CRM resource related billing

Hello Gurus,
CRM 5.0,
Does this version or any other version of CRM have the resource related billing feature in it just as we have for customer service in ECC sales and distribution?
thanks & regards
Ritwik Sharma

Hi
please go through the following link
http://help.sap.com/saphelp_di471/helpdata/en/59/54fc37004d0a1ee10000009b38f8cf/content.htm
I think this solves your problem

Similar Messages

Error while creating Resource Related Billing

Hi, I've created service notification from IW51 and then service order for the same. I've created confirmation for the order from IW41. Now when I'm attempting to create resource related billing document in DP90 referring the service order, the system is showing "No expenditure items found".
I want to know the cause for this problem and the procedure to remove. the same.
Regards,
Pavi Ranjan

Enter the actual work in during IW41 - create confirmation. Then only the costing will get calculated accordingly.

Sales Order Line item status with Resource Related Billing

Hi
The Resource related billing is done based on the costs accumulated on account assigned WBS Element. The WBS Element system status is set 'Finally Billed'. The overall status of Sales Order line item is still 'open' and does show up in 'Open Order' reports.
SAP vide their note 439288 recommends running report SDVBUK00 to correct the sales Order item status. However this note is applicable only upto 4.6C. Our system in ECC 6.0. We tried running this report and did not get desired results. We checked the program and discovered that the corrections suggested as per above note, are not available.
Is there any new SAP note applicable for ECC 6.0 needs to be applied ? Or is there any other report needs to be run in case of ECC6.0?
Thanks in advance
with regards

HI,
Please raise message to SAP through service marketplace.
Thanks,
Vrajesh

Billing request? or Resource Related billing?

Hi,
Please read the real life SD - FICO scenario given below and if you think you have the solution, kindly state your suggestion. Would be much appreciated.
===================================================
Engineering Services Orders (Inter-company)
Process Steps (As-is)
1.Purchase Order is received in Co. A via EDI, from Co. B
2.Sales Order (services) is automatically generated in Co. A. It has item 10 as hours and item 20 as travel expenses in $ amount
Sales accounting creates settlement rule and internal order number and advises the engineers who will provide the services
3.Later on, engineers report actual hours for services rendered, by using CATS system This merely reports data in SAP system but does not make an FI posting
They use the order number advised to them in step 2 to create an internal order
4 Actual travel expenses are added by Payroll - as a direct posting to FI
5. Periodic CATS batch job is carried out by relevant IT person, to settle costs to an internal order (not to sales order). These costs are labor hours and travel expenses
6. FICO personnel then do transaction K08G to settle internal order --> sales order
7. (Manual Step) Sales Accounting then runs report KVBI to view and select data related to service orders The data is downloaded to an Excel worksheet and handed over to SD-Billing.
8. (Manual step) The cost data in dollar figures is converted to hours by SD-Billing, dividing cost data with rate / hour given in the sales order condition record
9. SD-Billing creates invoice. Since it is order-related invoice, it has open quantities coming in from the order. These are now manually over-written / replaced with the actual data from step 7 & 8. An invoice is thus, generated for each order individually.
Process (To-be)
To create an interim document (billing request?) to replace manual steps 7 and 8. This interim document needs to capture actual cost data form the system and also show the remaining / open quantities from the sales order
QUESTION: what is the best route to go?
Configure a Billing Request document (by modifying a standard Credit Memo Request / Debit Memo Request) or
Going via the route of resource-related billing?

Refer to the document: J48 - Project with Intercompany Billing
Link: http://help.sap.com/bp_blv1500/BL_India/index.htm
This is a very good document for guidance.
Regards,
Rajesh Banka

How to determine prices in Resource Related Billing(RRB)

Dear Experts,
I am working for service related client.in this SD,PS,HR and CO are integrated.
from SD i have to create resource related billing.here while running DP91 how the system determines the resources related pricing.
My doubts are:
1.Whether prices are determined automatically or we will maintain manually?
2.If prices are automatically:how and where we maintain?
3.If prices are manually:how and when to maintain?
I heard that to determine prices automatically by system i have to create Z table.
Z table because,prices are differ from projects,and position of the employee.
Thanks for helping,
Ravikumar.R

Yes, price determination is automatic
If you have worked on DIP profile, there you might have come across term called Source.
Based on the source system determines the pricing data.
And SAP provide 9 different sources for different process like:
1.
Actual costs - Line items (most popular)
2.
Actual costs - Totals records
3.
Statistical indicators - Line items
4.
Statistical indicators - Totals record
5.
Funds - Line items
6.
Funds - Totals records
7.
Planned Statistical indicators - Totals records
8.
Planned costs - Totals records
9.
Easy Cost Planning (Generally used with PS Project)
Details of source each can be learnt from SAP Help.
Regards
JP

How to map Resource related billing through sap pm

Hi all,
I have a new requirement from one of my client.
one plant(says A) provides the maintenance workers to other plant(Says B).
Plant A charge on hourly basis to plant B. Workers fill time sheet daily.
Then how to map this scenario through sap pm.
i guess it should be done through work center. kindly share.

