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EHP4 for SAP ERP6.0
August 2008
English
Spot Consulting with FixPriced Billing (194)
SAP AGDietmar-Hopp-Allee 66!!0 "all#orf
$uil#ing $lo%& 'onfiguration Gui#e
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German(
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
Copyright
/ 'op(right 2008 SAP AG. All rights resere#.
1o part of this puli%ation ma( e repro#u%e# or transmitte# in an( form or for an( purpose )ithout the
e+press permission of SAP AG. 3he information %ontaine# herein ma( e %hange# )ithout prior noti%e.
Some soft)are pro#u%ts mar&ete# ( SAP AG an# its #istriutors %ontain proprietar( soft)are %omponentsof other soft)are en#ors.
i%rosoft5 "in#o)s5 utloo&5 an# Po)erPoint are registere# tra#emar&s of i%rosoft 'orporation.
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ra%le is a registere# tra#emar& of ra%le 'orporation.
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@aaS%ript is a registere# tra#emar& of Sun i%ros(stems5 7n%.5 use# un#er li%ense for te%hnolog( inente#an# implemente# ( 1ets%ape.
a+D$ is a tra#emar& of (S> A$5 S)e#en.
SAP5 R9<5 m(SAP5 m(SAP.%om5 +Apps5 +App5 an# other SAP pro#u%ts an# seri%es mentione# herein as)ell as their respe%tie logos are tra#emar&s or registere# tra#emar&s of SAP AG in German( an# inseeral other %ountries all oer the )orl#. All other pro#u%t an# seri%e names mentione# are thetra#emar&s of their respe%tie %ompanies. Data %ontaine# in this #o%ument seres informational purposesonl(. 1ational pro#u%t spe%ifi%ations ma( ar(.
3hese materials are suBe%t to %hange )ithout noti%e. 3hese materials are proi#e# ( SAP AG an# itsaffiliate# %ompanies ,CSAP GroupC for informational purposes onl(5 )ithout representation or )arrant( ofan( &in#5 an# SAP Group shall not e liale for errors or omissions )ith respe%t to the materials. 3he onl()arranties for SAP Group pro#u%ts an# seri%es are those that are set forth in the e+press )arrant(statements a%%ompan(ing su%h pro#u%ts an# seri%es5 if an(. 1othing herein shoul# e %onstrue# as%onstituting an a##itional )arrant(.
/ SAP AG Page < of 4
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
Icons
Icon Meaning
'aution
E+ample
1ote
Re%ommen#ation
S(nta+
ypographic Con!entions
ype Style "escription
Example text "or#s or %hara%ters that appear on the s%reen. 3hese in%lu#e fiel#names5 s%reen titles5 pushuttons as )ell as menu names5 paths an#options.
'ross-referen%es to other #o%umentation.
Example text Emphasi=e# )or#s or phrases in o#( te+t5 titles of graphi%s an# tales.
E;AP>E 3E;3 1ames of elements in the s(stem. 3hese in%lu#e report names5program names5 transa%tion %o#es5 tale names5 an# in#ii#ual &e()or#s of a programming language5 )hen surroun#e# ( o#( te+t5 fore+ample5 SE>E'3 an# 71'>DE.
Example text S%reen output. 3his in%lu#es file an# #ire%tor( names an# their paths5messages5 sour%e %o#e5 names of ariales an# parameters as )ell asnames of installation5 upgra#e an# #ataase tools.
EXAMPLE TEXT e(s on the &e(oar#5 for e+ample5 fun%tion &e(s ,su%h as F2 or the
ENTER &e(.
Example text E+a%t user entr(. 3hese are )or#s or %hara%ters that (ou enter in thes(stem e+a%tl( as the( appear in the #o%umentation.
<Example text> :ariale user entr(. Pointe# ra%&ets in#i%ate that (ou repla%e these)or#s an# %hara%ters )ith appropriate entries.
