SAP ABAP IMG Activity OSD5_ODP1 (Profiles For Resource-Related Billing/Quotation Creation)
Hierarchy
☛ SAP_APPL (Software Component) Logistics and Accounting
   ⤷ SD-CAS-BD (Application Component) Basic Data
     ⤷ VIV (Package) Introductory guide R/3 procedures
IMG Activity
ID OSD5_ODP1 Profiles For Resource-Related Billing/Quotation Creation  
Transaction Code S_ALR_87007119   IMG Activity: OSD5_ODP1 
Created on 19981222    
Customizing Attributes OSD5_ODP1   Profiles for resource-related billing/quotation creation 
Customizing Activity OSD5_ODP1   Profiles for resource-related billing/quotation creation 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name OSD5_ODP1    

This IMG activity enables you to create profiles (dynamic item processor profiles) for billing, creating quotations and analysingresults.

A profile must be assigned to the item in a sales document or service order before you can bill the item for a sales document or a service order, or create a quotation for it.

You can maintain default values for the profile:

  • In the Define item categories IMG activity, you can specify a proposed profile for the item in the sales document.

Profile levels

The profile contains the following levels:

  • Profile (header)
  • Usage
  • Characteristics
  • Sources
  • Selection criteria
  • Material determination
  • Material determination criteria

Profile (header)

In the profile header, you can save a description for the profile with a short text.

Usage

In this level, use the Usage field to enter where you want to use the profile. Maintain the following levels for each usage that you've mentioned.

The profile can be used in the following:

  • Billing and results analysis
  • Creating quotations

If the system reveals the costs or expenses, then you should use the Assign conditions to sales document types activity to store the required conditions for each sales document that you wish to create.

In the sales document type field, enter the relevant sales document type that you wish to create, for example, sales document type "QT" or the document type that you wish to use for quotations.

You can only specify the sales document type for credit memo requests if you are using the profile for billing.

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

Characteristics

The following characteristics are available:

  • Document number
  • Accounting indicator
  • Posting line
  • Form of billing
  • Commitment item
  • Cost center
  • Cost element
  • Activity type
  • Material
  • Unit of measure
  • Object type
  • Object number
  • Period
  • Product
  • Statistical key figure
  • Transaction currency
  • Version
  • Plant
  • Plant category

In the AD010003 user exit, you can define your own characteristics and enter their values.

You can control different functions for each characteristic in this level:

  • Relevant characteristic: Defines whether the characteristic should be read from the source
  • Material determination: Defines whether the characteristic should be available in the material determination criteria
  • No summarization: Defines how summarization should look before the sales document is generated
  • Structuring: Defines whether the characteristic should be included in the structure of the overview screen (for example, for billing)
  • Sequence: Here you enter the sequence of the structure you require for the characteristics that should be included in the structure.
  • Set ID: Enter a set that you want to use for the structuring.
  • Enter the type of explosion you require for the set in the overview screen in the Explode, Do not explode, Only single value, From level, To level und Individual value fields.

Sources

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

The following sources are available:

  • 0001 Actual costs for line items
  • 0002 Actual costs for totals records
  • 0003 Statistical key figures for line items
  • 0004 Statistical key figures for totals records
  • 0005 Funds for line items
  • 0006 Funds for totals records
  • 0021 Planned costs for totals records

You can use the AD010005 user exit to define your own sources.

In the overview table you can see which characteristics the system can determine from which sources.

You can also:

Selection criteria

In this level, you can use a set to specify criteria for those characteristics selected as "characteristics" in the level, which specify which data is read from the source. If, for example, you only want to use data with the activity types "Activ1" and "Activ2" for forming dynamic items, you must enter a set for the "Activity type" characteristic that contains both these activity types.

Material determination

This is where you enter the materials/services that should be assigned to the dynamic items.

  • The Use material from posting indicator controls whether the material should be assigned to the dynamic items from the source.
  • You can activate the Individual billing items indicator to switch summarization on or off before you generate the sales document, such as billing request.
  • Use the Use source quantity indicator to specify whether the quantity should be used from the sources selected in the "Source" level.

Material determination criteria

In this level you determine the criteria for the characteristic attribute. You determine 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/service "Mat1" to dynamic items with activity type "Activ1" and material/service "Mat2" to dynamic items with activity type "Activ2", a set has to be assigned to the "activity type" characteristic in the criteria for "Mat1". This set must contain the activity type "Activ1" and the set for "Mat2" must contain the activity type "Activ2".

Example

Requirements

Standard settings

Recommendation

Activities

Further notes

Create set

Create cost element group

Create cost center group

Create activity type group

Create statistical key figure group

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 2   Optional activity 
Critical / Non-Critical 2   Non-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 OSD5_ODP1 0 HLA0009595 O  
SIMG OSD5_ODP1 1 HLA0006008 Customer Inquiries / Quotations 
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 SD-01 Maintain DIP profile 
History
Last changed by/on SAP  19981222 
SAP Release Created in