SAP SD BOS Bill of Services

Bills of Services (BOS)
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Created on November 24, 2014
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Table of content
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Table of content
1 Bills of Services (BOS)
1.1 Preparatory Measures
1.1.1 Setting for Enabling Subitem function at Client Level
1.1.2 Settings in the Material Master (Dummy-Material)
1.1.3 Settings for Sales and Distribution Documents
1.1.4 Copying Control for Sales Documents
1.1.4.1 Document Flow for a Unit Price Contract
1.1.4.2 Document Flow for a Flat-Rate Price Contract
1.1.5 Settings for Cost Planning
1.1.6 Settings for Pricing
1.1.7 Batch Processing Profile for Transferring Costs to the Project
1.1.8 Output Control and Output Processing
1.1.9 Sales Processing Control for BOS Using the Requirements Class
1.1.10 Working with Planned and Unplanned Services
1.1.11 Billing with Down Payment Processing
1.1.12 SAP Enhancements for Customer-Specific Fields in the BOS
1.2 BOS Structure
1.2.1 Service Lines
1.2.2 Composite of Service Lines
1.2.3 Line Attributes
1.2.4 Outline Layout
1.2.5 Service Index
1.3 Service Masters
1.3.1 Service Master Record
1.3.1.1 Composite of Service Master Record
1.3.1.2 Processing a Service Master Record
1.3.1.3 Creating a Service Master Record
1.3.1.4 Changing a Service Master Record
1.3.1.5 Conditions for Service Master Records in SD
1.3.2 Standard Service Catalog (SSC)
1.3.2.1 Processing a Standard Service Catalog
1.3.2.2 Creating a Standard Service Catalog (SSC)
1.3.3 Model Service Specifications
1.3.3.1 Editing Model Service Specifications
1.3.3.2 Creating Model Specifications
1.3.3.3 Creation of Service Specifications Through Configuration
1.3.4 SAP Enhancements for Customer-Specific Fields in the Service Mas
1.4 Creating and Processing a Customer BOS
1.4.1 Integration of a BOS in a Sales Document
1.4.2 Creating and Editing a Sales Document with a BOS
1.4.3 Creating and Editing Outline Layouts
1.4.4 Creating and Editing Service Lines
1.4.5 Creating and Editing Composite of Service Lines
1.4.6 Copying Service Master Records to Bill of Services (BOS)
1.4.7 Copying Services from Standard Service Catalogs (SSC)
1.4.8 Copying Services from Model Specifications or Documents
1.4.9 Copying Services by Using Class Selection
1.4.10 Tracking Changes in the BOS
1.5 Cost and Revenue Planning
1.5.1 Service Selection from a Customer Bill of Services (BOS) to a Su
1.5.2 Cost Planning With Easy Cost Planning
1.5.2.1 Calculating Service Lines or Composite of Service Lines
1.5.2.2 Calculating Overhead Costs
1.5.2.3 Calculating Additions and Deductions and Distributing Assessment
1.5.2.4 Editing Costing Models and Assigning Attributes
1.5.2.4.1 Creating and Assigning Characteristics
1.5.2.4.2 Structuring the Entry Screen
1.5.2.4.3 Defining Derivation Rules
1.5.2.4.3.1 Template for Easy Cost Planning
1.5.2.5 Executing Cost Planning with Easy Cost Planning
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1.5.2.6 Ungrouped Itemization

1.5.2.7 Triggering Execution Services
1.5.3 Costing Report
1.5.4 Cost Transfer to Service Conditions
1.5.5 Sales Price Determination
1.5.6 Cost Transfer to the Project
1.5.6.1 Online Processing
1.5.6.2 Batch Processing
1.5.6.3 Report BOS/Project Planned/Actual Revenue
1.6 Supplement
1.7 Service Entry
1.7.1 Creating Service Entry Sheets
1.7.2 Monitoring Services
1.8 Billing of Customer Bills of Services (BOS)
1.8.1 Billing/Unit Price Contracts
1.8.1.1 Creating Billing Documents
1.8.2 Billing/Flat-Rate Price Contracts
1.9 Reports
1.9.1 Generic Report: Bill of Services with Hierarchy
1.9.2 Generic Report: Bill of Services without Hierarchy
1.9.3 Quantity Flow (Order, Service Entry Sheet, Billing Doc.)
1.9.4 Report: Subcontractor Services
1.10 Data Exchange
1.10.1 Interfaces for Service Master Records
1.10.2 Interfaces for Sales Documents with BOS
1.10.3 Interfaces for Purchasing Documents with BOS
1.10.4 Service Entry using an Internet Interface
1.11 Archiving
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1 Bills of Services (BOS)

Purpose
Bills of services play an important and central role for numerous business processes in the building industry, plant engineering and construction, property,
planning and construction firms and also in Service Management.
On the debit side, BOS are fully integrated in the sales and distribution process. The customer BOS forms the basis for describing the services to be performed
in sales documents. Cost planning, sales price determination and billing take place on this basis.
On the credit-side, bills of services are completely integrated into the purchasing process.
Integration
Bills of services in SD are fully integrated into the sales and distribution process. There is a integration with the components Project System (PS), Financial
Accounting (FI) and Controlling (CO) .
The purchase of services takes place in the component
External Services (MM-SRV). Subcontractor processing and vendor processing can be integrated in this component.
Features
Structure of a BOS
The
BOS Structure allows you to describe services completely.
A
Service Line describes an individual service (for example, excavation of pipe trenches). You can structure a BOS by using an Outline Layout (for example,
structured according to construction stages or maintenance groups).
For more customer-specific information, please see:
SAP Enhancements for Customer-Specific Fields in the BOS.
In the
Service Master, you can store service descriptions for use in different business transactions or projects. For instance, model specifications and SSC are part of
the master data.
There are several options for
Creating and Editing a Customer BOS. When creating bills of services with extensive specifications you do not have to repeatedly enter the services manually.
You can copy them from existing service master data quickly and easily using the reference technique and the selection function.
Cost and Revenue Planning
The costing tool Easy Cost Planning allows simple
cost planning that is integrated into the SAP system. You can choose specific costing items and trigger a purchase requisition, purchase order or reservation via
Execution Services . You can find further information under Triggering Execution Services.
You can obtain subcontractor quotations for external services. You use the
MM - External Services component to purchase external services.
A
Cost Transfer to the Project supports project planning and project controlling.
The system determines the actual sales price (
Sales Price Determination) using the condition technique. Interfaces for Sales Documents with BOS support the import and export of the priced BOS.
Sales and distribution process
There is a different document flow depending on the form of contract (unit price or flat-rate price contract).
Document Flow for a Unit Price Contract
Document Flow for a Flat-Rate Price Contract
For a unit price contract you can enter services using
service entry sheets.
The system records the performed quantity per service line. You can use this when
Working with Planned and Unplanned Services.
To report both accurately and punctually on services that are frequently performed externally, you can also create the service entry sheet at the service
location (for example, on the construction site).
You can enter services locally using an Internet interface. For more information, see
Service Entry Using an Internet Interface.
Moreover, by using
Interfaces for Sales Documents with BOS you can connect to external quantity take-off programs to enter services. Generally, external programs contain
various technical formulas that you can use for complicated calculations.
For a contract with a flat-rate price (lump sum), payment does not depend on the quantity performed, and the contractor does not have to provide verification.
You do not create a service entry sheet.
Supplements are the norm, for example, during processing of the construction project.
Billing of customer BOS takes place according to the procedure described in the contract. When you create a billing document you always reference a
reference document - depending on the document flow - to one or more service entry sheets (unit price contract), or to a sales order (flat-rate price contract).
Requests for down payments and partial invoices frequently occur in practice and are correspondingly supported.
Reporting
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You can use a variety of

Reports in the system to display and print sales documents with BOS.
Data Exchange
Interfaces are indispensable for system integration and if you want data that has already been entered to be available for further use by the business partners.
Interfaces for Sales Documents with BOS
Interfaces for Purchasing Documents with BOS
Archiving
By
archiving sales and purchasing documents that have BOS, you remove from the database volumes of data that are no longer required in the system, but still
need to be kept for subsequent analysis purposes.
1.1 Preparatory Measures

Use
You must make specific settings if you want to represent business processes in SD using bills of services.
The settings affect:
Customizing settings
SAP enhancements
Master data
Process Flow
Customizing
Different Customizing settings for BOS are delivered with the SAP Discrete Industries (DI) system.
However, in the case of a client copy some Customizing settings are not copied to the target clients (for example, document types, condition types). This means
that you have to copy them manually.
See note 217012.
1.
Settings for Sales and Distribution Documents and settings for Copying Control for SD Documents are delivered with the SAP DI system. If these settings do not
satisfy your business requirements, you can make additional settings for sales documents and document flow in Customizing for Sales and Distribution .
2. Customizing settings for the
Sales Processing Control for BOS Using the Requirements Class are delivered with the SAP DI system. You can make your own settings to allow further control.
You can generate a project when you create a sales order, and you can assign an account to this project (WBS elements).
3.
Setting for Enabling Subitem function at the client level is delivered with the SAP DI system.
You cannot revert back from the subitem function once the composite of service master records or the subitems and main items are maintained in
the sales document.
4. You can define the structure of a BOS in Customizing for Materials Management under External Services Management Define Screen Layout .
You can define which fields in a service line are required fields, which are optional fields and in which fields you are not allowed to enter a value at all. You
can make these settings per document category and transaction.
As of Release DI 4.6C2, there is a new field group SD for the screen layout in Customizing for Materials Management under External Services
Management . This field group contains the following fields:
Line ID
Subcontractor group
Risk line
Print indicator
Assignment number: group number
Assignment number: sequence number
Subsequent number
Subsequent status
In earlier releases you could not define the screen layout for the SD fields in Customizing (you had to do this in the service overview using table
settings).
5. You can group subsequent lines together using a subsequent number and identify them by a status. You define the supplementary status in Customizing
for Sales and Distribution under Bill of Services Define Subsequent Status for Service Lines. (See also:
Line Attributes)
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Up to Release DI 4.6C1 you can indicate a service line only as supplementary line. There is no status management and you cannot group service
lines together to a supplement.
6. The way that the system reacts to planned and unplanned services (see:
Working with Planned and Unplanned Services) is controlled by system messages. Appropriate Customizing settings are delivered with the SAP DI system.
7. If you want to work with subcontractor BOS you define subcontractor groups and copying rules to assign the service conditions in MM to those in SD. You
determine these settings in Customizing for Sales and Distribution , under Bill of Services Subcontractor BOS .
8. Make the appropriate settings for cost planning and the transfer of costs to service conditions in Customizing for Sales and Distribution and Controlling .
For more information, see
Settings for Cost Planning.
9.
Settings for Pricing are delivered for sales price determination in the SAP DI system.
10. You must create a
batch processing profile for the cost transfer to the project if you want costs to be transferred automatically.
11. If you perform
Billing of Customer Bills of Services without down payment processing, you do not need to make any further settings. Settlement with down payment processing
for a unit price contract is only possible if you change the Customizing of Financial Accounting . For more information, see Billing with Down Payment Processing.
12. You can control the printing of SD documents using settings for
Output Control and Form Processing that are delivered with the SAP DI system.
13. Various
Reports are delivered for analyzing bills of services. If you want to use the reports that are delivered, you must assign then to the appropriate sales document type
in Customizing for Sales and Distribution under Bill of Services Maintain Reports for Services.
You can find further information on the settings in Customizing for Sales and Distribution under Bill of Services and in the documentation for the sub-nodes.
SAP enhancements
If you want to work with customer enhancement fields in a BOS, you have to develop projects for the relevant SAP enhancements. For more information, see
You can provide additional fields for service master data. To do this, create projects for the appropriate SAP enhancements. For more information, see
SAP Enhancements for Customer-Specific Fields in the Service Master Record.
Master data
To create a bill of services (BOS) below a document item in a sales document, you have to use a material
. For more information, see Settings in the Material Master (Dummy-Material).
You must create the necessary SD master data (for example, customer master record).
1.1.1 Setting for Enabling Subitem function at Client Level

Purpose
You can enable subitem functions to structure a bill of services (BOS) in sales documents by using service composites in addition to the normal service lines. A
service composite is a grouping of one main item and one or more subitems.
Features
You select the subitem indicator in Customizing for Sales and Distribution under Bill of Services
Enable Subitem Function at client level to enable subitems.
If you select the subitem indicator you see the screens which are adjusted for subitems in the user interface (GUI). These screens also contain certain icons
and functions that allow you to differentiate main items and subitems as well as to enable functions for subitems.
If you do not select the indicator the normal BOS screens appear.
You cannot revert back from the subitem function once the composite of service master records or the subitems and main items are maintained in
the sales document.
1.1.2 Settings in the Material Master (Dummy-Material)

Use
The dummy material is used for creating a sales document item with BOS (material item).
If you want to be able to create a BOS under a sales document item, you must have fulfilled the following requirements:
Settings for Sales Documents
Settings in the Material Master (Dummy-Material)
The settings for the dummy material are described below:
The material together with the sales document data determines the way in which the system performs a business process.
SAP recommends that you create different dummy materials for controlling typical business processes. For example, you can settle on the sales
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order in one business process and on the project in the other business process.
See also:
Sales Processing Control for BOS using the Requirements Class
Activities
To edit the material master, choose Logistics Sales and Distribution Master Data Products Material Services Create .
The material type is Services (

DIEN ). If you want to use your own material type, please note that you have to maintain the following views: Basic Data 1, Sales: Sales Org. Data 1, Sales:
Sales Org. Data 2, MRP 1 and MRP 3 .
In addition to making the usual entries in the material master, you have to set the following fields and indicators correctly:
Base Unit of Measure
( Basic Data 1 view)
Select the value LE for the performance unit.
Delivering plant
( Sales: sales org. 1 view)
You make the logistical assignment through the delivering plant. This plant is copied automatically to the sales order item as a default value.
Gen. Item Cat. Grp
( Sales: Sales Org. Data 2 view)
This field is part of the assignment between the material master and the sales document. Depending on the sales document type, the system proposes an
item category, if you create a sales document item using this material.
Item category group PBOS is delivered for bills of services in Sales and Distribution in the SAP DI system.
MRP Type
( MRP 1 view)
The MRP type field determines the way in which a material is planned. However, you cannot plan a dummy material. Therefore, you can set the value
No Planning (ND) .
Strategy Group
( MRP 3 view)
The strategy group combines the possible planning strategies for a material. The planning strategy represents the procedure for planning a material, and
is technically controlled by means of requirements types.
The following strategy groups are relevant for BOS in Sales and Distribution in the SAP Standard System:
Make-to-order (20)
Make-to-order/project settlement (21)
The system uses the strategy group to determine the main planning strategy. The main planning strategy is assigned a requirements type and a
requirements class. For more information, see
Sales Processing Control for BOS using the Requirements Class.
Availability Check
( MRP 3 view)
The field Availability check determines the way in which the system checks the availability of a material in general. You choose the value KP ( no
check ), because the system cannot perform a check for a dummy-material.
1.1.3 Settings for Sales and Distribution Documents

Use
The settings for sales and distribution documents contain the sales document types and their item categories, the assignment of item categories to the sales
document types and the billing types.
The settings for SD documents, together with the
dummy material, define how the business process is performed.
You do not have to make your own Customizing settings for SD documents. All the required settings are delivered with the SAP Discrete Industries (DI) system.
In the case of a client copy, the Customizing settings are not copied to the target clients so you have to copy them manually.
See note 217012.
Features
BOS type
What does the BOS type control?
The definition of an item category has been enhanced in the SAP DI system to allow you to assign a BOS type.
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You can use the BOS type to define the structure of the BOS and to control the system checks for service entry and billing. Several functions and business
processes are thus allowed or disallowed, depending on the BOS type.
The following is defined in the BOS type:
whether an
outline layout or a service list can be created for a document item.
which form of contract exists
The system does not allow a service entry sheet to be created for a flat-rate contract. Billing can take place on the basis of a billing plan. (See also:
Billing for a Unit Price Contract)
If you are dealing with a unit price contract, the system allows you to create a service entry sheet with reference to the BOS in the sales document. Billing
then takes place on the basis of the service entry sheets. You cannot create a billing plan. (See also:
Billing for a Flat-Rate Contract)
Up until Release DI 4.6C1 you can only define whether the BOS should be structured as a hierarchy or as a service list when you define the item
categories.
Where is the BOS type defined?
You define the BOS type in Customizing for Sales and Distribution under Bill of Services Define Bill of Services Type. They are then available in
Customizing for Sales and Distribution under Sales when you define the item categories.
What is delivered?
Different BOS types are delivered in the SAP DI system for the different document types:
01
Unit price contract with outline layout
02
Service entry of unit price contract
03
Flat-rate contract with outline layout
04
Flat-rate contract with service list
Incompletion procedure
Where are incompletion procedures defined?
You define incompletion procedures and their assignment to the sales document types and item categories in Customizing for Sales and Distribution under
Basic Functions Log of Incomplete Items .
What is delivered?
To be able to integrate the BOS in the incompletion check of the sales and distribution document, incompletion procedures are delivered in the SAP DI system.
Incompletion procedure on header level
B4 for a sales order

B6 for a service entry sheet
Incompletion procedure on item level
B1 for a quotation /order, flat-rate price contract

B2 for an inquiry
B3 for a quotation /order, unit price contract
B5 for a service entry sheet
Item category group

Where is the item category group defined?
You define the item category group in Customizing for Sales and Distribution under Sales Sales Documents Sales Document Item Define Item Category
Groups .
What is delivered?
The item categories are gathered in an item category group. The item category group
PBOS is delivered in the SAP DI system for bills of services in SD.
Document types and item categories
What is controlled via the document types and item categories? (Choice of the most important fields)
Field
Comment
Order quantity one
Because you maintain the quantity structure in the BOS, the value is always
one on sales document item level.
"Closed" rule
A (The item is closed during the first reference)

B (The item is closed on referencing the total quantity)
Billing relevance
By using the field Billing relevance , you determine what serves as the basis
for billing, in accordance with the procedures laid down in the contract.
The contract form "unit price contract" can be combined with the following billing
relevancies:
' ' Not relevant to billing
S (order-related billing document with down payment, w/o billing plan)
The contract form "flat-rate contract" can be combined with the following billing
relevancies:
' ' Not relevant to billing
B (order-related billing status acc. to order quantity)
I (order-related billing document with billing plan)
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Condition type for cost transfer
The field CondTypeLineItems determines the condition on sales document item

level in which you set the value of the BOS.
BOS type
See the section on BOS Type
Order-related billing type
In the field Order-rel.Bill.Type you can specify a billing document for sales
document items that are not delivery relevant, but that have to be billed.
The system proposes the billing document type automatically when you create
billing documents.
Incompletion procedure on header level
See the section on Incompletion Procedure
Incompletion procedure on item level
See the section on Incompletion Procedure
Where are document types and item categories defined?