/ SAP AG Page 4 of 4
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
Contents
Spot 'onsulting )ith *i+ Pri%e# $illing............................................................................................6
Purpose.................................................................................................................................... 6
2 Preparation............................................................................................................................... 6
.2. Prereuisites..................................................................................................................... 6
< 'onfiguration............................................................................................................................ 6
.<. Settings for SD.................................................................................................................. 6
<.. 'reate9Assign Sales Do%ument 7tem 'ategories........................................................6
.<... Assign 7n%ompletion Pro%e#ures .....................................................................F
.<...2 Define 7tem 'ategor( Assignment....................................................................8
<..2 Assign S%he#ule >ine 'ategories................................................................................8
.<..2. Assign S%he#ule >ine 'ategories..................................................................... 8
<..< 'reate 9 Assign Reuirement 'lasses.........................................................................!.<..<. Define Reuirement 'lasses............................................................................!
.<..<.2 aintain Reuirements 'lasses .................................................................... 0
.<..<.< Define Reuirement 3(pes.............................................................................
.<..<.4 Assign Reuirement 3(pes.............................................................................
<..4 Set p 'op( 'ontrols for $illing Do%uments.............................................................2
.<..4. aintain 'op(ing 'ontrol for $illing Do%uments.............................................2
.<.2 $ra=ilian >o%ali=ation...................................................................................................... <
<.2. aintain Sales Do%ument 7tem 'ategor(..................................................................<
<.2.2 aintain $illing Do%ument 7tem 'ategor(......................................................... ........<
<.2.< Assign 1ota *is%al to Sales r#er.............................................................................4
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
Spot Consulting with Fix Priced Billing
1 Purpose3his %onfiguration gui#e proi#es the information (ou nee# to set up the %onfiguration of thisuil#ing lo%& manuall(.
7f (ou #o not )ant to %onfigure manuall( an# prefer to use an automate# installation pro%essusing $' Sets an# other tools5 refer to the SAP Best Practices Quick Guide.
# Preparation
$#$1 Prere%uisites
$efore (ou start installing this s%enario5 (ou must install prereuisite uil#ing lo%&s. *or moreinformation5 see the $uil#ing $lo%& Prereuisites atri+ for SAP $est Pra%ti%es $aselinePa%&age.
& Con'iguration
$&$1 Settings 'or S"
&$1$1 Createssign Sales "ocu*ent Ite* Categories
+se
7n this menu option5 (ou #efine item %ategories for sales #o%uments. 3he item %ategories that are%ontaine# in the stan#ar# SAP s(stem together )ith the sales #o%ument t(pes represent theusual usiness transa%tions. "e assign in this step the $illing *orm an# the D7P Profile.
Procedure
. A%%ess the a%tiit( using one of the follo)ing naigation options
IM, Menu Sales and Distribution→ Sales → Sales Documents→ Sales
Document Item → Define Item Categories
Menu IM, Vendas e distribui!o Venda Documentos de "endas
Item do documento de "endas Definir categorias de item
ransaction Code V#V$
2. 'reate the item %ategor( $3D )ith the follo)ing settings
Fields -B"
"escription SP SD-r#er
/ SAP AG Page 6 of 4
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
Business "ata
Co*pletion .ule $
Pricing ;
Business Ite* %he%&e#
Sched$/ine llowed %he%&e#
Credit acti!e %he%&e#
ransaction Flow
Screen Se%$,rp 1
Control o' .esource0related Billingand Creation o' uotations
Billing For*
"IP Pro'$
+sage
.esult3he item %ategor( $3D )as %reate#.
$&$1$1$1 ssign Inco*pletion Procedures
+se
7n the follo)ing a%tiities5 (ou #efine )hen a sales #o%ument shoul# e regar#e# as in%ompletean# ho) the s(stem shoul# respon# )hen (ou %reate a #o%ument.
Prere%uisites
3he sales or#er t(pes hae een %reate#.
Procedure
. A%%ess the a%tiit( using one of the follo)ing naigation options
IM, Menu Sales and Distribution→ Basic %unctions→ &og of Incomplete
Items→ Assign Incompleteness Procedures → Assign
procedures to t'e sales document t(pes
Menu IM, Vendas e distribui!o %un)es b*sicas Dados incompletos
Atribuir es+uemas de dados incompletos Atribuir es+uemas
dos tipos de docs,"endaransaction Code V-A.
