WBS based billing

In SD and PS integration is it possible to create billing based on WBS Elements. For Example in my project there are WBS elements as below
   level 1 Z001
     level 2 Z001.01
                 Z001.02
                   to
                 Z001.10
I have ten WBS elements at level 2, I want to create invoice for each WBS element.
Please suggest me how to configure?
thanks
suresh

Hi ,
You can use MILE STONE Billing to bill based on Completion of each WBS element.
1. Maintain billing plan types in the OVBO
2 . Define Date on which the WBS element completes
3. Maintain Date category in OVBJ
4. Assign the Billing plan type to sales documents in OVBP
5 . Assign the Billing plan type to the Item categories in OVBR
Please try wit the above configuration and revert back if you need further clarification.
regards,
santosh

Similar Messages

Milestone based billing in OM-AR or PA - Help needed

Hello,
need your valuable suggestion to identify the best approach, including modules, for the following business scenario with Minimum Customization.
Business A directly receives orders/ contracts from customers. Business A does not manufacture any product. Instead they cut POs to different suppliers (against the items in the order) and the suppliers in-turn directly ships the material to customers. Business A directly invoice customers and also pay the suppliers.
Key points to note:
- Oracle E-Biz 11.5.10.2
- Customer billing will be milestone based e.g. 20% down payment at order booking, 40% prior to shipment and 40% upon material delivery etc of the total Order value.
- There may be one billing milestone for material acceptance by the customer
Possible solution approaches:
==================
We were thinking about OM, PO, INV (virtual), AR, AP etc with standard Drop Ship process but as we know, milestone based billing cannot be done thru normal OM-AR process.
If we use PA then another approach can be to disable interface transaction from OM to AR and then use customization:
i) In PA billing extension called by Generate Draft Invoice (GDI) process to look at eligible orders (in OM) for billing with appropriate amount
OR
ii) Create an interface to raise billing events in PA (using Event API) by looking at at eligible orders (in OM) for billing with appropriate amount.
However, using PA additionally along with OM will have following disadvantages:
a) Good amount of customizations for needed integrations
b) PA/ Projects will be added as an additional module without much benefit to the above mentioned business model.
Can we use AR in a different way here by disabiling the OM-AR interface transaction but using the OM details for multiple AR invoices thru some short customization. Or for that matter any other approach outside normal OM-AR process.
Any suggestion will be greatly appreciated.
Best Begards

Hello,
need your valuable suggestion to identify the best approach, including modules, for the following business scenario with Minimum Customization.
Business A directly receives orders/ contracts from customers. Business A does not manufacture any product. Instead they cut POs to different suppliers (against the items in the order) and the suppliers in-turn directly ships the material to customers. Business A directly invoice customers and also pay the suppliers.
Key points to note:
- Oracle E-Biz 11.5.10.2
- Customer billing will be milestone based e.g. 20% down payment at order booking, 40% prior to shipment and 40% upon material delivery etc of the total Order value.
- There may be one billing milestone for material acceptance by the customer
Possible solution approaches:
==================
We were thinking about OM, PO, INV (virtual), AR, AP etc with standard Drop Ship process but as we know, milestone based billing cannot be done thru normal OM-AR process.
If we use PA then another approach can be to disable interface transaction from OM to AR and then use customization:
i) In PA billing extension called by Generate Draft Invoice (GDI) process to look at eligible orders (in OM) for billing with appropriate amount
OR
ii) Create an interface to raise billing events in PA (using Event API) by looking at at eligible orders (in OM) for billing with appropriate amount.
However, using PA additionally along with OM will have following disadvantages:
a) Good amount of customizations for needed integrations
b) PA/ Projects will be added as an additional module without much benefit to the above mentioned business model.
Can we use AR in a different way here by disabiling the OM-AR interface transaction but using the OM details for multiple AR invoices thru some short customization. Or for that matter any other approach outside normal OM-AR process.
Any suggestion will be greatly appreciated.
Best Begards

