SAP ABAP IMG Activity OLIA_ODP1 (Profiles for Quotation Creation, Billing, Results Analysis)
Hierarchy
☛ BBPCRM (Software Component) BBPCRM
   ⤷ CRM-CIC (Application Component) Interaction Center WinClient
     ⤷ INSC (Package) Application Development R/3 Plant Maintenance Customizing
IMG Activity
ID OLIA_ODP1 Profiles for Quotation Creation, Billing, Results Analysis  
Transaction Code S_ALR_87000786   IMG Activity: OLIA_ODP1 
Created on 19981222    
Customizing Attributes OLIA_ODP1   Profiles for Quotation Creation, Billing, Results Analysis 
Customizing Activity OLIA_ODP1   Profiles for Quotation Creation, Billing, Results Analysis 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name OLIA_ODP1    

Use

In this dynamic IMG activity you create dynamic item processor profiles for billing, quotation creation and results determination.

So that you can bill the items of a sales document or a service order or create a quotation, you must assign a profile to the item of the sales document or the service order.

You can maintain default values for the profile:

  • In the step Define item types you can specify a default for the profile of a sales document item.
  • In the step Credit limit checks, sales document types for service orders you can store a default for the service order profile.

Profile Steps

The profile has the following steps:

  • Profile (header)
  • Use
  • Characteristics
  • Sources
  • Selection criteria
  • Material determination
  • Criteria for material determination

Profile (header)

You can store a description and a short text for the profile in the profile header.

Use

In this step you specify what you want to use the profile for (use). Maintain all the following steps for the use chosen.

The profile can be used as follows:

  • Billing and results determination
  • Quotation creation

In the field sales document category, enter the sales document type to be generated in accordance with the use, for example, for the use "quotation creation" enter the sales document category "AG" or the document category that you waould like to use for quotations.

You can only specify a sales document category for credit memo requests for the use "billing and results determination".

You can use the warranty check indicator to control whether, for example, a warranty check should be performed during billing.

The indicator DP with material determines how dynamic items without material are used: If the indicator is not set (preconfiguration), during processing a dynamic item appears, which cannot be assigned to any material, an error message. If the indicator is set, then only those dynamic items are set, which can be assigned to a material.

Characteristics

The following characteristics exist:

  • Work center
  • Document number
  • Accounting indicator
  • Posting line
  • Billing form
  • Finance item
  • Business process
  • Cost type
  • Cost center
  • Service type
  • Service number
  • Material
  • Unit of measure
  • Object type
  • Object number
  • Periods
  • Personnel number
  • Product
  • Statistical key figure
  • Transaction currency
  • Version
  • Plant
  • Plant of work center
  • Value category

In the BAdIs DIP_AD010003_DC and DIP_AD010003_IC you can create internal dependent or independent characteristics and their values.

For each characteristic, you can set the following indicator:

  • Characteristic relevant controls whether the characteristic should be read by the source.
  • Material determination controls whether the material on the level "criteria for material determination" should be available.
  • No summarization controls how the summarization should look before the sales document is generated.
  • Structuring controls whether the characteristic for the structuring of the overview screen (for example, for billing) should be pulled up.
  • Sequence: Here you specify the required sequence of the structuring for the characteristics that should be pulled up for structuring.
  • Set name: Here you enter a set that you would like to use for the structuring.
  • Partial sets, single values, upper set, from step, to stepand single value control the type of the explosion of the set in the overview.

Sources

Here you can specify from which source the dynamic items should be mapped.

The following sources exist:

  • 0001 Actual costs line items
  • 0002 Actual costs totals records
  • 0003 Statistical key figures line items
  • 0004 Statistical key figures totals records
  • 0005 Funds line items
  • 0006 Funds totals records
  • 0021 Planned costs totals records
  • 0022 Statistical key figures planned totals records
  • 0023 Easy Cost Planning

You can use the enhancementDIP_AD010005 to define internal sources.

The overview table shows you which characteristics the system can determine from which sources.

In addition you can

  • Store a default percentage.
  • Specify an <DS.DE.AUMOT>apportionment reason, which is copied to the results determination together with the costs of the turnover. In results determination it can be used to write the costs of the turnover to other line IDs.
  • Use the field Basis only to control whether the source can only be used as a basis for an additional settlement.
  • Specify a costing sheet and an additional key for the additional settlement.

Selection criteria

In this step you can use a set to specify criteria for the selected characteristics, which determine which data should be read from the sources. If, for example, you only want to use data with the service types "Serv1" and "Serv2" for mapping the dynamic items, enter a set for the characteristic "service type" which covers both of these service types.

Material determination

Here you enter materials/services that should be assigned to the dynamic items.

  • The indicator Copy amount/costs is used to control how the amounts and costs determined from the source are passed on to the items in the sales document.
  • The indicator material direct controls whether the material from the source should be assigned to the dynamic item.
  • Through the indicator single you switch on or off the summarization before generating the sales document, for example, the billing request.

  • Amount conversion defines whether the amount in dynamic items is converted in the sales unit of measure or the basic unit of measure.

Criteria for the material determination

Here you define which material or which service the system should assign to a dynamic item for a certain characteristic.

If, for example, you want to assign the material/the service "Mat1" to the dynamic items with the service type "Serv1", and the material/the service "Mat2" to the dynamic items with the service type "Mat2", then in the criteria for "Mat1" a set which includes the service type "Serv1" must be assigned to the characteristic "service type", and, in the criteria for "Mat2" a set which includes the service type "Serv2" must be assigned to the characteristic "service type".

Example

Requirements

Standard settings

Recommendation

Activities

Further notes

Create set

Create cost type group

Create cost center group

Create service type group

Create statistical key figure group

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 1   Critical 
Country-Dependency A   Valid for all countries 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG OLIA_ODP1 0 ALR0000131 O ALR0000134 O ALR0000135  
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
VCDPPROF C - View cluster ODP1 SM-01 Maintain DI Profile 
History
Last changed by/on SAP  19981222 
SAP Release Created in