2. a&e the follo)ing entries for ea%h sales #o%ument.
Fields -B21
"escription SP SD-r#er
Proc$ lan&
/ SAP AG Page F of 4
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
"escription lan&
IC0"ialog #esele%t
.esult1o in%ompletion log is ne%essar(.
$&$1$1$# "e'ine Ite* Category ssign*ent
+se
7n this menu option5 (ou %an spe%if( )hi%h item %ategories the s(stem proposes #uring #o%umentpro%essing for ea%h sales #o%ument t(pe an# item %ategor( group. At the same time5 (ou %anspe%if( a##itional item %ategories )ith )hi%h the s(stem #efault %an e oer)ritten. 3here is ama+imum of three possile alternatie item %ategories.
Procedure
. A%%ess the a%tiit( using one of the follo)ing naigation optionsIM, Menu Sales and Distribution→ Sales→ Sales Documents→ Sales
Document Item→ Assign Item Categories
Menu IM, Vendas e distribui!o Venda Documentos de "endas
Item do documento de "endas Atribuir categorias de item
ransaction Code V#V/
2. Assign 7tem 'ategories as sho)n in the tale elo)
Sales "ocu*ent ype Ite* Category ,roup +sage "e'ault Ite* Category
$ >E7S $3D
.esult3he item %ategor( has een assigne# to the sales #o%ument t(pe.
&$1$# ssign Schedule /ine Categories
$&$1$#$1 ssign Schedule /ine Categories
+se
7n this %ustomi=ing a%tiit( )e hae to assign s%he#ule line %ategories to item %ategories. 3hisallo%ation of s%he#ule line %ategories is %arrie# out #epen#ing on the RP t(pe that is spe%ifie#
in the material master re%or# for a material.
Prere%uisites
3he item %ategories hae een %reate#.
Procedure
. A%%ess the a%tiit( using one of the follo)ing naigation options
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
IM, Menu Sales and Distribution→ Sales→ Sales Documents Sc'edule
&ines→ Assign Sc'edule &ine categories
Menu IM, Vendas e distribui!o Venda Documentos de "endas
Di"is)es da remessa Atribuir categorias de di"is)es deremessa
ransaction Code S0A&102$33$4.$
2. n the C'ange Vie5 6Assign Sc'edule &ine Categories7 #"er"ie58 s%reen5 ma&e thefollo)ing entries.
ItCa yp Sch/C
$3D 'D
$3D 1D 'D
.esult3he s%he#ule line %ategor( has een assigne# to the item %ategor(.
&$1$& Create ssign .e%uire*ent Classes
$&$1$&$1 "e'ine .e%uire*ent Classes
+se
Reuirements %lass $ is primaril( inten#e# to allo) sales #o%uments to e lin&e# to seri%eor#ers. Ho)eer5 it also %ontains the #efault alues for %osting metho#5 %osting ariant5settlement profile5 an# results anal(sis &e(s. 3hese alues all #efault into the sales or#er an#fa%ilitate unit %ost estimates5 results anal(sis5 an# settlement.
Prere%uisites'osting ariant P'04 for unit %osting for sales or#er items e+ists. Settlement profile $S:02 an#results anal(sis &e( $S:0 hae een %reate#.
Procedure
. A%%ess the a%tiit( using one of the follo)ing naigation options
IM, Menu Sales and Distribution→ Basic %unctions→ A"ailabilit( C'eck
and 9ransfer of 1e+uirements→ 9ransfer of 1e+uirements→
Define 1e+uirement Classes
Menu IM, Vendas e distribui!o %un)es b*sicas Verifica!o de
disponibilidades e transfer:ncia necessidades 9ransf,necessidades Definir classes de necessidade
ransaction Code #V;G
2. 'reate reuirement %lass $ as sho)n in the tale elo)
.e%*ts class $'
"escription SP Assig. to or#
/ SAP AG Page ! of 4
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
sse*3ly
Special Stoc E
ccount assign*ent
cct ssign$ Category E
<. 'reate reuirement %lass $ as sho)n in the tale elo)
.e%*ts class $
"escription SP Assig. to or#
52 .P
Special Stoc E
ccount assign*ent
cct ssign$ Category E
.esult
3he reuirement %lass as a asi% setting in SD )as %reate#.