Excise Invoice for Order Based Billing Scenerion

Dear Friends,
We have a scenarion, wherein we are working with Sales Order Based Billing.
We are in the process of Implementing CIN with TAXINN.
Is it possible to create excise invoice for the scenarion of Sales Order based billing, instead of delivery based billing.
If yes, what are the steps we need to follow to configure the same.
Regards,
Harsh

hi
If u want the create Excise Invoice for Order Based Billing Scenerion, u must be set in billing document in General control in fields is.
<b> SD document categ.   M      Invoice
Transaction group    7      Billing documents
Billing category
Document type
Negative posting            No negative posting
Branch/Head office          Customer=Payer/Branch=sold-to party
                             No
Invoice list type    LR     Invoice List
Rebate settlement
Standard text     </b>
Best copy of F2 Invice. and this billing type in outgoing invoices in Tax on goods movement in Logistics general.
Rewards point it helps

FTE and volume based billing for a call center operations

hi,
we have a call center handling operations only for intercompany customers (means no external customers). And we want to go for a solution based on two business processes. first one is FTE (Full time equivalent) and the second is volume based billing (based on how many tickets received between a time period).
The solution approach will be to create cost centers to track costs and billing through normal SAP sales order.
Can anybody guide me through the process here with some explanation or documentation related to this?
Thank you all

hi,
this is to inform you that,
create a master contract - 1st step.
create a value and a service contract - 2nd step.
link this two low level contracts to master contracts.
different pricing procedures will be there for value and service contracts each.
the process flow of this is :
1. for value contract : MASTER CONTRACT - SALES ORDER - DELIVERY - BILLING.
2. for service contract : MASTER CONTRACT - SALES ORDER - BILLING.
hope this clears your issue.
please let me know if you have any doubts on the same.
balajia

WBS with billing element but no Sales Order

Trying to write a SQ01 query to find WBS with billing element but no sales order assigned. Can anyone help?

VBRP is the billing item table, OP is asking about the sales documents.
Queries for something that does not exist might be tricky. Use the tables/fields mentioned above (not VBRP), but make sure to use LEFT JOIN to VBAP. In this case you'll get blank/initial values in the query when no sales record exist. If you do a regular INNER JOIN then you just won't see the WBS that don't have VBAK/VBAP records.

WBS with billing element but no sales order assigned

Trying to write a SQ01 query to find WBS with billing element but no sales order assigned. Can anyone help?

Such WBS elements can be identified using CN43N report also using proper filtering criteria.
Fileting criterias:
Billing element.
Order accepted status.

Value based billing plans?

Hi...
I am ABAPer,
I am trying to create value based billing plan in the contrcat creattion..
But if i enter date and bill value and press enter billvalue which entered is not mapping there,
As of now there is no items for this contract,
How can i eneter value based billing plans...?
Thanks,
Naveen.I

I got the solution for this..,
First of all we can't enter value based bill plans for header with having items..
And, for this problem enter at least one line item and then proceed with bill plans.
Then header can accepts you to enter the value based plans...
Thanks,
Naveen.I

Settling WBS with Billing element indicator

Hi Experts,
I'm trying to settling a Project that contains WBS with 'billing element' indicator marked and others not.
When I executed CJ88 to settle WBS to CO-PA, only settled wbs without 'billing element' indicator marked.
Could you indicate me why WBS with 'billing element' indicator marked doesn't settle to CO-PA, is there something special for those WBS ?
Thanks in advance,
José Luis
Edited by: José Luis Rodríguez on May 4, 2011 2:15 AM

Hi
1 .First step is we need to run T: code: CJB2 to generate settlement rule, if at all settlement profile is not assigned to your project profile and settlement rule is derived from settlement strategy define for the rule assigned in Project profile.,
2. Once you run step one, it will assign the settlement rule to the WBS with billing element as well it will assign result analysis key into the WBS with billing element (if att alll RA key is not defined in Project profile).
3. Now Run RA in tcode: KKA2 and save the results. exceute tcode CJIF to see the project results.
4. Now run the settlement in CJ88, you will see that the costs are settled to PSG. this you can verify in costelemnt report also.
thanks
regards
kishore

