2871686 - CRM Scenario: Expense - Fixed Price Without Actuals in Sales Order

• This Knowledge Base Article will explain how Expense - Fixed Price without Actuals item type works in sales order.
• Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental

SAP Business ByDesign

Pre-requisite to do Service item with Expense type in Sales Order.

Edit Project Scope>Questions> Sales> Sell Services> Check question:

Do you intend to invoice expenses based on receipts, that result from selling services, directly from the sales order using a fixed price?

1. Release Sales Order

The Status of Sales Order changed to Open.

2. Release to Service Execution

The Status of Sales Order changed to In Process.

Service Status changed to Released.

3. Complete Service Execution

The Delivery Status changed to Finished.

Due to the item type-- Expense - fixed price without actuals, you can skip the Service Confirmation step since system won’t consider actuals into Sales Order and invoice value will be fetched directly from Sales Order.

4. Invoice Sales Order Invoice Request

Back to the respective Sales Order, you can see Sales Order in Completed Status as well as on Item level.

Note:

Due to the item type-- Expense - fixed price without actuals, you can skip the Service Confirmation step since system won’t consider actuals into Sales Order and invoice value will be fetched directly from Sales Order. While the Confirm Service Execution tab is still available under the Submit dropdown list. You can attach Service Confirmation to Sales Order per business needs.

When creating service confirmation, no item details will be passed from sales order, you are able to manually add items and miantain price. This service confirmation will be visible in the document flow of the sales order.  Service Confirmation Invoice Request will be created after release it, and you are able to create invoice based on it. But service confirmation does not affect the delivery and invoice status of the sales order, becuase there is no reference on item level between service confimration and sales order.

As summary, the Expense - Fxied Price without Actuals item is delivery finished by manually click Complete Service Execution and invoice finished by invoicing the Sales Order Inovice Request.

KBA 2580384 - Products With Item Group Expense-Fixed Price Without Actuals not Supported

KBA 2871738 - CRM scenario: Expense - Fixed Price (Project) in Sales Order

Sales Order; Expense; Expense - Fixed Price without Actuals; XFIX , KBA , SRD-CRM-SEO , Service Orders , How To