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Sales Order with Fixed Price and T&M Billing

Sales Order with Fixed Price and T&M Billing. SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose

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Sales Order with Fixed Price and T&M Billing

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  1. Sales Order with Fixed Price and T&M Billing SAP Best Practices

  2. Purpose, Benefits, and Key Process Steps • Purpose • This business scenario addresses a project cycle from quotation to completion, where one part of the billing is agreed on a fixed-price basis, and the other part is billed resource-related, i.e. based on the actual work performed. • Benefits • Order Management • Project Staffing • Employee Forecasts and Time-Recording • Fixed Price Billing • Resource-Related Billing • Key Process Steps • Creating a Quotation • Creating a Sales Order • Maintaining Realization % on Order Item Line • Staffing the Order • Entering a Forecast • Time Recording (211) • Travel Management (191) • Creating the Fixed Price Billing Document • Creating a Resource-Related Billing Request • Creating the Invoice for the Billing Request

  3. Required SAP Applications and Company Roles • Required SAP Applications • Enhancement package 5 for SAP ERP 6.0 • Company Roles • Consultant Agency Client Manager • Employee (Professional User) • Travel Accountant

  4. Detailed Process Description • Sales Order with Fixed Price and T&M Billing The sales document in form of a sales order is the focal point of the process as it formalizes the customer’s requirements, collects labor costs, and generates billing time and material. This scenario would typically apply to a consulting arrangement where detailed work planning and execution are not required.

  5. Process Flow Diagram Sales Order with Fixed Price and T&M Billing Event Initial inquiry for service Consulting Agency Client Manager Create the Fixed Price Billing Document Create a Quotation Create Resource-Related Billing Request Create the Invoice for the Billing Request Create a Customer Sales Order Maintaining Realization % on Order Item Line Staffing the Order Employee (Professional User) Entering a Forecast Time Recording (211) Travel Mmgmt (191) Create Trip and Enter Receipts Travel Accountant Travel Mmgmt (191) Approve and Settle Trip / Transfer Costs to Accounting

  6. Diagram Connection Legend <Function> Hardcopy / Document External to SAP Financial Actuals Business Activity / Event Budget Planning Unit Process Manual Process Process Reference Existing Version / Data Sub-Process Reference Process Decision System Pass/Fail Decision

  7. Appendix Master Data Used • Operating concern • Controlling area • Company code • Plant • Sales organization • Distribution channel • Division • Order type • Sold-to party • Material • CATS Data entry profile • Personnel number

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