (and thus also define prices for this service, for example).
Sending via E-Mail
In display and change modes, you can click to send service master records for checking via workflow, for example.
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1.3.1.3 Service Master Records
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Service Master Record Editing
To edit a service master record, choose:
· For Sales, Logistics ® Sales and Distribution ® Master Data ® Products ® Service Master ® Service ® Service Master
· For Purchasing, Logistics ® Materials Management ® Service Master ® Service ® Service Master
Single Screen Function
Setting the Deletion Indicator
You cannot delete a service master record for which you have maintained conditions.
You cannot delete service master records immediately. You must first set an indication that indicates the service master is to be deleted. You can use a
reorganization program to delete the service master record from the system.
Service Master Conditions
You can store pricing data agreed with your vendors for each service master record in the form of conditions. For more information, see
· For Purchasing, Master Conditions for Services
· For Sales, Conditions for Service Master Records in SD
For more information about maintenance of service master records, see Service Master Record Maintenance.
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1.3.1.4 Creating a Service Master Record
Choose Logistics ® Materials management ® Service master ® Service ®
Service master.
Choose .
3. If external number assignment has been defined in your firm, enter the number of your master record.
You define the number assignment in Customizing for External Services Management under Service Master ® Define Number Ranges .
4. Enter a short text describing the service .
5. Choose a service category.
6. Enter the base unit of measure in which the service or work is to be measured and valuated.
7. If desired, maintain the fields in the individual data areas.
8. If you wish to create further service master records, go through steps 2 to 7 again.
If you want to change service master records, proceed as described under Changing a Service Master Record.
9. When you have finished processing the service master records, save your data.
Exit the function.
Creating a Service Master Record Using the Referencing Technique
Choose Logistics ® Materials management ® Service master ® Service ®
Service master.
Select a service master record in the service overview ( ).
If you cannot find the desired master record in the service overview, you can search for it in the following ways:
Click in the service overview and enter a search term. The relevant service master record will be displayed preselected in the service overview.
Click Other service and enter the number of the service master record. You can use the input help for Other service to search for service master
records according to a variety of criteria. The relevant service master record is included in the service overview.
2. Choose .
3. Make any desired changes.
4. To create further service master records with or without use of the referencing technique, repeat steps 2 to 4 or 2 to 7 respectively.
If you want to change service master records, proceed as described under Changing a Service Master Record.
5. When you have finished processing the service master records, save your data.
Exit the function.
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1.3.1.5 Changing a Service Master Record
Choose Logistics ® Materials management ® Service master ® Service ® Service master.
2. In the service overview, select the service master record you wish to change.
If you cannot find the desired master record in the service overview, you can search for it in the following ways:
Click in the service overview and enter a search term. The relevant service master record will be displayed preselected in the service overview.
Click Other service and enter the number of the service master record. You can use the input help for Other service to search for service master
records according to a variety of criteria. The relevant service master record is included in the service overview.
3. Choose to switch to change mode.
4. Make the desired changes.
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You can no longer change the unit of measure if condition records already exist for the master record.
5. If you wish to change further service master records, go through steps 2 to 4 again.
If you want to create new service master records, proceed as described under
Creating a Service Master Record.
When you have finished processing the service master records, save your data.
Exit the function.
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Conditions for Service Master Records in SD
Use
You can define payment conditions (prices, additions and deductions, tax and so on) for the services using the master conditions.
The system uses these conditions for pricing in the BOS in a sales document. You can then enter additional conditions in the sales document.
Prerequisites
If you require your own key combinations for conditions, you must create your own condition tables and define the access sequence.
You make settings for pricing in Customizing for Sales and Distribution , under Bill of Services ® BOS Pricing .
Features
You can define service conditions as follows:
· For a service master record for a customer ( by Customer )
· For a service master record ( By Service )
· For other objects ( Others)
You can also enter:
· Validity periods
· Scales
· Additional conditions
Activities
Choose Logistics ® Sales and Distribution ® Master Data ® Products ® ServiceMaster ® Service ® Service Conditions and then By Customer, By
Service or Others.
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1.3.2 Standard Service Catalog (SSC)
Definition
General standardized catalog of text modules for the description of services.
Use
Standard service catalogs (SSCs) are stored centrally as master records. They are a source of standardized service descriptions that help to eliminate data
redundancy. In contrast to the
Service Master Record, an SSC contains standard texts that only yield complete and unique service descriptions when put together in various combinations.
The use of SSCs can be advantageous in facilitating problem-free communication between contractual parties (e.g. between ordering entity and supplier).
Structure
A standard service catalog contains the following information:
Service type number
Edition number
Text module numbers
Text modules
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A service description is compiled from several text modules. The individual text modules are put together like building blocks to form a standard text. Each module
has a number. The standard service catalog number (SSC no.) of a service, uniquely identifying that service, comprises the numbers of the text modules, the
number of the service type, and the edition of the relevant standard service catalog.
SSCs can be subdivided into different service types, to classify work by trade or activity for example. Possible service types include "masonry work",
"maintenance services", "vehicle servicing", "cleaning work", etc. There can be several versions of each service type. The individual versions are characterized
by the edition number.
The following graphic shows how a precise description of a certain service (task or item of work) is arrived at using the text modules belonging to a standard
service catalog:
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1.3.2.1 Integration of SSC in BOS
Linking Service Master Records with Services from the SSC
You can create a service master record referencing a service from an SSC by specifying the type, the edition, and the SSC item of the service in the service
master record. For example, this enables you to maintain service master conditions for that service. For more information, see Processing a Service Master
Record and Service Master Records.
Adopting SSC Services in Bills of Service (BOS)
When creating bills of service with reference to an SSC, you branch to the SSC editor, where you choose the relevant services. For more information, see:
· For Purchasing, Adopting an SSC Service in Service Specifications
· For Sales, Copying Services from Standard Service Catalogs (SSC)
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Standard Service Catalog Processing
Features
Editing Standard Service Catalogs (SSC)
You can perform the following functions using the SSC editor:
· Create SSC
· Change SSC
If you want to edit an SSC, choose:
· For Purchasing, Logistics ® Materials Management ® Service master ® Standard Service Catalog
· For Sales, Logistics ® Sales and Distribution ® Products ® Service Master ® Standard Service Catalog
Transfer of External SSC to the SAP System
By choosing Service Master ® Stand. Serv. Catalog (Standard Service Catalog) ® Import File , you can import SSC into the SAP system from external data
carriers. After data transfer, the system branches directly to the editor, where you can check the imported SSC, make any necessary changes, and save it.
For a problem-free data transfer, you must ensure that the units of measure used in the external SSC have been maintained in your system in
Customizing under General Settings ® Check Units of Measure .
An error log contains any errors that might occur during the import of the external SSC, for example, if units of measure are missing.
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List Display
By choosing Stand. Serv. Catalog (Standard Service Catalog) ® List Display , you can call up the following information on individual SSC:
· Header Data
· Text Module Number
· Short and long text
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1.3.2.3 Creating a Standard Service Catalog (SSC)
Procedure
Choose Logistics ® Materials management ® Service master ® Standard service catalog ® Create .
Enter the necessary data.
If you wish to use a certain service type as a reference, enter the relevant data in the Reference area.
3. Maintain a short text describing the service type.
4. Define a validity period.
5. Specify a structure for the service type:
You can freely define the structure of the service type. However, take care that the sum of the text module numbers specified does not exceed 18
characters.
If you do not wish to maintain new structures, you can copy some instead.
Click Default to copy a predefined structure.
Click Service type to copy the structure of an existing service type.
6. Click Editor to maintain the text modules for this service type.
To compile a unique service description, you assemble several text modules and arrange them hierarchically. A maximum of six hierarchy levels is
possible. The degree of detail increases as you move down through the hierarchy levels. At the lowest level you must specify a unit of measure.
You can use the Outline heading indicator, to maintain outline headings grouping the underlying text modules. The purpose of this text is purely to achieve
greater clarity – it does not form part of the service description.
You can supplement the short and long texts of your text modules with variable symbols (e.g. '&'). In this way, you provide a degree of flexibility to
accommodate further technical developments or changes. When processing the document, you (or the service provider) replace(s) the symbols by the
relevant text.
5. Choose .
All input is checked by the system. If any errors have occurred, you can view them by clicking and then attend to them.
Before the service type is finally saved, the system checks the structure for errors. Any errors discovered are displayed in the error list ( List ).
6. Correct the errors where necessary.
7. Save the standard service catalog.
Result
When the catalog has been successfully saved, the Usage possible indicator is set automatically on the header screen of the SSC editor.
If you wish to use the SSC for referencing purposes when creating sets of service specifications, you must set the Usage allowed indicator.
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1.3.3 Model Service Specifications
Definition
Collection of services, the associated descriptions, plus pricing and quantity data. A set of model service specifications serves as a template for creating further
specifications.
Use
You can use the specifications for a certain group of services as a template if you are likely to have to procure all or some of these services repeatedly in the
future.
Structure
In a set of model service specifications, you can maintain service lines and an outline, if required.
Customer exists exist for adding customer-specific fields to a service line. For more information, see SAP Enhancements for Customer-Specific Fields in the
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Customer exists exist for adding customer-specific fields to a service line. For more information, see SAP Enhancements for Customer-Specific Fields in the
Service Master.
For more information about maintaining outline layouts, see Outline Layout.
Integration
If you want to create or change a BOS, you can copy model service specifications either completely or in part using the service selection function. For more
information, see:
· For Purchasing, Adopting a Service from Model Specifications or Document
· For Sales, Copying Services from Model Specifications or Documents
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Model Service Specification Processing
Features
Editing of Model Service Specifications
If you want to edit model service specifications, choose:
· For Purchasing, Logistics ® Materials Management ® Service Master ® Model Service Specifications
· For Sales, Logistics ® Sales and Distribution ® Products ® Service Master ® Model Service Specifications
Configurable Model Service Specifications
Using the configuration function, you can store object dependencies for individual lines of a set of model service specifications. The system can support you in
planning and entering services. The system can help you to select the right services, detailed specifications, exact quantities, and prices as quickly as possible.
For more information, see Creation of Service Specifications Through Configuration.
Creating a Requisition with Reference to Model Service Specifications
You can maintain the following default values in model service specifications for creating purchase requisitions that reference model service specifications:
· Purchasing organization
· Fixed vendor
· Contract
Setting Value Limits on a Set of Model Service Specifications
When creating requisitions and purchase orders, you can set value limits on model service specifications. This ensures that at the time of recording the services
actually performed by the provider, only those services that are listed in the model service specifications may be entered up to a value not exceeding the
specified limit.
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1.3.3.2 Creating Model Specifications
Procedure
Choose Logistics ® Materials management ® Service master ® Model specifications ® Create .
Enter the necessary data.
Choose .
The model specifications header screen appears.
4. Enter a name for the model specifications.
5. Enter further data (if desired).
6. Choose Services.
7. Enter the necessary data for the service lines.
If you are creating voluminous specifications, we recommend you use the service outline function.
Maintaining a Service Specifications Outline.
8. Save your data.
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1.3.3.3 Creation of Service Specifications Through
Configuration
Use
This function facilitates the structuring of complex service specifications during the processes of planning and recording external services. The system supports
you in selecting precisely the subset of services that is relevant to your needs from a more comprehensive set of model specifications.
Prerequisites
You must have created a configurable set of model service specifications with object dependencies. To do this, you use the components CA Classification
System and LO Variant Configuration .
CA Classification System, CA Characteristics and LO Variant Configuration.
The Configuration at time of service selection indicator must be set on the header screen of the model specifications.
Activities
Linking Specialized Knowledge to Model Specifications
Create a set of model service specifications with the maximum range of services to be performed.
Set the Configuration at time of service selection indicator on the header screen of the model specifications.
Creating Model Service Specifications.
In the classification system ( Logistics ® Central functions ® Classification system ® Characteristic ® Create ), create characteristics and store
characteristic values uniquely defining the services created in the model specifications.
Assign the characteristics and their values to a class of type 301 (model specifications).
The instances of the service characteristics determine which service lines are selected with which quantities when service specifications are created.
In variant configuration ( Logistics ® Central functions ® Variant configuration ® Configuration profile ® Create ), create a configuration profile for the object
Model specifications and assign the class created to this profile.
Create object dependencies for each service line in the model specifications by clicking . Click to assign already existing object dependencies to a
service. In doing this, you create rules that lead – depending on the characteristic values – to the selection of the individual service lines.
Configuring Service Specifications via Service Selection
Start the configuration process in the service specifications of a document by clicking Service selection .
Choose a configurable set of model service specifications.
The Configuration at time of service selection indicator must be set in the model specifications.
An editor guides you with suggestions through the characteristic value process to precisely that subset of services that you need to compile complete
specifications for your concrete project. The system automatically determines which services are involved from the underlying object dependencies.
If you wish to change field values during configuration, you must create an object characteristic that points to the fields of table ESLL.
For more information on the creation of object characteristics, see
Creating Reference Characteristics.
4. The system creates a concrete set of service specifications.
Example
A set of model service specifications comprises the entire range of services that may be required in pipe-laying projects.
Within this complete range, there are services that are mutually dependent or mutually exclusive.
The work involved in laying pipes in a new housing estate will differ from that involved in laying pipes in existing residential areas, for example.
If cast-iron pipes are to be laid, the work involved in connecting up and pressure-testing the pipes differs from that which would be necessary if the pipes
were made of steel.
At the same time, various jobs may not be necessary. If the pipes were laid in remote, wooded areas, for example, some of the work involved in fencing off
the jobsite for safety reasons (necessary in residential areas) would be superfluous.
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SAP Enhancements for Customer-Specific Fields in the Service
Master Record
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Use
You can provide additional fields for service master data. To do this, create projects for the appropriate SAP enhancements.
Features
SAP Enhancement for Service Master Records
You can use the SAP enhancement SRVASMD to create customer-specific fields for service master records:
· Add the customer-specific fields to the appropriate structure provided by this SAP enhancement
· You must also create a subscreen so that the customer-specific fields on the service master screen appear in a separate data area below the Other
pushbutton.
· Program the logic for the fields using the available function modules.
For more information, see the documentation on the SAP enhancement SRVASMD in the SAP system.
If you also want to transfer the customer-specific fields when you transfer a service master record to a service line, you have to program this in the
SAP enhancement SRVDET.
SAP Enhancement for Template Bills of Services
You can use the SAP enhancement SRVDET to create customer-specific fields: If you want to add these fields to the list of fields for which a mass change is
allowed, use the SAP enhancement SRVMAS.
These SAP enhancements provide the same customer-specific fields for both template and operative bills of services.
Activities
For information on how to develop SAP enhancements, see Customer Exits.
1. Use transaction CMOD to access project management for SAP enhancements.
2. Enter a project name.
3. Describe the project with a short text.
4. Choose Save .
The system requires you to assign a task. This assignment allows you to transport this project and its components to a productive system as soon as you
have finished creating the project.
5. Select Assignment SAP Enhancement and choose Change . Enter the SAP enhancement that you want to include in your project.
6. Choose Save .
7. Select Components and choose Change . Edit the include tables and exclude the function modules from the coding. Use the forward navigation function to do
this. When you edit the SAP enhancement SRVASMD , create a screen as subscreen.