$&$1$&$# Maintain .e%uire*ents Classes
Procedure
. A%%ess the a%tiit( using one of the follo)ing naigation options
IM, Menu Sales and Distribution→ Basic %unctions→ Account
Assignment<Costing→ =aintain 1e+uirements Classes %or
Costing<Account Assignment
Menu IM, Vendas e distribui!o %un)es b*sicas Class,cont*bil<c*lculo de custos Atuali>ar classes denecessid,p<c*lculo e classif,cont*bil
ransaction Code S0A&102$33$33?
2. A%tiities
Sele%t the Reuirement 'lass $ an# maintain them as sho)n in the tale elo)
.e%uire*ent Class $'
"escription SP Assig. to or#
Costing
Costing 6ariantccount assign*ent
ccount assign*ent category E
Settle*ent pro'ile $S:02
.esults nalysis 7ey $S:0
/ SAP AG Page 0 of 4
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
.esult
7n this step (ou a##e# the parameters in the reuirements %lass that are releant to %osta%%ounting.
$&$1$&$& "e'ine .e%uire*ent ypes
Procedure
. A%%ess the a%tiit( using one of the follo)ing naigation options
IM, Menu Sales and Distribution→ Basic %unctions→ A"ailabilit( C'eck
and 9ransfer of 1e+uirements→ 9ransfer of 1e+uirements→
Define 1e+uirement 9(pes
Menu IM, Vendas e distribui!o %un)es b*sicas Verifica!o de
disponibilidades e transfer:ncia necessidades
9ransf,necessidades Definir tipos de necessidades
ransaction Code #V;@
2. A%tiities
'reate Reuirement 3(pe $ an# assign them to the Reuirement 'lass as sho)n in the taleelo)
.e%uire*ent ype $'
. short description SP Assig. to or#
.e%uire*ents class $'
"escription SP Assig. to or#
.esult3he reuirement t(pe )as %reate# an# assigne# to the reuirement %lass.
$&$1$&$4 ssign .e%uire*ent ypes
Procedure
. A%%ess the a%tiit( using one of the follo)ing naigation options
IM, Menu Sales and Distribution→ Basic %unctions→ A"ailabilit( C'eck
and 9ransfer of 1e+uirements → 9ransfer of 1e+uirements→
Determination of 1e+uirement 9(pes -sing 9ransaction
Menu IM, Vendas e distribui!o %un)es b*sicas Verifica!o dedisponibilidades e transfer:ncia necessidades
9ransf,necessidades Determina!o do tipo de necessidadeatra"s da opera!o
ransaction Code #V;I
2. Assign Reuirements 3(pes $' to item %ategories as sho)n in the tale elo)
Ite* Category ype .e%uire*ent ype 2rigin re%uire*ent type
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
$3D $' 0 ,7tem t(pe strateg(
$3D 1D $' 0 ,7tem t(pe strateg(
.esult3he reuirement t(pe )as assigne# to the item %ategor(.
&$1$4 Set +p Copy Controls 'or Billing "ocu*ents
$&$1$4$1 Maintain Copying Control 'or Billing "ocu*ents
+se
sing reuirements in %op(ing %ontrol5 (ou %an spe%if( ho) a sales #o%ument is to e ille# )ithregar# to reuirements.
Procedure
. A%%ess the a%tiit( using one of the follo)ing naigation options
IM, Menu Sales and Distribution→ Billing→ Billing Documents→
=aintain Cop(ing Control for Billing Documents
Menu IM, Vendas e distribui!o %aturamento Documentos de
faturamento Atuali>ar controle de cpia paradocs,faturamento
ransaction Code V9%A
2. Doule-%li%& on Cop(ing control7 Sales document to billing document 5 if (ou are using theor#inar( 7G path. ther)ise use the transa%tion %o#e :3*A to a%%ess the fun%tionalit(#ire%tl(.
