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PROJBILLPROF - Maintain Project Billing Profile

PROJBILLPROF - Maintain Project Billing Profile

General Material Data   CL_GUI_FRONTEND_SERVICES - Frontend Services  
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You can carry out the definition of material determination for the materials defined under the project billing profile.

With this configuration, using a project billing profile, you can define materials and carry out the definition of material determination based on the criteria that you define. As well, you can delete material determinations and material determination criteria.

To be able to carry out the definition of material determination for the materials defined under the project billing profile, you must start by having a project billing profile. You can create a project billing profile with name CMPRJBL001. You maintain this profile for all material configuration related to project billing.

Material Determination

Within this profile, you have the possibility to configure materials for incoming costs or quantities or both. You also have the choice to decide if you want to use the material defined in the source of the posting by choosing the Material Directoption.

Under the quantity and costs column, you can choose any of the following options:

  • Transfer Costs Only
  • This option transfers only the costs to be billed (where quantity is set to 1) for further billing processes. If the cost equals zero, the items are not transferred for further billing.

  • Transfer Quantity Only
  • This option transfers only the quantities to be billed for further billing processes. If the quantity equals zero, the items are not transferred for further billing.

  • Transfer Costs and Quantity
  • This option transfers both costs and quantities to be billed for further billing processes.

  • For Costs <> 0: Transfer Costs and Quantity
  • This option transfers both costs and quantities to be billed for further billing processes (when the cost is not equal to zero).

  • For Quantity <> 0: Transfer Costs and Quantity
  • The option transfers both the costs and quantities to be billed for further billing processes (when the quantity is not equal to zero).

Material

In this field, enter the alphanumeric key of the Material.

Note: You cannot use the A001 and A002 materials in this field for new material determination, as these types are reserved for On Account items.

Material Determination Criteria

Additionally, you can add specific criteria that enables the material to be determined.

Use the following fields to define the material determination criteria:

  • Activity type
  • G/L account Number
  • Material Number

Based on the criteria you define for the material to be determined, the material is determined accordingly and transferred for further billing processes.

However, if none of the material determination criteria defined matches with an incoming posting, then the material determination fails, and these costs are not transferred for further billing processes. It is therefore recommended to configure a fallback material determination.

Note: If you have a few postings already made which are reflected in the Manage Project Billing app, and you create/update/delete a new record, then the existing postings will still be shown in the app with the previously determined material that influences pricing. To avoid any pricing inconsistency, it is recommended that after performing Create/Update/Delete operations for the material determination configuration in different line numbers, repricing must be run.

Assume you have a billing profile created. Now you need to configure the material determination and define the criteria.

Line 1

Here, the T-material provided is a service material that is configured to transfer both costs and quantities.

  • Qty/Costs: Transfer Costs and Quantities Only
  • Material: T001

To the above material determination, add the following criteria:

  • GLACCOUNT: YBPS_T000
  • MATERIAL: T001

Note: Depending on whether the material to be determined is based on an internal or external service you can also choose to use ACTIVITYTYPE instead of MATERIAL.

For any cost posting that matches this criteria, the material that is determined is T001.

Line 2

Here, the E-material provided is an expense material that is configured to transfer only costs.

  • Qty/Costs: Transfer Costs Only
  • Material: E001

To the above material determination, add the following criteria:

  • GLACCOUNT: YBPS_E001

For any cost posting that matches this criteria, the material that is determined is E001.

Line 3

Here, the U-material provided is a usage-based material that is configured to transfer both costs and quantities. Also, the Material Directis set to True.

  • Qty/Costs: Transfer Costs and Quantities Only
  • Material: U001
  • Material Direct: True

To the above material determination, add the following criteria:

  • GLACCOUNT: YBPS_UBBT
  • MATERIAL: U001

For any cost posting that matches this criteria, the source material defined in the posting is determined. This is because the Material Direct option is selected. However, in the absence of a material in the posting, the material determined is U001.

Note: If an entry is created without the Value or Set Name, then also the material in the respective material determination will be determined.

Project Billing Profile XXXXXX
Material Determination Line 2

Field Name Set Name Value

ACTIVITYTYPE,,,,,,

GLACCOUNT,,,,,,

MATERIAL,,,,,,

If an entry as above is maintained, for any value of GLACCOUNT, ACTIVITYTYPE and MATERIAL, the material in the Material Determination Line 2 will be determined.

In another case, if you add a line (e.g.,111) for a material (e.g., T009), but do not select any material criteria then also the material in the respective Material Determination Line will be determined (if the Material Directflag is not checked).

Project Billing Profile XXXXXX
Material Determination Line 111

Field Name Set Name Value

,,,,,,

Note: The match for criteria is done as per the line number sequence and the first match is what is picked for material determination.






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This documentation is copyright by SAP AG.

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