8. Choose Save .
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Creating and Processing a Customer BOS
Purpose
The activities that you carry out in a typical business process are described here. There are various functions that you can use to structure and process a BOS in
a Sales Document.
Process Flow
Creating and Processing an Inquiry, Quotation and Order with a BOS
You can create and process differing sales documents (see Creating and Editing Sales Documents with a Bill of Services.
1. You can enter and monitor business processes in the pre-sales phase in the system, for example, by using customer inquiries and quotations. In the inquiry,
a customer requests whether you can perform particular services by a particular point in time, and the costs of such services.
2. A customer quotation is a legally binding offer to a customer to perform services to fixed conditions.
You use the function Create with reference if there is a customer inquiry in the system that has data to which you want to refer when you create a customer
quotation.
3. The sales order is the contractual agreement between the contractor and the sold-to party for the performance of services at defined prices, quantities, and
times.
You use the Create with reference function, if a customer quotation exists in the system that has data to which you want to refer when you create a sales
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order.
The complete chain of documents is a document flow or history. For more information about how you display the document flow for sales
documents, see Information on Individual Sales Documents.
Creating and Editing a BOS
1. You structure a BOS by Creating and Editing Outline Levels.
2. Creating and Editing Service Lines:
¡ You can create, change, re-number, add, or delete service lines in a BOS. You can also easily change the data in several service lines in one operation.
¡ If you have re-numbered, added, or deleted service lines in a BOS, you can sort the service lines, and change their sequence. You can use the line
number, service number, short text, or the external service number as the sort criterion.
3. When you create a BOS with comprehensive specifications, you do not have to enter the service descriptions manually. Instead, by using the selection
function, you can copy, and then edit, service descriptions quickly and easily from existing service master data, or from existing documents.
The following graphic illustrates the service selection possibilities:
See also:
Copying Service Master Records to Bills of Services (BOS),
Copying Services from Model Specifications or Documents.
Copying Services from Standard Service Catalogs (SSC),
Copying Services by using Class Selection
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Integration of a BOS in a Sales Document
Prerequisites
You must have made the settings in Customizing for Sales and Distribution and in the material master record, if you want to integrate a BOS into a sales
document.
Features
All sales documents have the same basic structure. They consist of a document header and document items.
The BOS represents an independent data object, which however can only co exist with a sales document. It can be found underneath a document item.
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The data is displayed on several screens, similar to the structure of a sales document.
The functions of BOS entry and processing are provided on the Item Data screen on the Services tab page.
The Services tab page is only displayed if you have created a document item with a BOS. To do this, use the appropriate dummy material.
If you create a document item with another material that does not correspond to the required settings in the material master record, this tab page is not displayed.
See also:
Structure and Data in a Sales Document
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Creating and Editing a Sales Document with a BOS
Use
You can create and edit a customer inquiry, a customer quotation, or a sales order with a BOS.
Choose Create with Reference , if:
· You want to create a customer quotation, and a customer inquiry exists in the system with data that you want to use when you create a new document.
· You want to create a sales order, and a customer quotation exists in the system, and you want to refer to it when you create a new document.
Prerequisites
You have made the settings in Customizing for Sales and Distribution and created master data such as the customer and the material.
Procedure
Create
1. Choose Logistics ® Sales and Distribution ® Sales , and, depending on the type of document you want to create, choose:
Inquiry ® Create
Quotation ® Create
Order ® Create
2. On the initial screen, enter the relevant sales document type and details of the sales organization.
3. Choose .
The Overview screen is displayed.
4. Enter the required data (such as customer and material).
For a document item with BOS, you have to enter the material number of the dummy-material.
Create with reference
Quotation , or
Order ® Create .
2. Select Create with Reference .
The Create with Reference dialog box appears.
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3. Enter the required data to select the source document.
4. Select Copy .
The Overview screen appears.
Change
· Inquiry ,
· Quotation , or
· Order ® Change .
2. Enter the appropriate document number on the initial screen.
3. Choose .
Result
There are several options for branching from the Overview screen to BOS maintenance.
· Choose Goto ® Item ® More ® Services.
· Choose .
· Double-click the document item; the Item Data screen is then displayed. Choose the Services tab page on the Item Data screen.
The service overview screen is displayed. From here, you can create and edit the BOS.
See also:
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Creating and Editing Outline Layouts
Procedure
Creating an Outline Layout
1. Choose to display the outline layout.
The outline layout is displayed on the left-side of the screen.
2. Create outline levels below the top node, which is identical to the document item.
You can use a maximum of four hierarchy levels to structure a BOS.
You can copy outline levels in part or fully using the service selection. For more information, see Copying Services from Model Specifications or
Documents.
Creating Outline Levels
1. Place the cursor on the outline level above where you want to create the new outline level.
2. Choose .
The Maintain Outline Level dialog box is displayed.
3. Enter the values for OLevel and the Short Text .
In the Hierarchy Level area, you can see the level of the selected entry.
4. By selecting , you branch to a screen on which you can enter the long text of the outline level.
5. Choose .
Changing Outline Levels
1. Place the cursor on the outline level that you want to change.
2. Choose Outline ® Change .
The Maintain Outline Level dialog box is displayed.
3. Make the required changes.
4. Choose .
Deleting Outline Levels
You can only delete outline levels that have not been assigned service lines and (other) outline levels.
1. Place the cursor on the outline level that you want to delete.
2. Choose Outline ® Delete .
Defining Layouts
1. Choose to choose a layout for the outline layout or to define your own layout.
You can choose different columns. You can find more information about the columns under Outline Layout.
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For more information about processing, see Layouts.
Editing Outline Layout Long Text
1. Choose an outline level the long text of which you want to edit.
2. Choose either:
¡ Long text outline in the context menu for the selected outline level
¡ Outline ® Long text in the menu
¡ Outline -> Change in the menu and then in the dialog box to create or to change the text.
The icon changes depending on whether text already exists or not.
The long text editor appears.
3. Enter a text.
4. Choose .
Printing the Outline Layout
1. Choose and Print entire hierarchy or Print view .
2. Enter the required data for your printer.
The columns of the display variant currently selected are printed.
You can also choose a print preview.
3. Choose .
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1.4.4 Creating and Editing Service Lines
Prerequisites
In Customizing for Materials Management under Services ® Define Screen Layout , you determine which fields in a service line are required, optional, or
blocked.
You are on the service overview screen. From here you can create and edit service lines (see Service LIne).
Procedure
Creating or Changing Service Lines
1. Enter the required data in the Services data area.
If you would like to change the table layout for the service lines, choose Entry variant .
2. If you use an outline layout, proceed as follows:
a. Select to display the outline layout.
The outline layout appears on the left-side of the screen.
b. Place the cursor on the outline level above the service lines that you want to maintain.
If you have created service lines below an outline level, they are identified by in the outline level on the outline layout display.
3. You can copy service descriptions from the service master or from documents.
Editing Long Texts
There are two ways to maintain a long text for a service line:
¡ Service long text
¡ Line long text
1. Select Goto ® Service long text .
If you have maintained text in the service master record, you can copy it into the service long text of the service line, and then edit it.
2. Select Goto ® Line Long Text .
Setting Line Attributes
1. Select the desired service line.
2. Choose .
The Detail screen appears.
3. Select the Line Category tab page and select the service line.
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Changing Data in Several Service Lines (Mass Changes)
1. Select the required service lines.
2. Choose Edit ® Set Values .
The Set Values dialog box appears.
3. Select the data to be changed and the new values.
You can replace subcontractor group 003 with subcontractor group 004 in 30 of a total of 100 service lines in a BOS.
Adding Service Lines
1. To add new service lines, select one or more service lines that are above where you want to add the new ones.
2. Choose Edit ® Add Line .
To ensure the numbering is consistent, sort and renumber the lines.
Sorting Service Lines
1. Choose Edit ® Sort by .
2. Select a sort criterion.
If you have renumbered, added, or deleted service lines in a BOS, you can sort the service lines, and change their sequence. You can use the
line number, service number, short text, or the external service number as the sort criterion.
For example, you have service lines numbered 10, 20, and 30, and you create an additional line between 20 and 30, which you number 21.
By sorting, the system restructures the list in ascending order, that is 10, 20, 21, 30.
Renumbering Service Lines
1. Select Edit ® Renumber .
2. Enter an increment value.
After sorting, you renumber the service lines if, for example, you want to use standard increments of ten.
Enter the increment, for example, 10. The system replaces the existing values in all the selected lines with the new values. In this example, the
system changes the line sequence 10, 20, 21, 30 to 10, 20, 30, 40.
Deleting Service Lines
1. Select one or more service lines for deletion.
2. Choose Edit ® Delete Line .
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Creating and Editing Composite of Service Lines
Prerequisites
You enable the subitem function in Customizing for Sales and Distribution under Bill of Services ® Enable Subitem Function at client level .
Procedure
Creating a Composite of Service Lines
1. Specify the object category as M for main item.
2. Enter the short text for the service and details such as quantity, unit of measure and gross price.
3. To add subitems under the main item, enter the object category as U and give details for the subitem.
You can add a subitem only under a main item or a subitem and not under a service line.
Changing a Composite of Service Lines
You can add a subitem to an existing composite of service lines by just inserting or appending a line under the main item or a subitem. To do this:
1. Specify the item category as U.
2. Enter the short text for the service and details such as quantity, unit of measure and gross price.
If you do not specify the item category, it would be considered as a service line.
Deleting a Composite of Service Lines
When you delete a main item, all its subitems are deleted.
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Copying Service Master Records to Bills of Services (BOS)
Use
You can copy a service master record to a BOS template or to an operative BOS.
When you copy the service master record, the system determines whether you are creating a new service line or changing an existing one.
If you assign a service master record to a service line that already exists, different functions are made available for reducing the time and effort spent on
maintenance. These functions prevent existing entries from being overwritten.
Prerequisites
If you also want to transfer the customer-specific fields when you transfer a service master record to a service line, you have to program this in the SAP
enhancements.
Procedure
Transferring a Service Master Record to a New Service Line (Creating a Service Line)
1. In the Services data area, enter the service number of the service master record in the Service No. field.
2. Confirm your entry.
The system uses the data from the service master record.
Long and short texts are used for the customer master record.
¡ Depending on the value of the indicator that allows changes to the short text, it is either possible to change the short text in the service line, or not.
¡ If a long text for the service master record has been maintained in the relevant language, it is copied to the service long text of the service line. The long
text is always displayed in display mode when a service line is created. It is not copied. It refers to the long text of the service master record.
Transferring a Composite of Service Master Record to a New Service Line
1. Enter the service number from the service master record that you wish to explode.
2. To explode the service as a composite of service lines, choose Yes .
3. You can modify the exploded composite of the service line as described in Creating and Editing Composite of Service Lines.
You can switch off the dialog box for confirmation if you are entering many main items and you do not want to confirm each item every time.
Copying the Service Long Text from the Service Master Record
You can only process service long text if you copy it from the service master record into the service line in this way. Otherwise, the long text only
appears in display mode. Not until you copy the long text to the document using this function can you change the long text, and it no longer
references the service master long text.
1. Choose Edit ® Copy service text.
2. To go to the service long text, choose Goto ® Service long text .
3. To enter a line long text, select Goto ® Line long text .
Transferring a Service Master Record to an Existing Service Line (Changing a Service Line)
1. In the Services data area, enter the service number of the service master record in the Service No. field.
2. Confirm your entry.
The system uses the data from the service master record:
· The service line fields are only filled with data from the service master record if you did not enter a value previously.
· The short text and the service long text are not copied.
You want to assign service master records to the individual service lines in the BOS of the building owner to save the material group,
subcontractor group, and costing model for quotation costing.
The short and long texts have been provided by the building owner. They cannot, however, be changed when the data is copied.
Branching to the Service Master Record from a Service Line
1. Choose a service line that has been assigned to a service master record.
2. Choose Goto ® Service master to display the service master record.
3. Choose to return to the service line.
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Copying Services from Standard Service Catalogs (SSC)
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Prerequisites
You must have set the Usage allowed indicator in the SSC header.
Procedure
1. Choose Entry variant ® Standard catalog .
2. In the Services data area, enter the required data for the SSC Service Area and Output.
3. Select Edit ® Copy service text .
The SSC editor is displayed and leads you through the BOS.
4. Double-click the text modules required, in sequence.
After you have run through all of the possible text modules for a particular service, in accordance with the SSC's combinatorial analysis, the system
branches back to the newly-created service line and copies the required text module.
5. On the full service screen, check the completed service description by choosing Goto ® Service long text .
You can maintain a long text for a service line in different ways:
a. Service long text
The service long text is taken from the SSC.
b. Line long text
The line long text only applies to the document service lines. It is also maintained in the document.
6. If you have selected text modules that have variables, the system issues a message advising you that you have to replace these variables with actual
values.
You must specify a particular category in the service description Sandstone masonry, category &$&, Wall thickness 50.
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Copying Services from Model Specifications or Documents
Use
By using the service selection, you can copy numerous services from an existing bill of services (BOS) to a newly-created sales document. You can either copy
individual service lines, or complete outline levels.
To select services, you can use the following sources:
· The current BOS
· Model Specification (Model Spec)
· Purchasing document
· Sales document
· Network
· Maintenance and service order
Procedure
Copying Service Lines
1. Select Service Selection .
The Service Selection dialog box is displayed.
2. Enter the model specification or the document from which you want to copy services.
If you do not know the number of the model specification or document, you can search for one using .
3. If you want to copy a BOS completely, select .
4. If you want to branch to the selected BOS, select .
5. Select the required service line(s) in the selected BOS.
6. Select Services to copy the service lines.
You return to the current BOS.
Copying Outline Levels with Service Lines
You can only perform this process if you create a new BOS that does not yet have an outline.
1. So that you can copy outline levels completely or partially, you must show the Outline Layout by choosing .
The Service Selection dialog box appears.
3. Enter the model specification or the document from which you want to copy services.
If you do not know the number of the model specification or document, you can search for one by choosing .
4. If you want to copy a BOS completely, choose .
5. If you want to branch to the selected BOS, choose .
6. Choose the required outline level in the selected BOS.
7. Choose Outline Path .
The system copies the complete subhierarchy, including the service lines below it, into the current BOS.
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You return to the current BOS.
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Copying Services by Using Class Selection
Prerequisites
To copy a service master record by using classification selection, you must maintain the classification system for Services (038) class type.
For more information, see Classification (CA-CL).
Procedure
2. Select Class Selection .
3. Select .
The Find Objects in Class screen appears.
4. Enter the required class.
5. Select .
6. Choose Find in Initial Class .
The system displays the service master records assigned to the class.
7. Select the required service.
8. Choose to copy the service to the current BOS.
The current BOS appears.
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1.4.10 Tracking Changes in the BOS
Use
Changes that have been made to the BOS are logged in the system.
For each change, you can display information on the person who made the change and when (date and time). You can also display a change document.
Prerequisites
You are on the service overview screen. From here, you can create and edit the BOS.
Procedure
Choose Goto ® Changes .
The change document appears.
Result
An overview detailing all the changes is displayed.
