Sales Order with Fix Priced and T&M Billing

1
Purpose
This configuration guide provides you with the information you need to set up th
e configuration of this building block manually.
If you do not want to configure manually and prefer an automated installation pr
ocess using BC Sets and other tools, refer to the SAP Best Practices Quick Guide
, located on the SAP Note.
2
Preparation
2.1
Prerequisites
Before you start installing this building block, you must install prerequisite b
uilding blocks. For more information, see the Building Block Prerequisite Matrix
, located on the documentation package on the Technical ? Content Library page.
3

Configuration

3.1

Settings for SD

3.1.1 Create/Assign Sales Document Item Categories

Use
In this menu option, you define item categories for sales documents. The item ca
tegories that are contained in the standard SAP system together with the sales d
ocument types represent the usual business transactions. In this step we assign
the Billing Form and the DIP Profile.
Prerequisites
Procedure
1.
Access the activity using one of the following navigation options:
Transaction code
VOV7
IMG menu
Sales and Distribution ? Sales ? Sales Documents ? Sales Documen
t Item ? Define Item Categories
2.
Create the following item categories with the following settings:
Fields YBQ1
YBS4
Description
SP: Quotations SP: SD T&M
Business Data
Completion Rule B
B
Pricing X
X
Business Item checked checked
Sched.Line Allowed
checked checked
Determine Costs checked checked
Transaction Flow
Screen Seq.Grp N
N
Control of Resource-related Billing and Creation of Quotations
Billing Form
02
DIP Prof.
YBS00011
Usage
Result
The item categories YBQ1 and YBS4 were created.
3.1.1.1 Assign Incompletion Procedures
Use
In the following activities, you define when a sales document should be regarded
as incomplete and how the system should respond when you create a document.
Prerequisites
The sales order types have been created.
Procedure
1.
Access the activity using one of the following navigation options:
Transaction code
VUA2
IMG menu
Sales and Distribution Basic Functions Log of Incomplete Items A

ssign Incompleteness Procedures Assign procedures to the sales document types

2.
Make the following entries for each sales document.
Fields YBQ1
YBS4
Description
SP: Quotation SP: SD T&M
Proc. 10
blank
Description
Inquiry/Quotation
blank
IC-Dialog
deselect
deselect
Result
No incompletion log is necessary.
3.1.1.2 Define Item Category Assignment
Use
In this menu option, you can specify which item categories the system proposes d
uring document processing for each sales document type and item category group.
At the same time, you can specify additional item categories with which the syst
em default can be overwritten. There is a maximum of three possible alternative
item categories.
Procedure
1.
Access the activity using one of the following navigation options:
Transaction Code
VOV4
IMG Menu
Sales and Distribution ? Sales ? Sales Documents ? Sales Documen
t Item ? Assign Item Categories
2.
Assign Item Categories as shown in the following table:
Sales Document Type
Item Category Group
Usage HLv Item Category
Default Item Category Man Item Category
Man Item Category 2
YBO1
YBC2
YBS4
YBQ1
YBC1
YBQ1
YBQ1
YBC2
YBQ1
YBDR
LEIS
L2W
LFN
GFN
YBDR
LEIS
L2N
L2W
YBDR
LEIS
SEIN
L2W
LFN
GFN
YBDR
LEIS
SEIN
L2S
L2W
LFN
GFN
YBDR
YBER
SEIN
L2W
Result
The item category has been assigned to the sales document type.
3.1.2 Assign Schedule Line Categories
3.1.2.1 Assign Schedule Line Categories
Use
In this Customizing activity, you assign schedule line categories to item catego
ries. This allocation of schedule line categories is carried out depending on th
e MRP type that is specified in the material master record for a material.
Prerequisites
The item categories have been created.
Procedure
1.
Access the activity using one of the following navigation options:
Transaction code
VOV5
IMG menu
Sales and Distribution ? Sales ? Sales Documents ? Schedule Lin
es ? Assign Schedule Line categories
2.
On the Change View Assign Schedule Line Categories : Overview screen, make
the following entries:
ItCa
Typ
SchLC
YBS4
CD
Result
The schedule line category has been assigned to the item category.
3.1.3 Create/Assign Requirement Classes
3.1.3.1 Define Requirement Classes
Use

Requirements class YB9 is primarily intended to allow sales documents to be link

ed to service orders. However, it also contains the default values for costing m
ethod, costing variant, settlement profile, and results analysis keys. These val
ues all default into the sales order and facilitate unit cost estimates, results
analysis, and settlement.
Prerequisites
Costing variant PC04 for unit costing for sales order items exists. Settlement p
rofile YBSV02 and results analysis key YBSV02 have been created.
Procedure
1.
Access the activity using one of the following navigation options:
Transaction code
OVZG
IMG menu
Sales and Distribution ? Basic Functions ? Availability Check an
d Transfer of Requirements ? Transfer of Requirements ? Define Requirement Clas
ses
2.
Create requirement class YB9 as shown in the following table:
Reqmts class
YB9
Description
SP: w/o Serv Ord, RR
Assembly
Special Stock E
Account assignment
Acct Assign. Category E
Result
The requirement class as a basic setting in SD was created.
3.1.3.2 Maintain Requirements Classes
Procedure
1.
Access the activity using one of the following navigation options:
Transaction code
SPRO
IMG menu
Sales and Distribution ? Basic Functions ? Account Assignment/Co
sting ? Maintain Requirements Classes For Costing/Account Assignment
2.
Select the Requirement Class YB9 and maintain as shown in the following
table:
Requirement Class
YB9
Description
SP: w/o Serv Ord, RR
Costing
Costing Variant
Account assignment
Account assignment category
E
Settlement profile
YBSV02
Results Analysis Key
YBSV02
Result
The parameters in the requirements class that are relevant to cost accounting ha
ve been added.
3.1.3.3 Assign Requirement Types
Procedure
1.
Access the activity using one of the following navigation options:
Transaction code
OVZI
IMG menu
Sales and Distribution ? Basic Functions ? Availability Check an
d Transfer of Requirements ? Transfer of Requirements ? Determination of Requir
ement Types Using Transaction
2.
Assign requirements types to item categories as shown in the following t
able:
Item Category Type
Requirement Type
Origin requirement type
YBS4
YB5
0 (Item type strategy)
YBQ1
blank blank
Result
The requirement type was assigned to the item category.

4
Master Data
4.1
Create Conditions Consulting_1 (PR00)
Use
Use
Create a PR00 pricing condition.
Procedure
1.
Access the activity using one of the following navigation options:
Transaction Code
VK15
2.
On the Create Condition Records screen, in the Condition type field, ent
er PR00 and in the Table field, enter 304.
3.
Choose Key combination.
4.
In the Key Combination dialog box, select Material with release status.
5.
Choose Continue (Enter).
6.
In the Valid From field, enter the current date and in the Valid to fiel
d enter 12/31/9999.
Sales Organization
Distribution Channel
Material
Condition Price
Unit
Amount
1000
10
D300
1
180
7.
Choose Enter.
8.
Save your entries.
9.
Choose Back (F3).
Result
The pricing conditions have been created.