For scenarios where the plants share the same company code, then you execute and settle your work orders as per normal.
Typically this involves the sending (from work centre) and receiving (settlement) costs centres posting actual costs.
The cost centre managers can then determine how much to back-charge. This task is often performed by the Finance Team.
For scenarios where the plants do not share the same company code, then you have a few options:
Resource related billing (see link above)
Plant A creates a PR/PO against Plant B. Then plant B creates a Sales Order against Plant A. This can be automated. The PR/PO could be linked to the order directly, or via a contract, or not at all..
PeteA

REsource Related BIlling

Hi All,
Can some one forward me notes on Resource Related Billing.
Required Urgently.
Pl forward to [email protected]
Thanks & Regards
Srini

Hi,
Go through this
http://iris.tennessee.edu/BPP/FI/Grants%20and%20Contracts/Sponsored%20Projects/Controllers%20Office/DP90%20Create%20Billing%20Request.pdf
Mohan
Award points if it helps.

Resource related billing (dp91) functionality

hi every one can some body explain me the concept of resource related billing. can v use cats for billing hours to our client . Any study material which can explain the functionality of dp91(rrb). Its really an emergency so any help would be gr8

yes u cn take the booked hour from cats for billing.
Algorithim:
1- create all the activities and make a set.
2- in dip profile select usage - " billing"
3- in characteristic - activity type
4- in source - actual cost line item
5- in material determnination put one material and maintain the pricing in vk11 for that activity
6- in selection criteria enter the activyt set
when there will be posting in cats , for those activyt there will be actual posting,.
then u can see the corresponding time from cats and billing value from VK11 table...and ur scenarion can be mapped.
ashis

Resource Related Billing: Time and Material Scenario

Can we use internal resource time through CATS for Resource Related Billing: Time and Material Scenario instead of external time of resources through service entry sheet

Yes you can
Please read sap help for more details

Resource related billing PLM 280

Hi Everybody,
I am working on resource related billing.Can anybody has PLM 280 doc please share it.
Thanks
Siva

Hi,
In your RRB settings if you have specified the source as Actual Costs system will look for objects where the actual costs are posted. Hence, i feel system is behaving as designed. Lets wait for others to comment as well.
Regards,
Gokul

Resource related billing and periodic billing and milestone billing

Hi friends,
Any one having resource related billing and periodic billing and milestone billing
documents are any config documents and any more details.
Waiting for reply urgently,
Regards.
kishore

Hi Kishore,
Pl. check these links :
<a href="http://help.sap.com/saphelp_47x200/helpdata/en/31/03953401024735e10000009b38f83b/frameset.htm">Periodic Billing</a>
<a href="http://www.sap-img.com/sd006.htm">Milestone Billing</a>
<a href="http://help.sap.com/saphelp_47x200/helpdata/en/4a/ac853478616434e10000009b38f83b/frameset.htm">Resource related billing</a>
Reward if useful.
Thanks & Regards
Sadhu Kishore

Can anyone explain Resource Related Billing process?

I tried reading everywhere about Resource Related Billing. Trying to learn about this. Please help me in understand this.
What is the document flow for this?
Is it like - Service Order(or Sales Documetn) is created.......then Delivery.....Invoice........DMR.......and then .Debit Memo???
Is it bcoz we can't include all the costs incurred during the service in the Order, we need to created DMR for the DIP profile?
I saw online somewhere where they created Service ORder using text item. Once the service was provided, they removed the text item and added the two materials...one for service and and one for material used. Delivery was created. Later Invoice. Here in this case....there is no need for DMR.
Then why do we use Resource related billing? Why can't we just follow the above process?
Is it same for Service Contracts also? Service Contract.........Billing.......DMR........and then DM
Is Service management Module a better substitute for REsource related scenario?? Somewhere I read when Service Management Module is not there......we can go with this.
I am reading now SAP Consulting notes available for DIP profile. Very good one....but trying to understand the flow of this process.
Will definitely award point for good info.

hi,
The Price of a Customer-specific services are not determined by Standard Prices .
For example
Make to order production
Plant maintenace
Resource related Billing is used in the CUSTOMER SERVICE and PROJECT SYSTEMS
We use the RRB process to bill the customer for the Material consumed and the Costs incurred in the customer project.
The flow is
Create the Sales order in VA01 which has the DIP profile assigned
Now Using the Sales order create the BILLING REQUEST in DP91
now create the Billing document in VF01 using hte Billing request in DP91
VA01DP91VF01
this is the flow
Please check and revet.
regards,
santosh