User Date Time Change Document
SCHMIDT 21.02.2001 20:06:42 1036144
Line long text : 01 0000000010 added
Outline long text : 02 added
Line : 02 0000000010 changed
MATKL material group
Old field
New field 01
THOMAS 29.03.2001 10:06:42 104615
Group : 01 changed
KTEXT1 short text
Old field Junction box XB-4
New field Junction box XA-12
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Cost and Revenue Planning
Purpose
Detailed planning in the customer quotation and in the sales order is made possible by viewing the cost planning and sales price determination separately.
If you want to assign services to a subcontractor, select these external services and create purchasing documents for them. You can then copy the prices from
the subcontractor quotations for pricing in the customer quotation.
Some of the master data (material masters, stored wage costs) can be used when the required sources and quantities for the costing of services are processed.
You can also create requests for quotation for these materials.
Target specifications for the grouping of alternatives can be determined in the customer quotation and sales orders. The transfer of target specifications to the
project links the business and technical areas, and thus supports project controlling in the execution phase.
Supplements are also managed and can be costed (see For more information, see Supplement).
Process Flow
You can carry out cost planning and sales price determination in the customer quotation and sales order.
If you create the sales order with reference to the customer quotation, you can copy the conditions and costing items and therefore minimize the
time and effort involved in costing the order. To use this option, you must have previously set the Copy services indicator. For more information,
see Copying Control for Sales and Distribution Documents.
Below is a description of the steps involved in cost planning and sales price determination:
1. You receive an inquiry or take part in a bid invitation.
Consulting engineers plan the proprietor's construction work. The resulting BOS can be requested for quotation creation.
Another option consists of the proprietor creating a functional description of the services involved in which the construction task (function
descriptions, minimum qualities, and so on) is described. In this case, the contractor creates a bill of services (BOS).
You first import the bill of services into the system (see Interfaces for Sales Documents With BOS) or set it up manually (see Creating and Processing a
BOS).
Service lines are often added. This simplifies costing and provides visibility. Additional service lines can be contingency lines or alternative lines (see Line
Attributes).
2. Quotations from different subcontractors can be collected in order to create the customer quotation. Subcontractor groups allow you to group service lines
in the sales document and transfer them to a purchasing document. (See Service Lines)
You enter subcontractor groups in the service lines that are to be assigned to subcontractors. These service lines are in the customer BOS.
You define subcontractor groups in Customizing for Sales and Distribution under Bill of Services ® Subcontractor BOS ® Define
Subcontractor Group.
The default setting in the standard system defines that subcontractor group 0000 signifies internal services. You cannot assign service lines in
this subcontractor group externally. For that reason, you cannot copy them to a purchasing document.
You can use purchasing groups or maintenance groups as grouping or selection criteria. You define the following subcontractor groups for
maintenance groups:
- 0001 Dry construction
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- 0002 Heating
- 0003 Electrical work
3. You create bills of services in order to obtain subcontractor quotations. To do this, copy the service lines specified for external assignment using
service selection form a customer BOS to a subcontractor BOS. When you copy the lines, you can define whether the total quantity or a partial quantity is
queried.
The system centers a reference for each service line copied from the customer BOS. This reference information enables quantity checks and price transfers.
To create a quotation for a construction proprietor, you request quotations from subcontractors for electrical work. To do this you create a RFQ with
SC BOS, assigning all of the services from the customer BOS to subcontractor group 0003 (electrical work).
4. On the basis of the subcontractor bills of services, quotations for the external services are requested from the subcontractors. Some subcontractors may be
requested just to provide quotations for labor or material in the SC BOS. This assumes that the materials are purchased by the contractor and provided to the
subcontractor for the construction work.
You implement the purchasing process using the component External Services Management (MM-SRV).
You can compare the prices of different quotations related to a particular bid using the price comparison list. The quotations are listed by items with the
most reasonable price first. For more information about the price comparison list, see Comparing Quotations.
5. The system helps you to copy the prices from the subcontractor quotation to the customer quotation. You call the price transfer in the subcontractor
services report.
You determine which pricing elements are transferred from a subcontractor quotation to a customer quotation is controlled using the assignment of
condition types for MM services to condition types for SD services. You can make the required settings in Customizing for Sales and Distribution
by choosing Bill of Services ® Subcontractor BOS ® Define Copying Rule for Condition Type.
For example, if you only want to copy material costs, and you do not want to take into account wage costs, you only assign the relevant material
conditions. When the system automatically transfers the prices, it only copies these pricing elements.
Automatic transfer of prices is not possible if you have created several purchasing document chains (that is, if you have referred to the same
service line in several purchase requisitions or purchase orders).
6. The required resources (material, wage, external labor, equipment, and so on) and quantities (number of hours, units, meters, and so on) can be determined
on the costing item level for each service line (see Cost Planning and Processing of Costing Models and Assignment of Attributes).
¡ If master data exists for the planned resources, the budgeted costs saved in this master data are automatically passed to the costing item level:
§ Material master
§ Saved labor costs (service types, cost centers)
§ Service master conditions
§ Purchasing information record
¡ If costing items exist that cannot be provided with base costs from master data or vendor and subcontractor quotations, estimate the base costs and then
enter them manually (see Cost Planning).
¡ You create inquiries for external services and materials (see Triggering of Execution Services). The quotations from vendors and subcontractors are
received, entered in Purchasing and then evaluated. To do this, use the component External Services (MM-SRV). You copy the quotation prices
manually as budgeted cost for the base costs for the external assignment of specific costing items.
7. The overhead costs for a BOS are calculated separately so that they can be distributed among the individual costing items of the service lines (see:
Calculating Overhead Costs).
Depending on the specific conditions of the project, the base costs and base quantities can be corrected by additions and deductions in order to
determine the basic costs and quantities (see: Calculating Service Lines and Calculating Additions and Deductions and Distributing Assessments).
The system determines the basic costs and quantities from the base costs and base quantities, plus any additions, deductions and assessments.
The basic costs are transferred to the service line to determine the sales price. The system transfers the basic costs of the costing items to the conditions
in the costing sheet for the service line (see: Transferring Costs to Service Conditions).
The sales price is determined by the additions or deductions made to the service lines by the general business costs and sales margin.
The basic sales price is derived from the hierarchical cumulation of all the sales prices for the service lines. You can reduce or increase this manually on the
level of the document item level (See also: Sales Price Determination).
Further additions and deductions to the basic costs and quantities result in the target costs and target quantities. (see also: Calculating Service Lines and
Calculating Additions and Deductions and Distributing Assessments).
The target costs and target quantities are those that the contractor endeavors to meet in realizing the work in the project. You can use these to form
standard values for the execution of the project, for example, for the construction site manager.
The determination of the target costs is not the same as the actual target price calculation.
You can transfer the target costs and target quantities to the Project System. They act as a basis for project planning. (See also: Transferring Costs to
the Project).
The costing report documents the costing results.
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Service Selection from a Customer BOS to a Subcontractor BOS
Use
You create bills of services or inquiries to obtain subcontractor quotations. To do this, copy the service lines specified for external assignment from the sales
document to the purchasing document. When copying them, define for each service line which quantity is to be queried. A quantity check takes place.
This form of copying the service lines allows an automatic transfer of the prices from the subcontractor quotation to the customer quotation (see Report
Subcontractor Services).
Integration
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External Services (MM-SRV)
Prerequisites
You have defined subcontractor groups in Customizing for Sales and Distribution , under Bill of Services ® Subcontractor BOS .
In the sales document (customer quotation, sales order) you have assigned the service lines for copying into a purchasing document to subcontractor groups.
Features
Create a purchasing document with service item.
Choose Service Selection in the purchasing document with the option from SD to subcontractor BOS. A copying screen appears. On the copying screen
an editor helps you while you copy services.
If you select Service Selection with the option From sales document in a purchasing document you can also copy services, however the
system does not administer any reference information. For that reason, you cannot check quantities or transfer prices.
Transfer Screen
On this screen, you can do the following:
· Select service lines from a customer BOS on the left-side of the screen
The system displays the BOS with all outline levels and the service lines that you assigned to subcontractor groups.
· Copy service lines to a SC BOS on the right-side of the screen
The top node that you can see is identical to the document item. You can also see the outline levels and service lines if you have already created them.
You can select individual service lines in the customer BOS and add them to the SC BOS below an outline level. However, you cannot copy
outline levels.
If you require an outline layout for the SC BOS you create this before making the service selection.
Customer BOS
On the overview screen, you can do the following:
· Find services
Select Find to enter a search term for an outline level or service line. The system selects the outline level or service line that it finds in the overview.
· Display the service details
You first select a service line. Choose Detail view to call a service detail screen for a previously selected service line.
· Sort the list
Choose Sort ® Ascending to sort the list in ascending order. The system sorts the list in accordance with the values in the selected column.
· Group the list
Choose Sort ® Group to group the list. The system groups the list in accordance with the values in the selected column.
· Copy the service lines
First select one or more service lines that you want to copy. Choose Copy service line to copy the selected service lines to the temporary storage.
You can also use Drag&Drop to add the service lines below an outline level in the SC BOS.
Finally, on the right-side of the screen, you can copy these service lines to the SC BOS by choosing Add service line .
SC BOS
In the overview, you can do the following:
· Find services
Choose Find to enter a search term for an outline level or service line. The system selects the outline level or service line that it finds in the overview.
· Display the service details
You first select a service line. Choose Detail view to call a service detail screen for a previously selected service line.
· Display services from the customer BOS
Choose Display assigned services SD ->MM to display the service lines that have a reference to the customer BOS. The system highlights the
assigned service lines in the overview.
· Add service lines
You first select an outline level below which you want to add service lines. Choose Add service lines to transfer the service lines copied from the customer
BOS to the SC BOS.
A screen to transfer quantities appears. Either choose to copy all of the values, or correct the quantities of individual service lines and confirm the transfer
each time by choosing .
You can also use Drag&Drop to add the service lines below an outline level in the SC BOS.
· Change service lines
You first select a service line. Choose Change service line to change the quantity for the selected service line.
· Delete service lines
You first select one or more service lines. Choose Delete service line to delete the selected service lines.
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Cost Planning With The Easy Cost Planning Method
Purpose
You can use the Easy Cost Planning costing method with special enhancements to cost services for planning costs in a BOS. You can calculate overhead costs
separately and distribute them appropriately among specific costing items. Furthermore, you can calculate additions and deductions for costing items flexibly.
Process Flow
The BOS structure forms the basis for the costing structure. You can branch to Easy Cost Planning from any area in a BOS (BOS initial node, outline level,
service line). The system transfers the appropriate sub-hierarchy as the costing structure.
Using Easy Cost Planning, you enter the elements that cause costs (the required resources such as material, wages, external work, or equipment, as well as
the required quantities such as number of hours, units or meters) as costing items for the service lines. (see Calculating Service Lines).
For composite of service lines, you carry out a cost estimation for the subitems and these costs are cumulated to the main item.
You can set the lot size indicator for the first time, but subsequently the lot size cannot be changed.
For subitems, the system also considers the main item quantity.
Example: If you set the lot size indicator, the lot size by default, is one. If you do not set the lot size indicator, the quantity of the service line is used. If you enter ten
as the quantity, the lot size is also set to 10. If the quantity or the lot size indicator is later changed, the lot size remains unchanged.
You can represent planning forms by using costing models. To save time and effort involved in entering data, and to ensure security of planning, you can use
these predefined costing models as planning forms (see Processing Costing Models and Assignment of Attributes).
A costing model can contain the material and the wage portion for the service "lay cables, assembly type on saddle.” You can then use this as a
template in different planning objects, whereby the required resources (material and wage) are automatically included in the costing.
You can determine the estimated quantities for the costing items using characteristics that are assigned to the costing models. Additional derivation
rules can be entered for complex relationships between the characteristics and the estimated quantities for the costing items. In this way, the
template can take different configurations into account. In other words, depending on whether it is laid above the intermediate floor, the resources
and quantities can change for one meter of cable with a cable stake body or a protective casing.
We recommend that you create a costing model for the lot size of one of a service line.
You have the following options for determining base costs.
· You can use master data (material master records and labor costs stored in the system). The system valuates your entries with the prices stored in the
system.
· You can copy the quotation prices for the chosen supplier or subcontractor manually as base costs for the external procurement of certain costing items (see
Triggering Execution Services).
· If costing items exist that cannot be provided with base costs from master data or vendor and subcontractor quotations, estimate the base costs and enter them
manually.
Depending on the specific conditions of the project, the base costs and quantities can be corrected by additions and deductions in order to determine the basic
costs and basic quantities.
Examples for additions and deductions are:
- The size of the construction site
- Possible future changes in price for the raw materials required
- Logisticalpositioning of the usage location
- Qualifications of employees
The overhead costs for a BOS are calculated separately so that they can be distributed among the individual costing items of the service lines (see Calculating
Overhead Costs).
The value of the costing items in overhead costs calculation has no effect on the overall value of the BOS. These costs only have an effect on the
individual budgeted costs for the service lines after the assessments have been distributed.
The additions, deductions and assessments can be assigned (see Calculating Additions and Deductions and Distributing Assessments).
The system determines the basic costs from the base costs plus any additions, deductions and assessments.
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Further additions and deductions to the basic costs and the basic quantities result in the target costs and the target quantities.
Result
The system transfers the basic costs to the costing sheet for the service line as basis for determining the sales price For more information, see Sales Price
Determination.
You can transfer the target costs to the WBS elements as a standard value for the execution of the project. For more information, see Cost Transfer to the Project.
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Calculating Service Lines or Composite of Service Lines
Use
You want to plan the costs for the service lines or composite of service lines. You can use the costing method Easy Cost Planning to do this.
Procedure
1. On the service overview screen, select the BOS initial mode, an outlet level, or a service line.
2. Choose .
If you have not created costing yet, the screen for doing so appears. On the Additional data tab page, enter a valid costing variant and choose Transfer cost
estimate .
If you have selected a service line, this screen also appears.On the appropriate tab page, you can assign a planning form. Choose Transfer cost
estimate .
The Easy Cost Planning processing screen appears.
3. Carry out the costing.
For more information, see Executing Cost Planning with Easy Cost Planning.
4. Exit costing by choosing Back .
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When you exit the Easy Cost Planning screen by choosing Back , your costing is saved temporarily. Your data is not saved to the database
until you save the sales document.
You can only save or exit costing if does not contain any errors. Choose Cancel to exit a costing that contains errors.
Result
The results of costing (including additions and deductions and overhead costs assessments) are displayed in a costing report. For more information, see Costing
Report.
The basic costs of the individual costing items are grouped together to form different condition types such as material, wage, and equipment. These are transferred
to the appropriate conditions in the costing sheet of the service line for sales pricing purposes. For more information, see Sales Price Determination.
You can transfer the target costs and quantities to costing for the work breakdown structure elements (WBS elements) as default values for the project execution.
For more information, see Cost Transfer to the Project.
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1.5.2.2 Calculating Overhead Costs
Use
Besides costs that can be assigned directly to a service line, there are also overhead costs.
For construction projects, these overhead costs can be made up of the following:
· Construction site facilities including accommodation, energy, security equipment, wages, materials, tools and small equipment, material costs for construction
site equipment and so on.
· Leases, roads, traffic regulations
· Salary cost for construction departments, settlement, surveying
· Maintenance and repair of equipment, energy and power consumption, tools and small equipment
· Transport of equipment, materials and leased goods
· Special costs for the construction site such as technical execution of work and object-related insurance
There are no separate service lines in the customer BOS to represent the overhead costs. The overhead costs are calculated separately using the costing tool
Easy Cost Planning .
