Billing plan type integration from SD to PS

[Former Member]

Hai gurus,

I am currently involved in implementation for a construction company.

While doing integration between SD and PS for revenue updates through

billing plan type, my friend - SD consultant had created billing plan

type and assigned the below steps.

1) SD Settings:

a) Defined billing type.

b) Defined Billing Plan type.

c) Defined and Assigned date category.

d) Assigned Billing type to sales document type.

e) Assigned Billing plan type to Item category.

My problem is the above created billing plan type( Eg z1) could not be viewed

under PS SPRO settings for assigning the billing plan type( Z1) to

planning profile / project profile and cost element.

The standard billing plan type 31 is available , if I create billing plan type Z1

it throws error as already exists , but I am unbale to view the above billing plan

type( Z1) to assign billing profile /project profile and cost element.

kindly tell me where there is the missing link.

Regards,

sekar chand

[former_member183879 · Accepted solution]

Hi Sekar,

You need not link the billing plan to any of the profiles in PS.

In PS, you should have the project, WBS, network etc set. When you create the saels order, you ensure that the WBS and hence the network are determined or manually put. Now two things happen.

1. Based on your item category, the billing plan will be triggered.

2. If the billing plan is milestone billing plan, then the billing point milestones from your network will come in the billing plan with the default date categories, milestone usage, billing block milestone number etc.

You can change these details in the billing plan tab at the item level.

[Former Member · Accepted solution]

Hai Navaneetha krishanan,

Thanks for your reply.

1) Actually my SD consultant created the billing plan type and linked the same with item category.

2) In sales order under account assignment tab we had assigned the WBS manually.

even then the planned revenue and actual revenue after advance payment receipt is not catched

in the PS revenue report ( Information system)

3) How to assign the respective WBS or network automatically in sales order so that the revenue is

updated automatically both for planned and actual one.

waiting for your positive reply.

Regards,

sekar chand.

[Former Member · Accepted solution]

Hi sekhar,

I am supposed to work on the same requirement for my project. I am currently trying to enter the WBS element manbually. I was suggested to use DIP profiles for automatically do this. I am not sure how this works but I need to try that out.

In the meanwhile if you make any inroads please update this thread.

Regards,

Rohan

[former_member183879 · Accepted solution]

Hi,

1. If this is already done by SD guy, then it is fine.

2. The project revenue, if not coming correctly can be a problem in PS-FICO integration. In SD, once invoice is posted, the AR will be updated. In PS, check with your FICO consultant if your revenue recognition or project revenue configuration is done completely.

3. You can automatically create WBS elements when creating sales order. For this you have to create standard project, NW, WBS etc with proper values. Then you can link these to the material in CN09. If this is done, during sales order creation, for the material, a WBS element is automatically.