Document types are defined in Customizing for Sales and Distribution under Sales Sales Documents Sales Document Header Define Sales
Document Types .
Item categories are defined in Customizing for Sales and Distribution under Sales Sales Documents Sales Document Item Define Item Categories .
What is delivered?
The following document types and item categories are delivered in the SAP DI system:
Document types and item categories for a unit price contract
Comment
Sales document
Document type
Item category
Customer inquiry with BOS
Inquiry
IBOS
IBOS
Customer quotation with BOS (unit

price contract)
Quotation
QBOS
QBOS
Standard order with BOS
Order
OBOS
OBOS
Service entry sheet (debit memo

request)
Order
TBOS
TBOS
The following settings are of utmost importance (choosing the most important fields):
Document type
IBOS
Condition type for cost transfer EKBS
QBOS
OBOS
TBOS
EKBS
EKBS
EKBS
10
B4
B6
L2
Item category
IBOS
QBOS
OBOS
TBOS
"Closed" rule
Billing relevance
S (order-related billing
document with down payment,
w/o billing plan)
Pricing
BOS type
01
01
01
02
Business item
select
select
select
select
Schedule line allowed
select
select
select
Order quantity one
select
select
select
select
B2
B3
B3
B5
Active receivable/claim
select
Document types and item categories for a flat-rate contract

Comment
Sales document
Document type
Item category
Inquiry
IBOS
IBOS
Customer quotation with BOS
Quotation
QBLS
QBLS
Standard order with BOS
Order
OBLS
OBLS
The following settings are of utmost importance (choosing the most important fields):
Document type
IBOS
QBLS
OBLS
Condition type for cost transfer
EKBS
EK02
EK02
F2
10
B4
OBLS
OBSB
01 (milestone billing)
Item category
IBOS
QBLS
"Closed" rule
Billing relevance
Billing plan type
Pricing
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BOS type
01
03
03
03
Business item
select
select
select
select
Schedule line allowed
select
select
select
select
Order quantity one
select
select
select
select
B2
B1
B1
B1
If you use item category OBLS with document type TALS (flat-rate price contract), bill the sales order with a billing plan. You can create a customer
payment plan using the billing plan stored in the sales order.
If you use item category OBSB with document type TALS (flat-rate price contract), bill the entire sales order in one step (without down payment
processing). This item category is suitable for sales orders with a small quantity of orders.
See also:
Billing for a Flat-Rate Contract.
Schedule line categories
What does the schedule line category control?
The SAP system can only copy the items of a sales document to a delivery for which schedule lines exist. Delivery documents are not created for BOS, therefore
only one schedule line (phantom schedule line) is required for a document item with BOS.
Where are schedule line categories defined?
Schedule line categories and their assignment to item categories are defined in Customizing for Sales and Distribution under Sales Sales Documents
Schedule Lines .
What is delivered?
The following settings are delivered in the SAP DI system:
Item category
Schedule line category
Comment
IBOS
AT
for information purposes only
QBOS
QBLS
OBOS
OBLS
TBOS
BN
BN
CD
CD
CD
no transfer of requirements, no availability check, not

relevant to delivery
Billing Types
Where are billing types defined?
Billing types are defined in Customizing for Sales and Distribution under Billing Billing Documents Define Billing Types.
What is delivered?
The following settings are delivered in the SAP DI system:
Billing types for a unit price contract
Billing type
Comment
FAZS
Down payment request (DP request)
L2
Debit memo
Billing types for a flat-rate contract
Billing type
Comment
FAZ
F1
Invoice
F2
Invoice
1.1.4 Copying Control for Sales Documents

Use
The copying control settings incorporate the area of sales document and billing document control. There are different types of document control:
without down payment processing
with down payment processing, without billing plan
Document Flow for a Flat-Rate Price Contract
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with billing plan

without billing plan
Customizing settings for the copying control of sales documents with bills of services are delivered with the SAP Discrete Industries (DI) system. You do not
have to make your own Customizing settings.
In the case of a client copy, the Customizing settings are not copied to the target clients so you have to copy them manually.
See note 217012.
Features
Settings for Sales Document Control
What does copying control define?
Copying control has been enhanced in order to allow you to copy a BOS from a source sales document to a target sales document. This means that you can
determine whether BOS data and its conditions and costing items should also be copied.
You make these settings using the Copy services indicator. You can find this indicator on the item detail screen.
Indicator
Meaning
Space
No BOS data is copied when you create a new document.
The system copies the BOS data and its conditions from the preceding
document when you create a new document. Costing is not copied.
The system copies the BOS and its costing items from the preceding document
to the new document.
Additions and deductions that have been entered during

Cost Planning are not copied when costing is copied.
You cannot see the Copy services indicator if the target document is a debit memo request.
Up to Release DI 4.6C1 you can only determine whether BOS data should be copied or not.
Where is copying control for sales documents with BOS defined?
You can make settings in Customizing under Sales and Distribution Sales Sales Documents Maintain Copy Control for Sales Documents Copying
Control: Sales Document to Sales Document.
What is delivered?
Settings for a unit price contract
Detail view for header
IBOS to QBOS
QBOS to OBOS
OBOS to TBOS
VBAK
051
051
051
VBKD
101
101
101
VBPA
001
001
001
Copying requirement
001
001
008
Copy item number
select
select
select
Complete reference
do not select
do not select
do not select
Detail view for item
IBOS to QBOS
QBOS to OBOS
OBOS to TBOS
VBAP
151
151
151
VBKD
102
102
102
VBPA
002
002
002
FPLA
251
251
Copying requirement
301
301
331
Pos./neg. quantity
Copy quantity
A (copy order quantity)
Pricing type
B (carry out new pricing)
D (copy pricing elements unchanged)
- Value contract
blank (no limit)
blank (no limit)
blank (no limit)
Copy product select.
blank (carry out new product selection) blank (carry out new product selection) blank (carry out new product selection)
Copy schedule lines
select
select
do not select
Update document flow
Copy services
Detail view for schedule line
AT BN
BN CD
Copying requirement
501
501
VBEP
201
201
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Settings for a flat-rate price contract

IBOS to QBLS
QBLS to OBLS
VBAK
051
051
VBKD
101
101
VBPA
001
001
Copying requirement
001
001
Copy item number
select
select
Complete reference
do not select
do not select
IBOS to QBLS
QBOS to OBLS
VBAP
151
151
VBKD
102
102
VBPA
002
002
FPLA
251
251
Copying requirement
301
301
Pos./neg. quantity
Copy quantity
Pricing type
- Value contract
blank (no limit)
blank (no limit)
Copy product select.
blank (carry out new product selection)
blank (carry out new product selection)
Copy schedule lines
select
select
Update document flow
Copy services
Detail view for schedule line
AT to BP
BN to CD
Copying requirement
501
501
VBEP
201
201
Settings for Billing Document Control

Where do I define copying control for billing?
You can make settings in Customizing under Sales and Distribution Sales Sales Documents Maintain Copy Control for Sales Documents Copying
Control: Billing Document to Sales Document.
What is delivered?
Settings for a unit price contract
TBOS to FAZS
TBOS to L2
Copying requirement
001
001
Determ. export data
blank (refer to export data in the delivery)
blank (refer to export data in the delivery)
Assignment number
blank
blank
Reference number
blank
blank
Copy item number
do not select
select
TBOS
TBOS
Copying requirement
002 (Item/order-related)
080 (BOS-item/order-related)
Data VBRK/VBRP
002 (Credit-memo/order-related)
002 (Credit-memo/order-related)
Billing quantity
C (order quantity)
C (order quantity)
Pos./neg. quantity
Pricing type
D (copy pricing elements unchanged)
G (copy pricing elements unchanged and redetermine taxes)
Pricing exch. rate type
blank
blank
Price source
blank (order)
blank (order)
Settings for a flat-rate price contract

OBLS to F1
OBLS to FAZ
OBLS to F2
Copying requirement
001
001
001
Determ. export data
blank (refer to export data in the

delivery)

delivery)

delivery)
Assignment number
blank
blank
blank
Reference number
blank
blank
blank
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Copy item number
select
do not select
select
OBLS
OBLS
OBLS
Copying requirement
020 (Item/Down payment request)
Data VBRK/VBRP
001 (Inv. split (sample))
000
001 (Inv. split (sample))
Billing quantity
C (order quantity)
C (order quantity)
C (order quantity)
Pos./neg. quantity
Pricing type
G (copy pricing elements unchanged

and re-determine taxes)


Pricing exch. rate type
blank
blank
blank
Price source
blank (order)
blank (order)
blank (order)
1.1.4.1 Document Flow for a Unit Price Contract

Prerequisites
The document flow is based on the Customizing settings for Bills of Services in Sales and Distribution:
Copying Control for Sales Documents
Process Flow
Customer inquiry with document type IBOS (optional)
In the inquiry, a customer wants to know whether particular services can be performed at a particular point in time, and what that costs.
2. Customer quotation with document type QBOS (optional)
A customer quotation is a legally binding offer to a customer to perform services to fixed conditions.
You can create a customer quotation with reference to a customer inquiry. Then the system initiates the following activities:
The system copies the complete BOS from the customer inquiry to the customer quotation.
It sets the reference status of the customer inquiry to 'fully referenced'.
It sets the reference status of the customer quotation to 'not referenced'.
Once copying has taken place, you can no longer edit the BOS in the customer inquiry.
You can no longer make reference to a customer inquiry, if
the sales document has already been referenced (status 'fully referenced'), or
you have entered a reason for rejection for it
3. Sales order with document type OBOS (mandatory)
The sales order is the contractual agreement between the contractor and the sold-to party for the performance of services at defined prices, quantities and
times.
You can create the sales order with reference to a customer quotation. Then the system initiates the following activities:
The system copies the whole BOS from below the document item in the customer quotation to the sales order.
It sets the reference status of the customer quotation to 'fully referenced'.
It sets the reference status of the sales order to 'not referenced'.
If you have not yet created a service entry sheet for the sales order, the sales order has this reference status.
Once copying has taken place, you can no longer edit the BOS in the customer quotation.
You can no longer make reference to a customer quotation, if
The following graphic illustrates the document flow and copying control from the inquiry to the service entry sheet:
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4. Service entry sheet (debit memo request) with document type TBOS (mandatory)
If you create a service entry sheet, the system requests that you reference a sales order. Using service selection, you copy the sales order service lines
for which you want to enter values.
You can create several service entry sheets for one sales order.
When you create a service entry sheet, the system initiates the following activities:
The system copies the header data and the item data from the sales order to the service entry sheet.
It does not copy the BOS.
The system sets the reference status of the sales order.
If you have created one or more service entry sheets for a sales order, but you have not yet entered the planned quantities for all of the services
(planned quantity < entered quantity), the system sets the reference status of the sales order to 'in process'.
If you have created one or more service entry sheets for a sales order, and you have entered the planned quantities for all of the services (planned
quantity = entered quantity), the system sets the reference status of the sales order to 'fully referenced'.
You cannot create a service entry sheet for a sales order if
the sales order has the status 'fully referenced'
5. Billing document with billing types FAZS or L2, depending on the settlement type (mandatory)
In a unit price contract you can map down payment chains and partial invoices on the basis of service entry sheets without using a billing plan.
In respect of billing, the following document flow is possible:
Settlement without down payment processing
Settlement with down payment processing without billing plan
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.
Billing/Unit Price Contracts.
For more information on how to display the status overview, the incompleteness log, document flow, or changes in a sales document, see
Information on Individual Sales Documents.
1.1.4.2 Document Flow for a Flat-Rate Price Contract

Prerequisites
The document flow is based on the Customizing settings for Bills of Services in Sales and Distribution:
Process Flow
Customer inquiry with document type IBOS (optional)
2. Customer quotation with document type QBLS (optional)
First, you can create either an inquiry or a quotation.
You can create a customer quotation with reference to a customer inquiry. Then the system initiates the following activities:
The system copies the complete BOS from the customer inquiry to the customer quotation.
It sets the reference status of the customer inquiry to 'fully referenced'.
It sets the reference status of the customer quotation to 'not referenced'.
Once copying has taken place, you can no longer edit the BOS in the customer inquiry.
You can no longer make reference to a customer inquiry, if
3. Sales order with document type OBOS (mandatory)
You must create a sales order.
You can create the sales order with reference to a customer quotation. Then the system initiates the following activities:
The system copies the whole BOS from below the document item in the customer quotation to the sales order.
It sets the reference status of the customer quotation to 'fully referenced'.
It sets the reference status of the sales order to 'not referenced'.
Once copying has taken place, you can no longer edit the BOS in the customer quotation.
You can no longer make reference to a customer quotation, if
4. Billing document with billing types FAZ, F1, or F2, depending on the settlement
In a flat-rate contract, you bill on the basis of the sales order.
The system does not allow you to create a service entry sheet.
Using a billing plan, down payments and partial invoices are milestone-related or to the correct accounting period.
The following graphics illustrate the possibilities for document flow and billing:
without billing plan
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with billing plan

Billing/Flat-Rate Price Contracts.
For more information on how to display the status overview, the incompleteness log, document flow, or changes in a sales document, see
1.1.5 Settings for Cost Planning

Use
Easy Cost Planning
is used for planning costs.
Up until Release DI 4.6C2 you can use unit costing to calculate costs on service line level.
Existing costing is sales documents that were created with unit costing in earlier releases is not affected by this change. Documents that you create
as of this release can only be costed with Easy Cost Planning .
Cost planning in a bill of services takes place using different control parameters.
A costing variant is delivered with the SAP Discrete Industries (DI) system. However, you are still required to make further Customizing settings for costing and
cost transfer.
Integration
Cost planning in the BOS is integrated into the component Controlling (CO) .
Features
Costing Bills of Services
Costing variant
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If you create a cost estimate in an operative BOS, the system requires you to assign a
costing variant. This then means that, via the costing variant, different additions, deductions and assessments are available on costing item level.
The costing variant PC0X is delivered in the SAP Discrete Industries (DI) system.
Make the appropriate settings in Customizing for Sales and Distribution under Bill of Services -> Cost Determination for Bills of Services Define Costing
Variants.
Assignment of a costing variant to an addition/deduction procedure
The costing variant makes different additions, deductions and assessments that are defined in the addition/deduction procedure available on costing item level.
You make the appropriate assignment in Customizing for Sales and Distribution under Bill of Services Cost Determination for Bills of Services Easy
Cost Planning Assign Costing Variant to Addition/Deduction Procedure.
Addition/Deduction Procedure and Additions and Deductions
You group several additions/deductions together in an addition/deduction procedure.
You use additions and deductions to be able to make either additions to or deductions from costs or quantities on costing item level or to distribute overhead cost
assessments. A calculation rule determines, with respect to the allocation bases, how the system calculates:
Value
- addition/deduction as a value that either refers to the budgeted cost or the estimated quantity
Percentage
- addition/deduction as a percentage that either refers to the budgeted cost or the estimated quantity
Fixed part
- addition/deduction that refers to the overall costs (cost multiplied by the quantity)
You define additions/deductions in Customizing for Sales and Distribution under Bill of Services Cost Determination for Bills of Services Easy Cost
Planning Define Additions and Deductions.
You define the additions/deduction procedure in Customizing for Sales and Distribution under Bill of Services Cost Determination for Bills of Services
Easy Cost Planning Define Addition/Deduction Procedures.
Cost Transfer to the BOS
The system copies the cost estimates to the condition types of the pricing procedure for the service line.
The condition types must have the indicator "Q".