Prerequisites
Settings for Cost Planning
You are processing a BOS in a quotation so that you can execute quotation costing or an order to execute order costing. For more information, see Creating and
Editing a Sales Document with BOS.
Procedure
1. Choose Overhead costs on the service overview screen.
If you have already created a cost estimate, you go straight to Easy Cost Planning processing.
If you have not created a cost estimate yet, the screen for doing so appears.
a. Choose the Additional data tab page.
b. Enter a valid costing variant.
c. Choose to transfer the costing data.
Easy Cost Planning processing appears.
2. Execute the costing.
You can find further information on the procedure under Executing Cost Planning with Easy Cost Planning.
3. Exit costing for the overhead costs by choosing .
When you exit Easy Cost Planning using , your costing is saved temporarily. Your data is not saved to the database until you save the sales
document.
You can only save or exit costing if does not contain any errors. You can only exit a costing that contains errors by choosing .
Result
You then distribute the overhead costs as assessments to the costing items for the service lines. You can find further information under Calculating Additions and
Deductions and Distributing Assessments
You can display the result of costing in a costing report. For more information, see Costing Report.
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Calculating Additions and Deductions, Distributing Assessments
Use
The additions and deductions have an effect on either the quantity of the budgeted cost or a costing item and can be expressed either as a percentage or as a
value. They can be calculated on base costs and quantities and also on basic costs and quantities.
The overhead costs are calculated as assessments on the base costs.
Prerequisites
Executing Cost Planning with Easy Cost Planning
Calculating Overhead Costs
Features
You can assign additions, deductions and assessments in the detailed statement when you cost service lines.
An overview provides you with information on the assessment parts already distributed (as percentage and absolute) and on the part still to be distributed
(percentage and absolute).
Example
You have transferred the sub-hierarchy for carcass work to Easy Cost Planning . The outline level Carcass work forms the initial node.
Carcass work
Earthwork
Excavation of foundation
Pipe trenching under base plate
Concrete and reinforced concrete work
Concrete exterior walls
Concrete interior walls
Concrete ceilings and floors
Concrete supportive pillars
Reinforcements
You can select any node in the costing structure and call the exploded detailed statement.
· You want to assign an additional cost for the carcass work. To do this, choose the initial node and transfer all the costing items to the exploded detailed
statement.
· To assign a special discount for the concrete and reinforced concrete work, choose the appropriate outline level and transfer all the costing items below it to the
exploded detailed statement.
· If you want to take fluctuations in the price of steel into account when you calculate the basic costs for the reinforcements, choose the service line for the
reinforcements.
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1.5.2.4 Editing Costing Models and Assigning Attributes
Use
In
Easy Cost Planning the planner can use the costing model that you create with this function as a planning form. This enables costs to be calculated from the
planner's point of view. The costing model can be used for all similar planning processes.
By assigning attributes to the role of the planner, you decide which screen areas of
cost planning are displayed for the planner in the cost estimate, and to what extent they can be changed. This assignment applies across all models and
hence is only required once for each role.
Prerequisites
During the implementation phase, organizational boundaries must have been defined for the namespaces of the characteristics to control the use of characteristics
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that use the Classification System (CA-CL).
To be able to define costing models, you should have experience in using the SAP System, particularly in the following areas:
Application
Area
Product Cost Controlling (CO-PC) Costing tools, especially unit costing and costing items
Overhead Cost Controlling (CO-OM) Chart of accounts, cost centers, cost elements and activity types, internal
orders, overhead
Materials Management (MM) Purchasing, services, material valuation, inventory management
Activity-Based Costing (CO-OM-ABC) Templates
Classification System (CA-CL) Characteristics
Features
The following graphic shows an overview of the structure of the Easy Cost Planning: Model screen:
You can show or hide ( ) the screen area Worklists and also change the size of the screen areas.
Definition Area
Here you can edit a costing model or role. To switch from editing the costing model to editing the roles, either choose or choose the role directly in the worklist.
To return to editing the costing model, choose or select the model directly in the worklist.
Having selected a costing model or created a new one, you can carry out all changes or definitions (by clicking on the nodes) in this area. You can enter a
description for the model ( ). You can then use it to document the model. When the planner wants to create a cost estimate, this description is available for
finding a planning form. For information on the editor, see
PC Editor and Editing Text.
If you have selected a role, you can select here the attributes which should be assigned to the role.
If you assign the attribute Hide cost estimate item view to the single role Maintain Internal Orders
(SAP_CO_OM_JOB_INTORDER_MAINT), the relevant button is hidden. That is, it is no longer possible to see the item view. This applies
to all planners to whom only this role has been assigned. If you want to prevent a planner to whom multiple roles have been assigned from
displaying the item view, assign this attribute to all of the planner’s roles. The simplification of the screen achieved by this is particularly
useful for occasional users, especially if they do not have extensive knowledge of Controlling in the SAP System. However, for the planner it
also means that it is no longer possible to change the costing items manually.
Work and Display Area
In this area, you can assign the characteristics. When you create new characteristics, you can define the characteristics directly from here. If the characteristics
exist already, you can change them using in the Characteristics Maintenance column.
In addition, you can display a preview on the entry screen by clicking on the node Structure model entry screen . You can then edit it here.
If you delete, change, edit or create new characteristics then these changes will only be displayed in the preview once you have saved the
model.
Worklists Area
This area contains the planning forms , characteristics , and roles . These are the predefined directories. The worklists provide an overview of the data present
in the system and a user-friendly view of its structure. Once you have loaded the most frequently used planning forms, characteristics, and roles into the worklists,
they are always immediately available. The directories can be made available to everyone, limited to a specific role to which you must have been assigned, or
defined such that only you can use them.
To load the available data into the worklists, either choose immediately next to the node, or . You can create, insert ( ), rename, and restrict ( ) worklists,
as well as modify what users can display them (change from user-specific to role-specific or all users). You can copy planning forms, characteristics, or roles to
other worklists of the same category with drag & drop. Make sure that you select nodes supplied with a hyperlink together with the symbol in front of them. It is not
possible to copy subdirectories. Use to call up any worklists that are in the system but have not yet been displayed. To delete worklists, choose . To
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remove subdirectories or loaded data from a worklist, choose . To save worklists, choose in the screen area Worklists .
You can call up a costing model and role directly by clicking on the relevant node in the worklist.
You can assign a characteristic directly to a model. To do so, you must have chosen the model and called up the assignment of the characteristics in the work
area. You can copy the characteristic into the table in the work area by dragging it with the mouse.
Activities
Choose:
Choose Logistics
® Project System ® Basic Data ® Templates ® Models for Easy Cost Planning .
Accounting
® Investment Management ® Appropriation Requests ® Environment ® Maintain Costing Model
Accounting
® Controlling ® Product Cost-Controlling ® Product Cost Planning ® Easy Cost Planning & Execution Services ® Edit Costing Model
Create costing model:
Choose . Enter a name for the costing model. The name must not begin with a number or contain any blanks. If you don’t enter a description, the
system copies the name automatically into the Description field. You can change the description at any time by choosing .
If the costing model is valid for all objects , you can also cost the following objects with the model:
Internal orders
WBS elements
Appropriation requests
When you copy a model ( ), answer the dialog box Save template? with Yes. Otherwise the template will not be copied.
Creating and Assigning Characteristics
If you want to
structure the entry screen that was created automatically to suit your requirements, select this node in the definition area.
Defining Derivation Rules
If you choose All Objects as the reference object, you can use the costing object for any planning process. If you limit your choice to one
reference object, you will have special functions in the template for that object.
If you want to display the screen areas in the cost estimate on a role-specific basis, select a role and assign the relevant attributes to it by setting the
indicator. Save your settings in the screen area Definition using (Save attribute assignment).
Save your entries.
Multilingual Capability
If the planner needs the costing model to be available in more than one language, you need to carry out the following activities, noting the special features:
Characteristics
When creating the characteristic, enter the description of the characteristic on the tab Descriptions in all the languages that you require.
If you want to set default values, go to the Values tab, select a value, and choose . Enter a description in all required languages.
If you choose Extras
® Change Language, you can enter the characteristic description and the descriptions for all values for the language selected.
Entry Screen
Do not change the characteristic descriptions on the entry screen. Additional text (for example notes or texts for hyperlinks) and changes can only be entered in
one language, and consequently are only available in that language. The Confirm button and the heading Comment are automatically displayed in the correct
language.
Derivation Rules
You must ensure that descriptions are available in all of the languages that you require. Make sure when you use a costing model (item category J) that this also
applies for the description of the model used. Do not enter any descriptions in the item lines. The descriptions are then automatically displayed in the correct
language. Exception: You must enter a description for the item categories comment row , calculation row (process and cost center/activity type) and text item .
This is only possible in one language, so the descriptions are then only available in the one language.
Description for the Costing Model
Once you have created the model, log on to the system in each language in turn that needs to be available. Call up the model for editing and choose . Enter the
description for each model in the correct language and save your entries. To ensure the description of the model is available in the languages you require, enter it
in each of the relevant languages.
Result
The costing model is available as a template on a permanent basis. For more information, see
Using Easy Cost Planning.
Example
Example of Easy Cost Planning for a Project
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1.5.2.4.1 Creating and Assigning Characteristics
Use
Characteristics represent the cost incurring functions of a planning process in the costing model. A characteristic can be assigned to more than one costing model.
Prerequisites
You have created a costing model.
Procedure
Define the characteristics by clicking on the node Assign characteristics to the model .
The system displays a table in the work/display area.
Under Characteristic name , enter the name of an existing characteristic, or create a new one. Then choose Continue .
1. If you are using an existing characteristic, the data is copied into the table.
2. If you are not using an existing characteristic, the system asks you if you are creating a new one. Choose Yes .
The Create Characteristic screen appears.
Enter the required data. SAP recommends that you select a characteristic group containing characteristics that you have created specifically for costing models.
You should note the following:
1. The system cannot interpret user-defined data formats or multiple value characteristics.
2. If you enter values to be available in a dropdown box, you should not set the indicator Additional values . If you want to enable planners to define their
own characteristics in addition to the values that you have entered, you must define a specific characteristic for this purpose. You do this when you define
the derivation rules, for instance by creating a variable item .
3. If you want a value to appear in the entry screen as a default setting, set the indicator D for this value.
Save your entries.
You should note that on the Restrictions tab page, the characteristics are always assigned to class type 051 (which is not displayed in the input
help). This ensures that the characteristics are only available for Easy Cost Planning. If you want to use characteristics with a different class type,
you have to enter class type 051 for these in addition.
You should also bear in mind that characteristics may be used in a variety of costing models, which means that if you change a characteristic this
could affect more than one costing model. If you create new characteristics, you can identify them as yours by the name that you give them. Heed
any naming conventions that may apply in this regard. Characteristics to which further class types are assigned in addition to class type 051 may
be used by other application components which similarly use the Classification System (CA-CL).
Result
The characteristic is assigned to the costing model and can be specified in the entry screen.
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1.5.2.4.2 Structuring the Entry Screen
Prerequisites
You have created a costing model and assigned characteristics to it.
If you do not want to make the changes directly in HTML, you must have installed an HTML editor.
Procedure
Call a preview of the automatically-created entry screen by clicking on the node Structure model entry screen .
In the work/display area, choose .
If you want to make the changes using your own HTML editor, you can download the HTML code as a local file to your PC by choosing . To import the
changed file back, choose .
If you want to change the HTML code directly, you should note the following points:
You must not delete the variables for the field values, because if you do the values of the characteristics cannot be interpreted correctly. The variables are
generated in the form of `<CHARACTERISTIC NAME>.value` or `< CHARACTERISTIC NAME >.name`. The system replaces the variables with the value
entered. The entire expression for the variable must not exceed one line (there must not be a line break).
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If you insert a hyperlink, you should display the Internet page in a new window. To do this, you must enter the command target="_blank" in HTML code in
the following position: <a href="http://www. ... " target="_blank" ><Text of link in entry screen></a>. If you display the Internet page directly in the same
screen area as the entry screen, the planner can only go back to the entry screen by right-clicking on the mouse. However, this would mean that the data
entered before the link sequence is lost.
4. To display the changed HTML code from the editor in the preview, choose .
You can generate the entry screen in SAP style (standard setting) or in Web style. When you save the costing model, the style generated last is saved.
Result
When the costing model is saved, the changed entry screen is stored as a file by means of the
Business Document Service. However, this only happens if you have made changes in the automatically-generated entry screen (with or ). You can
save multiple versions. The most recent version is always the active one. You can manage the files with the Business Document Navigator ( ): If, for example,
you want to use an older version, you have to delete the newer ones.
If you subsequently change a characteristic and have altered the automatically-generated entry screen with or , you must regenerate the entry
screen in order to include the changes. If you have changed the HTML code, it will be overwritten by the regeneration. To prevent this from
happening with multiple changes, proceed as follows: Download the previous HTML code to your PC. Regenerate and compare the HTML codes.
Using cut and paste, insert the position at which the change to the characteristic has affected the HTML code into the HTML code in the local file,
and import this back into the SAP System. Confirm the changes with .
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1.5.2.4.3 Defining Derivation Rules
Use
You can specify characteristics, functions,
formulas and methods in the derivation rules. The planner’s general approach and way of thinking are consequently reflected in the costing items of unit
costing. This is where you enter the resources needed for the planning.
If you want the costing model to offer a choice between resources of the same sort, enter all of the resources and use Activation to control
which resource in the planning case is entered in the cost estimate. You define the activation through the prompt for a particular specification
of the related characteristic. For example, if characteristic LENGTH = 10, the line with resource (material) A10 is used, and if LENGTH = 20
the line with resource A20 is used.
To determine the quantity of the respective resource you use a characteristic, for example, the characteristic NUMBER OF WORKING
HOURS for an internal activity item.
Prerequisites
You have created a costing model.
Procedure
You can only define the derivation rules (of the template) for the costing model when you define the model.
1. Click on the node in the definition area of the costing model.
The screen Create template <NAME OF COSTING MODEL> appears. The template automatically receives the name of the costing model and is
created in a specific environment, depending on the planning object.
2. Enter the costing items required for the planning object. For more information, see
Templates for Easy Cost Planning.
Go back and save the template.
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1.5.2.4.3.1 Template for Easy Cost Planning
Definition
The template is a dynamic calculation tool that uses
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functions and formulas to calculate numerical values and determine the results of Boolean expressions (true or false). Templates for Easy Cost Planning are
created in environments 200, 205-208, and 214-215. The environment is defined automatically by the system depending on the object to be planned (internal
order, WBS element, and so on). With the exception of environment 214, you cannot create environments in Customizing. Instead, you can only do so by defining a
costing model.
Structure
The template contains a table in which you can make the following line entries:
Column Possible Entry/Process
Item category in template
The key of this item category is not always the same as that of the costing item.
Comment row, process, calculation row (process), cost center/activity type,
calculation row (cost center/activity type), costing model, external activities,
subcontracting, material, service, base planning object, text item, variable item
For the item category calculation row , you cannot call the
editor or define methods in the object column.
When you insert one costing model into another, the
costing model you are inserting must be a model that is
valid either for all planning objects or for the same
planning object as the costing model into which you are
inserting it.