Configuring Delivery Based Billing-Make to order

Hi Team,
I am configuring thDelivery based billing process.
I have created the SO and the Delivery document
Howevere when i try to do Post goods Issue in the Delivery document i get the following error.
1. The storage location is not defined for delivery item 000010
Can you please help.
Regards,
Rajneesh

Hi ,
Check storage location- in picking tab , is exist or not. If not enter manually.
Check - stock of the material using Transaction under particular storage location too.-transaction-mmbe
You can also default storage location in customizing- under-
LE-Shipping-Picking-Determine picking location-Assign picking location
Also go through - below link - for business process- config details
http://help.sap.com/bp_bl604/BL_US/html/index.htm
Thanks
Chidambaram

Combined order based and delivery based billing

Hey Gurus,
We are using ZTAN items and ZTAD items on the sales orders. We are trying to figure out how to combine these two together to create one invoice. Can you guys help us with what the configuration should be in order do this? I woudl like to knwo what settings I need to make in item category and also what settings need to be changed in the copy controls? Do I need to change them for F2 and other settings in VTFA?
Please let us know.
Sincerely,
Nina

Hi,
Delete the Assignment number and Reference number in the copy control at the header level details in VTFA.
For this message and try it .
We are using order based billing for the ZTAD items right now and using delivery based billing for the ZTAN items. So, to answer your question, we do want to combine these two together.
I have tried setting the VTFA copy control settings to 001, and I still can't seem to get the two line items to combine.
Note, I only created a new copy control for the ZTAD items.
I looked to see if the header data was different and this was the log that was outputted but I can't seem to figure out what this means:
Fld Name $000000001 $000000002
Combination criteria in the bi 0013030 00330308000000064
Assignment number $
I am not sure how to analyze this. If you have any suggestions, I would be really appreciative. Thanks for all of your help Shivaji.
Sincerely,
Nina

PO based billing in third party process

How can the Sales Billing be based on the PO net price in a third party process?
The copying requirements are set up with price source A = Purchase Order
And the pricing type is = C (copy manual and redet. others)
The billing quantity is = E (GR based)
...but still the billing net value seem to be taken from the sales order and not from the PO?
We want to bill the customer whenever we have done partial goods receipts for the PO item.

hi,
in standard you have only limited possibilities (it's working only for VPRS).
Let's say your condition is PR00 in the PO. If you wan't this in your billing document, you have to have it in your pricing procedure in the same line, with the same name and same text:
PO
n. 1. PR00 standard price
invoice
n. 1. PR00 standard price
Balazs

Agreement issue for Event based Billing

Hi,
We are on R12.0.6 and using Project Billing (not using Project Costing)
For the monthly reimbursements approved by our customer, we create project & task based events, enter total amounts in revenue and billing fields. We use Event types in AA rules to record revenue in different account codes.
Customer issues quarterly POs for this purpose. So there are multiple POs against single Project & Task.
For the revenue accrued and billing done in the past, if we need to make adjustments, is there a functionality available similar to that of expenditure item? e.g. split, transfer etc so that linkage with originally billed item will be maintained?
If there is no such functionality, then we will have to enter negative events. In that case, how do we ensure that correct agreement will get picked (same as that of the original revenue-invoice)? Also, since rules for revenue and invoicing are different, we will not have control on whether same agreement will get picked for negative revenue and credit memo.
Please help
Regards,
Ketan

Hi
Controling the agreement that will be used is a new feature Oracle presented with R12.1.1.
You might want to look at upgrade.
On your corrent release, the solution is more complex (however, it works for us).
A) Add a flexfield on the event form, so user may enter the agreement number for any new event.
B) When running the GDR / GDI processes, users should enter the agreement number as a parameter.
C) Develop a billing extension called on pre-processing of GDR/GDI. That extension reads the agreement number on the parameter, and then go on and put all existing events of the project on hold, but those events with the sameagreement number on their dff. The same billing extension is also updating the customer on all agreements which are not the selected agreement. Upodate to a dummy customer which is not one of the project customers.
D) Develop a billing extension called on post-process of GDR/GDI. That extension remove the hold from all events, and also update back the customer on all agreements from the dummy customer to the real project customer.
Dina