Copying of the data takes place according to the assignment of the
cost component structure to the pricing procedure. Condition types are grouped together into cost components in the cost component structure. The cost component
split takes place on the basis of the cost components.
You create the cost component structure and the appropriate cost components in Customizing for Controlling under Product Cost Controlling Product Cost
Planning Basic Settings for Material Costing Define Cost Component Structure .
You make the assignment in Customizing for Sales and Distribution under Bill of Services -> Cost Determination for Bills of Services Assign Cost
Component Structure to Pricing Procedure.
Pricing procedure VS000 is delivered as standard pricing procedure for service conditions in SD in the SAP Discrete Industries (DI) system. (See also:
Settings for Price Determination)
Activities
Make the following settings for cost planning in Customizing for Sales and Distribution under Bill of Services -> Cost Determination for Bills of Services :
1. Define additions and deductions.
2. Group several additions/deductions together in an addition/deduction procedure .
3. Assign the addition/deduction procedure to a costing variant .
Make the following Customizing settings for the cost transfer:
1. Define the cost component structure and the appropriate cost components in Customizing for Controlling under Product Cost Controlling Product Cost
Planning Basic Settings for Material Costing Define Cost Component Structure .
2. Make the appropriate assignments in Customizing for Sales and Distribution under Bill of Services -> Cost Determination for Bills of Services
Assign Cost Component Structure to Pricing Procedure.
1.1.6 Settings for Pricing

Use
The determination of the sales price in a sales document with BOS consists of pricing on header and item level of the sales document and pricing for the BOS.
You do not have to make your own Customizing settings for SD documents. All the required settings are delivered with the SAP Discrete Industries (DI) system.
Features
Pricing in the Bill of Services
You define pricing for the service lines in the BOS in Customizing under Sales and Distribution Bill of Services BOS Pricing .
The following pricing procedures are delivered in the SAP DI system:
VS000 as standard procedure for service conditions in SD
VS0001 as standard procedure for master conditions (service master)
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Pricing on Header and Item Level of the Sales Document

You can define further condition types for the sales document item, such as additions or project-specific deductions that are valid for the entire BOS.
Pricing on header and item level is controlled in Customizing for Sales and Distribution under Basic Functions Pricing .
In the SAP DI system, pricing procedure ADBOS1 is the basis for sales price determination at header and item level for a sales document with BOS. This is
based on the standard procedure RVAA01.
See also:
Conditions and Pricing
1.1.7 Batch Processing Profile for Transferring Costs to the

Project
Use
These settings define how the system transfers the planned costs form the bill of services (BOS) to the work breakdown structure elements (WBS elements) for
batch processing.
If you want to transfer these costs to the project system you must have created a batch processing profile in Customizing as no profile is delivered with the SAP
Discrete Industries (DI) system.
Integration
The cost transfer is integrated into the components Controlling (CO) and Project System (PS) .
Features
The system can either transfer each costing item separately or costing for a service line as a costing node with all the costing items belonging to that service line.
The system uses the reference points and the selection priority defined in the chosen Customizing profile.
Define the following fields as reference points for the service lines and the WBS elements when you transfer costing:
BOS field from table ESLL
WBS element field from table PRPS
Define the following fields as reference points for the costing items in the BOS and the WBS elements when you transfer costing items:
BOS costing item field from table KIS1
WBS element field from table PRPS
Furthermore, choose your preferred priority for the transfer in order to avoid ambiguity if you are transferring both service line costing and the costing item data:
The cost estimate transfer has priority:
the transfer of service line costing has higher priority.
If the reference points for transferring service line costing coincide, the system transfers the service line costing. The transfer does not depend on whether
the reference points for the transfer of individual costing items (that belong to the appropriate service line ) coincide or not.
If the reference points for transferring a costing item coincide but no coinciding reference points for transferring the service line costing for this service line
can be found, the system transfers the appropriate costing items of the appropriate service line for the WBS element.
Costing item transfer has priority:
the transfer of costing items has higher priority.
If the reference points for transferring a costing item coincide, the system transfers the costing item for the WBS element. This transfer does not depend on
whether the reference points for the transfer of the service line costing coincide or not. In both cases, service line costing is not transferred.
If the reference points for the transfer of service line costing coincide but no coinciding reference points for transferring individual costing items (that belong
to the appropriate service line) can be found, the system nevertheless transfers the entire service line costing.
Activities
You create the profile in Customizing for Sales and Distribution under Bill of Services Configure Batch Processing Profile for Cost Transfer to Project.
1.1.8 Output Control and Output Processing

Use
You use messages (output) to exchange information with internal and external partners, for instance if you print a sales document with BOS and you want to send
it by fax, mail, or by using SAP Business Workflow .
Messages and forms are delivered with the SAP Discrete Industries (DI) system:
Features
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For more information on output control and processing in Sales, see

Output Determination (SD-BF-OC).
You define the settings in Customizing for Sales and Distribution under Basic Functions
Output Control Output Determination Output Determination Using The Condition Technique Maintain Output Determination for Sales Documents.
The following settings for documents with BOS are provided with the standard system:
Sales document
Output type
Program
Form
Medium
Inquiry
BSIL
RBOSORDER01
RBOSORDER02
Print and fax output

(landscape)
BSIP
RBOSORDER01
RBOSORDER03
Print and fax output (portrait)
BSQL
RBOSORDER01
RBOSORDER02

(landscape)
BSQP
RBOSORDER01
RBOSORDER03
BSOL
RBOSORDER01
RBOSORDER02

(landscape)
BSOP
RBOSORDER01
RBOSORDER03
BSTL
RBOSBR01
RBOSBRF02

(landscape)
BSTP
RBOSBR01
RBOSBRF03
Quotation
Order
Service entry sheet (debit

memo request)
1.1.9 Sales Processing Control for BOS Using the

Requirements Class
Use
Sales processing control with BOS describes:
how the system determines the requirements class
which control parameters for the requirements class affect sales processing
Prerequisites
You must make
Settings in the Material Master Record (Dummy Material) before the system can determine the requirements class.
You do not have to make any further Customizing settings for the determination of the requirements class. All the required settings are delivered with the SAP
Discrete Industries (DI) system.
Features
How does the system determine the requirements class?
The requirements class is determined using settings in the material master record (strategy group) and the delivered Customizing settings for bills of services in
SD.
The strategy group is the result of the assignment in the material master record of the dummy material being used (view MRP 3 ). The following strategy groups,
contained in the standard delivery, are relevant to bills of services in SD:
20 (make-to-order)
21 (make-to-order/project settlement)
The system then determines the requirements group using the strategy group according to the Customizing settings in the standard delivery.
Requirements class 040 is determined for strategy group 20 (make-to-order non-valuated without consumption)
Requirements class 080 is determined for strategy group 21 (make-to-order with project)
You can find more information on requirements class determination under
Additional Hints (see below).
What does the requirements class control?
Customizing in the SAP standard delivery has been configured so that you do not have to change the control parameters for the requirements classes.
Account assignment
Control parameters for requirements class
Standard delivery in the SAP DI system
The account assignment category defines which account assignment data (for Customizing for the SAP standard delivery is set up as follows:
example: cost center, sales order or project) have to be entered in the sales
For requirements class 040 (make-to-order non-valuated without
document and to which object the system makes the account assignment.
consumption), settlement takes place on the sales order (account
Generally, in sales processing with BOS you either settle to the
assignment category E)
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project (account assignment category D), or

sales order (account assignment category E)
With regard to the account assignment category, the field for consumption
posting controls where the costs for sales-order-related production are collected
(which object collects the costs and revenue)
For requirements class 080 (make-to-order with project), settlement takes

place on the project (account assignment category D)
Customizing for the SAP standard delivery is set up as follows:
For account assignment category E, the key for consumption posting is E
(settlement via sales order)
For account assignment category D, the key for consumption posting is P
(settlement via project)
Requirement
The Availability indicator specifies whether an availability check should take You can control the transfer of requirements and the availability check using:
place according to ATP logic. If the indicator is set, the check type is
the requirements class
determined as default. Every check can be switched off but not on in sales and
the material master record
delivery.
The SAP Standard System controls requirements using the
The indicator for the transfer of requirements specifies whether requirements are Material Master Record for the Dummy Material.
to be transferred or not. You must select this indicator if you want requirements
to be transferred. The transfer of requirements can be switched off on schedule
line level. However, it cannot be switched on schedule line level if it has not
already been activated in the requirements class.
Costing
The field CndType line items (condition type for cost transfer from line items)
The condition type for the cost transfer can be controlled using:
defines in which condition type of the sales document item the value for the
the requirements class
BOS is set.
the sales document type
This condition type is used for all sales document items that link to this
You enter the condition type in the sales document type to use it for all
requirements class. In this way, defining the condition type per requirements
items in a sales document of this type.
class allows you to determine various condition types for the different items in a In the SAP Standard System you control the condition type for cost transfer
sales document.
using the
Settings for Sales Documents.
Assembly
The field Assembly type controls whether and/or which type of assembly
processing takes place.
You can use
Assembly Processing in the Project System to process comprehensive
services (for example, large construction projects), which are frequently
performed in a similar way, by using a project.
No assembly processing is supported for requirements classes 040 and 080

in the SAP standard delivery.
The following is a possible scenario for sales processing with BOS using
integrated assembly processing:
When you create a sales order, the system finds a requirements class that has
been set up for assembly processing in Project System. By assigning the
material master to a standard network, the system generates an operational
network. Saving the sales order also saves the network. If necessary, the
system also generates a project definition and a work breakdown structure
(WBS). The system takes the project number automatically from the number of
the sales order.
Configuration
The field Configuration controls whether configuration for the requirements class
is possible or obligatory.
To cover different product alternatives, you can use variant configuration linked
with the sales document item.
The Configuration field is initial for requirements classes 040 and 080 in the
SAP standard delivery.
However, the configuration of bills of services is performed by using
Service Selection from Model Specifications and not by using a configurable
material.
See also:
Creating BOS using Configuration
Additional Hints
Search Strategy
The standard system uses the following search strategy to determine the requirements class:
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1. First, the system tries to find a requirements class via the strategy group. The strategy group is the direct result of the assignment in the material master
record of the material being used (view MRP 3 ). The system then uses the strategy group to determine the requirements class.
2. If the strategy group has not been maintained in the material master record, it is taken from a Customizing assignment of the plant and the MRP group in the
material master record (view MRP 1 ). The system then uses the strategy group to determine the requirements class.
3. If no MRP group has been entered in the material master, the material type automatically functions as MRP group in the access key. The strategy group is
then determined via a Customizing assignment between plant and MRP group. The system then uses the strategy group to determine the requirements
class.
4. If the system still cannot find a requirements class by using the material type, it attempts to find one by using the sales document's item category and the
MRP type in the material master record (view: MRP 1 ). The system then uses the requirements type to determine the requirements class.
5. If there is no assignment to the MRP type being used, the requirements type is determined from the assignment to the item category and the initial (blank)
MRP type. The system then uses the requirements type to determine the requirements class.
Where can I find settings for requirements class determination (master data, Customizing)?
Determining the requirements type
(1) If the system is to determine the requirements class via strategy group strategy requirements type, the following settings are required:
Strategy Group
Enter the strategy group in the material master record, view MRP 3 .
20 (make-to-order)
21 (make-to-order/with project)
Strategy Group Strategy
You make this assignment in Customizing for Controlling under Product Cost
Controlling Cost Object Controlling Product Cost by Sales Order
Control of Sales-Order-Related Production/Product Cost by Sales Order
Selection of Requirements Type Through MRP Group Check Strategy
Groups .
SAP standard delivery:
Strategy group strategy
20 -> 20 (make-to-order)
21 -> 21 (make-to-order/with project)
Strategy Requirements Type
Selection of Requirements Type Through MRP Group Check Planning
Strategies .
Strategy requirements type
20 -> KE (make-to-order without consumption)
21 -> KP (make-to-order with project)
(2) If the system is to determine the requirements class via MRP group strategy group strategy requirements type, the following settings are
required:
MRP Group
You enter the MRP group in the material master record, view MRP 1 .
MRP Group Strategy Group
Group for MRP Group .
Groups .
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Strategies .
(3) If the system is to determine the requirements class via material type (instead of MRP group) strategy group strategy requirements
type, the following settings are required:
Material Type
Assign the material to a material type when you create a material master
record.
MRP Group Strategy Group
Group for MRP Group .
You enter the material type in the field MRP Group .
Groups .
Strategies .
(4) If the system is to determine the requirements class via MRP type and item category requirements type, the following settings are required:
MRP Type
You enter the MRP type in the material master record, view MRP 1 .
Item category
Item categories are defined in Customizing for Sales and Distribution under
Sales Sales Documents Sales Document Item Define Item
Categories .
In sales and distribution, the item category group and the sales document type
determine the item category.
See also:
MRP Type and Item Category Requirements Type
You make this assignment in Customizing for Controlling under Product

Cost Controlling Cost Object Controlling Product Cost by Sales Order
Check Control of Requirements Type Determination.
(5) If the system is to determine the requirements class via item category requirements type requirements class, the following settings are
required:
Item category
Item categories are defined in Customizing for Sales and Distribution under
Sales Sales Documents Sales Document Item Define Item
Categories .
In sales and distribution, the item category group and the sales document type
determine the item category.
See also:
Item Category Requirements Type

Check Control of Requirements Type Determination.
If you want the requirements type to be determined independently of the
material, leave the MRP type blank.
2. The system determines the requirements class via the requirements type for each of the above-named variants.
Requirements Type Requirements Class

Check Requirements Types. Alternatively you can make settings in
Customizing for Sales and Distribution under Basic Functions Availability
Check and Transfer of Requirements Transfer of Requirements Define
Requirements Types.
Requirements type -> requirements class
KE -> 040 (make-to-order non-valuated without consumption)
KP -> 080 (make-to-order/with project)
Requirements Class
You define requirements classes in Customizing for Sales and Distribution
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under Basic Functions Availability Check and Transfer of Requirements

Transfer of Requirements Define Requirements Classes.
Account Assignment Category
You define the settings in Customizing for Controlling under Product Cost
Controlling Cost Object Controlling Product Cost by Sales Order Control
of Sales Order Related Production Check Account Assignment Categories .
1.1.10 Working with Planned and Unplanned Services

Use
Planned services
are services that you can/want to specify in detail at the start of a sales project.
Unplanned services are those that you cannot (or should not) specify - either because, at the time of the requirement, you do not know precisely which services
are to be included in the project, or because you do not want to plan services for a variety of reasons.
This differentiation is very important for service entry. You can control whether you can enter planned services with or without quantity overrun and unplanned
services in the service entry sheet (debit memo request).
The following Customizing settings are delivered with the SAP Discrete Industries (DI) system:
1. You can exceed the quantity for planned services - the system displays a warning message.
2. You cannot enter unplanned services - the system displays an error message.
If these settings suffice your requirements, you do not have to make any further Customizing settings.
Features
The way that the system reacts to planned and unplanned services is controlled by system messages.
You can define whether the SAP System
suppresses these messages
outputs them as a warning
outputs them as an error.
If the system outputs these messages as an error, processing only continues once you have corrected the entry.
You make the appropriate settings in Customizing for Materials Management under External Services Management Define Attributes of System Messages.
Planned services
You have the following alternatives:
the quantity in the service entry sheet can exceed the contractually-agreed quantity in the sales order. The system may generate a warning.
the quantity cannot be exceeded; the system generates an error message.
System response during service entry in the service entry sheet (debit memo request) depends on the system message control:
Message no.: Message text
Control
SE421: The entered quantity $ exceeds quantity $ in the order.
This message defines whether you can exceed the quantity for planned
services that is defined in the order BOS.
Unplanned services
Unplanned services are those that you first enter in the service entry sheet (debit memo request). Whether the service specification is permitted when you enter
the services in the service entry sheet (debit memo request), again depends on the system messages' control.
Message no.: Message text
Control
SE422: Control for unplanned services in SD service entry sheet.
This message defines whether you can enter unplanned services in the service
entry sheet (debit memo request).
If you activate this message, the system also takes account of message
SE323.
SE323: You cannot enter the unplanned service.
This message defines whether you can enter unplanned services.

(Prerequisite: You have activated SE422.)
1.1.11 Billing with Down Payment Processing

Use
Settlement using down payment processing is only possible if in Customizing for Financial Accounting you set the correct field status for the additional account
assignment.
This applies to the following fields:
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Sales order
WBS element (required setting if you want to use account assignment to a project)
If the fields required for additional account assignment are ready for input, the system deletes the reference information regarding the down payment
in Accounts Receivable Accounting ( FI-AR ). This means that down payments can be settled by a partial or final invoice.
If the fields for additional account assignment are hidden, the system cannot assign the down payments to the sales order. This means that down
payments cannot be settled by a partial or final invoice.
If you settle without using down payment processing, you have to change the Customizing of Financial Accounting .
See also:
Billing of Customer BOS
Activities
You maintain the field status for additional account assignment in two places in the Customizing of Financial Accounting :
Financial Accounting Global Settings
Document Line Item Controls Define Posting Keys
In Financial Accounting, during posting if you enter the posting key, the field status stored in the
posting key determines which fields are ready for input in
posting, which have to be input, and which are hidden.