Description The description is displayed in the cost estimate as the description for the
costing items. The system determines the description for most of the item
categories automatically once you have confirmed your entries. (The
description is used in the case of the base planning object.) Consequently you
only need to make an entry here if the description is cannot be determined by
the system or if you need to overwrite it.
Object Enter the object (such as a material), depending on the item category specified.
You can either enter the object directly or
define methods.
For item categories of the template J to R , you can use the input help to
make the required entries. Always enter a cost element if the system is unable
to determine one. This applies to those item categories for which the cost
element was requested in the possible entries help; with base planning objects
the cost element can be determined via the master data providing you have
entered one there. If the item does not have a cost element, it is not possible to
assign the costs to a cost component. This means the costs cannot be rolled up
if they are in a cost estimate which is part of a costing structure with higher-
level cost estimates.
For the categories Process and Cost center/Activity type , you can either
predefine an object or determine dynamically one or more processes or cost
centers/activity types. For more information, see
Object Determination.
Quantity Enter a quantity or characteristic directly. You can enter the appropriate
characteristic by
defining a formula.
For more information, see
Activity Quantity Determination.
Activation Specify the condition under which an item is active. For the activation of an
item, you can predefine values as active or inactive or define a method that
returns active or inactive at the point of evaluation. If you do not enter anything
in the column, the item is active.
The item (MATERIAL; Gravel; 0001 / GRAVEL01; M3;
QUANTITY_ FILLER; METHOD) with method: FILLER
= "Gravel" is only active if gravel was selected as the
FILLER. For all other characteristic values, the item is not
included in the cost estimate.
For more information, see
Activation.
Price Price for a variable item. This column is not utilized for any other item category.
Various functions available for defining methods and formulas. What functions are available depends on the item category in the template.
If you want to use a costing characteristic in text items – for example because you want to specify different values (words or sentences) – enter the characteristic
in the description column in capital letters followed by an opening parenthesis, a blank space, and a closing parenthesis. This is only possible for
characteristics of the type character format .
For more information on the costing item categories, refer to
Master Data for Unit Costing.
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Executing Cost Planning with Easy Cost Planning
Use
If you want to plan the costs for the service lines, use the Easy Cost Planning costing method.
Integration
For calculating costs, Easy Cost Planning uses unit costing from application component Product Cost Planning (CO-PC-PCP), characteristic maintenance
functions from application component Classification System (CA-CL) and template functions from application component Activity-Based Costing (CO-OM-ABC).
Prerequisites
If you want to use a planning template for costing, you must have defined that in the system. You can find further information under Processing Costing Models and
Assigning Attributes.
SAP recommends that you create a costing model for the lot size of one (1) of a service line.
Features
The screen for costing is divided up as follows:
Depending on the settings for the role, you may not have all the following functions at your disposal.
You can change the size of the separate screen areas.
Functions in the application toolbar
Display or hide costing structure
Display or hide work lists
Display/hide item view Display or hide item view
Display header data
You can switch among different currencies.
When you convert currencies, the exchange rate that was valid on the valuation date
for the costing is valid (not for the costing item if these are different).
Explanation of all the symbols in the costing structure.
The error messages for all the costing nodes are displayed together.
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Screen Area - Costing Structure
The uppermost node is the object to be planned. Outline levels cannot be costed. In other words, you cannot assign a planning template to this node.
You can structure a service line by adding new nodes (costing nodes) in order to calculate the costs separately for each costing node. Select the service line that
you want to sub-divide and choose . Enter the description, the base unit of measure and lot size and choose . The node is added.
If you want to delete a costing node, select it and choose Costing is deleted.
You can close a costing node with and this prevents it from being changed further. This action of closing it is noted in the costing history. You can check this in
the header data. You can undo or set the closure in the header data. To undo the closure, choose again.
The document flow ( ) displays per costing item, whether documents have been posted by an Execution Service for a specific item, and object to be planned.
Screen Area - Work List
If you use Easy Cost Planning to create costing on a regular basis, you can load the planning templates that you require frequently into a work list. To do this,
choose next to the node or choose .
You can create work lists ( ), subdivide them ( ), rename them, and extend the display of the work list (from user-specific to a role or to all users) or limit it (
). You can call the work lists that exist in the system but are not yet displayed, by choosing . To delete work lists, choose . To remove subdirectories or
planning templates from a worklist, choose . To save your work lists, choose in the work list screen area.
Screen Area - Item View
You can enter, change, or display costing items in this screen area.
Please note that the item number is not always identical to the item for the line in the item view. If you want to be sure that they are identical, define
a layout that sorts by item number.
Entering costing items is similar to unit costing. However, you cannot enter costing items in the detail screen. For further information, see: Entry of Costing Items.
You can find information on item categories for costing items under Master Data for Unit Costing. You cannot use item categories O and S in Easy Cost
Planning . A costing node is of category J .
Chosen Functions in the Application Toolbar in the Item View
The log for the chosen costing node is displayed.
Recalculate costing items with the currently valid prices.
You can overwrite the price, costing type, or description for a costing item with the current
planned and master data. To do this, select the costing item.
You can use Explosion of Base Object/Reference Costing to replace items that link to
a base object costing by their costing items.
The lot size is displayed.
You cannot change the lot size for a service line. The lot size corresponds to the total
quantity of the service line, in other words, you calculate a costing item for the total
quantity of the service line.
If you have selected a costing node you created to subdivide a service line ( ) in the
costing structure, you can change the lot size.
Copy/Transfer To cost the entries or changes.
There are different layouts for the itemization. You can adapt these layouts to suit your
own needs by creating your own from them (see Layouts).
You can create and delete subtotals for different sizes (see Creating and Deleting
Subtotals ).
When you have completed costing with , the functions for recalculating items , recalculating the selected item , changing the lot size ,
and for copying are no longer available.
You can find more information about working with this type of list display under SAP List Viewer.
Ungrouped Itemization
You can use the ungrouped itemization to execute a mass change over several service lines or outline levels, and distribute additions and deductions, or
assessments.
To call the ungrouped itemization , choose Goto ® Display/hide ungrouped itemization.
You can find further information under Ungrouped Itemization.
Activities
· You have the following options for determining planned costs:
With planning templates
¡ Click on the node to be costed in the costing structure. Choose the function for selecting a planning template in the right screen area, and choose a
planning template (costing model), or select the appropriate node of the planning template in the work list if you have already loaded the required
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planning template. The entry screen is displayed.
If you have chosen an incorrect planning template, you can assign a new one. To do this, you must select a costing node. You can then do the following:
§ Choose a new planning template by clicking on the appropriate node in the work list and confirm the query by choosing Yes .
§ Choose and confirm the query by choosing Yes . Select the function for choosing the planning template in the screen area on the right, and
choose a new planning template.
¡ Enter the required data for planning on the entry screen, and copy that data.
¡ You can change the costing items in the item view.
Without planning templates
Displaying the item view should not be excluded by your Role.
¡ Click on the node to be costed in the costing structure. Enter the costing items directly in the item view.
Result
The results for each costing node are displayed in the costing structure. The costs are displayed in a sub-tree for the appropriate costing items. In its usage and
structure, this display basically represents the valuated BOM of unit costing. The symbols next to the costing items detail the item category. You can use the
key ( ) to determine which item category you are dealing with.
The costing items are displayed in a non-hierarchical list in the item view. This basically represents the itemization display. The costing items for the currently
selected costing node are displayed.
If you have selected a service line or a hierarchy node, the costing items below it are displayed.
If you have selected an outline level, the costing nodes directly beneath it (item category J) are displayed.
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1.5.2.6 Ungrouped Itemization
Use
In the ungrouped itemization you can:
· Execute mass changes over several service lines or outline levels
· Total values
· Calculating Additions and Deductions and Distributing Assessments
Features
You can call the ungrouped itemization for any node in the costing structure.
You can display the ungrouped itemization in the item view.
If you choose Adjust quantities, you can multiply quantities of individual costing items by a factor. The change is adopted immediately and the quantity is
recalculated.
You can use this function only if you are simply displaying one costing node in the item view.
You can use Exploding Base Planning Objects to replace items that link to a base object costing by their costing items.
Choose to display the log for the chosen costing mode.
You can make mass changes by choosing . You can make mass changes for more than one costing item across the entire bill of services.
The Mass Change (Simulation) screen appears. You have specific functions at your disposal in the application toolbar. You can filter data,
overwrite or enter values, and assign additions and deductions.
In the SAP standard delivery, there are different layouts available for the ungrouped itemization. You can adapt these layouts to suit your own needs by creating
your own (see: Layouts). You can create and delete subtotals for different sizes (see: Creating and Deleting Subtotals ).
For more information about working with this type of list, see the SAP List Viewer.
Activities
1. Choose a node in the costing structure.
2. Choose Goto ® Ungrouped itemization on/off.
The display of the item view changes. You are now in the ungrouped itemization.
All the costing items for the selected node in the costing structure are listed.
Example
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Changing the price for a material
Using the external view of a BOS, the same material requirements can be distributed among different service lines. You can filter for this material for the
procurement of material MAT1 and for the costing of budgeted costs. The transfer of the new price determined to the costing items affected takes place using the
mass change function for the base price.
1. You have called the ungrouped itemization for the entire BOS.
2. Choose .
The Mass Change/Simulation screen appears.
3. Select the Material column.
4. Choose .
A dialog box appears.
5. Filter for material MAT1 and choose .
Only the costing items for this material are displayed.
6. To select all the costing items, choose .
7. Enter the new base price in the uppermost line in the Price column.
8. Choose Overwrite column .
A new price is entered for all the costing items for material MAT01 and the total value is calculated.
9. Choose .
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1.5.2.7 Triggering Execution Services
Use
You want to trigger subsequent, follow-on processes for costing items such as material or work.
You require steel girders for a construction project. If you want to calculate material costs for the creation of the quotation, you arrange for
purchasing to request the prices of the supplier. To do this, you create a purchase requisition for the appropriate costing items.
Integration
To execute the appropriate execution services, the appropriate application component is used, for example, Purchasing (MM-PUR) or Inventory Management
(MM-IM).
Prerequisites
You are using Easy Cost Planning for cost planning in the bill of services. Your role should allow you to display the item view.
Features
Execution Services allows you to trigger the following processes based directly on the costing results:
· Purchase Requisition
· Purchase Order
· Reservation
The graphic below shows how the screen is divided.
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Under Execution Services , all the execution services available for the object to be planned are displayed.
To avoid posting twice by mistake, you can display the document overview for the execution service and object that are to be planned by choosing . You can
trigger the Execution Service in the system by choosing Post. If you choose Update in the document overview, the posted document is displayed.
When the data is transferred to a purchasing document, you should ensure that the given quantity per costing item is valid for realizing one unit of measure for the
service line.
Activities
1. Choose Sales and Distribution ® Bill of Services ® Subcontractor/Vendor Processing .
2. Enter a sales document item.
3. Choose .
The Easy Cost Planning screen appears. The entire bill of services is displayed as a costing structure.
4. Choose Show Execution Services and then choose an execution service.
The system automatically selects the costing items that are relevant to the chosen service.
5. Select the costing items for which you want the execution service to be triggered. You can also change the items. For example, you can enter a different
quantity.
6. Choose Post to post the items .
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Use
You can use the report RADBOS05 for a customer quotation or sales order with a bill of services (BOS).
Prerequisites
In Customizing for Sales and Distribution , you have defined for which sales document types you want to use this report. In addition, you have defined where the
report should appear on the selection screen of the report.
Features
The system displays a flat list (in other words, not a hierarchy). The outline levels, the appropriate service lines and the costing items are displayed one after the
other.
Display variants
The list contains different columns (delivered display variants).
For the services:
· Outline level (key and short text)
· Line number and short text for the service line
· Quantity and base unit of measure
· Gross price, net price and currency
For the costing items:
· Item number
· Description
· Item category and additional columns (for example, material number, material group, plant, service type, number of purchasing info. record, and costing type)
You can display additional information in the columns, depending on the item category.
· Additions and deductions
· Base costs, basic costs, target costs, and currency
You can determine your own display variants, for example show/hide columns. You can process the output of the overview lists according to the
selection by using different functions (for example, group values, sort values, or set filters), thereby determining more information.
Create your own display variants to evaluate the additions, deductions and assessments.
See
Additions, Deductions and Assessments
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Activities
You must carry out the following activities to display the report:
1. You branch to the reports from the list of sales documents in the Sales Information System.
2. Choose Service on the list screen.
The Report dialog box and a list of reports with BOS appears.
3. Select the costing report from this list.
See
Choosing Display Variants in Lists (SD)
SAP List Viewer (ALV): Classic
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1.5.4 Cost Transfer to Service Conditions
Use
The basic costs are transferred to the service line as the basis for sales price determination. This allows a flexible assignment of price discounts, risk, and
transfer price surcharges.
Prerequisites
You have made the settings for determining cost prices and have executed costs planning in the BOS using Easy Cost Planning .
Features
Based on the Customizing settings, the system transfers the basic costs of the costing items to the conditions in the costing sheet for the service line.
The estimated costs and conditions for a quotation or order should be able to be divided into parts such as wages, material, or equipment. This is carried out by
the cost component split. This makes it possible to assign different conditions for material and wages.
Activities
The cost transfer to service lines takes place automatically when costing is temporarily saved.
See also:
Costing Service Lines
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1.5.5 Sales Price Determination
Purpose
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Sales pricing consists of BOS pricing and sales document pricing at item and header levels.
Prerequisites
You have made the settings for determining costs prices.
Process Flow
1. You can edit conditions for service lines in order to calculate the general business costs, the sales margin, and possibly also further additions and deductions
on top of the unit price. The system determines the net value of each service line using the condition technique (pricing procedure).
2. You can also edit conditions for outline levels, such as assign a percentage discount or surcharge. In this case, you are asked whether the system should
copy these conditions to all outline levels and service lines below. If you copy the conditions, the totals and numeric values are recalculated in the outline
layout.
3. The system cumulates the net values of the BOS service lines to a total value, and transfers it to the sales document item as a costing value.
Based on the settings for sales documents, the value is transferred to the following conditions:
¡ Condition EKBS for document flow for a unit price contract
¡ Condition EK02 for document flow for a flat-rate contract
Condition EK02 is a statistical condition. This means that you have to enter the value required for sales pricing manually in condition PR00 of the
document item. Each time EK02 is changed (quantity change, insertion of a service line), PR00 is not changed and has to be manually processed.
4. On the document item level in the sales document, you can save additional conditions for the complete BOS, such as surcharges or project-related
discounts.
5. The system determines the gross price on item level, subtracts the relevant deductions, adds possible surcharges, and finally determines the sales price.
The system then cumulates the pricing elements in the document items and determines the sales price at header level for the sales document.
For more information on pricing for sales documents , see Conditions and Pricing.
Activities
Editing Service Line Conditions
1. On the service overview screen, select one or more service lines in any outline level.
2. Select Goto ® Conditions .
Editing Header Conditions
1. On the service overview screen, choose Outline à Conditions to edit conditions valid for the entire outline level (header conditions).
2. Add additions and deductions, and then choose .
If you have selected more than one service line, condition maintenance for the next selected service line is called after you choose .