Resource related billing and service quotation

Dear gurus,
can anyone explain the process of resource related billing and service quotation in step by step.
if possible mail me the screen shots also in this email-id
[email protected]

hi,
Maintaining Profiles for Sales Order and Billing Request
Use
The Dynamic Item Processor (DIP) profile defines and controls resource-related quotation and billing for service orders and sales documents. It may be maintained in either the Customer Service or the Sales and Distribution section of the IMG. The DIP profile allows flexible determination and translation of actual labor, material and other costs into sales materials for appropriate pricing and billing.
DIP profiles BC10 is used exclusively in the value chain for time and material project.
Integration
The DIP profile functionality is closely integrated with the controlling module for the processing of cost objects into sales materials.
Prerequisites
Relevant sales document types, condition records, sales materials have been created.
Procedure
Access the activity using one of the following navigation options:
IMG Menu Project System ® Revenues and Earnings ® Integration with SD documents ® Creating Quotations and Project Billing ® Maintain Profiles for Quotations and Billing
Transaction Code ODP12.
Activities:
In the configuration item Profiles for Sales Order, Billing, Results Analysis, choose profiles BC12.
The DIP profile can be used for processing resource-related billing and results analysis, as well as for generating resource-related quotations. To do so, sales document types must be defined for each usage. Access the Usage section of the profile and maintain the following entries:
DI Usage SD Ty BC12
1 Billing & Results Analysis Z2TC
all other fields leave blank
Access the characteristics section of each profile. The characteristics are the objects which the system will take into consideration when processing and displaying resource-related billing. For both billing and order usages, set the characteristics as follows (note that other settings are automatically defaulted in by the system):
Characteristic Charact
Relevant Material Determ NoSummarizat. Structuring Sequence
Z2TC
Accounting Indicator X
Activity Type X X X
Object number X
Period X
Transaction Currency X X
Unit of Measure X X
all other fields leave blank
The sources section determines what type of costs will be selected by the DIP profile for each usage. More detailed selection criteria are available, but not maintained in this setting. Access the sources section of each profile and maintain the following entries:
Line Source Percentage
1 0001 Actual Cost - Line 100
Access the material determination and criteria sections of the profile. Material determination defines the sales materials that costs will be converted into. The criteria defines cost element groups (cost elements are determined from the labor activity type or the component account assignment) that correspond to each material. For both billing and quotation usages, define material determination as follows:
Material/Service Material Determination:
Transfer Quantity/Costs Material Determination:
Conversion Quantity Criteria:
Activity Type
Z2TC
I00342 X (Transfer Cost & Qty) Checked
I00984 X Checked
all other fields leave blank
To confirm that all entries and settings in the DIP profiles are consistent, go to the configuration item check profile settings. Enter the DIP profile and execute. Green traffic lights should be displayed next to all items for both usages. Otherwise, determine the inconsistency and make the necessary correction.
Go through t.code DP90
1.U will get "resource related billing request initial screen.
2.U enter ur "Srevice order", then select "Expences" button.
3.u get " Billing request for resource related billing document" Here the columns for "Open amt" and "Amt. to billed" equal the transactions that have posted to the project and have not been billed. To continue, press the "Billing request " button. The system will ask you if you really want to do this -- say "yes"
Then u will get the overview screen.
Link service order to a quotation thru transaction DP90. The quotation will be created with reference to the service order. The business scenario is that you are creating a quotation for the job to be done. The line items in the quotation are based on resources and materials planned in service order.
CHAN
Message was edited by:
CHAN HARI

Intercompany Resource Related Billing RRICB

Hi Gurus,
i have a question regarding Intercompany Resource Related Billing (RRICB)
Following scenario:
Customer orders a service (e.g. programming) - Company A creates a sales order - part of the programming should be done by Company B in another country (with a different company code). So Company A creates an order for Company B - Company B creates a sales order (customer is Company A).
All efforts should be caputred by CATS - e.g. Company A captures 15 H of programming via CATS to the sales order (real Customer) and Company B captures 5 H of programming via CATS for their sales order (customer Compnay A).
Sales order from Company B is linked with Sales order from Company A. And when charging the customer effort of Company A and Company B are summed up.
Hope this is not tooo confusing.
Can this scenario be done within the RRICB??
When reading through the SAP Help Pages they always describe the scenario with WBS-Element. Is this WBS-Element mandatory or is my prefered scemario also possible.
Many thanks in advance for your replies.

Hi santosh,
many thanks for your reply.
Unfortunatelly I can not test it right away on a system. I am working on possible process for a university project.
If our process is accepted we can begin to realize it in SAP.
So I have to trust in your answer

Resource related billing -reg

hi
My bunsiness process is like
1.Quotation Creation,
2.Sales Order creation with ref to Quotation,
3. Resource related billing( A Debit memo request is creating with ref to Sales Order)
4.Debit Memo creation with ref to debit memeo request.
In above process customer's final billing happening from Debit memo request, From Sales ORder billing is not generating, So always that slaes order will be in open status na?
In Resorse related billling is Sales Order is mandotory?
Can you plz guide me
regards
Rajendra

Hi Rajendra,
I am not able to understand why you want to create debit memo request first then debit memo.
Why are you not creating billing document with reference to sales order only??????
As per your scenario solution is as follows
Your first query is regarding status of sales order.
Go to VTAA and select your combination of debit memo request and sales order.
Go to the item level and select your item category and click on detail.
Now in that put Pos/neg. quantity as + and save it.
Now it will show complete status after you make debit memo request with respect to order.
Second query is about mandatory reference.
Go to VOV8 and select your resource related billing document or debit memo request.
In that you will find reference mandatory which you can maintain or can remove it.
Hope so this will help you to solve your query.
Regards
Raj.

CRM resource related billing

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