Financial Accounting Global Settings
Document Line Item Controls Maintain Field Status Variants
field status group determines which fields are ready for

input, which have to be input, and which are hidden when you enter postings to the account.
In Customizing, you can assign several field status groups to a field status variant. The
You use the field status group to store these fields in each debit-side reconciliation account for down payment requests and down payments if you settle
with down payment processing. Assignment takes place in the company-code area specific to the G/L account master data in Financial Accounting.
See also:
General Ledger Accounting (FI-GL)
1.1.12 SAP Enhancements for Customer-Specific Fields in the

BOS
Use
You can make additional fields available for the description of the services. To do this, create projects for the appropriate SAP enhancements (customer exits).
Features
Creating Customer-Specific Fields for Service Lines
You can use the SAP enhancement SRVDET to create customer-specific fields for bills of material.
With its assistance you can add customer-specific fields for service lines in the data dictionary and provide them with specific logic (for example, to make
calculations). Program the logic for the fields using the available function modules. You also have to create a subscreen if you want to be able to see the customerspecific fields on the tab page Other on the service detail screen.
For more information, see the documentation on the customer exit SRVDET in the SAP system documentation.
Mass Changes to Customer-Specific Fields
If you have created customer-specific fields (customer exit SRVDET) and you want to maintain these fields using a mass change, you can use customer exit
SRVMAS.
For more information, see the documentation on the customer exit SRVMAS in the SAP system documentation.
Transferring Customer-Specific Fields from the Service Master
If you also want to transfer the customer-specific fields when you transfer a service master record to a service line, you have to program this in the SAP
enhancement SRVASMD.
SAP Enhancements for Customer-Specific Fields in the Service Master Record.
Activities
Use transaction CMOD to access project management for SAP enhancements.
2. Enter a project name.
3. Describe the project with a short text.
4. Choose Save .
The system requires you to assign a task. This assignment allows you to transport this project and its components to a productive system as soon
as you have finished creating the project.
5. Select Assignment SAP Enhancement and choose Change . Enter the SAP enhancement that you wish to include in your project.
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6. Choose Save .
7. Select Components and choose Change . Edit the include tables, create a screen and program both function modules. Use the forward navigation function
to do this.
8. Choose Save .
Information on how to develop SAP enhancements is in
Customer Exits.
1.2 BOS Structure

Definition
A grouping of services and the qualitative and quantitative descriptions that belong to it.
Structure
You can structure a BOS as follows:
as a list of individual service lines
You enter
Service Lines 'below' the document item - without an outline layout. This is especially suited to maintaining small BOS.
as a hierarchy (
Outline Layout)
A service line is identified by its
service index within a BOS.
Integration
Bills of services are integrated into the following components:
in Sales and Distribution (SD) (template BOS, sales document)
You are supported throughout the entire process from the request for quotation/bid invitation, assignment and acceptance of services to the invoice
verification. The BOS is completely integrated into an inquiry, a quotation, an order or a service entry sheet
You can further information under
Bills of Services and Creating and Editing a Customer BOS.
in Purchasing (MM-SRV) (template BOS, purchasing document)
MM external services supports the entire process of procuring services. You can create a BOS in the desired document (for example, MM purchase
requisition, inquiry, contract, purchase order or service entry sheet).
You can collect descriptions for all the services to be procured in a template BOS and use it to copy from.
MM External Services Management.
in Plant Maintenance (PM) and Customer Service (CS)
You can simplify the procurement of services in the maintenance plan using the maintenance plan category Materials Management (MM) that is
delivered with the standard system. The system automatically creates a service entry sheet for a purchase order for external service from the maintenance
plan. For more information, see
Maintenance Plan for Service Procurement.
You use orders as an important element in the detailed planning and accompanying documentation of measures in Plant Maintenance or Customer Service. You
can represent measures on the basis of bills of services. For more information see
Orders (PM-WOC-MO/CS-SE) and
Order Processing; External Processing .
in Project System ( PS )
Services can be planned for externally-processed activities. A service operation can contain a BOS. You create the link to MM External Services (MMSRV) with such an operation.
You can find further information on working with bills of services in project planning under
External Services sapurl_link_0005_0010_001.
1.2.1 Service Lines

Definition
A quantitative and qualitative description of a service item that has been entered in the BOS under a separate
Service Index.
Structure
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You can use a number of fields to describe a service line.

Outline levels
Service fields
Object category
Quantity fields
Fields for price and value
Line attributes
Value limits
Service entry sheet
Functions
Time recording
Additional data
Template BOS
Internal work
Sales and distribution
You can define the structure of a BOS in Customizing for Materials Management under External Services Management Define Screen
Layout . You can define which fields in a service line are required fields, which are optional fields and in which fields you are not allowed to enter a
value at all.
The following section describes important fields from the view of customer BOS:
Identifier
Line number
This is a unique identifier for a service line in the BOS. The system uses this as a default to create the Service Index dynamically.
If you create a service line, the system provides a line number corresponding to the determined line number increment.
You determine the line number increment in Customizing for Materials Management under Services Source Determination and Default Values for
Client . However, you can change the numbering in the document.
Line ID
You can specify an alphanumeric value in addition to the numeric line number. This is an additional identifier, which you can also use to create the service
index.
External service number
You can enter an alphanumeric value that, for example, the sold-to party or subcontractor uses for the service. You can use this number to create the
service index.
Subitem number
You can specify the position of the subitem within the composite of service line.
Service description
Object category
Identifies a service line as:
Main item
Subitem
Short text
You use the short text to describe the service line.
Long text line
You can use this text for internal notes, or for additional text on the sold-to party or subcontractor.
Service Entry Allowed for Subitem
You can use this to indicate whether the subitem is relevant for quantity takeoff. If this flag is not set, then the subitems are not copied to the service entry
sheet document.
Costing Lot Size
You can determine whether cost estimation is carried out for one unit or for all the service lines. If the lot size is to be changed for a service line that has
already been estimated, the changes are not automatically reflected in the lot size for the cost estimation. They have to be recalculated manually.
Material group
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You use the material group to group several services lines that have the same properties. By using material groups, for example, you can restrict
evaluations, and perform specific searches using search helps.
Subcontractor group
You use subcontractor groups to identify service lines for external assignment to subcontractors. This allows you to create a subcontractor BOS from the
service lines that are selected for external assignment.
You can find further information on the subject of inquiry and quotation for subcontractor services under Cost and Revenue Planning.
You can, for example, use purchasing groups or maintenance groups as grouping/selection criteria. For example, you define the following
subcontractor groups for maintenance groups:
0001 Dry construction
0002 Heating
0003 Electrical work
Master data
You do not require master data to generate BOS. However, master data does help you to create service descriptions rapidly, easily, and uniquely.
Service number
You can assign a
Service Master Record to a service line. To do this, you enter the number of the service master record containing the data that you want to copy.
Service long text
If you have maintained a long text in the service master record, you can copy it to the service long text of the service line and edit it.
Copying Service Master Records to a BOS.
Edition, Service Type, SSC Item
You can use these fields as follows:
If you want to copy a service from a
Standard Service Catalog (SSC), you enter the relevant edition, service type, and SSC item.
If you have stored a service from a SSC for a service master record that contains data you have copied through the service number, these fields display the
SSC number stored in the service master.
Quantity fields
Quantity
In this field you enter the contractually-agreed quantity in the order and the performed quantity in the service entry sheet. In the service entry sheet, the system
checks whether the quantity you have entered exceeds the quantity agreed on in the contract.
Overfulfillment tolerance
This value determines the permitted quantity overrun. The system checks whether the quantity entered in the service entry sheet exceeds this tolerance
range.
Unlimited overfulfillment
If you select this indicator, you can enter an unrestricted overfulfillment in service entry.
The control of system messages determines a service entry with an overfulfillment tolerance and an unlimited overfulfillment for BOS in sales
documents (customer BOS).
For more information, see Working with Planned and Unplanned Services.
Fields for price and value
Gross price
The gross price is the unit price, meaning the sales price for one unit of the service line.
If six recessed lighting units of type A and three recessed lighting units of type B are tendered for in a service line as subitems, the gross price for the
main item will be sum of six lighting unit of type A and three lighting unit of type B.
The gross price of the main item is the total aggregated net value of the subitems. This aggregated value can be overwritten by a flat rate price. If a flat rate
price is assigned to a main item, the subitem total is not taken into consideration.
Subitem Total
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The subitem total is the aggregate of the subitem net values. This subitem total excludes subitems marked as contingency or alternate lines.
Net value
The net value is the total price, that is the value of all services in the service line.
If six recessed lighting units are tendered for in a service line with a gross price of 30 UNI per unit, the total price (net value) is 180 UNI.
Print indicator
You can control whether the service line should be printed or not using the print indicator.
You can control which condition types are printed using the print indicator for the condition type in Customizing for Sales and Distribution under Bill
of Services BOS Pricing Define Pricing Procedure .
Formulae
Formulae serve as an aid to calculating quantities.
You can define formulae in Customizing for Materials Management under External Services Management Formulas for Quantity
Determination .
The quantity of earth to be transported away/disposed of has to be determined for foundation work and this value entered in the service line. You
know the measurements for the length of the excavation form the building project plans. The appropriate formula for calculating the volume helps you
when determining the quantity.
Line types
A service line can be an informatory line, blanket line, a grouping of alternatives or a contingency line. You can define these service lines using line types and
therefore attach specific characteristics to them.
Line Attributes.
User-defined fields
You can define numeric and alphanumeric fields for user-specific information. These fields are available for all documents with BOS.
You define the settings in Customizing for Materials Management under Services Source Determination and Default Values for Client .
Customer enhancement fields
If you have requirements that are not included in the Standard System, you can define your own fields.
1.2.2 Composite of Service Lines

Definition
A main item and its corresponding subitem(s) is collectively called a composite of service line. There can be more than one subitem for a main item.
Use
You can aggregate a set of services with or without a hierarchy, save it and use it later on. You may apply costing and pricing conditions to the subitem which are
aggregated in the main item..
Structure
Service Lines
1.2.3 Line Attributes

Use
You can define a service line more exactly and give it specific characteristics using line types , alternatives and line categories .
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You cannot use line types if you are dealing with particularly long and comprehensive descriptions and you want the service line to consist of a
main description and one or more sub-descriptions. In this case, use costing items underneath a service line to include the sub-descriptions.
The indicators are also made available via the interfaces for the
data transfer of purchasing and sales documents.
Integration
Prerequisites
In Customizing for Materials Management under External Services management Define Screen Layout , define which indicators should be required fields
and which optional fields.
Features
Line type
You can assign one of the following line types to a service line:
Standard line
This is the standard line type, and is the system default.
Blanket line
You do not specify a quantity for blanket lines. The system defines the default quantity one to service lines with this line type. It is settled flat-rate (as a
lump sum).
Contingency line
This line type describes a service, which is not absolutely necessary to perform the order. It is only used when required.
The value of this service line is not included in the total value of the BOS.
If you are building on a piece of land where a gas station once stood, and are not sure whether the ground is contaminated, you can record an
excavation transport to a special dump as a contingency line.
Open quantity line
If the sold-to party requires that the bidder offers the quantity for a specific partial service, then the service line can be indicated by Line with open
quantity .
You can only use this line type in the following documents:
purchase requisitions and RFQs in Purchasing (MM Services)
inquiries with BOS in Sales
You can use an open quantity line in a case where you are to plaster a 100 sq. yard parking lot, which requires gravel, but the sold-to party is
unable to specify the exact amount. You do not have to enter a quantity in the customer inquiry; you can enter it later in the quotation.
Informatory line
This line type does not describe a service. It is purely documentary in nature. You select this line type if you want to use the service line to store additional
text.
Internal line
This line type describes a service line in a BOS, which is used for internal purposes.
You only use internal lines for sales document BOS for Controlling purposes or internal costing.
If you select this line type for a service line
it is not communicated externally, for example, it is not output in a sales order
you cannot create service entry for this service line
The value of this type of service line is not included in the total value of the BOS.
Alternatives
You can group together several alternative services that are available. You can do the following:
In the simplest of cases, define a service line as a basic line. You can then define each alternative service as an alternative line and assign it to the
appropriate basic line. You can enter one or more alternative lines for a given basic line.
If the description is long and involved, you can group together several service lines of the line categories basic line and alternative line (grouping of
alternatives). Each grouping contains a unique number. This number consists of the group number and the sequence number .
For a subitem, only another subitem from the same composite of service lines can be assigned as an alternate.
Grouping of alternatives/assignment number: group number
The group number is optional and defines a grouping of alternatives.
Grouping of alternatives/assignment number: sequence number
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A counter that is assigned for a grouping of alternatives.

The basic grouping of alternatives receives the sequence number 0. You can group together the alternative groupings belonging to it using a sequence
number from 1 to 9.
Basic line
If an alternative type is to be used for part of a service description, define this service line as a basic line.
If you wish you can define an assignment number. All basic lines of the same group number and sequence number 0 result in a basic grouping of
alternatives.
Alternative line
You can define a service line as an alternative line
Either to define it as an alternative to the basic line
You can enter the basic line to which the alternative line refers in the For line field.
Or to define it as an alternative within a grouping of alternatives
You can group together comprehensive descriptions for several services to a description for the grouping of alternatives using the assignment
number. All alternative lines of the same group number and the same sequence number result in an alternative grouping of alternatives.
The value of the alternative line is not included in the total value of the BOS. Only the value of the basic line is entered into the total value of the
BOS.
You offer different alternatives for flooring in a customer quotation: parquet flooring, tiles with floor heating or carpet. This grouping of alternatives
receives the group number 1. You decide to define the parquet flooring as basic line. This receives the sequence number 0. You define the tiles
and the floor heating as alternative lines. These receive the sequence number 1. A further alternative line is the carpet. This receives the sequence
number 2. The sold-to party then decides on one of the alternatives.
Line number
Service Lines
Basic line
10
Parquet
Alternative line
20
Tiles
30
Floor heating
40
Carpet
For line
Group number
Sequence number
10
10
10
No alternatives
The system sets No alternatives as a default and this defines that there are no alternative services for the service line.
Line category
Bidders line
This describes a service that the bidder has included on creating the quotation. This means that the sold-to party did not foresee this service, which is required to
fulfil the contract.
You purchase services from a subcontractor. You do this by creating a RFQ with a BOS in Purchasing . You receive a quotation from a subcontractor,
which includes an additional service line to transport excavated soil to a special dump during the construction work. This additional service line is a
Bidder's line .
Risk line
Costing may contain budgeted costs that assume extremely positive conditions, and therefore, are subject to risk. This indicator can be used to identify
such services.
Risk lines are evaluated in the costing report.
Supplementary line
This line category describes a service that is added after the order has been placed, meaning that this service is quoted and authorized (requested,
approved) after submission of the order.
You can also assign a supplementary number and supplementary status for service lines of this line category.
A subitem marked as a supplementary line with a statistical status will not be considered when determining the total value of a subitem.
You can define the supplementary (subsequent) status in Customizing for Sales and Distribution under Bill of Services Determine Subsequent
Status for Service Lines .
1.2.4 Outline Layout

Use
An outline layout can consist of any amount of service lines. To display it more understandably, you can use the outline layout to sort the services in the BOS into
a hierarchy with outline levels, for example, according to project phases or maintenance groups.
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Features
Outline levels
The short text for the document item is displayed in the uppermost level of the BOS. You can create the outline layout beneath this.
You can use outline levels to group the comprehensive bills of services into sublevels. A maximum of 5 hierarchy levels is possible.
You can:
define numerous outline levels on each of the five hierarchy levels.
assign numerous service lines to each outline level.
store a block of lines for an outline level that you want to reserve for the services below it.
change the key for the outline level, the short text and the long text of the outline level at any time
A unique path identifies each hierarchical outline level. The path provides information on the localization of the outline level in the hierarchy, and is structured on
the basis of the key.
The following example illustrates the way in which the system determines the path for the outline level Exterior Walls :
Displaying the outline level

You can hide and display the outline layout in the service overview screen by using
time, the settings are the same as when you last left the transaction.
You can adjust the layout to suit your own individual requirements with
. You can adjust the column width. When you enter the transaction the next
. You can choose different columns for the layout, such as:
Service line(s) exist(s)

If you select an outline level, the appropriate service lines are displayed in the data area for the services. The icon
exist for this outline level.
indicates that service lines
Outline level long text exists

The icon
indicates that a long text exists for an outline level.
Actual percentage, planned value, actual value

The system determines the planned value form the document and the actual value from the service entry sheets for the sales order (document flow).
Status planned/actual
The following icons indicate the status from the comparison between the planned value and the actual value.
Symbol
Meaning
The actual value of the outline level is zero. No services have been entered yet.
The actual value of the outline level is smaller than the planned value.
The actual value of the outline level is the same as the planned value.
The actual value of the outline level is greater than the planned value. Either a
larger quantity has been entered for the service or the price of one or more
service lines has been changed.
See also:
Layouts
Creating and Editing an Outline Layout
1.2.5 Service Index

Definition
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A unique identifier of a service line in a Bill of Services (BOS).
Use
To guarantee that the communication between the contractor and the sold-to-party is clear, various industries allocate identifiers to individual service lines. These
identifiers are termed as service indices.
The service index is mainly of interest in printing and reporting. For more information, see
Reports.
Structure
In the print program, you specify which elements make up the service index.
The service index is not stored in the SAP System; it is generated dynamically.
If the BOS is a flat list, which consists of service lines without outline layouts, the service index can be determined by one of the following:
Line number
Numeric value, uniquely identifying a line within the BOS
Line ID
Alpha-numeric value, uniquely identifying a line within the BOS
External service number
Alphanumeric value to identify a service line. This is an external number for a service used, for example, by the sold-to party or subcontractor.
In an outline layout, the service index is composed of the path and one of the following elements:
Path.line number
Path.line ID
Path.external service number
The following graphic illustrates how the system, based on the line number, determines the service index for a service line:
1.3 Service Masters