Editing Document Item Conditions
1. You are on the overview screen for the sales document.
2. Select Goto ® Header ® Conditions to edit the document item conditions .
Editing Document Item Conditions
1. On the overview screen for the sales document, select Goto à Item à Conditions to edit the document item conditions.
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1.5.6 Cost Transfer to the Project
Use
You can transfer the planned costs from the customer BOS of a sales order to work breakdown structure elements (WBS elements).
Integration
The Controlling (CO) and Project System components have been integrated for the purpose of transferring costs from the BOS to the project.
Features
Depending on whether you want to work in dialog mode or transfer several costing items in one step, you can execute either dialog processing or batch
processing.
You can use the BOS/project planned/actual revenue report to compare planned and actual revenue. This revenue report is only of use if you are dealing with a
unit price contract.
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1.5.6.1 Online Processing
Use
You can transfer the planned costs for services in a sales order step-by-step to a project.
Prerequisites
You have carried out cost planning in the sales order with BOS using Easy Cost Planning .
You have created a project. You must have set the planning element indicator for the WBS elements to which costs from the BOS are to be transferred.
You have made settings for cost planning in the project using Easy Cost Planning . For more information, see Executing Easy Cost Planning.
Features
You transfer the costing items from the BOS to work breakdown structure elements (WBS elements). You can change the transfer quantity to different WBS
elements in order to distribute individual costing items.
The cost transfer screen is structured as follows:
You can change the size of the separate screen areas. You can hide and display the navigation area and the selection screen by choosing .
In the screen areas, you have several standard functions at your disposal, such as functions for defining the layout and search, printing or scrolling functions.
Navigation Area Screen Area
You can add subprojects and WBS elements that are relevant to the sales order to the navigation area by choosing .
You can copy the costing structure of the selected object to the project costing structure by double-clicking on a project, subproject or individual WBS element.
Selection Area Screen Area
The selection variants are listed in the selection area. You use a selection variant to select specific service lines and costing items in the costing structure for the
BOS.
You create a selection variant with . You can change the selection criteria for a selection variant by choosing . To select lines basned on the selection
criteria, execute the selection variant by choosing . To delete a selection variant, choose .
BOS Costing Structure Screen Area
The service lines and costing items for the sales order are displayed in the BOS costing structure. The service lines are displayed as costing nodes. They are of
item category J. The costing items are displayed underneath the costing node.
You can copy service lines and costing items to the project costing structure by using the drag and drop function.
· If you have chosen a service line in the BOS costing structure, the system transfers the service line costing as a costing node with all the appropriate costing
items (cost estimate transfer).
· If you have chosen a costing item in the BOS costing structure, the system transfers the costing item (costing item transfer).
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The system displays the item view for the quantity change.
You can make a multiple selection. You can define the priority of the cost transfer by choosing .
· The service line has priority
If the service line has been chosen as the cost node and as individual costing items of this service line, the system copies the service line calculation (that
is, all the costing items) to the WBS element.
· The costing item has priority
If the service line has been chosen as the cost node and as individual costing items of this service line, the system copies only the selected costing items in
the selected service line.
You can check your choice by choosing . The system selects and deselects the lines according to the priority that has been defined.
You can adjust the layout to suit your own individual requirements by choosing (see: Changing Layouts). You can display the transfer status in the list beside
fields such as short text, quantity, unit of measure, material, or service type.
The transfer status is displayed for the service line and the costing item.
Transfer Status for the Service Line
Nothing has been transferred yet.
Part of the service line or the costing items has been transferred. You can copy the
remaining quantity of the service line costing.
Either the entire quantity of the service line or an assigned costing item has been
completely transferred. You cannot make any additional cost transfers for the service line
costing.
If some of the assigned costing items have not yet been completely transferred
(transfer status service line and transfer status of costing items that have not been
completely transferred or ), you can copy the costs for this costing item.
Transfer Status for the Costing Item
Nothing has been transferred.
Part of the costing item has been transferred. You can copy the remaining quantity of the
costing item.
The entire quantity of the costing item has already been transferred. You cannot make
any additional cost transfer.
If you click the transfer status in a line (service line, outline node, costing item), a transfer protocol for the appropriate line is displayed.
You can display a transfer protocol for the entire BOS by choosing .
Screen Area Project Costing Structure
The WBS elements that you have chosen in the navigation area are listed in the project costing structure,
You can copy service lines and costing items from the BOS costing structure to the project costing structure using the drag and drop function.
The system displays the transferred data in the project costing structure directly after the transfer.
· The WBS elements are displayed as costing nodes. They are of item category J.
· If you have transferred costing for a service line as a cost node, the service line is displayed beneath the appropriate WBS element. The service line is of item
category O.
If you are in the project and you call Easy Cost Planning , the WBS elements are displayed as costing nodes with the appropriate costing items
in the project costing structure. The service line also appears under the costing node and has item category O. If you call the item view, the
costing items are displayed. The service line is divided into its costing items.
· If you have transferred a costing item, the costing item is displayed underneath the appropriate WBS element with the appropriate item category.
Screen Area Item View for Quantity Change
If you select one or more service lines and costing items in the BOS costing structure, and copy to a WBS element in the project costing structure using the drag
and drop function, this area is displayed.
Different quantities per costing item are displayed:
Quantity Entire quantity entered in BOS for the costing item
Transfer quantity Quantity that should be transferred to the chosen WBS element
The system proposes the remaining quantity as default value for the transfer quantity
The transfer quantity can be less than or equal to the remaining quantity.
You can change this default value. This allows you to distribute a costing item over
several WBS elements.
Total transferred quantity Quantity that has already been transferred to one or more WBS elements.
Remaining quantity Formed from the difference between the entire quantity and the total transferred quantity.
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You can transfer the costing items with the desired transfer quantities using the appropriate function. You can set a filter by choosing to display only certain
costing items in the list. You can call a graphic for costing items by choosing in order to display transferred, remaining, and total quantity. You can exit the
screen area by choosing .
Activities
Choose Logistics ® Sales and Distribution ® Bill of Services ® Cost Transfer to Project ® Dialog Processing and then call the dialog processing for a sales
document item.
You call dialog processing for a sales document item.
If you have not yet carried out a cost transfer, a dialog box appears, from which you can choose the project objects. You can choose a project, WBS element, or a
version for this dialog box. If you have assigned the sales document to a WBS element account, the appropriate project is proposed. Another dialog box appears,
in which you can enter the costing variant. The system transfers the chosen project or WBS element to the navigation area on the cost transfer screen.
If you have already performed a cost transfer, you branch to this screen immediately.
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1.5.6.2 Batch Processing
Use
You can use batch processing to transfer costs. You can use the automatic transfer of costs to the WBS elements to avoid extra manual time and effort if several
costing items are to be transferred.
Prerequisites
You have configured a batch processing profile to transfer costs to the project.
You have executed cost planning in the sales order with BOS using Easy Cost Planning .
You have created a project. You must have set the planning element indicator for the WBS elements to which costs from the BOS are to be transferred.
You have made settings for cost planning in the project using Easy Cost Planning . For more information, see: Executing Easy Cost Planning.
Features
The system uses the reference points and the selection priority defined in the chosen Customizing profile.
· Fields as reference points for the service lines and the WBS elements for transferring the entire service line costing
· Fields as reference points for the costing items in the BOS and the WBS elements for the transfer of individual costing items
· Priority for the transfer in order to avoid ambiguity if you are transferring both service line costing and the costing item data
For more information, see Batch Processing Profile for Cost Transfer to Project.
If you use batch processing, the system behaves as follows, depending on the number of affected WBS elements:
· If only one WBS element coincides with assignment criteria for transferring costing items or service line costing, the system transfers the costs to the
appropriate WBS element.
· If more than one WBS element coincides with the assignment criteria for transferring the costing items or service line costing, the system cannot automatically
transfer the costs. You receive an error message.
If you want to test batch processing, you can perform a simulation run and then display the results of the test. The system lists the costing items that are
automatically copied together with the WBS elements corresponding to the transfer criteria and displays any errors or warnings.
Activities
Choose Logistics ® Sales and Distribution ® Bill of Services ® Cost Transfer to Project ® Batch Processing.
If you have not yet performed a cost transfer, a dialog box appears, from which you can choose the project objects. You can choose a project, WBS element or a
version for this dialog box. If you have assigned the sales document to a WBS element account, the appropriate project is proposed. Another dialog box appears,
in which you can enter the costing variant. The system transfers the chosen project or WBS element to the navigation area on the cost transfer screen.
If you have already carried out a cost transfer, you branch to this screen immediately.
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Report BOS/Project Planned/Actual Revenue
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Use
The report shows you the planned and actual revenue in a project on the level of the WBS elements. The data transferred from costing is evaluated.
This revenue report is only of use if you are dealing with a unit price contract. For more information, see Document Flow for a Unit Price Contract.
Prerequisites
If you want to display and analyze planned revenue, you must have carried out the following activities:
· Cost planning using Easy Cost Planning in the BOS.
· Cost transfer to the project
· Entered the services
If you want to display and analyze actual revenue, you must have carried out the following activities:
· Billing/unit price contract
· Created the accounting document
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1.6 Supplement
Use
You can use supplements in sales orders with bills of services (BOS). These are necessary if, during the course of the construction work, additional building
services are required that were not known about or agreed to at the time the sales order was created. You can group supplementary lines together using a
supplementary/subsequent number.
Status management is linked to the supplementary line. Depending on the status, you can control whether the user is allowed to perform subsequent functions
such as entering services or printing.
Prerequisites
You must define the status for managing supplements in Customizing for Sales and Distribution under Bill of Services ® Determine Subsequent Status for
Service Lines .
Features
Changing the quantity of service lines (increase/decrease)
If there are increases or decreases, you change the quantities of the service lines. The changes in quantity can be traced using the change document. You can
distinguish the changed service lines with the Supplementary line line category.
Adding service lines
Supplements that do not represent any increase or decrease of existing service lines are entered as new service lines in the BOS on which there has been a
contractual agreement. The newly inserted service lines can be identified by the supplementary line line category.
For more information, see Creating and Editing Service Lines
Creating new sales order items
Create a new document item with BOS in your sales order.
Costing Supplements
If a supplement is required, the basis for price determination changes. New service lines must be costed.
See also:
Cost and Revenue Planning
Creating and Editing a Sales Document with a BOS
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Service Entry
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Use
Within the framework of the unit price contract, service entry serves to define the scope of the service performed. It takes place using service entry sheets (debit
memo requests). You can create several service entry sheets for one sales order. The service entry sheets also form the basis for remuneration.
You can create a service entry sheet only for a document flow for a unit price contract.
Prerequisites
You have made settings in Customizing for Sales and Distribution and created master data.
Features
Creating a service entry sheet
When you create a service entry sheet, the system requests that you reference a sales order. The system creates a document item for the referenced sales order
and makes an empty bill of services available. You can complete this by copying service lines from the sales order using the service selection.
It is also possible for you to specify the BOS structure and maintain subitems in the service entry sheet. Although the subitems are not relevant for billing, you
can perform service entries for information purposes.
You can create additional document items for service entry (To do this, choose Sales Document ® Create with Reference ® To Sales Document on the
Overview screen when entering services. Enter a document item in a sales order with a BOS).
Quantity overrun and unplanned services
If you do not know the separate project services at the time of the requirement, or you do not want to plan the services for various reasons, you can allow that
services are first entered in the service entry sheet. Furthermore, you can enter a quantity overrun for planned services. For more information, see Working with
Planned and Unplanned Services.
Statistical information in the sales order
By using statistical information, you can determine the services that have been performed and the amounts. For more information, see Monitoring Services.
Monitoring the services performed
You can create several service entry sheets for one sales order. The system ensures that the complete quantity flow is available.
See also:
Working with Planned and Unplanned Services
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Creating Service Entry Sheets
1. Select Logistics ® Sales & Distribution ® Bill of Services ® Service Entry Sheet ® Create.
2. In the order type, enter the document type for the service entry sheet (debit memo request). The default order type is TBOS.
3. Choose and enter the required data for the sales order (document number) in the Create with Reference dialog box that is displayed.
4. Choose Copy .
5. Double-click the document item; the Item Data screen appears.
There is an additional Services tabstrip on the Item Data screen.
6. Select the Services tabstrip.
From here, you create and process services for the service entry sheet.
7. Choose Service Selection .
The sales order, for which the service entry sheet is to be created, is a default value.
8. Choose .
9. Select the required service lines in the reference document, and choose Services .
You can carry out this process as often as required.
10. You can enter the cumulative quantities or performed quantities per service line.
If you specify both the cumulative quantities as well as performed quantities, the system gives precedence to the performed quantities and
calculates the cumulative quantities based upon performed quantities.
The total quantity entered in all service entry sheets (cumulative value) is displayed in the Actual Quantity column.
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11. Save the document.
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1.7.2 Monitoring Services
Use
By using statistical information, you can determine the services and the respective amounts performed.
Procedure
1. Choose Logistics ® Sales and Distribution ® Sales ® Order ® Display or Change [SAP1] .
2. Enter a sales order or a service entry sheet (debit memo request).
3. Choose .
4. Double-click the document item.
The Item Data screen is displayed.
5. Select the Services tab page.
6. Double-click the short text of the service line.
The Details screen is displayed.
7. Choose the Statistics tab page.
Result
The system displays the following information for each service line in the sales order and service entry sheet (debit memo request).
Field Comment Display in the sales document
Actual quantity Information on the total quantity entered to date
The SAP system updates the quantity each time you
make a new service entry. This means it cumulates the
quantity to a value.
· Sales order
· Service entry sheet (debit memo request)
Entered value Information on the total value entered to date
The SAP system updates the value each time you make a
new service entry. This means it cumulates a value.
· Sales order
Origin of Service (Planned Line No.) Path and line number of the original service line in the
sales order
· Service entry sheet (debit memo request)
[SAP1] Insert below what screen is displayed.
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Billing of Customer Bills of Services (BOS)
Billing/Unit Price Contracts
Billing is progress-related on the basis of the service entry sheet. The system multiplies the quantity per service line recorded in the service entry sheet by the
sales price saved in the contract.
You have the following options:
· Settlement without down payment processing
· Settlement with down payment processing (without billing plan)
In a unit price contract, you can map down payment chains and partial invoices on the basis of service entry sheets without using a billing plan.
Billing/Flat-Rate Price Contracts
Billing is carried out on the basis of the sales order.
· Settlement without down payment processing
· Settlement with down payments (with billing plan)
In this case, down payments and partial invoices are related to the milestone or the correct accounting period. They are implemented using a billing plan.
You can process customer projects in the SAP system using sales order items that have been assigned to a project.
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For more information, see Sales Processing Control for BOS using the Requirements Class and Make to Order
If you use the Financial Accounting ( FI ) component the billing data is passed to Accounts Receivable Accounting ( FI-AR ).
If you use the Controlling ( CO ) component the financial accounting data is updated in Controlling ( CO ).
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1.8.1 Billing/Unit Price Contracts
Prerequisites
To create a billing document, first you have to delete the billing block on the Sales tab page in the sales order.
Settlement using down payment processing is only possible if, in Customizing for Financial Accounting, you have set the correct field status for the additional
account assignment. For more information, see Billing with Down Payment Processing.