<. Define %op( %ontrols for sour%e sales #o%ument $ to target illing #o%ument >2$ (%op(ing settings for DR$ ,#eit memo reuest to >2$ ,#eit memo. 7n%lu#e %op( %ontrolsfor sour%e item %ategories >2" an# >21.
Hea#er
arget Billing ype >2$ ,Deit emo
Source Sales "oc$ype $ ,SP Deit emo Re.
Copying re%uire*ents 00 ,Hea#er9or#er-relate#
Copy ite* nu*3er %he%&e#
7tems
arget Billing ype >2$ ,Deit emo
Source Sales "oc$ype $ ,SP Seri%e r#er.
Ite* Category $3D ,Reuest
Copying re%uire*ents 002 ,7tem9or#er-relate#
"ata trans'er 6B.76B.P 00< ,Single inoi%e
Billing %uantity A
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SAP Best Practices Spot 'onsulting )ith *i+ Pri%e# $illing ,!4 'onfiguration Gui#e
Pos$neg$ %uantity I
Pricing type D
.esult
3he %op( %ontrol for the illing #o%ument >2$ has een a%%omplishe#.
$&$# Bra8ilian /ocali8ation
&$#$1 Maintain Sales "ocu*ent Ite* Category
+se
7n this a%tiit(5 (ou assign an item t(pe an# a main partner fun%tion ,for e+ample5 ship-to part( toa %omination of sales or#er t(pe an# item %ategor(.
ou %an also assign SD ta+ %o#es an# spe%if( )hether the s(stem is to %al%ulate statisti%all( the7'S an# 7P7 ta+es.
Procedure
. A%%ess the a%tiit( using the follo)ing naigation options
IM, MenuSales and Distribution Billing Billing Documents Countr(
specific %eatures Countr(specific %eatures for Bra>il =aintainSales Document Item Categor(
Menu IM,
Vendas e distribui!o %aturamento Documentos de
faturamento Caractersticas especiais do pas Propriedades
especficas de pas Brasil Atuali>ar ctg,item doc,"endas
ransaction Code S0A&102$33$F/
2. Enter the follo)ing #ata
Sales"oc
Ite*categ
5Fite*type
5FCF2P
MainPartner
axcode
ICMSstat
ICMStext
IPIstat
IPItext
&rdparty
$ $3D RE 7! 7'0 7P0
<. 'hoose Sa"e .
.esult
3he Sales Do%ument 7tem 'ategor( has een maintaine#.
&$#$# Maintain Billing "ocu*ent Ite* Category
+se
Here5 (ou %an #efine )hether a %omination of illing t(pe an# sales item %ategor( is nota fis%al releant.
/ SAP AG Page < of 4
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Procedure
. A%%ess the a%tiit( using the follo)ing naigation options
IM, MenuSales and Distribution Billing Billing Documents Countr(
specific %eatures Countr(specific %eatures for Bra>il =aintainBilling Document Item Categor(
Menu IM,
Vendas e distribui!o %aturamento Documentos de
faturamento Caractersticas especiais do pas Propriedades
especficas de pas Brasil Atuali>ar ctg,item de faturamento
ransaction Code S0A&102$33$F.$
2. Enter the follo)ing #ata
Billing ype Ite* Category 5F rele!ance
>2$ $3D ;
<. 'hoose Sa"e .
.esult
3he item %ategor( relean%( for illing has een maintaine#.
&$#$& ssign 5ota Fiscal to Sales 2rder
+se
Here5 (ou %an assign nota fis%al t(pes to sales #o%ument t(pes.
Procedure. A%%ess the a%tiit( using the follo)ing naigation options
IM, MenuSales and Distribution Billing Billing Documents Countr(
specific %eatures Countr(specific %eatures for Bra>il AssignHota %iscal 9(pe to Sales Document 9(pes
Menu IM,
Vendas e distribui!o %aturamento Documentos de
faturamento Caractersticas especiais do pas Propriedades
especficas de pas Brasil Atribuir tipo de nota fiscal aos tipos dedocumento de "endas
ransaction Code S0A&102$33$F32
2. Enter the follo)ing #ata
Sales "oc ype 5F ype
$ 1
<. 'hoose Sae.
/ SAP AG Page 4 of 4