SAP Knowledge Base Article - Public

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


  • This Knowledge Base Article will explain how Expense - Time and Material 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 sales or services, taking actual costs from the service confirmation?


You have Time Recording Enabled in your tenant: Edit Project Scope>Questions> Selling Products and Services> Sales Orders>

Question: Do you want to record time for sales orders?

0.scope question.png

1. Release Sales Order.

The Status of Sales Order changed to Open. (Quantity : 1 ea)

1. release SO.png

2. Release to Service Execution.

The Status of Sales Order changed to In Process.

2. release to service execution.png

3. You want to Confirm Service Execution directly from Sales Order

In this case, I entered the actual quantity as 2 and system will throw the warning message as” Item 10: Fulfilled quantity is greater than ordered quantity”.

3. confirm service execution.png

4. Release Service Confirmation with Order Completion.

Back to the respective Sales Order. On item details, system recorded the actuals instead of initial value.

And the Delivery Status changed to Finished. Invoice Status changed from Not Relevant to Not Started.

4.release SC.png

5. Invoice Service Confirmation based on actuals.

5.invoice SC.png

The Status of Sales Order changed to Completed with completed status on item level as well.

5. SO completed.png

Note: Different from SECO - Service - time and material,  Time Recording won’t affect the completion of Service Confirmation when item type is Expense - time and material.

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


Expense - Time and Material; Sales Order; XACT , KBA , SRD-CRM-ORD , Orders & Contracts , How To


SAP Business ByDesign all versions


Sales Order_Expense_time and material.pdf