Process Flow
In a unit price contract, billing is progress-related on the basis of the service entry sheet.
Settlement without down payment processing
On invoice creation (debit memo), for each service line, the system multiplies the quantity recorded in the service entry sheet by the sales price
saved in the sales order.
After you have created an invoice for a service entry sheet and generated an accounting document, the system sets the following statuses for the service entry
sheet:
· Reference status fully referenced
· Invoicing status fully invoiced
· Overall processing status completed
If you have completed the sales order, you must set the overall processing status to completed .
Settlement with down payment processing (without billing plan)
In a unit price contract, you can map down payment chains and invoices on the basis of service entry sheets, without using a billing plan.
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1. Down payment request (DP request)
The system uses the price from the service entry sheet.
When transferring to Accounts Receivable Accounting ( FI-AR ), the system generates a down payment request as a noted item in the down payment
request account in Financial Accounting. The down payment request account does not affect the financial statements or the profit and loss statement.
After you have created a down payment request, the system sets the following statuses for the service entry sheet:
¡ Reference status Partially referenced
¡ Invoicing status Partially invoiced
¡ Overall processing status In process
You can view the generated down payment requests in the document flow of the sales order.
2. Effected down payment
The customer makes the down payment. You post the incoming payment with reference to the down payment request in Accounts Receivable Accounting
( FI-AR ). This activity marks the down payment request as cleared. You can also view this clearance in the document flow of the sales order.
The system changes the noted items generated by the down payment requests in the customer account into cleared items.
At present, if the customer only pays a part of the requested sum, the system clears the down payment request completely. For that reason, you
must manually enter the account assignment of subsequent down payments to the sales order and the relevant sales order item.
3. Milestone billing/final invoicing with down payment clearing
When creating the invoice creation (debit memo), the system multiplies the quantity recorded in the service entry sheet by the sales price saved
in the sales order for each service line.
During billing, the system clears the down payments effected by the customer. It does this by recording the affected down payments as items to be cleared
in the billing document.
The system does not calculate the invoiced amount (down payment amount = remaining amount to be paid). The customer receives information on the
amount to be deducted from the payment.
In Financial Accounting, the down payments for clearance that are assigned to a billing document trigger settlement of the effected down payments against
the existing claim.
Once you have created a debit memo for a service entry sheet and generated an accounting document, the system sets the following statuses for the service
entry sheet:
¡ Reference status Fully referenced
¡ Invoicing status Fully invoiced
¡ Overall processing status Completed
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1.8.1.1 Creating Billing Documents
Creating a downpayment request:
1. Choose Logistics ® Sales and Distribution ® Sales ® Order ® Subsequent Functions ® Billing Document.
2. To generate a billing due list, choose Billing Due List .
3. Enter Billing type FAZS as the default.
The standard system contains a default billing type L2 for the service entry sheet in Customizing for Sales . The system uses this default billing
type if billing is triggered by the subsequent order functions. If you want to create a down payment request, you must first set up the corresponding
billing type.
a. Choose Settings ® Default data .
b. Enter Billing type FAZS.
c. Choose .
4. Enter the required selection data.
5. In the Documents to be selected area, choose Order-related .
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6. Select DisplayBillList .
For more information, see Processing Billing Due List.
Creating a debit memo
2. To generate a billing due list, choose Billing Due List .
3. Enter the required selection data.
4. In the Documents to be selected area choose the option Order-related .
5. Choose DisplayBillList .
For more information, see Processing Billing Due List.
Generating accounting documents
You have created a billing document, but no accounting document. In the standard system, the system does not automatically release the billing
document. You must release it manually.
When you release a billing document in this way, the system passes the billing data to Financial Accounting (FI).
2. Choose Billing Document ® Change .
3. Enter the required data.
4. Choose Billing Document ® ReleaseToAccounting .
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1.8.2 Billing/Flat-Rate Price Contracts
Prerequisites
Settlement using down payment processing is only possible if in Customizing for Financial Accounting you have set the correct field status for the additional
account assignment. For more information, see Billing with Down Payment Processing.
Process Flow
In a flat-rate contract, you invoice on the basis of the sales order.
Settlement without down payment processing
Settlement with down payments (with billing plan)
You can create a customer payment plan using the billing plan stored in the sales order. Down payments, partial invoices, and the final invoice are either related
to a milestone or the correct accounting period.
The system determines the value to be invoiced from the item condition records or from the exact dates in the billing plan. In milestone billing you can specify the
percentages or amounts to be invoiced.
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After you have created one or more down payment request(s) and partial invoice(s), the sales order is given the following:
Reference status Partially referenced
Invoicing status Partially invoiced
Overall processing status In process
After you have created the final invoice, the sales order is given the following:
Reference status Fully referenced
Invoicing status Fully invoiced
Overall processing status Completed
See also:
Billing
Billing Plan
Down Payments for Sales Orders
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1.9 Reports
Use
You can use various reports to analyze bills of services.
For example, you can use a report to make individual or mass changes to selected service lines. During the quotation phase, you can get an overview of the
services assigned externally in a customer BOS and copy pricing elements for service lines from a purchasing document to a sales document.
When the services are being performed, you always have an overview of your BOS, the progress of the services, and the billing-relevant values.
Prerequisites
In Customizing for Sales and Distribution , under Bill of Services ® Maintain Reports for Services , you determine:
· The sales document types that you can display with particular reports
· The sequence in which the reports appear on the selection screen (item on the selection screen)
Features
The following areas are delivered:
Report Program name Special feature
Generic Report: Bill of Services with Hierarchy RADBOS02 Navigation within the outline layout (expand, collapse)
Generic Report: Bill of Services without Hierarchy RADBOS03 Display as flat list
Print output
Individual and mass change
Report: Quantity Flow (Order, Service Entry Sheet, Billing
Document)
RADBOS01 Details on the debit-side value and quantity flows
Report: Subcontractor Services RADBOS04 Details on the credit-side value and quantity flows
Price transfer
Costing Report RADBOS05
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Generic Report: Bill of Services with Hierarchy
Use
You can use the report RADBOS02 for a document item in a customer inquiry, customer quotation, or a sales order with a BOS.
Prerequisites
In Customizing for Sales and Distribution under Bill of Services ® Maintain Reports for Services , you have defined for which sales document types you want
to use this report. You have also defined where the report should be displayed on the selection screen of the report.
Features
The outline of the BOS is displayed on the left-hand side of the screen. The first level of hierarchy for the outline layout is always visible. Choose ( ) to display
the other levels or ( ) to hide them.
The subitems and the main items are displayed. There are different icons to signify these in the service list.
If you double-click an outline level, the service overview for the outline level is displayed on the right-hand side.
If you have not maintained an outline layout, only the document item is displayed on the left-hand side. You can display the service overview by
double-clicking the document item.
You can determine your own layouts, for example to show or hide columns. You can process the overview lists output in accordance with the
Activities
To display the report, you must carry out the following activities:
The Report dialog box containing a list of reports with a BOS is displayed.
3. Select the report for the generic report for a BOS with hierarchy from this list.
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Generic Report: Bill of Services without Hierarchy
Use
You can use the report RADBOS03 for a document item in a customer inquiry, customer quotation or sales order with BOS. It is particularly suitable for the
purposes of printing and mass changes.
Prerequisites
In Customizing for Sales and Distribution under Bill of Services ® Maintain Reports for Services , you have defined for which sales document types you want
to use this report. In addition, you have defined where the report should appear on the selection screen of the report.
Features
The system displays a flat list, which means that the outline levels and their associated service lines are listed one below the other. You can use this report for
print output.
You can also select service lines from different hierarchies, and make individual changes or a mass change to the selected fields.
Display variant
In the standard display variant, the list of services has various columns:
· Service index
· Short text
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· Quantity
· Net value
· Gross price
· Currency
You can determine your own display variants, for example, to show or hide columns. You can process the overview lists output in accordance with
the selection by using different functions (for example, group values, sort values, or set filters), thereby determining more information.
Mass change
For mass changes, you can select any of the fields in the sales document on the Maintain BOS for Document Item screen.
1. Make individual changes
By double-clicking the field to be changed in the service line, the relevant sales document appears on the screen for maintaining the BOS. The cursor is
already in the required field of the selected service line.
2. Change several service lines
In the report, you can select several service lines from different hierarchy levels. You can change the fields for the selected service lines by choosing Go to
® Set values .
Making a mass change from the report allows you to change several service lines from different hierarchy levels in one step.
3. Change customer-enhancement fields
In the report, you can select several service lines from different hierarchy levels. Then, you can change your own customer fields by choosing GoTo ®
Customer fields .
For more information about customer enhancement fields, see SAP Enhancements for Customer-Specific Fields in the BOS.
Activities
1. You branch to the reports from the List of Sales Documents via the Sales Information System.
To list all customer quotations for one construction proprietor, choose Logistics ® Sales and Distribution ® Sales ® Information System ®
Quotations ® Quotations List . Enter the name of your construction proprietor in the Sold-to party field as selection criterion.
3. Select the report for the generic report for a BOS without hierarchy from this list.
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Quantity Flow (Order, Service Entry Sheet, Billing Doc.)
Use
The report RADBOS01 applies to a sales order item with a BOS.
Using the following values, the report provides you with details on the debit-side value and quantity flows:
· BOS quantities and values from the sales order
· Recorded values and quantities from the service entry sheet (debit memo request)
· Billed value
Prerequisites
In Customizing for Sales and Distribution , you have defined for which sales document types you want to use this report.
In addition, you have defined in which position the report should appear on the selection screen of the report.
Features
Outline Layout
The system displays the BOS outline on the initial screen. The first hierarchy level of the outline layout is always visible. You can display or hide the other
levels.Icons identify denote whether the service is a main item or a subitem.
List of service lines for an outline level
To display a list of services, double-click on the corresponding outline level.
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If you have not maintained an outline layout, only the document item is displayed. You can display a list of services by double clicking the
document item.
The output list contains the following:
Sales order data for the service line
The details of the sales order are displayed in the first line of each service line. They include:
· Service index
· Short text
· Quantity (quantity in the service line in the sales order, order quantity)
· Net value
· Gross price
· Currency
Cumulated data for service line from follow-on documents
For each service line, there is status information in the second line:
Processing status of service entry
Symbol Meaning
(red) No service entry sheet (debit memo request) created,
Recorded quantity = 0
(yellow) Service entry sheet (debit memo request) not fully created
Recorded quantity < quantity in BOS
(green) Service entry sheet (debit memo request) fully created
Recorded quantity >= quantity in BOS
Status of down payment request
Symbol Meaning
(red) No down payment request has been created
(yellow) Down payment requests have not been created for all service entry sheets (debit memo
requests)
(green) Down payment requests have been created for all service entry sheets (debit memo
requests)
Status of partial invoices and final invoices
Symbol Meaning
(red) No billing document created. This means no service entry sheet (debit memo request)
billed.
(yellow) Billing not fully complete. This means not all service entry sheets (debit memo requests)
have been billed.
(green) Billing complete. This means all service entry sheets (debit memo requests) have been
billed.
The following information is also displayed in the status line:
· Total quantity entered with base unit of measure
The quantities entered in the service entry sheet are cumulated for this service line.
· Total value entered with currency
The values entered in the billing document are cumulated for this service line.
· Service entry in percent
The system calculates the share as a percentage of the entered cumulative quantity from the quantity in the sales order BOS.
· Total quantity billed with base unit of measure
The quantities entered in the billing document for this service line are cumulated.
· Total value billed with currency
The values entered in the billing document are cumulated for this service line.
· Total value billed in percent
Detail Data for the Service Line from Follow-On Documents (Individual Acc. to Service Entry Sheet)
Detailed information is included below the status lines. You can either display or hide ( expand/collapse ) this information. The system generates a line with the
columns for each service entry sheet (debit memo request) as shown below:
· The appropriate document number for the service entry sheet, the appropriate down payment request, and the billing documents are displayed below the
status icon.
You can display the document by clicking the document number. This provides you with specific information from the report on the follow-on
documents.
· If the down payment requests or the billing documents have been canceled, the appropriate indicator is set.
· Entered quantity with base unit of measure in the service entry sheet
· Entered value with currency in the service entry sheet
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· Quantity billed with base unit of measure
· Value billed with currency
Activities
The Report dialog box containing a list of reports with BOS is displayed.
3. Select the report for quantity flow (order, service entry sheet, billing documents) from this list.
!--a11y-->
1.9.4 Report: Subcontractor Services
Use
You can use report RADBOS04 for a document item in a customer quotation with a BOS.
Using the following values, the report displays details on the credit-side value and quantity flows:
· Quantities and values of the services assigned externally from the customer quotation
· Accepted quantities in a SC BOS in a purchasing document
· BOS values from the subcontractor quotation
You can transfer prices from the subcontractor quotation to the customer quotation.
Prerequisites
report should appear on the selection screen of the report. You have created services in the subcontractor BOS using the function for Service Selection with
the option from SD to subcontractor BOS. The system administers a reference for each service line copied from the customer BOS.
The system controls the price transfer using the assignment of condition types for purchasing and sales documents. You have made Customizing settings for the
copying rules for conditions by choosing Sales and Distribution ® Bill of Services ® Subcontractor BOS ® Define Copying Rule for Condition Types.
Features
Display
The first screen displays the outline of the sales document with a BOS. The first hierarchy level of the outline layout is always displayed. You can also display or
hide the other levels.
To display a list of external services, double-click an outline level.
If you have not maintained an outline layout, only the document item is displayed. You can display a list of services by double clicking the
document item.
The output list contains the following:
· Detailed data on the sales document on the first line of each service line:
· Service index
· Short text
· Quantity (quantity in the customer BOS, quotation quantity)
· Net value
· Gross price
· Currency
· Additional information below each service line. You can either display or hide this information.
If the order process began with a purchase requisition, the second line displays status information on the copied (referenced) quantity:
Symbol Meaning
(red) Service line not referenced
Referenced quantity = 0
(yellow) Service line partially referenced
Referenced quantity < quantity in customer BOS
(green) Service line fully referenced
Referenced quantity >= quantity in customer BOS
· Information below the status line. For each MM quotation, the system generates a line containing the following data:
¡ Document number of the purchase requisition (PReq)
¡ Document number of the RFQ/quotation
¡ Document number of the purchase order
¡ Copied quantity (referenced quantity on the basis of the Service Selection from the Customer Bill of Services (BOS) to the Subcontractor BOS (SC BOS))
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¡ Net value
¡ Gross price
¡ Currency
One MM document chain has several lines (one line per RFQ/quotation).
You can double-click the purchasing document's number to display the relevant document.
Price transfer
The system automatically transfers the pricing elements according to the Customizing settings for the copying rules.
Automatic transfer of prices is not possible if you have created several purchasing document chains (that is, if you have referenced the same
service line in several purchase requisitions or purchase orders).
Activities
You must carry out he following activities to display the report:
3. Select the report for subcontractor services from this list.
!--a11y-->
Use
You can use the report RADBOS05 for a customer quotation or sales order with a bill of services (BOS).
Prerequisites
report should appear on the selection screen of the report.
Features
The system displays a flat list (in other words, not a hierarchy). The outline levels, the appropriate service lines and the costing items are displayed one after the
other.
Display variants
The list contains different columns (delivered display variants).