Use
You can store service descriptions in the service master record. You can use these descriptions as templates for creating bills of services. By doing this, you
avoid having to enter the same data several times and you can standardize the service descriptions.
Features
The following master data is available for bills of services in the Sales and Distribution (SD-SLS) component:
Service Master Records
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Conditions for Service Master Records in SD

Standard Service Catalogs (SSC)
Model Specifications (Model Specs)
For bills of services in purchasing documents, the component Service (MM-SRV) also offers conditions for service master records:
Maintaining Conditions for a Service Master Record
Integration
You can implement this master data in the following components:
Sales and Distribution
(SD-SLS)
Bills of Services.
Purchasing
( MM-PUR )
MM External Services Management.
Project System
( PS )
PS Project System.
Plant Maintenance
( PM )
For more information see
Orders (PM-WOC-MO/CS-SE) and
Maintenance Planning .
Customer Service
( CS )
CS Customer Service.
1.3.1 Service Master Record

Definition
Contains the description of a service.
Use
The service master record counts as part of the master data within External Services Management and serves as a source of data for you to draw upon when
creating service specifications. This enables you to save time and reduces the frequency of errors, since you need only enter the complete service descriptions in
the service master record once.
Structure
A service master record contains the following fields for the unique description of a service:
Service number
Service short text
Service category
Base unit of measure
Long text
You can define the number ranges and service categories for service master records in Customizing under Materials Management External Services
Management Service Master .
You can provide other fields using the field selection in Customizing under Materials Management External Services Management Service Master , for
example:
Basic data such as material group and valuation class for account determination
Standard service catalog (service area, output and standard service catalog item)
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Purchasing data such as purchasing status and EAN/UOC code

Sales data such as subcontractor group and costing model
User fields
You can also classify service master records, in other words, a master record can be enhanced by specific data and then you can use this data to find the record
again via the classification system.
A customer exits exists for adding customer-specific fields. You can find further information under
SAP Enhancements for Customer-Specific Fields in the Service Master.
Integration
If you create or change a service line in a BOS, you can assign a service master record using the service number and copy its data.
You can find further information under:
Copying a Service Master Record to a BOS for purchasing
Copying a Service Master Record to a BOS for SD
1.3.1.1 Composite of Service Master Record

Definition
A composite of service master record comprises a main item and one or more subitems. Only the service master record can be used to define a composite of
service master record.
Use
There is a service master record for each service description. The service master database is a source of default data set by the system when you create service
specifications (for example, for invitations to bid sent to potential subcontractors during a competitive bidding process).
You have to set the main item indicator for any service master record. This is a prerequisite for defining a main item in the composite of service master records.
Subitems are maintained for a main item in the master composite maintenance view. The transaction for maintaining composites is /SAPBOQ/AC0X
All the service lines, which are not marked as main items, can be used as subitems.
Structure
To enable a service master record to be a main item, you have to set the main item indicator in the service master record.
The following section describes important fields from the maintenance view of the service master record:
Activity Number
Specifies the number of the service master record for which you want to enter, change or display data.
Subitem Number
Specifies the position of the subitem within the composite.
Service Number of Subitem
Specifies the number of the service master record used as a subitem within the composite.
Deletion Flag for Composite of Service Master Record
You can mark a composite of service master records for deletion and save it. This leads to archiving of this particular composite of service master record.
By archiving it the system deletes the relationships between the main items and subitems.
To delete the composite of service master record use the archiving object .
1.3.1.2 Processing a Service Master Record

Features
Maintenance of Service Master Records
If you want to edit a standard service catalog, choose
Logistics Sales and Distribution Master Data Products Service Master Service Service Master
Logistics
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Materials Management Service Master Service Service Master

Single Screen Function
The following service master record functions are available on a single screen:
Display
When you first invoke the entry sheet functionality, the screen is in display mode.
Create
Change
Copy
When creating a service master record, you can copy an already existing one by clicking
Find
Via
Other service , you can search for a service master record on the basis of the service number.
Set deletion flag

You cannot delete service master records immediately. You must first set a flag which indicates the service master as being predestined for deletion. Due
to this flag you can then delete the master record from the system using a reorganization program.
Service master records can only be deleted if no conditions have been maintained for them.
Service Overview
Click
on the left side of the screen to show or hide an overview of service master records that have already been created. Double-click on a service to display
the relevant master record data on the right-hand side of the screen.
Within the overview, you can do the following:
Choose layout
You can use
to define which data you want to be displayed for the service master record.
Find services
If you click
, you can enter a search term for a service master record. The service found will be indicated in the overview.
Change breakdown
You can choose
to define how you want the list to be sorted. You can choose more than one column and define whether they should be listed in
ascending or descending order.
Define selection variants
You can choose the following selection variants via the input help under
Last services
Here you see the service master records that were last edited.
Other selection
You can define which service master records you want to be displayed. The following fields are available as selection criteria:
Service number
Service category
Material group
Service short text
Individual Screen Settings
You can expand and collapse the data areas on the right of the screen.
You can either:
Expand and collapse all data areas via
Expand all and
Expand and collapse individual data areas via
Collapse all , or
Basic data or
Basic data , for example.
When you first invoke the function, the data areas for the basic data and the long text are expanded.
Each time you reinvoke the function, the screen settings and the data you had selected or maintained when you last exited the function appear.
Multi-Lingual Text Maintenance
You can maintain both the long and short texts in several languages. In the Long text data area, click
texts.
to choose the languages in which you wish to maintain
Administrative Information
The administrative information shows you when and by whom the service master record was created or last changed ( Goto Administrative info ).
Display Change Documents
The change document display function gives you a list of all changes made to the service master record since its creation ( Goto Change documents ).
Quantity Calculation Using Formulas
To facilitate the calculation of the quantity of a certain service, you can assign a formula to a service master record.
You specify the formulae you need in Customizing for Materials Management under External Services Management Formulas for Quantity Determination
Define Formulas .
Inserting Graphics
If you want to illustrate a certain service, you can insert a graphic in the data area Basic data. To do so, you must import your locally stored graphics file into the
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R/3 System via the SAP Web Repository ( Web Development Web-Repository ). You can then choose the graphics files via the input help for the Graphic
field.
Classification
With the aid of the classification system, you can assign service master records to freely defined classes and then choose them by means of the
Service Selection facility. If you wish to classify service master records, you must assign the classes to class type 038 (service).
For more information on the classification system, refer to
CA Classification System.
Service Master Conditions
You can store pricing data agreed with your vendors for each service master record in the form of conditions.
Master Conditions for Services for purchasing
Conditions for Service Master Records in SD for sales
Linkage with a Service from a Standard Service Catalog (SSC)
By specifying the service type, the edition, and the SSC item in the service master record (data area Standard service catalog ), you can save a service from
the
Standard Service Catalog as a service master record (and thus also define prices for this service, for example).
Sending via E-Mail
In display and change modes, you can click
to send service master records for checking via workflow, for example.
1.3.1.3 Creating a Service Master Record

Choose Logistics Materials management Service master Service
Service master.
Choose
3. If external number assignment has been defined in your firm, enter the number of your master record.
You define the number assignment in Customizing for External Services Management under Service Master Define Number Ranges .
4.
5.
6.
7.
8.
Enter a short text describing the service .

Choose a service category.
Enter the base unit of measure in which the service or work is to be measured and valuated.
If desired, maintain the fields in the individual data areas.
If you wish to create further service master records, go through steps 2 to 7 again.
If you want to change service master records, proceed as described under Changing a Service Master Record.
9. When you have finished processing the service master records, save your data.
Exit the function.
Creating a Service Master Record Using the Referencing Technique
Choose Logistics Materials management Service master Service
Service master.
Select a service master record in the service overview (
).
If you cannot find the desired master record in the service overview, you can search for it in the following ways:
Click
in the service overview and enter a search term. The relevant service master record will be displayed preselected in the service overview.
Click
Other service and enter the number of the service master record. You can use the input help for
Other service to search for service master
records according to a variety of criteria. The relevant service master record is included in the service overview.
2. Choose
.
3. Make any desired changes.
4. To create further service master records with or without use of the referencing technique, repeat steps 2 to 4 or 2 to 7 respectively.
If you want to change service master records, proceed as described under Changing a Service Master Record.
5. When you have finished processing the service master records, save your data.
Exit the function.
1.3.1.4 Changing a Service Master Record

Choose Logistics Materials management Service master Service Service master.
2. In the service overview, select the service master record you wish to change.
If you cannot find the desired master record in the service overview, you can search for it in the following ways:
Click
in the service overview and enter a search term. The relevant service master record will be displayed preselected in the service overview.
Click
Other service and enter the number of the service master record. You can use the input help for
Other service to search for service master
records according to a variety of criteria. The relevant service master record is included in the service overview.
3. Choose
to switch to change mode.
4. Make the desired changes.
You can no longer change the unit of measure if condition records already exist for the master record.
5. If you wish to change further service master records, go through steps 2 to 4 again.
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If you want to create new service master records, proceed as described under
Creating a Service Master Record.
When you have finished processing the service master records, save your data.
Exit the function.
1.3.1.5 Conditions for Service Master Records in SD

Use
You can define payment conditions (prices, additions and deductions, tax etc.) for the services using the master conditions.
The system uses these conditions for pricing in the BOS in a sales document. You can then enter further conditions in the sales document.
Prerequisites
If you require your own key combinations for conditions, you must create your own condition tables and define the access sequence.
You make settings for pricing in Customizing for Sales and Distribution , under Bill of Services BOS Pricing .
Features
You can define service conditions as follows:
for a service master record for a customer ( by Customer )
for a service master record ( By Service )
for other objects ( Others)
You can also enter:
Validity periods
Scales
Additional conditions
Activities
Choose Logistics Sales and Distribution Master Data Products ServiceMaster Service Service Conditions and then By Customer, By Service or
Others.
1.3.2 Standard Service Catalog (SSC)

Definition
General standardized catalog of text modules for the description of services.
Use
Standard service catalogs (SSCs) are stored centrally as master records. They are a source of standardized service descriptions that help to eliminate data
redundancy. In contrast to the
Service Master Record, an SSC contains standard texts that only yield complete and unique service descriptions when put together in various combinations. The
use of SSCs can be advantageous in facilitating problem-free communication between contractual parties (e.g. between ordering entity and supplier).
Structure
A standard service catalog contains the following information:
Service type number
Edition number
Text module numbers
Text modules
A service description is compiled from several text modules. The individual text modules are put together like building blocks to form a standard text. Each module
has a number. The standard service catalog number (SSC no.) of a service, uniquely identifying that service, comprises the numbers of the text modules, the
number of the service type, and the edition of the relevant standard service catalog.
SSCs can be subdivided into different service types, to classify work by trade or activity for example. Possible service types include "masonry work",
"maintenance services", "vehicle servicing", "cleaning work", etc. There can be several versions of each service type. The individual versions are characterized
by the edition number.
The following graphic shows how a precise description of a certain service (task or item of work is arrived at using the text modules belonging to a standard
service catalog:
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Integration
Linking Service Master Records with Services from the SSC
You can create a service master record referencing a service from an SSC by specifying the service type, the edition, and the SSC item of the service in the
service master record. This enables you to maintain service master conditions, for example, for this service.
For more information, refer to
Service Master Record Maintenance.
Adopting SSC Services in Service Specifications
When creating service specifications with reference to an SSC, you branch to the SSC editor, where you choose the relevant services.
Copying a Service from a Standard Service Catalog to a BOS for purchasing
Copying Services from a Standard Service Catalog for sales
1.3.2.1 Processing a Standard Service Catalog

Features
Maintaining Standard Service Catalogs
You can perform the following functions using the SSC editor:
Create standard service catalog
Change
If you want to edit a standard service catalog, choose
Logistics Sales and Distribution Products Service Master Standard Service Catalog
Logistics Materials Management Service Master Standard Service Catalog
Transferring External SSCs to the R/3 System
Via Service master Stand. serv. catalog Import file, you can import SSCs into the R/3 System from external data carriers. After the data transfer, the system
branches directly to the editor. There you can check the imported SSC, make any necessary changes, and save it.
For a problem-free data transfer, you must ensure that the units of measure used in the external SSC have been maintained in your system in
Customizing ( General Settings under Check Units of Measurement) .
If errors should occur during while an external SSC is being imported (e.g. missing units of measure), an error log appears.
Standard Service Catalogs: List Display
You can call up the following information on individual SSCs via Stand. serv. catalog List display :
Header data
Text module number
Short and long texts
1.3.2.2 Creating a Standard Service Catalog (SSC)

Procedure
Choose Logistics Materials management Service master Standard service catalog Create .
Enter the necessary data.
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If you wish to use a certain service type as a reference, enter the relevant data in the Reference area.
3. Maintain a short text describing the service type.
4. Define a validity period.
5. Specify a structure for the service type:
You can freely define the structure of the service type. However, take care that the sum of the text module numbers specified does not exceed 18
characters.
If you do not wish to maintain new structures, you can copy some instead.
Click
Default to copy a predefined structure.
Click
Service type to copy the structure of an existing service type.
6. Click
Editor to maintain the text modules for this service type.
To compile a unique service description, you assemble several text modules and arrange them hierarchically. A maximum of six hierarchy levels is
possible. The degree of detail increases as you move down through the hierarchy levels. At the lowest level you must specify a unit of measure.
You can use the Outline heading indicator, to maintain outline headings grouping the underlying text modules. The purpose of this text is purely to achieve
greater clarity it does not form part of the service description.
You can supplement the short and long texts of your text modules with variable symbols (e.g. '&'). In this way, you provide a degree of flexibility to
accommodate further technical developments or changes. When processing the document, you (or the service provider) replace(s) the symbols by the
relevant text.
5. Choose
All input is checked by the system. If any errors have occurred, you can view them by clicking
and then attend to them.
Before the service type is finally saved, the system checks the structure for errors. Any errors discovered are displayed in the error list (
List ).
6. Correct the errors where necessary.

7. Save the standard service catalog.
Result
When the catalog has been successfully saved, the Usage possible indicator is set automatically on the header screen of the SSC editor.
If you wish to use the SSC for referencing purposes when creating sets of service specifications, you must set the Usage allowed indicator.
1.3.3 Model Service Specifications

Definition
Collection of services, the associated descriptions, plus pricing and quantity data. A set of model service specifications serves as a template for creating further
specifications.
Use
You may wish to use the specifications for a certain group of services as a template if you are likely to have to procure all or some of these services repeatedly in
the future.
Structure
In a set of model service specifications, you can maintain service lines and if desired an outline.
Customer exits exist for adding customer-specific fields to a service line. You can find further information under
Customer Exits for Customer-Specific Fields in the Service Master.
You can find information on maintaining outlines layouts under
Outline Layout.
Integration
Copying Services from Model Specifications into a Document
If you want to create or change a BOS, you can copy model specifications either completely or in part using the service selection function.
Copying a Service from a Template BOS or Document for purchasing
Copying a Service from a Template BOS or Document for purchasing
1.3.3.1 Editing Model Service Specifications
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Features
Maintenance of Model Specifications
The following functions are available for model service specifications:
Create
Change
Display
If you want to edit model service specifications, choose
Logistics Sales and Distribution Products Service Master Model Service Specifications
Logistics Materials Management Service Master Model Service Specifications
Configurable Model Specifications
Using the configuration function, you can store object dependencies for individual lines of a set of model service specifications. The system can then support you
in the process of planning and entering services. It can help you to choose the right services, detailed specifications, exact quantities, and prices as quickly as
possible.
Creation of Service Specifications Through Configuration.
Creating a Requisition with Reference to Model Specifications
The following default values can be maintained in model specifications for the creation of purchase requisitions referencing model service specifications:
Purchasing organization
Fixed vendor
Contract
Setting Value Limits on a Set of Model Service Specifications
When creating requisitions and purchase orders, you can set value limits on model service specifications. This ensures that at the time the services actually
performed by the provider are recorded, only those services that are listed in the model specifications may be entered up to a value not exceeding the one
specified (the limit).
1.3.3.2 Creating Model Specifications

Procedure
Choose Logistics Materials management Service master Model specifications Create .
Enter the necessary data.
Choose
The model specifications header screen appears.

