Symptom
- This Knowledge Base Article will explain how Expense - 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.”
1. Release the Sales Order
If you 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.
2. Create Project
Input necessary information to create a project related to Sales Order.
After creating the Project, you can release Sales Order without any errors.
The Status of Sales Order changed to open while other status on item level remains Not Started. With Project Status as “In Planning”.
3. Released related project
Back to the respective Sales Order.
Releasing assigned project won’t affect Salas Order’s header status as well as on item level.
Note : Since this item type is Expense - fixed price (project), Neither Service Confirmation no time recording is needed via the project.
Expense related item is not available in Time Recording.
4. Completed Related Project.
5. Generate Project invoice Request via Customer Invoicing WoC> Project Invoicing> Projects
6. Release Project Invoice Request and Invoice the Invoice Request.
7. Back to the respective Sales Order.
The Status of Sales Order changed to In Process.
The Delivery Status changed to Finished after completing the project.
The Invoice Status changed to In Process.
8. To make the invoice status to finished, you have to manually finish the invoicing in the project invoice> Sales Orders> Change Status> Finish Invoicing.
Back to the respective Sales Order.
The Status of Sales Order changed to Completed as well as on item level.
See Also
KBA 2124548 - Create Project Button Is Disabled
KBA 2580384 - Products With Item Group Expense-Fixed Price Without Actuals not Supported
Keywords
KBA , SRD-CRM-ORD , Orders & Contracts , How To
Product
Attachments
Sales Order_Expense_fixed price (project).pdf |