SAP Knowledge Base Article - Public

2873908 - CRM Scenario: Service - Fixed Price (Project) in Sales Order

Symptom

  • This Knowledge Base Article will explain how Service - Fixed Price (Project) 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

Environment

SAP Business ByDesign

Resolution

Prerequisite to do Project Based Service/Product:

Edit Project Scope>Questions> Sales>Sell Project-Based Products and Services>Check question “You can sell project-based services.” And “You use sales orders to sell projects.”

0.configuration.png

1. Release the Sales Order

If you’ve input the Project based service in the Sales Order and you want to release the Sales Order directly, error message “Order not released; No project task is assigned to item 10” will be displayed.

This is because a project based item has to have a project assigned to it.

1. release SO.png

2. Create Project.

2.create project.png

Input the necessary information to create the project.

2.new project.png

You will get the information message as “Project CPSO179 (3714) has been created. You can edit it as soon as you have saved the sales order.”

2.assign to SO.png

3. Save and Release the Sales Order.

The Order Status changed to Open but in the drop down list, you find there is no option for you to release the Service item.

3.release SO.png

A project has been attached to the respective Sales Order with the Status In Planning.

3. doc.png

Since this item type is Project Based, you need to accomplish the Service through the Project.

4. Release the related project.

4.release project.png

Back to the respective Sales Order’s Document Flow.

The Status of Project has been changed to Released  while the status of Sales Order remains Open.

4. doc flow.png

The Delivery Status on item level remains Not Started.

4. SO open.png

5. Maintain the time recording for the project .

Login with Person Responsible of the Project(In this case, Sandra Moher), and record the time via Home> Self-Services Overview> Edit Time Sheet> Add Time Entry

5.time recording.png

Back to the respective Sales Order.

The Status of Sales Order changed to In Process after accomplish time recording. And Delivery Status changed to In Process.

5.sales order in process.png

6. Generate Project invoice Request via Customer Invoicing WoC> Project Invoicing> Projects.

6.CPIR.png

Release the Project Invoice Request.

6. release CPIR.png

6.invoice CPIR.png

The Invoice Status in the Sales Order changed to In Process.

6. SO invoice in process.png

7. To make the invoice status to finished, you have to manually finish the invoicing in the project invoice> Sales Orders.

7.finish invoice.png

7.SO invoice finished.png

8. To make the order delivery status to finished, you have to complete the project.

8.completed project.png

Sales order has completed.

8.SO completed.png

See Also

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

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

KBA 2873374 - CRM Scenario: Expense - Time and Material (Project) in Sales Order

KBA 2873932 - CRM Scenario: Expense - Time and Material in Sales Order

Keywords

PBFP; Service - Fixed Price (Project); sales order , KBA , SRD-CRM-ORD , Orders & Contracts , Problem

Product

SAP Business ByDesign all versions

Attachments

Sales Order_Service_fixed price (project).pdf