WBS Element ( Billing element ) assignment at sales order header level

HI,
There is provision of assign WBS Element at sales order header as well as item level , If Project WBS Element is assigned for each line item delivery and stock updating is happening from the project, But WBSE will assign at sales order Header system will not allowing to create project delivery( moment type 601Q), and stock updation ftom project.
Please let me know how this will happen ,
Regards,
Gangi
Edited by: Gangi Reddy Botchu on Jul 7, 2008 4:50 PM

SPRO - SD - Billing - Billing Plan - the first 5 config nodes (Define Billing Plan types / Define Date descriptions / Assign Date categories / Maintain Date Proposals / Assign Billing Plan types to Sales Doc types) are applicable to you.
this is pretty tranparent for a reference.
What else is required?

OT: retainer vs. project-based billing

i typically charge on a project basis for all my jobs –
and the fee that gets charged is almost never a calculation of
"well, it's going to take me x hours at y dollars per hour so
therefore the fee is z". (i won't bore you with the reasoning
behind this.)
i'm now in the process of putting together a proposal for an
ongoing relationship where the billing would likely be retainer
based and i'm not sure how to set it up. (even the traditional
"figure out how many hours a month and multiply by blah blah blah"
doesn't really make sense – if one were to do that, how is it
any different than project-based? and what incentive does a client
have to commit to the structure?)
in my mind, a retainer needs to be mutually beneficial
– as in, i would usually charge x for this amount of work but
– in the interest of developing a long-term relationship
– i'll charge x minus y%. furthermore, in the spirit of
fairness, i wouldn't quibble if the amount of work in a given month
went a little over (and i wouldn't expect that the client would
complain if a month was a little light – it probably all
works out even in the end).... but i wondering how to handle things
when the workload goes substantially over or under.
looking for some ideas and insight here... thanks.