For the services:
· Outline level (key and short text)
· Line number and short text for the service line
· Gross price, net price and currency
For the costing items:
· Item number
· Description
· Item category and additional columns (for example, material number, material group, plant, service type, number of purchasing info. record, and costing type)
You can display additional information in the columns, depending on the item category.
· Additions and deductions
· Base costs, basic costs, target costs, and currency
You can determine your own display variants, for example show/hide columns. You can process the output of the overview lists according to the
Create your own display variants to evaluate the additions, deductions and assessments.
See
Additions, Deductions and Assessments
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Activities
The Report dialog box and a list of reports with BOS appears.
3. Select the costing report from this list.
See
Choosing Display Variants in Lists (SD)
SAP List Viewer (ALV): Classic
!--a11y-->
Data Exchange
Use
This section is aimed at developers who want to create integrated solutions for BOS in Sales using interfaces.
· Companies are increasingly exchanging BOS electronically. These BOS are structured in accordance with country-specific norms. In German-speaking
countries, for example, these BOS are structured according to standards laid down by the German Gemeinsamer Ausschuss fuer Elektronik im Bauwesen
( GAEB ) (which can be roughly translated as the Joint Committee for Electronics in Building Construction).
· Using interfaces, data can be passed to or received by different business partners in the SAP system (for example, quotations from various subcontractors for
the purposes of price comparison).
· Using these interfaces, you can copy data from external cost estimation and QTO programs.
· You can implement frontend applications as Windows-based client applications (such as, macros for desktop applications - for example, MS Office generally
written in Visual Basic for Applications - or as applications in Visual Basic, Java, or C++.
· You can implement web-based access to a SAP system using Internet or Intranet applications.
Features
The interfaces for exchanging data include:
· Interfaces for Service Master Records
· Interfaces for Sales Documents with BOS
· Interfaces for Purchasing Documents with BOS
These interfaces are either Application Programming Interfaces (APIs) or Business Application Programming Interfaces (BAPIs).
Both are used as function modules and can be found in the function builder for the ABAP Workbench.
Function modules become BAPIs if they have also been defined in the Business Object Repository (BOR) as methods for SAP business object
types that have specific business functions.
Each function module supports the Remote Function Call (RFC) log and is processed without returning the screen dialog to the calling application.
!--a11y-->
Interfaces for Service Master Records
Use
You can read service master records using program interfaces.
Features
Methods for the following business object types are available as interfaces:
· ServiceBos for the industry-specific component Engineering and Construction
· Service for the Service component
The business object type ServiceBos is based on the business object type Service.
Business Object Type Current Method (BAPI) Original method, nolonger tobe used
Service Service.GetList
ServiceBos ServiceBos.GetDetailBos Service.GetDetail
Do not use the Service.GetDetail method. You can read the following fields only with the ServiceBos.GetDetailBos method for the industry-
specific component Engineering & Construction:
- Customer fields that can be made available as a result of SAP enhancements for customer-specific fields in the service master record.
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- User-specific fields in Customizing for Materials Management under Service
- Sales data (such as subcontractor group and costing model)
!--a11y-->
Interfaces for Sales Documents with BOS
Use
Using the program interfaces, you can exchange data for the following sales documents with bill of services (BOS):
· Customer inquiry
· Customer quotation
· Sales order
· Service entry sheet (new process)
· Service entry sheet (credit/debit memo request)
The following graphic illustrates one possible scenario.
Features
Function modules exist for exchanging data of sales documents.
Several of these function modules have been realized as methods of business object types for sales documents with a BOS. They can be found in the Business
Object Repository (BOR) for the industry-specific component Engineering and Construction .
You can find detailed information on the business object types and their methods in the BAPI (Business Application Programming Interface)
Explorer. You can call the BAPI Explorer by choosing Tools ® Business Framework ® BAPI Explorer . You can also use transaction BAPI.
You can find detailed information on function modules in the Function Library ( Tools ® ABAP - Workbench ® Development ® Function
Builder ).
There following interfaces exist:
· Create
Here you can create a sales document with a BOS.
· Change
Using Change, you can change specific data in a sales document with a BOS.
· GetDetail
Using GetDetail, you can find data for a document. A key identifies the document. Afterwards, this data is returned to the calling program.
· GetList
GetList delivers a list of all the documents saved in the system (you can restrict the amount of documents displayed by the search criteria you choose to
use) Afterwards, the data on the documents is returned to the calling program. Service data is not transferred.
· GetDetailedList
A list of documents is created with GetDetailedList (you can restrict the amount of documents displayed by the search criteria you choose to use)
Afterwards, the data on the documents is returned to the calling program. Service data is also transferred.
Customer inquiry with BOS
The following methods replace the function modules used up until now:
Business Object Type Current Method (BAPI) Original function module, nolonger tobe used
CustomerInquiryBos CustomerInquiryBos.CreateBos BS01_INQUIRY_CREATE
CustomerInquiryBos.GetDetailBos BS01_INQUIRY_GETDETAIL
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Customer quotation with BOS
CustomerQuotationBos CustomerQuotationBos.CreateBos BS01_QUOTATION_CREATE
CustomerQuotationBos.ChangeBos BS01_QUOTATION_CHANGE
CustomerQuotationBos.GetDetailBos BS01_QUOTATION_ GETDETAIL
The following function module is also available as well as the methods above for the customer quotation:
BS01_QUOTATION_GETDETAILEDLIST
Sales order with BOS
SalesOrderBos SalesOrderBos.CreateBos BS01_SALESORDER_CREATE
SalesOrderBos.GetDetailBos BS01_SALESORDER_ GETDETAIL
SalesOrderBos.GetListBos BS01_ SALESORDER_ GETLIST
Service entry sheet
DebitMemoRequestBos DebitMemoRequestBos.CreateBos BS01_CDMEMOREQUEST_CREATE
DebitMemoRequestBos.GetDetailBos BS01_CDMEMOREQUEST_ GETDETAIL
DDIC structures
User data is exchanged in the form of data records. The structures of the data records are archived in the Data Dictionary (DDIC).
DDIC structures (Selection) Meaning
BAPIVBELN Sales document number
BAPISDHD1 Header data of the sales document
BAPIRET2 Confirmation
BAPISDITM Item data of the sales document
BAPISCHDL Scheduling data
BAPIPARNR Partner roles for the document header or the SD item
BAPIESLLC Data of a service line/outline level (excluding long text)
BAPIESLLTX Long text for service line/outline level
BAPIPAREX Customer enhancement, import
BAPIBOSCD Service line conditions
BAPIBOSCOST Service line cost item
BAPIBOSCOSTMODEL Service line cost model
BAPIBOSCOSTMODEL_CHARA_VALUE Service line cost model characteristic
SAP data model
The SAP data records are linked in accordance with the SAP data model.
The following shows the most important assignment rules for data records:
Data record assignment Implemented with fields
Item data for the sales document - Outline layout SERVICE_NO - PCK_NO
Outline layout - Service line SUBPCK_NO - PCK_NO
Hierarchy level - Outline level HI_LINENO - LINE_NO
Data carrier format
· The file is organized sequentially.
· The data records are in ASCII format.
· The record length of the data carrier is 78 bytes.
· Every data record in the data carrier ends with the closing character >.
· Data records longer than 78 characters are split across several data carrier data records. The continuation character is >.
This results in the following data record description:
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Symbol Content
1 Record type or continuation symbol
2-77 User data
78 Closing symbol
!--a11y-->
Interfaces for Purchasing Documents with BOS
Use
Using program interfaces, you can exchange data for the following purchasing documents with a bill of services (BOS):
· Purchase requisition
· Inquiry
· Quotation
· Purchase order
Features
Purchase requisition, inquiry, quotation, purchase order
There are several different business object types for purchasing documents with a BOS in the Business Object Repository (BOR) for the Purchasing
component.
However, the SAP enhancement for customer-specific fields in BOS SRVDET, and the additional fields for the BOS of the industry-specific component
Engineering & Construction, are missing for these business object types.
You can therefore, use the following function modules:
Document Function Module
Purchase requisition BS01_REQUISITION_CREATE
BS01_ REQUISITION _GETDETAIL
Inquiry BS01_RFQ_GETDETAIL
Quotation BS01_MM_QUOTATION_CREATE
Purchase order BS01_PO_CREATE
BS01_PO_ GETDETAIL
For more details, see the function module documentation in the Function Builder ( Tools ® ABAP Workbench ® Development ® Function
Builder ).
Service entry sheet
The business object type ServiceEntrySheet is available for the service entry sheet in the Business Object Repository (BOR) for the Service component. You
can access this business object type using different methods.
Business Object Type Method
ServiceEntrySheet ServiceEntrySheet.Create()
ServiceEntrySheet.Delete()
ServiceEntrySheet.GetDetail()
ServiceEntrySheet.GetList()
ServiceEntrySheet.GetReleaseInfo()
ServiceEntrySheet.Release()
ServiceEntrySheet.ResetRelease()
You can get an overview of the BAPIs available in the BOR in the BAPI Explorer. You can call the BAPI Explorer by choosing Tools ®
Business Framework ® BAPI Explorer . You can also use transaction BAPI.
DDIC structures
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User data is exchanged in the form of data records. The structures of the data records are archived in the Data Dictionary (DDIC).
DDIC structures (Selection) Meaning
BS01MMHEAD Header data of the purchasing document
BS01MMITEM Item data of the purchasing document
BS01MMITEMTX Item text
BS01MMSCHEDULE Scheduling data
BAPIEKKN Account assignment data
BAPIRET2 Confirmations
BAPIESUHC Limits
BAPIESUCC Limits with contract reference
BAPIESLLC Data of a service line/outline level (excluding long text)
BAPIESLLTX Long text for service line/outline level
BAPIPAREX Customer enhancement, import
BAPIESKLC Value/Link service account assignment
SAP data model
The SAP data records are linked in accordance with the SAP data model.
The following shows the most important assignment rules for data records:
Data record assignment Implemented with fields
Item data for the purchasing document - Outline layout SERVICE_NO - PCK_NO
Service entry sheet - Outline layout PACKNO
Outline layout - Service line SUBPCK_NO - PCK_NO
Hierarchy level - Outline level HI_LINENO - LINE_NO
Purchasing document - Account assignment EBELN, EBELP
Service entry sheet - Account assignment LBLNI, PACKNO
Service account assignment reference - Account assignment ZEKKN
Data carrier format
· The file is organized sequentially.
· The data records are in ASCII format.
· The record length of the data carrier is 78 bytes.
· Every data record in the data carrier ends with the closing character >.
· Data records longer than 78 characters are split across several data carrier data records. The continuation character is >.
This results in the following data record description:
Symbol Content
1 Record type or continuation symbol
2-77 User data
78 Closing symbol
!--a11y-->
Service Entry using an Internet Interface
Use
To be able to report both accurately and punctually on the services that are often performed locally, you can also enter the service entry sheet at the service
location (for example, on the construction site). Web-based access to a SAP system using Internet or Intranet applications is the best way to do this.
Features
SAP provides an HTML interface as a template, principally to show you what a local service entry looks like using the Internet. On the Web, you can use
additional functions, for example, freely-definable formulas (such as pocket calculator functions) to calculate the quantity performed.
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!--a11y-->
1.11 Archiving
Use
By archiving data, you remove from the database volumes of data that are no longer required in the system, but still need to be kept for subsequent analysis
purposes.
Archiving data also improves the performance of the system and increases storage space. e
However, retaining data may be necessary for a variety of reasons. It guarantees technical know-how, stores proof in case of warranty or product liability.
Integration
The SAP Data Archiving concept is based on the Archive Development Kit (ADK). The ADK provides the technical basis for the archiving transaction. If archive
management is called from the application component, the pre-defined, application-specific settings (such as archiving objects and programs) are activated
automatically.
Prerequisites
You control the types of documents that are archived in Customizing for Sales and Distribution under Data Transfer and Archiving .
To archive composite of service master records, set the indicator in a composite of service master records for deletion in transaction /SAPBOQ/AC0X.
Features
Archiving Composite of service master records
You can archive the composite of service master records. However, to archive a service master record for which a composite exists, you have to archive the
composite of service master records first. By archiving it, the system deletes the relationships between the main items and subitems.
Archiving procedure
The archiving procedure has two main steps:
· Create archive files: The system writes the data to be archived sequentially to a newly created file. These archive files can be passed to an archive system,
for example, via ArchiveLink.
· Run delete program: Based on the generated archive data, the system removes the data from the database using the deletion program.
You can schedule archiving programs as background tasks or run them online. You do not need to shut down the system to archive data.
For more information, see Introduction to Data Archiving (CA-ARC).
Archiving intermediate service entry sheets (New process created using transaction /SAPBOQ/SES1)
You can archive intermediate service entry sheets along with the order to which they are referenced. When an order is archived, all the service entries created
using /SAPBOQ/SES are also archived.
Archiving objects
Data in the SAP database can be archived only using archiving objects that describe the structure and composition of the data. The archiving object determines
which data is archived and how. It also describes which database objects must be handled together as a single business object that must be interpreted
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independently.
Archiving object Function
SD_VBAK Archiving of sales documents
SD_VBRK Archiving of billing documents
The following functions are available:
· Archive/Write
This creates archive files and writes data to them.
· Delete
This removes data from the SAP database.
· Evaluate
This reads archived data from the archive files.
· Check
This performs an archivability check for a selection of documents.
· Reload/Read
This reloads archived data from the archive files into the database.
For /SAPBOQ/01, functions for deleting, reading and writing are available.
Report for SD_VBAK Report for /SAPBOQ/01 Report for SD_VBRK Function
S3VBAKWR /SAPBOQ/COMPWR S3VBRKWR Archive/Write
S3VBAKDL /SAPBOQ/COMPDL S3VBRKDL Delete
S3VBAKAU S3VBRKAU Evaluate
S3VBAKPT S3VBRKPT Check
S3VBAKRL /SAPBOQ/COMPRD S3VBRKRL Reload/Read
Tables
The following describes only the enhancements for archiving BOS data.
When you use the archiving object SD_VBAK or SD_VBRK, the system archives BOS data from the following tables:
Table Table name
ESLH Sub-package header data
ESLL Sub-package lines
SAPBOQ/COMP Composite of service master records
The data related to intermediate service entry sheet is also deleted for the following tables:
Table Table name
/SAPBOQ/HD_SES QTO header table
JEST Individual object status
JSTO Status object information
DJEST Individual status per object: key date based management
JCDO Change documents for status object (Table JSTO)
JCDS Change documents for system or user statuses (Table JEST)
For more information, see Archiving of Sales Documents (SD-SLS) and Archiving of Billing Documents (SD-BIL).
Authorization objects
You need the following authorization objects for archiving object SD_VBAK:
Authorization object for SD_VBAK Description
V_VBAK_AAT Sales document type
V_VBAK_VKO Sales area
(sales organization, distribution channel, division)
You need the following authorization objects for archiving object SD_VBRK:
Authorization object for SD_VBRK Description
V_VBRK_FKA Billing type
V_VBRK_VKO Sales organization
Activities
To archive sales documents, choose Environment ® Archive documents on the Sales screen.
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Alternatively you can call up archive administration by choosing Tools ® Administration and then Administration ® Archiving . Enter the object name
SD_VBAK or SD_VBRK.
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286648705 sap-bos

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