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Project with Fixed Price and T&M Billing. SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose This scenario addresses the typical business processes of an industrial design, consulting, or professional services company that manages commercial projects. Benefits

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Presentation Transcript
purpose benefits and key process steps
Purpose, Benefits, and Key Process Steps
  • Purpose
      • This scenario addresses the typical business processes of an industrial design, consulting, or professional services company that manages commercial projects.
  • Benefits
      • Order Management
      • Project Management
      • Project Staffing
      • Employee Forecasts and Time-Recording
      • Fixed Price Billing
      • Resource-Related Billing
  • Key Process Steps
      • Creating a Quotation
      • Creating a Customer Order
      • Maintaining Realization % on Order Item Line
      • Reviewing and Changing the Project
      • Staffing the Project
      • Planning Cost Elements/Activity Inputs
      • Generating the Settlement Rule
      • Entering a Forecast
      • Time Recording (211)
      • Travel Management (191)
      • Creating the Fixed Price Billing Document
      • Creating a Resource-Related Billing Request
      • Creating the Invoice for the Billing Request
      • Closing completed Projects (Technical View)
required sap applications and company roles
Required SAP Applications and Company Roles
  • Required SAP Applications
      • Enhancement package 6 for SAP ERP 6.0
  • Company Roles
      • Consulting Agency Client Manager
      • Consulting Agency Project Manager
      • Employee (Professional User)
      • Travel Accountant
detailed process description
Detailed Process Description
  • Project with Fixed Price and T&M Billing
      • This scenario addresses the typical business processes of an industrial design, consulting, or professional services company that manages commercial projects (a commercial project consists of a work-breakdown structure only, i.e. doesn't require the extensive logistical capabilities provided by a project network and network-activities) .
      • The project is automatically created from the sales order using a predefined project structure template. The project manager finalizes the project structure and assigns employees to specific activities based on skill sets and availability. Invoicing is carried out on the basis of the fixed-price and resource-related items set up in the sales order.
process flow diagram
Process Flow Diagram

Project with Fixed Price and T&M Billing

Event

Request for Quotation is received

Purchase order for a project is received

Client Manager

Create the Fixed Price Billing Document

Create a Customer Sales Order

Maintain Realization % on Order Line

Create a Quotation

Create Resource-Related Billing Request

Create the Invoice for the Billing Request

Project Manager

Reviewing and Changing the Project

Staffing the Project

Plan Cost Elements / Activity Inputs

Generating the Settlement Rule

Time Recording

(211)

Employee

Time Recording

(211)

Travel Mmgmt (191)

Create Trip and Enter Receipts

Entering a Forecast

Travel

Accountant

Travel Mmgmt (191)

Approve and Settle Trip / Transfer Costs to Accounting

legend

Diagram Connection

Legend

<Function>

Hardcopy / Document

External to SAP

Financial Actuals

Business Activity / Event

Budget Planning

Unit Process

Manual Process

Process Reference

Existing Version / Data

Sub-Process Reference

Process Decision

System Pass/Fail Decision

appendix
Appendix

Master Data Used

  • Operating concern
  • Controlling area
  • Company code
  • Plant
  • Sales organization
  • Distribution channel
  • Division
  • Sales Order type
  • Sold-to party
  • Material
  • CATS Data entry profile
  • Personnel number