Rental Contract

Question

Dear SD Guru,
At the moment, I'm trying to understand the concept of the revenue in the sales contract.
For Service Order, the process flow is:
Sales Contract -> Service Order -> RRB (via DP90) -> Debit Memo Req -> Debit Memo.
The above flow will update the sales contract automatically after Debit Memo is created and  "Total Actual Costs" will show the billed figure in the sales contract in the cost report.
And, the in cost report (In Debit Memo Req), the header is showing the contract no.
But, what about Sales Order? I can't find any document, in SAP Library the process flow.
At the moment, I'm not using any RRB.
My flow:
Sales Contract (MV - Rental Contract) -> Sales Order -> Invoice.
The "Total Actual Costs" in the sales contract will only be updated after I execute VA88 to settle it. This is not the case in Service Order.
Questions:
1) Is there any standard process flow for sales order to work the same like Service order? Is my flow correct? Or do I need RRB? Or how do I set up a standard process for this scenario?
2) In the Cost Report (In Sales Order), the header is showing Sales Order no, Not Sales Contract. This is different from Service Order. Any idea why?
Regards,
Soo

Answer 1

Hi Murali,
This can be configured using Periodic Billing.
<b>1.</b> Create New Sales Order Type, say ZOR (Copy of OR) through T.Code: VOV8
Maintain Delivery Type as LF & Billing Type As 'F1' - Order Related / 'F2' Delivery Related.
<i>IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Define Sales Documents Types</i>
<b>2.</b> Assign New Sales Document Type to Sales Area, For Eg:
1000 (S.Org) / 10 (D.Channel) / 10 (Division) / ZOR (S.O Type)
<i>IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Header > Assign Sales Area to Sales Document Type</i>
<b>3.</b> Create New Item Category, say ZTAN - Copy of TAN (For delivery Related) / ZTAD - Copy of TAD (For Order realted) / ZTAS - copy of TAS (For Third Party)
Maintain as under (others remaining same)
Billing Relevance: I
Billing Plan Type: 02
<i>IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Define Item Category</i>
<b>4.</b> Assign Item Category, for ex (assuming Usage & higher level item category as blank):
Sales Document Type | Item Category Group | Default Item Category
ZOR | NORM | ZTAN
ZOR | DEIN | ZTAD
ZOR | BANS | ZTAS
<i>IMG > Sales and Distribution > Sales > Sales Documents > Sales Document Item > Assign Item Category</i>
Note: In the above Billing Type '02' plays the main controller for periodic billing. while execution of process some messages pop-up with respect to date, just press enter & skip them. In Sales order, at item level, we require to maintain the billing plan.
Follow the Sales cycle as normal sales cycle for particular Scenarios
Regards,
Rajesh Banka
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