4. Enter a name for the model specifications.
5. Enter further data (if desired).
6. Choose
Services.
7. Enter the necessary data for the service lines.
If you are creating voluminous specifications, we recommend you use the service outline function.
Maintaining a Service Specifications Outline.
8. Save your data.
1.3.3.3 Creation of Service Specifications Through

Configuration
Use
This function facilitates the structuring of complex service specifications during the processes of planning and recording external services. The system supports
you in selecting precisely the subset of services that is relevant to your needs from a more comprehensive set of model specifications.
Prerequisites
You must have created a configurable set of model service specifications with object dependencies. To do this, you use the components CA Classification
System and LO Variant Configuration .
CA Classification System,
CA Characteristics and
LO Variant Configuration.
The Configuration at time of service selection indicator must be set on the header screen of the model specifications.
Activities
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Linking Specialized Knowledge to Model Specifications

Create a set of model service specifications with the maximum range of services to be performed.
Set the Configuration at time of service selection indicator on the header screen of the model specifications.
Creating Model Service Specifications.
In the classification system ( Logistics Central functions Classification system Characteristic Create ), create characteristics and store
characteristic values uniquely defining the services created in the model specifications.
Assign the characteristics and their values to a class of type 301 (model specifications).
The instances of the service characteristics determine which service lines are selected with which quantities when service specifications are created.
In variant configuration ( Logistics Central functions Variant configuration Configuration profile Create ), create a configuration profile for the object
Model specifications and assign the class created to this profile.
Create object dependencies for each service line in the model specifications by clicking . Click
to assign already existing object dependencies to a
service. In doing this, you create rules that lead depending on the characteristic values to the selection of the individual service lines.
Configuring Service Specifications via Service Selection
Start the configuration process in the service specifications of a document by clicking
Choose a configurable set of model service specifications.
Service selection .
The Configuration at time of service selection indicator must be set in the model specifications.
An editor guides you with suggestions through the characteristic value process to precisely that subset of services that you need to compile complete
specifications for your concrete project. The system automatically determines which services are involved from the underlying object dependencies.
If you wish to change field values during configuration, you must create an object characteristic that points to the fields of table ESLL.
For more information on the creation of object characteristics, see
Creating Reference Characteristics.
4. The system creates a concrete set of service specifications.
Example
A set of model service specifications comprises the entire range of services that may be required in pipe-laying projects.
Within this complete range, there are services that are mutually dependent or mutually exclusive.
The work involved in laying pipes in a new housing estate will differ from that involved in laying pipes in existing residential areas, for example.
If cast-iron pipes are to be laid, the work involved in connecting up and pressure-testing the pipes differs from that which would be necessary if the pipes
were made of steel.
At the same time, various jobs may not be necessary. If the pipes were laid in remote, wooded areas, for example, some of the work involved in fencing off
the jobsite for safety reasons (necessary in residential areas) would be superfluous.
1.3.4 SAP Enhancements for Customer-Specific Fields in the

Service Master Record
Use
You can provide additional fields for service master data. To do this, create projects for the appropriate SAP enhancements.
Features
SAP Enhancement for Service Master Records
You can use the SAP enhancement SRVASMD to create customer-specific fields for service master records:
Add the customer-specific fields to the appropriate structure provided by this SAP enhancement
You also have to create a subscreen so that the customer-specific fields on the service master screen appear in a separate data area underneath the
pushbutton Other .
Program the logic for the fields using the available function modules.
For more information, see the documentation on the SAP enhancement SRVASMD in the SAP System.
If you also want to transfer the customer-specific fields when you transfer a service master record to a service line, you have to program this
in the SAP enhancement SRVDET.
SAP Enhancement for Template Bills of Services
You can use the SAP enhancement SRVDET to create customer-specific fields: If you want to add these fields to the list of fields for which a mass change is
allowed, use the SAP enhancement SRVMAS.
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These SAP enhancements provide the same customer-specific fields for both template and operative bills of services.
Activities
For information on how to develop SAP enhancements see
Customer Exits.
1.
2.
3.
4.
Use transaction CMOD to access project management for SAP enhancements.

Enter a project name.
Describe the project with a short text.
Choose Save .
The system requires you to assign a task. This assignment allows you to transport this project and its components to a productive system as soon
as you have finished creating the project.
5. Select Assignment SAP Enhancement and choose Change . Enter the SAP enhancement that you wish to include in your project.
6. Choose Save .
7. Select Components and choose Change . Edit the include tables and exclude the function modules from the coding. Use the forward navigation function to
do this. When you edit the SAP enhancement SRVASMD , create a screen as subscreen.
8. Choose Save .
1.4 Creating and Processing a Customer BOS

Purpose
The activities that you run through in a typical business process are described here. There are various functions that you can use to structure and process a
BOS in a Sales Document.
Process Flow
Creating and processing an inquiry, quotation and order with a BOS
You can create and process different sales documents (see:
Creating and Editing Sales Documents with a Bill of Services:
1. You can enter and monitor business processes in the pre-sales phase in the system, for example, by using customer inquiries and quotations. In the
inquiry, a customer requests whether you can perform particular services by a particular point in time, and the costs of such services.
2. A customer quotation is a legally binding offer to a customer to perform services to fixed conditions.
You use the function Create with reference if there is a customer inquiry in the system that has data to which you want to refer when you create a customer
quotation.
3. The sales order is the contractual agreement between the contractor and the sold-to party for the performance of services at defined prices, quantities and
times.
You use the function Create with reference if a customer quotation exists in the system that has data to which you want to refer when you create a sales
order.
The complete chain of documents is a document flow or history. For more information on how you display the document flow for sales documents,
see
Creating and Editing a BOS
You structure a BOS by
Creating and Editing Outline Levels.
Creating and Editing Service Lines:
You can create, change, re-number, add, or delete service lines in a BOS. You can also easily change the data in several service lines in one
operation.
If you have renumbered, added, or deleted service lines in a BOS, you can sort the service lines, and change their sequence. You can use the line
number, service number, short text, or the external service number as the sort criterion.
3. When you create a BOS with comprehensive specifications, you do not have to repeatedly enter the service descriptions manually. Instead, by using
the selection function, you can copy, and then edit, service descriptions quickly and easily from existing service master data or from existing
documents.
The following graphic illustrates the service selection possibilities:
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Copying Service Master Records to Bills of Services (BOS)
Copying Services from Model Specifications or Documents
Copying Services from Standard Service Catalogs (SSC)
Copying Services by using Class Selection
1.4.1 Integration of a BOS in a Sales Document

Prerequisites
You must have made settings in Customizing for Sales and Distribution and in the material master record if you want to integrate a BOS into a sales document.
See also:
Features
All sales documents have the same basic structure: they are formed of a document header and any amount of document items.
The BOS represents an independent data object, which however can only co-exist with a sales document. It can be found underneath a document item.
The data is displayed on several screens, similar to the structure of a sales document.
See also:
Structure and Data of a Sales Document
The functions of BOS entry and processing are provided on the Item Data screen in the tab page Services .
The tab page Services is only displayed if you have created a document item with a BOS. To do this, use the appropriate dummy material.
If you create a document item with another material that does not correspond to the required
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Settings in the Material Master Record (Dummy Material), this tab page does not appear.
1.4.2 Creating and Editing a Sales Document with a BOS

Use
You can create and edit a customer inquiry, a customer quotation, or a sales order with a BOS.
Choose Create with Reference .
If you want to create a customer quotation, and a customer inquiry exists in the system with data that you want to use when you create a new document.
If you want to create a sales order, and a customer quotation exists in the system, and you want to refer to it when you create a new document.
Prerequisites
You have made settings in Customizing for Sales and Distribution and created master data such as the customer and the material.
See also:
Procedure
Create
Choose Logistics Sales and Distribution Sales , and, depending on the type of document you want to create, choose Inquiry , Quotation , or Order
Create .
On the initial screen, enter the relevant sales document type and details of the sales organization.
Choose
The Overview screen appears.

4. Enter the required data (such as customer and material).
For a document item with BOS, you have to enter the material number of the dummy-material.
Create with reference
Choose Logistics Sales and Distribution
Sales , and, depending on the type of document you want to create, choose Quotation , or Order Create .
Select Create with Reference .
The Create with Reference dialog box appears.
3. Enter the required data to select the source document.
4. Select
Copy .

Change
Choose Logistics Sales and Distribution Sales , and, depending on the type of document you want to create, choose Inquiry , Quotation , or Order
Change .
Enter the appropriate document number on the initial screen.
Choose
Result
There are several options for branching from the Overview screen to BOS maintenance.
Choose Goto Item More Services
Choose .
Double-click on the document item; the Item Data screen appears. There is an additional tabstrip Services on the Item Data screen. Choose the
tabstrip Services .
The service overview screen appears. From here you can create and edit the BOS.
Creating and Editing Outline Levels
Creating and Editing Service Lines)
1.4.3 Creating and Editing Outline Layouts

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Prerequisites
You are on the service overview screen. From here you can create and edit service lines (see:
Outline Layout).
See also:
Creating and Editing a Sales Document with BOS
Procedure
Creating an Outline Layout
Select
to show the outline layout.

The outline layout appears on the left of the screen.
2. Create outline levels below the top node, which is identical to the document item.
You can use a maximum of four hierarchy levels to structure BOS.

You can copy outline levels partially or fully by means of the service selection. For more information, see
Copying Services from Model Specifications or Documents.
Creating Outline Levels
Place the cursor on the outline level that is above where you want to create the new outline level.
Choose
.
The Maintain Outline Level dialog box appears.
3. Enter the values for OLevel and the Short Text .

In the area Hierarchy Level , you can see the level of the selected entry.
4. By selecting
you branch to a screen on which you can enter the outline level long text. You can find further information in the section
Editing Outline Level Long Text.

Choose
Changing Outline Levels

Place the cursor on the outline level that you want to change.
Choose Outline
Change .
The Maintain Outline Level dialog box appears.
3. Make the required changes.
4. Choose
Deleting Outline Levels
You can only delete outline levels that have not been assigned service lines and (other) outline levels.
1. Place the cursor on the outline level that you want to delete.
2. Choose Outline
Delete .
Defining Layouts
Choose
to choose a layout for the outline layout or to define your own layout.
You can choose different columns. You can find further information on the columns under
Outline Layout.
For more information on processing, see
Layouts.
Editing Outline Layout Long text
Choose an outline level whose long text you want to edit.
Choose either;
Long text outline
in the context menu for the selected outline level or
Outline
Long text in the menu or
Outline -> Change in the menu and then in the dialog box
to create or
to change the text.
The icon changes depending on whether text already exists or not.

The long text editor appears.
3. Enter a text.
4. Choose
Printing the Outline Layout

Choose
and Print entire hierarchy or Print view .
Enter the required data for your printer.
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The columns of the display variant that is currently chosen are printed.
You can also choose a print preview.
3. Choose
1.4.4 Creating and Editing Service Lines

Prerequisites
In Customizing for Materials Management under Services Define Screen Layout , you determine which fields in a service line are required, optional, or
blocked.
You are on the service overview screen. From here you can create and edit service lines (see:
Service LIne).
See also:
Procedure
Creating or changing service lines
Enter the required data in the data area Services .
If you would like to change the table layout for the service lines, choose Entry variant .
2. If you use an outline layout proceed as follows:
1. Select
to display the outline layout.
The outline layout appears on the left of the screen.

2. Place the cursor on the outline level above the service lines that you want to maintain.
If you have created service lines below an outline level, they are identified by
in the outline level on the outline layout display.
3. You can copy service descriptions from the service master or from documents.

Editing long text
There are two ways to maintain long text for a service line:
Service long text
Line long text
1. Select Goto Service long text .
If you have maintained text in the service master record, you can copy it into the service long text of the service line, and then edit it.
See also:
2. Select Goto Line Long Text .
Setting
line attributes
1. Select the desired service line.
2. Choose
The Detail screen appears.

2. Select the tab page Line Category and mark the service line.
Easily changing data in several service lines (mass change)
Select the required service lines.
Choose Edit
Set Values .
The Set Values dialog box appears.
Select the data to be changed and the new values.
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For example, you can replace subcontractor group 003 with subcontractor group 004 in 30 of a total of 100 service lines in a BOS.
Adding service lines
To add new service lines, select one or more service lines that are above where you want to add the new ones.
Choose Edit Add Line .
To ensure the numbering is consistent, sort and renumber the lines.

Sorting service lines
Choose Edit
Sort by .
Select a sort criterion.
If you have renumbered, added, or deleted service lines in a BOS, you can sort the service lines, and change their sequence. You can use the line
number, service number, short text, or the external service number as the sort criterion.
For example, you have service lines numbered 10, 20, and 30, and you create an additional line between 20 and 30, which you number 21.
By sorting, the system restructures the list in ascending order, that is 10, 20, 21, 30.
Renumbering service lines
Select Edit
Renumber.
Enter an increment value.
After sorting, you renumber the service lines if, for example, you want to use standard increments of ten.
Enter the increment, for example, 10. The system replaces the existing values in all the selected lines with the new values. In this example, the
system changes the line sequence 10, 20, 21, 30 to 10, 20, 30, 40.
Deleting service lines
Select one or more service lines for deletion.
Choose Edit
Delete Line .
1.4.5 Creating and Editing Composite of Service Lines

Prerequisites
You enable the subitem function in Customizing for
Sales and Distribution under Bill of Services Enable Subitem Function at client level .
You are on the service overview screen of the sales document. From here you can create and edit composite of service lines.
Procedure
Creating a Composite of Service Lines
Specify the object category as M for main item.
Enter the short text for the service and details as quantity, unit of measure and gross price.
To add subitems under the main item, enter the object category as U and give details for the subitem.
You can add a subitem only under a main item or a subitem and not under a service line.
Changing a Composite of Service Lines
You can add a subitem to an existing composite of service lines by just inserting or appending a line under the main item or a subitem. To do this:
1. Specify the item category as U.
2. Enter the short text for the service and details as quantity, unit of measure and gross price.
If you do not specify the item category, it would be considered as a service line.
Deleting a composite of service lines
When you delete a main item, all its subitems get deleted.
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1.4.6 Copying Service Master Records to Bill of Services

(BOS)
Use
You can copy a service master record to a template BOS or to an operative BOS.
When you copy the service master record, the system determines whether you are creating a new service line or changing an existing one.
If you assign a service master record to a service line that already exists, different functions are made available for reducing the time and effort spent on
maintenance. These functions prevent existing entries from being overwritten.
Prerequisites
If you also want to transfer the customer-specific fields when you transfer a service master record to a service line, you have to program this in the SAP
enhancements.
Procedure
Transferring a service master record to a new service line (creating a service line)
In the data area Services , enter the service number of the service master record in the Service No. field.
Confirm your entry.
The system uses the data from the service master record.
Long and short texts are used for the customer master record.
Depending on the value of the indicator that allows changes to the short text, you can either change the short text in the service line or not.
If a long text for the service master record has been maintained in the relevant language, it is copied to the service long text of the service line. The long
text is always displayed in display mode when a service line is created. It is not copied. It references to the long text of the service master record.
Transferring a composite of service master record to a new service line
Enter the service number from the service master record that you wish to explode.
Choose Yes to explode the service as a composite of service lines.
You can modify the exploded composite of the service line as described in
Creating and Editing Composite of Service Lines.
You can switch off the dialog box for confirmation if you are entering lots of main items and you need to avoid confirmation every time. To do this,
choose Bill of Services Expansion w/o Confirmation.
Copying the service long text from the service master record
You can only process service long text if you copy it from the service master record into the service line in this way. Otherwise, the long text only appears in
display mode. Not until you copy the long text to the document using this function can you change the long text and it no longer references to the service master
long text.
1. Choose Edit Copy service text.
2. To go to the service long text, choose Goto Service long text .
3. To enter a line long text, select Goto Line long text .
Transferring a service master record to an existing service line (changing a service line)
In the data area Services , enter the service number of the service master record in the Service No. field.
Confirm your entry.
The system uses the data from the service master record:
The service line fields are only filled with data from the service master record if they had no value in them up until that point.
The short text and the service long text are not copied.
You want to assign service master records to the individual service lines in the BOS of the building owner in order to store the material group,
subcontractor group and costing model for quotation costing.
The short and long texts have been prescribed by the building owner. They cannot, however, be changed when the data is copied.
Branching to the service master record from a service line
Choose a service line that has been assigned to a service master record.
Choose Goto Service master to go to the service master record.
Choose
to return to the service line.
1.4.7 Copying Services from Standard Service Catalogs (SSC)
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Prerequisites
You have to set the indicator Usage allowed in the SSC header.
Procedure
Choose Entry variant Standard catalog .
In the data area Services , enter the required data for the SSC Service Area and Output .
Select Edit Copy service text .
The SSC editor appears and leads you through the BOS.
Double-click on the text modules required in sequence.
Once you have run through all of the possible text modules for a particular service in accordance with the SSC's combinatorial analysis, the system
branches back to the newly-created service line and copies the required text module.
5. On the full service screen, check the completed service description by using Goto
Service long text.
You can maintain long text for a service line in different ways:
Service long text
The service long text is taken from the SSC.
Line long text
The line long text only applies to the document service lines and is also maintained in the document.
6. If you have selected text modules that have variables, the system issues a message advising you that you have to replace these variables with actual
values.
In the service description Sandstone masonry, category &$&, Wall thickness 50', you have to specify a particular category.
1.4.8 Copying Services from Model Specifications or

Documents
Use
By using the service selection, you can copy numerous services from an existing bill of services (BOS) to a newly-created sales document. You can either copy
individual service lines, or complete outline levels.
To select services, you can use the following sources:
from the current BOS
Model Specification (Model Spec)
Purchasing document
Sales document
Service entry sheet
Network
Maintenance and service order
Procedure
Copy service lines
Select
Service Selection.
The Service Selection dialog box appears.

Enter the model spec or the document from which you want to copy services.
If you do not know the number of the model spec or document, you can search for one using
If you want to copy a BOS completely, select
If you want to branch to the selected BOS, select .

Select the required service line(s) in the selected BOS.
Select
Services to copy the service lines.

You return to the current BOS.
Copying outline levels with service lines
You can only perform this process if you create a new BOS that does not have an outline yet.
1. So that you can copy outline levels completely or partially, you have to show the
Outline Layout by selecting
Select
Service Selection .

Enter the model spec or the document from which you want to copy services.
If you do not know the number of the model spec or document, you can search for one using
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If you want to copy a BOS completely, select
If you want to branch to the selected BOS, select .

Select the required outline level in the selected BOS.
Select
Outline Path .
The system copies the complete subhierarchy, including the service lines below it, into the current BOS.
You return to the current BOS.
1.4.9 Copying Services by Using Class Selection

Prerequisites
To copy a service master record by using classification selection, the classification system has to be maintained for class type Services (038) .
Classification (CA-CL).
Procedure
Select
Service Selection .

2. Select Class Selection .
3. Select
The screen Find Objects in Class appears.

4. Enter the required class.
5. Select
6. Select
.
Find in Initial Class .
The system displays the service master records assigned to the class.
7. Select the required service.
8. Select
to copy the service to the current BOS.
The current BOS appears.
1.4.10 Tracking Changes in the BOS

Use
Changes that have been made to the BOS are logged in the system.
For each change, you can display information on the person who made the change, when (date and time) and you can also display a change document.
Prerequisites
You are on the service overview screen. From here you can create and edit the BOS.
See also:
Procedure
Choose Goto Changes .
The change document appears.
Result
An overview detailing all the changes is displayed.
User Date Time

Change document
SCHMIDT 21.02.2001 20:06:42 1036144
Line long text : 01 0000000010 added
Outline long text : 02 added
Line : 02 0000000010 changed
MATKL material group
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Old field
New field 01
THOMAS 29.03.2001 10:06:42 104615
Group : 01 changed
KTEXT1 short text
Old field Junction box XB-4
New field Junction box XA-12
1.5 Cost and Revenue Planning

Purpose
Detailed planning in the customer quotation and in the sales order is made possible by viewing the cost planning and sales price determination separately.
If you want to assign services to a subcontractor, flag these external services and create purchasing documents for them. You can then copy the prices from the
subcontractor quotations for pricing in the customer quotation.
Some of the master data (material masters, stored wage costs) can be used during the determination of the required sources and quantities for the costing of
services. Furthermore, you can create requests for quotation for these materials.
Target specifications for the grouping of alternatives can be determined in the customer quotation and in the sales order. The transfer of target specifications to the
project links the business and technical areas and thus supports project controlling in the execution phase.
Supplements are also managed and can be costed. For further information, see: For more information, see
Supplement.
Process Flow
You can execute cost planning and sales price determination in the customer quotation and in the sales order.
If you create the sales order with reference to the customer quotation, you can copy the conditions and costing items and therefore minimize the time
and effort involved in costing the order. This option requires you to have set the Copy services indicator. For more information, see
Copying Control for Sales and Distribution Documents.
Below is a description of the steps involved in cost planning and sales price determination:
1. You receive an inquiry or take part in a bid invitation.
Consulting engineers plan the proprietor's construction work. The resulting BOS can be requested for quotation creation.
Another option consists of the proprietor creating a functional description of the services involved in which the construction task (function
descriptions, minimum qualities etc.) is described. In this case, the contractor creates a bill of services (BOS).
First of all, import the bill of services into the system (see also:
Interfaces for Sales Documents With BOS) or set it up manually (see also: Creating and Processing a BOS).
Service lines are often added. This simplifies costing, provides visibility, and even makes costing possible for certain services. Additional service lines can be
contingency lines or alternative lines (see also:
Line Attributes).
2. Quotations from different subcontractors can be collected in order to create the customer quotation. Subcontractor groups allow you to group service lines
in the sales document and transfer them to a purchasing document. (See also:
Service Lines)
You enter subcontractor groups in the service lines that are to be assigned to subcontractors. These service lines are in the customer BOS.
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You define subcontractor groups in Customizing for Sales and Distribution under Bill of Services Subcontractor BOS Define Subcontractor
Group.
The default setting in the standard system defines that subcontractor group 0000 signifies internal services. You cannot assign service lines in this
subcontractor group externally, and therefore, you cannot copy them to a purchasing document.
You can, for example, use purchasing groups or maintenance groups as grouping/selection criteria. For example, you define the following
subcontractor groups for maintenance groups:
0001 Dry construction
0002 Heating
0003 Electrical work
3. You create bills of services in order to obtain subcontractor quotations. For this, copy the service lines specified for external assignment using
Service Selection from a Customer BOS to a Subcontractor BOS. When you copy the lines, you can define whether the total quantity or a partial quantity is to be
queried.
The system administers a reference for each service line copied from the customer BOS. This reference information enables quantity checks and price
transfer.
To create a quotation for a construction proprietor, you request quotations from subcontractors for electrical work. To do this you create a RFQ with SC
BOS, assigning all of the services from the customer BOS to subcontractor group 0003 (electrical work).
4. On the basis of the subcontractor bills of services, quotations for the external services are requested from the subcontractors. Some subcontractors may be
requested just to provide quotations for labor or material in the SC BOS. This assumes that the materials are purchased by the contractor and provided to
the subcontractor for the construction work.
You implement the purchasing process using the component
External Services Management (MM-SRV).
You can compare the prices of different quotations related to a particular bid using the price comparison list. The quotations are listed by items with the most
reasonable price first. For more information on the price comparison list, see
Comparing Quotations.
5. The system helps you to copy the prices from the subcontractor quotation to the customer quotation. You call the price transfer in the
Report: Subcontractor Services.
Which pricing elements are transferred from a subcontractor quotation to a customer quotation is controlled via the assignment of condition types for
MM services to condition types for SD services. You can make the required settings in Customizing for Sales and Distribution under Bill of
Services Subcontractor BOS Define Copying Rule for Condition Type.
For example, if you only want to copy material costs, and you do not want to take account of wage costs, you only assign the respective material
conditions. When the system automatically transfers the prices, it only copies these pricing elements.
Automatic transfer of prices is not possible if you have created several purchasing document chains (that is, if you have referenced the same
service line in several purchase requisitions or purchase orders).
6. The required resources (material, wage, external labor, equipment, etc.) and quantities (number of hours, units, meters, etc.) can be determined on costing
item level for each service line. (See also:
Cost Planning and Processing of Costing Models and Assignment of Attributes).
If master data exists for the planned resources, the budgeted costs stored in this master data are automatically passed to costing item level.
Material master
Stored labor costs (service types, cost centers)
Service master conditions
Purchasing info. record
If costing items exist that cannot be provided with base costs from master data or vendor and subcontractor quotations, estimate the base costs and
enter them manually. (See also:
Cost Planning).
You create inquiries for external services and materials (see also:
Triggering of Execution Services). The quotations from vendors and subcontractors are received, entered in Purchasing and evaluated. To do this, use the
component External Services (MM-SRV)
specific costing items.
.. You copy the quotation prices manually as budgeted cost for the base costs for the external assignment of
7. The overhead costs for a BOS are calculated separately so that they can be distributed among the individual costing items of the service lines. (See also:
Calculating Overhead Costs).
8. Depending on the specific conditions of the project, the base costs and base quantities can be corrected by additions and deductions in order to
determine the basic costs and the basic quantities.
(See also: Calculating Service Lines and Calculating Additions and Deductions and Distributing Assessments.
The system determines the basic costs and basic quantities from the base costs and base quantities plus any additions, deductions and
assessments.
9. The basic costs are transferred to the service line as the basis for sales price determination. The system transfers the basic costs of the costing items to the
conditions in the costing sheet for the service line. (See also:
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Transferring Costs to Service Conditions)

The sales price is determined by the additions/deductions made to the service lines by the general business costs and the sales margin.
The basic sales price results from the hierarchical cumulation of all the sales prices for the service lines. You can reduce or increase this manually on the
level of the document item. (See also:
Sales Price Determination).
10. Further additions and deductions to the basic costs and the basic quantities result in the target costs and target quantities.
(See also: Calculating Service Lines and Calculating Additions and Deductions and Distributing Assessments).
The target costs and target quantities are the costs and quantities that the contractor endeavors to meet in realizing the work in the project. You ca use
these to form standard values for the execution of the project, for example, for the construction site manager.
The determination of the target costs is not the same as the actual target price calculation.
11. You can transfer the target costs and target quantities to the Project System. They act as a basis for project planning. (See also:
Transferring Costs to the Project).
12. The results of costing are documented in a
Costing Report.
1.5.1 Service Selection from a Customer Bill of Services (BOS)

to a Subcontractor BOS (SC BOS)
Use
You create bills of services or inquiries in order to obtain subcontractor quotations. To do this, copy the service lines specified for external assignment from the
sales document to the purchasing document. When copying them, define for each service line which quantity is to be queried. A quantity check takes place.
This form of copying the service lines allows an automatic transfer of the prices from the subcontractor quotation to the customer quotation (see also:
Report Subcontractor Services).
Integration
External Services (MM-SRV)
Prerequisites
You have defined subcontractor groups in Customizing for Sales and Distribution , under Bill of Services Subcontractor BOS .
In the sales document (customer quotation, sales order) you have assigned the service lines for copying into a purchasing document to subcontractor groups.
Features
Create a purchasing document with service item.
Choose
Service Selection in the purchasing document with the option from SD to subcontractor BOS. A copying screen appears. On the copying screen an
editor helps you while you copy services.
If you select
Service Selection with the option From sales document in a purchasing document you can also copy services, however the
system does not administer any reference information and therefore, does not allow any quantity check or price transfer.
Transfer screen
You can:
select service lines from a customer BOS on the left of the screen
The system displays the BOS with all outline levels and the service lines that you assigned to subcontractor groups.
copy service lines to a SC BOS on the right of the screen
The top node that you can see is identical to the document item. You can also see the outline levels and service lines if you have already created them.
You can select individual service lines in the customer BOS and add them to the SC BOS below an outline level. However, you cannot copy outline
levels.
If you require an outline layout for the SC BOS you create this before making the service selection.
Customer BOS on the left of the screen
In the overview you can
find services
By selecting
overview.
Find you can enter a search term for an outline level or service line. The system marks the outline level or service line that it finds in the
display the service details
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First select a service line. Using
Detail view you can call a service detail screen for a previously selected service line.
sort the list

Using
Sort Ascending you can sort the list in ascending order. The system sorts the list in accordance with the values in the selected column.
group the list

Using
Sort Group you can group the list. The system groups the list in accordance with the values in the selected column.
copy the service lines

First select one or more service lines that you want to copy. Using
Copy service line you can copy the selected service lines to the temporary storage.
You can also use Drag&Drop to add the service lines below an outline level in the SC BOS.
Finally, on the right of the screen you can copy these service lines to the SC BOS using
Add service line .
SC BOS on the right of the screen

In the overview you can
find services
By selecting
overview.
Find you can enter a search term for an outline level or service line. The system marks the outline level or service line that it finds in the
display the service details

Detail view you can call a service detail screen for a previously selected service line.
display services from the customer BOS

Using
Display assigned services SD ->MM you can display the service lines that have a reference to the customer BOS. The system highlights the
assigned service lines in the overview.
First select an outline level below which you want to add service lines. Using
customer BOS to the SC BOS.
A screen to transfer quantities appears. Either select
each time by selecting
Add service lines you can transfer the service lines copied from the
to copy all of the values or correct the quantities of individual service lines and confirm the transfer
You can also use Drag&Drop to add the service lines below an outline level in the SC BOS.
change service lines
Change service line , you can change the quantity for the selected service line.
delete service lines

First select one or more service lines. Using
Delete service line , delete the selected service lines.
1.5.2 Cost Planning With Easy Cost Planning

Purpose
You can use the costing method Easy Cost Planning with special enhancements for the costing of services for planning costs in a BOS. You can calculate
overhead costs separately and distribute them appropriately amongst specific costing items. Furthermore, you can calculate additions and deductions for costing
items flexibly.
Prerequisites
Settings for Cost Planning
Process Flow
The BOS structure forms the basis for the costing structure. You can branch to Easy Cost Planning form any area in a BOS (BOS initial node, outline level,
service line). The system transfers the appropriate sub-hierarchy as costing structure.
With Easy Cost Planning you enter the elements that cause costs (the required resources such as material, wages, external work or equipment and the required
quantities such as number of hours, units or meters) as costing items for the service lines. (See also:
Calculating Service Lines).
For composite of service lines, you carry out a cost estimation for the subitems and these costs are cumulated to the main item.
You can set the lot size indicator for the first time but subsequently the lot size cannot be changed.
In case of subitems the system considers the main item quantity also.
Example: If you set the lot size indicator the lot size by default is 1, otherwise it is taken as the quantity of the service line. Let us assume you give the quantity as
10 then the lot size is set as 10. For any change in the quantity or the lot size indicator, the lot size remains unchanged.
You can represent planning forms by using costing models. To save time and effort involved in entering data and to ensure security of planning, you can use
these predefined costing models as planning forms. (See also:
Processing Costing Models and Assignment of Attributes).
A costing model can contain the material and the wage portion for the service "lay cables, assembly type on saddle". You can then use this as a
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template in different planning objects, whereby the required resources (material and wage) are automatically included in the costing.
You can determine the estimated quantities for the costing items using characteristics that are assigned to the costing models. Additional derivation
rules can be entered for complex relationships between the characteristics and the estimated quantities for the costing items. In this way, the
template can take different configurations into account. In other words, the resources and quantities can change for one meter of cable - depending
on whether it is laid above the intermediate floor, with a cable stake body or a protective casing.
You are advised to create a costing model for the lot size of 1 of a service line.
You have the following options for determining
Base Costs.
You can use master data (material master records, labor costs stored in the system) The system valuates your entries with the prices stored in the system.
You can copy the quotation prices for the chosen supplier or subcontractor manually as base costs for the external procurement of certain costing items.
(See also:
Triggering Execution Services).
If costing items exist that cannot be provided with base costs from master data or vendor and subcontractor quotations, estimate the base costs and enter
them manually.
Depending on the specific conditions of the project, the base costs and base quantities can be corrected by additions and deductions in order to determine the
basic costs and the basic quantities.
Examples for additions and deductions are:

the size of the construction site
possible future changes in price for the raw materials required
logistical positioning of the usage location
Qualifications of employees
The overhead costs for a BOS are calculated separately so that they can be distributed among the individual costing items of the service lines. You can find
further information under
Calculating Overhead Costs.
The value of the costing items in overhead costs calculation has no effect on the overall value of the BOS. These costs only have an effect on the
individual budgeted costs for the service lines after the assessments have been distributed.
The additions, deductions and assessments can be assigned. You can find further information under
Calculating Additions and Deductions and Distributing Assessments.
The system determines the basic costs from the base costs plus any additions, deductions and assessments.
Further additions and deductions to the basic costs and the basic quantities result in the
target costs and the target quantities.
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Result
The system transfers the basic costs to the costing sheet for the service line as basis for determining the sales price For more information, see
Sales Price Determination.
You can transfer the target costs to the WBS elements as a standard value for the execution of the project. For more information, see
Cost Transfer to the Project.
1.5.2.1 Calculating Service Lines or Composite of Service

Lines
Use
You want to plan the costs for the service lines or composite of service lines. You can use the costing method Easy Cost Planning to do this .
Prerequisites
You are processing a BOS in a quotation so that you can execute quotation costing or an order to execute order costing. For more information, see
Creating and Editing a Sales Document with BOS.
Procedure
You are on the service overview screen.
Select the BOS initial node, an outline level or a service line.
Choose
If you have not created costing yet, the screen for doing so appears. On the Additional data tab page, enter a valid costing variant and choose Transfer
cost estimate .
If you have selected a service line, this screen also appears. On the appropriate tab page you can assign a planning form. Choose
estimate .
Transfer cost
Easy Cost Planning processing appears.

4. Execute the costing.
You can find further information on the functions under
Executing Cost Planning with Easy Cost Planning.
5. Exit costing by choosing
When you exit Easy Cost Planning using

document.
, your costing is saved temporarily. Your data is not saved to the database until you save the sales
You can only save or exit costing if does not contain any errors. You can only exit a costing that contains errors by choosing
Result
The result of costing (including additions and deductions and overhead costs assessments) are displayed in a costing report. For more information, see
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Costing Report.
The basic costs of the individual costing items are grouped together to form different condition types such as material, wage and equipment and are transferred to
the appropriate conditions in the costing sheet of the service line for sales pricing purposes. For more information, see
Sales Price Determination.
You can transfer the target costs and target quantities to costing for the work breakdown structure elements (WBS elements) as default values for the project
execution. For more information, see
Cost Transfer to the Project.
1.5.2.2 Calculating Overhead Costs

Use
Besides costs that can be assigned directly to a service line, there are also overhead costs.
For construction projects, these overhead costs can be made up of the following:
Construction site facilities including accommodation, energy, security equipment, wages, materials, tools and small equipment, material costs for
construction site equipment and so on.
Leases, roads, traffic regulations
Salary cost for construction departments, settlement, surveying
Maintenance and repair of equipment, energy and power consumption, tools and small equipment
Transport of equipment, materials and leased goods
Special costs for the construction site such as technical execution of work and object-related insurance
There are no separate service lines in the customer BOS to represent the overhead costs. The overhead costs are calculated separately using the costing tool
Easy Cost Planning .
Prerequisites
You are processing a BOS in a quotation so that you can execute quotation costing or an order to execute order costing. For more information, see
Creating and Editing a Sales Document with BOS.
Procedure
Choose Overhead costs
on the service overview screen.
If you have already created a cost estimate, you go straight to Easy Cost Planning processing.
If you have not created a cost estimate yet, the screen for doing so appears.
1. Choose the Additional data tab page.
2. Enter a valid costing variant.
3. Choose
to transfer the costing data.

Easy Cost Planning processing appears.
3. Execute the costing.

You can find further information on the procedure under
Executing Cost Planning with Easy Cost Planning.
4. Exit costing for the overhead costs by choosing
When you exit Easy Cost Planning using

sales document.
, your costing is saved temporarily. Your data is not saved to the database until you save the
You can only save or exit costing if does not contain any errors. You can only exit a costing that contains errors by choosing
Result
You then distribute the overhead costs as assessments to the costing items for the service lines. You can find further information under
Calculating Additions and Deductions and Distributing Assessments
You can display the result of costing in a costing report. For more information, see
Costing Report.
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1.5.2.3 Calculating Additions and Deductions and Distributing

Assessments
Use
The additions and deductions have an effect on either the quantity ot the budgeted cost of a costing item and can be expressed either as a percentage or as a
value. They can be calculated on base costs and quantities and also on basic costs and quantities.
The overhead costs are calculated as assessments on the base costs.
Prerequisites
Executing Cost Planning with Easy Cost Planning
Calculating Overhead Costs
Features
You can assign additions, deductions and assessments in the
detailed statement when you cost service lines.
An overview provides you with information on the assessment parts already distributed (as percentage and absolute) and on the part still to be distributed
(percentage and absolute).
Example
You have transferred the sub-hierarchy for carcass work to Easy Cost Planning . The outline level Carcass work forms the initial node.
Carcass work
Earthwork
Excavation of foundation
Pipe trenching under base plate
Concrete and reinforced concrete work
Concrete exterior walls
Concrete interior walls
Concrete ceilings and floors
Concrete supportive pillars
Reinforcements
You can select any node in the costing structure and call the exploded detailed statement.
You want to assign an additional cost for the carcass work. To do this, choose the initial node and transfer all the costing items to the exploded detailed
statement.
To assign a special discount for the concrete and reinforced concrete work, choose the appropriate outline level and transfer all the costing items below it to
the exploded detailed statement.
If you want to take fluctuations in the price of steel into account when you calculate the basic costs for the reinforcements, choose the service line for the
reinforcements.
1.5.2.4 Editing Costing Models and Assigning Attributes

Use
In
Easy Cost Planning the planner can use the costing model that you create with this function as a planning form. This enables the costs to be calculated from
the planner's point of view. You can use the costing model for all similar planning processes.
By assigning attributes to the role of the planner, you decide which screen areas are displayed for the planner in the cost estimate and also to what extent they
can be changed. This assignment applies across all models and hence is only required once for each role.
Prerequisites
To be able to define costing models, experience in using the SAP System is required, particularly in the following areas:
Application
Area
Classification System (CA-CL)
Characteristics
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Activity-Based Costing (CO-OM-ABC)
Templates
Product Cost Controlling (CO-PC)
Costing tools, special unit costing and costing items
Overhead Cost Controlling (CO-OM)
Chart of accounts, cost centers, cost elements and activity types, internal
orders, overhead
Materials Management (MM)
Purchasing, services, material valuation, inventory management
In order to carry out cost planning, a costing variant must have been defined in Customizing for every object to be planned. If you want to view the costs in groups,
you must have already defined cost component groups in Customizing for the application component concerned under Define Cost Component Structure .
During the implementation phase, organizational limits must have been made for the namespaces of the characteristics, to control the use of characteristics that
use the Classification System (CA-CL).
For the Execution Services, you must have made the required settings in Customizing for the respective application component under Execution Services .
Features
The following graphic gives you an overview of the costing run:
You can show or hide (
) the screen area Worklists and also change the size of the screen areas.
Worklists area
This area contains the planning forms , characteristics and roles . These are the predefined directories. The worklists provide an overview of the data present in
the system and a user-friendly view of its structure. Once you have loaded the most frequently used planning forms, characteristics and roles into the worklists,
they are always available for you to use. The directories can be made available to everyone, or limited to a specific role to which you must have been assigned,
or defined in such a way that they are only available for your yourself to use.
To load available data in the worklists either choose
immediately next to the node, or
. You can create, insert (
), rename worklists and extend the display
of worklists (from user-specific to role-specific or globally to all users), or restrict ( ) them. You can copy planning forms, characteristics or roles to other worklists
of the same category per drag & drop. Make sure that you select nodes supplied with a hyperlink together with the symbol in front of them. It is not possible to
copy subdirectories. Using
you can call up any worklists that are in the system but have not yet been displayed. To delete worklists, choose
subdirectories or loaded data from a worklist choose
. To save worklists, choose
. To remove
in the screen area Worklists .
You can call a costing model and role directly by clicking on the relevant node in the worklist.
You can assign a characteristic directly to a model. To do so, you must have chosen the model and called up the assignment of the characteristics in the work
area. You can copy the characteristic into the table in the work area using drag and drop.
Definition area
Here you can edit a costing model or role. If you want to switch from editing the costing model to editing the roles either choose
worklist. Choose
or choose the role directly in the
to return to editing the costing model, or choose it directly in the worklist.
Having selected a costing model or created a new one, you can carry out all changes or definitions (by clicking on the nodes) in this area. You can create a
description for the model ( ). You can then use it to document the model. When the planner wants to create a cost estimate, this description is available for
finding a planning form. For information on the editor, see
the PC editor and
editing text.
If you have selected a role, you can select here the attributes which should be assigned to the role.
If you assign the attribute Hide cost estimate item view to the single role Maintain internal orders (SAP_CO_OM_JOB_INTORDER_MAINT) then
the relevant button is hidden, meaning it is no longer possible to show the item view. This applies to all planners to whom this role has been
assigned. If you want to make it impossible to show the item view for a planner to whom several roles have been assigned, then you have to assign
this attribute to all of this planners roles. The simplification of the screen achieved by this is particularly useful for occasional users, especially if
they do not have extensive knowledge of Controlling in the SAP System. However, for the planner it also means that it is no longer possible to
change the costing items manually.
Work and Display area
In this area, you can assign the characteristics. When you create new characteristics, you can define the characteristics directly from here. If the characteristics
exist already, you can change them using
in the Characteristics maintenance column.
In addition to this, you can display a preview on the entry screen by clicking on the node Structure model entry screen You can then edit it here.
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If you delete, change, edit or create new characteristics then these changes will only be displayed in the preview once you have saved the model.
Activities
Select:
Choose Logistics
Project System Basic Data Templates Models for Easy Cost Planning .
Accounting
Investment Management Appropriation Requests Environment Maintain Costing Model
Accounting
Controlling Product Cost-Controlling Product Cost Planning Easy Cost Planning & Execution Services Maintain Costing Model
Create costing model:
Choose
. Enter a name for the costing model. The name must not begin with a number or contain any blanks. If you do not enter a description, the
system copies the name automatically into the Description field. You can change the description at any time by choosing
If you are copying a model (
), enter yes to the dialog box Save template? Otherwise the template will not be copied.
Creating and Assigning Characteristics

If you want to
structure the automatically-created entry screen to suit your requirements, select this node in the definition area.
Defining Derivation Rules
If you want to display the screen areas in the cost estimate on a role-specific basis, select a role and assign the relevant attributes to it by setting the
indicator. Save your settings in the screen area Definition using
Save your entries.
(Save attribute assignment).
Multilingual capability
If the planner needs the costing model to be available in more than one language, you need to carry out the following activities, noting the special features:
Characteristics
When creating the characteristic, enter the description of the characteristic on the tab Descriptions in all the languages that you require.
If you want to set default Values, go to the Values tab, select a value and choose
Enter the description in all of the languages that you require.
If you choose Extras

Change Language, you can enter the characteristic description and the descriptions for all values for the language selected.
Entry screen
Do not change the characteristic descriptions on the entry screen. Additional text (for example notes or texts for hyperlinks) and changes can only be entered in
one language, and consequently are only available in that language. The Confirm button and the heading Comment are automatically displayed in the correct
language.
Derivation rules
You must ensure that descriptions are available in all of the languages that you require. Make sure when you use a costing model (item category J) that this also
applies for the description of the model used. Do not enter any descriptions in the item lines. The descriptions are then automatically displayed in the correct
language. Exception: you can only enter the description for item categories comment line , calculation line ( process and cost center/activity type ), text item
and variable item in one language, which in turn are only available in that particular language.
Costing Model Description
Once you have created the model, log on to the system in each language in turn which you need to be available. Call up the model for editing and choose
.
Enter the description for each model in the correct language and save your entries. To ensure the description of the model is available in the languages you
require, enter it in each of the relevant languages.
Result
The costing model is available as a template on a permanent basis. For more information, see
Using Easy Cost Planning.
Example
Example of the Easy Cost Planning of a Project
1.5.2.4.1 Creating and Assigning Characteristics

Use
Characteristics represent the cost incurring functions of a planning process in the costing model. A characteristic can be assigned to more than one costing model.
Prerequisites
You have created a costing model.
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Procedure
Define the characteristics by clicking on the node Assign characteristics to the model .
The system displays a table in the work/display area.
Under Characteristic name , enter the name of an existing characteristic, or create a new one. Then choose Continue .
1. If you are using an existing characteristic, the data is copied into the table.
2. If you are not using an existing characteristic, the system asks you if you are creating a new one. Choose Yes .
The Create Characteristic screen appears.
Enter the required data. SAP recommends that you select a characteristic group containing characteristics that you have created specifically for costing models.
You should note the following:
1. The system cannot interpret user-defined data formats or multiple value characteristics.
2. If you enter values to be available in a dropdown box, you should not set the indicator Additional values . If you want to enable planners to define their
own characteristics in addition to the values that you have entered, you must define a specific characteristic for this purpose. You do this when you define
the derivation rules, for instance by creating a variable item .
3. If you want a value to appear in the entry screen as a default setting, set the indicator D for this value.
Save your entries.
You should note that on the Restrictions tab page, the characteristics are always assigned to class type 051 (which is not displayed in the input
help). This ensures that the characteristics are only available for Easy Cost Planning. If you want to use characteristics with a different class type,
you have to enter class type 051 for these in addition.
You should also bear in mind that characteristics may be used in a variety of costing models, which means that if you change a characteristic this
could affect more than one costing model. If you create new characteristics, you can identify them as yours by the name that you give them. Heed
any naming conventions that may apply in this regard. Characteristics to which further class types are assigned in addition to class type 051 may
be used by other application components which similarly use the Classification System (CA-CL).
Result
The characteristic is assigned to the costing model and can be specified in the entry screen.
1.5.2.4.2 Structuring the Entry Screen

Prerequisites
You have created a costing model and assigned characteristics to it.
If you do not want to make the changes directly in HTML, you must have installed an HTML editor.
Procedure
Call a preview of the automatically-created entry screen by clicking on the node Structure model entry screen .
In the work/display area, choose
If you want to make the changes using your own HTML editor, you can download the HTML code as a local file to your PC by choosing
changed file back, choose
. To import the
If you want to change the HTML code directly, you should note the following points:
You must not delete the variables for the field values, because if you do the values of the characteristics cannot be interpreted correctly. The variables are
generated in the form of `<CHARACTERISTIC NAME>.value` or `< CHARACTERISTIC NAME >.name`. The system replaces the variables with the value
entered. The entire expression for the variable must not exceed one line (there must not be a line break).
If you insert a hyperlink, you should display the Internet page in a new window. To do this, you must enter the command target="_blank" in HTML code in
the following position: <a href="http://www. ... " target="_blank" ><Text of link in entry screen></a>. If you display the Internet page directly in the same
screen area as the entry screen, the planner can only go back to the entry screen by right-clicking on the mouse. However, this would mean that the data
entered before the link sequence is lost.
4. To display the changed HTML code from the editor in the preview, choose
You can generate the entry screen in SAP style (standard setting) or in Web style. When you save the costing model, the style generated last is saved.
Result
When the costing model is saved, the changed entry screen is stored as a file by means of the
Business Document Service. However, this only happens if you have made changes in the automatically-generated entry screen (with
save multiple versions. The most recent version is always the active one. You can manage the files with the Business Document Navigator (
you want to use an older version, you have to delete the newer ones.
or
). You can
): If, for example,
If you subsequently change a characteristic and have altered the automatically-generated entry screen with
or
, you must regenerate the entry
screen in order to include the changes. If you have changed the HTML code, it will be overwritten by the regeneration. To prevent this from
happening with multiple changes, proceed as follows: Download the previous HTML code to your PC. Regenerate and compare the HTML codes.
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Using cut and paste, insert the position at which the change to the characteristic has affected the HTML code into the HTML code in the local file,
and import this back into the SAP System. Confirm the changes with
1.5.2.4.3 Defining Derivation Rules

Use
Using the derivation rules the view and thinking of the planner is transferred to the costing items of the unit costing. This is where you enter the resources needed
for the planning.
If the costing model is to offer a choice between several resources of the same sort, enter all of the resources and use Activation to regulate which
resource in the planning case is entered in the cost estimate. You define the activation via the prompt for a particular specification of the related
characteristic, for example if characteristic LENGTH = 10, the line with resource (material) A10 is used, and if LENGTH = 20 the line with resource
A20 is used.
To determine the quantity of the respective resource you use a characteristic, for example, the characteristic NUMBER OF WORKING HOURS for
an internal activity item.
Prerequisites
You have created a costing model.
Procedure
You can only define the derivation rules (of the template) for the costing model when you define the model.
1. Click on the node in the definition area of the costing model.
The screen Create template <NAME OF COSTING MODEL> appears. The template automatically receives the name of the costing model and is
created in a specific environment, depending on the planning object.
2. Enter the costing items required for the planning object. For more information, see
Templates for Easy Cost Planning.
Go back and save the template.
1.5.2.4.3.1 Template for Easy Cost Planning

Definition
The template is a dynamic calculation tool that uses
functions and
formulas to calculate numerical values and determine the results of Boolean expressions (true or false). Templates for Easy Cost Planning are
created in environments 200, 205-208, and 214-215. The environment is defined automatically by the system depending on the object to be planned (internal
order, WBS element, and so on). With the exception of environment 214, you cannot create environments through Customizing. Instead, you can only do so by
defining a costing model.
Structure
The template contains a table in which you can make the following line entries
:
Column
Possible Entry/Process
Item category in template
Comment line, process, calculation row (process), cost center/activity type,

calculation row (cost center/activity type), costing model, external activities,
subcontracting, material, service, base planning object, text item, variable item
The key of this item category is not always the same as that of the costing item.
For the item category calculation row , you cannot call the editor
or define methods in the object column.
You can only select costing models that are valid either for all planning objects
or for the same planning object as the costing model in which you want to insert
this model as a submodel.
Description
The description is displayed in the cost estimate as the description for the
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costing items. The system determines the description for most of the item
categories automatically once you have confirmed your entries. (The
description is used in the case of the base planning object.) Consequently you
only need to make an entry here if the description cannot be determined by the
system or if you need to overwrite it.
Object
Enter the object (such as a material), depending on the item category specified.
You can either enter the object directly, or
define methods.
For item categories of the template J to R , you can use the input help to
make the required entries. Always enter a cost element if the system is unable
to determine one. This applies to those item categories for which the cost
element was requested in the possible entries help; with base planning objects
the cost element can be determined via the master data providing you have
entered one there. If the item does not have a cost element, it is not possible to
assign the costs to a cost component. This means that the costs cannot be
rolled up if they are incurred in a cost estimate which is part of a costing
structure with superior cost estimates.
For the categories Process and Cost center/Activity type , you can either
predefine an object or determine dynamically one or more processes or cost
centers/activity types. For more information, see
Object Determination.
Quantity
Enter a quantity or characteristic directly. You can enter the appropriate

characteristic by
defining a formula.
Activity Quantity Determination.
Activation
Specify the condition under which an item is active. For the activation of an
item, you can predefine values as active or inactive or define a method that
returns active or inactive at the point of evaluation. If you do not enter anything
in the column, the item is active.
The item (MATERIAL; Gravel; 0001 / GRAVEL01; M3;
QUANTITY_ FILLER;
METHOD) with method: FILLER =
"Gravel" is only active if gravel was selected as the FILLER. For
all other characteristic values, the item is not included in the
costing.
Activation.
Price
Price for a variable item This column is not utilized for any other item category.
Depending on the item category in the template, there are various functions available to define methods and formulas.
For more information on the costing item categories, refer to
Master Data for Unit Costing.
1.5.2.5 Executing Cost Planning with Easy Cost Planning

Use
If you want to plan the costs for the service lines, use the costing method Easy Cost Planning .
Integration
For calculating costs, Easy Cost Planning uses unit costing form the application component Product Cost Planning (CO-PC-PCP), characteristic maintenance
functions from the application component Classification System (CA-CL) and template functions from the application component Activity-Based Costing (COOM-ABC).
Prerequisites
If you want to use a planning template for costing, you must have defined this in the system. You can find further information under
Processing Costing Models and Assigning Attributes.
You are advised to create a costing model for the lot size of 1 of a service line.
Features
The screen for costing is divided up as follows:
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Depending on the settings for the

role, you may not have all the following functions at your disposal.
You can change the size of the separate screen areas.
Functions in the application toolbar
Display or hide costing structure
Display or hide work lists
Display or hide item view
Display/hide item view
Display header data

You can switch between different currencies.
When you convert currencies, the exchange rate that was
valid on the valuation date for the costing (not for the
costing item if these are different).
Explanation of all the symbols in the costing structure
The error messages for all the costing nodes are displayed together.
Screen Area - