Q: We are in phase of configuring SD service contracts for mining
equipments. Following are SD service contract billing related requirements.
1. Contract is billed monthly with fixed amount. This fixed amount is
getting corrected as per usage of equipment ( service meter counter
reading & Breakdown Hours). Can we handle this with explicitly by
periodic (Monthly) billing plan method ? Can we give respective
correction to billing plan line item as per variable component in billing
due list?
2. Beyond certain cost limiting value the spare parts to be supplied under
contract are free of cost (FOC). How to configure this condition.
Service contract billing in SAP SD is used to manage service agreements with
customers. These contracts can involve routine services or maintenance of
equipment. Billing for service contracts can be based on various factors,
including fixed amounts, usage (such as service meter counter readings or
breakdown hours), and conditions like free-of-charge (FOC) spare parts
beyond a certain cost limit. Here's how you can configure and handle these
scenarios:
1. Billing Based on Fixed Amount with Monthly Billing Plan:
To bill a fixed amount monthly for service contracts, you can use a monthly
billing plan in SAP SD. Follow these steps:
Create a Contract Document: Use SAP standard document type (e.g., SC for
service contract).
Define a Contract Profile: In SAP IMG (Implementation Guide), define a
contract profile with the billing rules you need (e.g., monthly billing) and
assign it to your document type.
Create a Billing Plan: In the contract, create a billing plan specifying the fixed
amount to be billed monthly. Set the billing rule accordingly.
Usage-Based Corrections: For corrections based on equipment usage (service
meter counter readings or breakdown hours), you may need to use an
additional process. Create an enhancement or custom logic to calculate the
correction amount and adjust the billing plan accordingly. This may involve
periodic updates based on usage data.
2. Handling Free-of-Charge (FOC) Spare Parts:
To handle FOC spare parts beyond a certain cost limit, you can configure a
condition in your pricing procedure. Here's a general approach:
Condition Type: Create a custom condition type (e.g., ZFOC) for FOC spare
parts.
Pricing Procedure: Modify your pricing procedure to include this new
condition type. Place it in the desired sequence, typically after other
conditions.
Condition Record: Maintain condition records for ZFOC with the applicable
cost limit. For example, if FOC spare parts are provided beyond a cost limit of
$1000, create a condition record with a value of $1000.
Pricing Logic: In the pricing procedure, use a routine or requirement (e.g.,
routine 999) to check the accumulated cost of spare parts on the contract. If
it exceeds $1000, apply the ZFOC condition with a value of 100% discount.
Invoice Processing: When you create an invoice for the contract, the pricing
procedure will calculate the FOC spare parts based on the configured logic.
Ans : In Monthly Billing Plan, system will create Invoice directly from Contract
for a fixed Amount & will not allow you to increase or decrease based on
Break Down Hours.
I would suggest the following process for your Requirement:
Contract - Release Order - Invoice.
Create a Contract with Billing Plan & a fixed Amount for every month.
Then create a Release Order & in this Release Order adjust the Increase or
decrease in Monthly BIlling with respective Condition Types.
Now create a Invoice for every month.
For FoC Spare parts you can try Scales (which I doubt whether it will work) or
you can define a Routine with ABAP code & assign the same in your Pricing
Procedure.
We can do automatic billing of routine services at regular intervals.
Standard Sales document type [SC] = Monthly maintenance , [QP] = Rental
Since no release order , It needs not to have delivery process and a have own
pricing procedure.
Standard pricing procedure [PSER01]
Condition type = PPSV – Monthly fee (Based on material).
Condition type = PPSG – Monthly fee (Based on material group).
Item category – DIEN/KMAT
© Create Service material in MM01
u can determine © Base unit always DAY or HOUR
Define contract profile in IMG and we can assign it to document type.
Contract profile contains contract start date, (Rules) contract start rule, end
rule, validity periods, cancellation procedure, action and action date value.