JoeQ, if I might answer the question, for myself anyway:
normally, I charge
clients by the project, giving them an estimate. So in your
theoretical
situation, I would figure a price based upon several factors.
The amount of
time it will take me is one factor. Another factor would be
my experience
and skills; if I was doing something that I truly was 10
times faster at
than the average web developer, I'd charge accordingly.
The point is, the time it takes me to do the work is
definitely *one* factor
in the equation. It seldom is the only factor, though, and I
agree with you
that by itself, it's not a perfect criteria for the value of
the work.
Patty Ayers | Adobe Community Expert
www.WebDevBiz.com
Free Articles on the Business of Web Development
Web Design Contract, Estimate Request Form, Estimate
Worksheet
"joeq" <[email protected]> wrote in message
news:[email protected]...
> for the sake of conversation, accept the premise. or, if
you prefer,
> change the
> numbers of hours to twenty (them) and five (you).
>
>
>
quote:
Originally posted by:
Newsgroup User
> > to use your example (but with larger numbers), i
ask you to do a job
> > that
> > would take an experienced professional (who
charges, say $50.00 an hour)
> > twenty
> > hours but, because of your greater experience and
knowledge, it takes
> > you
> > two.
>
> This is a completely unrealistic example. There would be
no such job. Or
> perhaps you meant to use "inexperienced"? In that case,
it's not my model
> that breaks, it's the "inexperienced professional's".
>
> At any rate, I charge for my time, not by some arbitrary
standard. That
> way, I can treat people equally.
>
> --
> Murray --- ICQ 71997575
> Adobe Community Expert
> (If you *MUST* email me, don't LAUGH when you do so!)
> ==================
>
http://www.projectseven.com/go
- DW FAQs, Tutorials & Resources
>
http://www.dwfaq.com - DW FAQs,
Tutorials & Resources
> ==================
>
>
> "joeq" <[email protected]> wrote in
message
> news:[email protected]...
> > you're missing the point.
> >
> > to use your example (but with larger numbers), i
ask you to do a job
> > that
> > would take an experienced professional (who
charges, say $50.00 an hour)
> > twenty
> > hours but, because of your greater experience and
knowledge, it takes
> > you
> > two.
> >
> > now how do you charge?
> >
> >
> >
quote:
Originally posted by:
Newsgroup User
> > > but the reality is that really can't.
> >
> > Sure it can. If you ask me to do a job that takes
10 minutes, I bill
> > you
> > for 30 minutes. If you ask me to do a job that
takes me 2 hours, I bill
> > you
> > for 2 hours. Why doesn't that work?
> >
> > --
> > Murray --- ICQ 71997575
> > Adobe Community Expert
> > (If you *MUST* email me, don't LAUGH when you do
so!)
> > ==================
> >
http://www.projectseven.com/go
- DW FAQs, Tutorials & Resources
> >
http://www.dwfaq.com - DW FAQs,
Tutorials & Resources
> > ==================
> >
> >
> > "joeq" <[email protected]> wrote
in message
> > news:[email protected]...
> > > doesn't really answer the question though...
> > >
> > > you're obviously very experienced and can do
something in a fraction
> > > of
> > > the
> > > time it takes someone else. your fees should
reflect that ? but the
> > > reality is
> > > that really can't.
> > >
> > >
quote:
Originally posted by:
Newsgroup User
> > > My clients benefit from my "vast experience".
I also have a minimum
> > > time
> > > increment of 30 minutes....
> > >
> > > --
> > > Murray --- ICQ 71997575
> > > Adobe Community Expert
> > > (If you *MUST* email me, don't LAUGH when you
do so!)
> > > ==================
> > >
http://www.projectseven.com/go
- DW FAQs, Tutorials & Resources
> > >
http://www.dwfaq.com - DW FAQs,
Tutorials & Resources
> > > ==================
> > >
> > >
> > > "joeq" <[email protected]>
wrote in message
> > > news:[email protected]...
> > > >a follow-up question that i think helps
make my point about the
> > > >difficulties of
> > > > hourly billing:
> > > >
> > > > in hourly billing, how do account for the
fact that ? because of
> > > > your
> > > > vast
> > > > experience ? you can do something in a
tenth of the time that it
> > > > takes
> > > > an
> > > > experience beginner... who charges, for
example, $50.00 an hour?
> > > > would
> > > > your
> > > > clients not fall out of their respective
chairs if you told them you
> > > > want
> > > > $500.00 an hour? or $1,000.00???
> > > >
> > >
> > >
> > >
> > >
> > >
> >
> >
> >
> >
> >
>
>
>
>
>

Budget Supplement on WBS based on AuC

Hi all !
I'm trying to use CJ37 [Supplement Budget] for a WBS element...
It appears this message "Overall budget and/or annual budget cannot be processed"...
When I go to CJ20n tcode,
Edit > WBS Element > Investment Programs -> Investment Program, in order to assign the WBS to a Invest. Prog., it appears a message "WBS superior element is account assignment element"
Actually, this WBS Invest. Program. is based on AuC (Asset Under Construction).
The question is: how can I supplement budget for this project/WBS element provided that it's not related to a prog. invest. position?
Thanks for help,
Evandro Neves.

Sreekanth,
The targeted project is unlocked, but there are many other projects which are locked (log list bellow)... As a result, I can't split my budget to the superior investment program positions...
Typ Message text
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    System status LKD is active (WBS PI/3040.10/001)
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    System status LKD is active (WBS PI/3040.10/007)
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    System status CLSD is active (WBS PI/3600.10/002)
    System status BMLK is active (WBS PI/3600.10/002)
    System status LKD is active (WBS PI/3010.10/011)
    System status BMLK is active (WBS PI/3010.10/011)
    System status LKD is active (WBS PI/3010.10/012)
    System status BMLK is active (WBS PI/3010.10/012)
    System status LKD is active (WBS PI/3010.10/013)
Thanks in advance,
Evandro Neves.

WBS based billing

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