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.
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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?
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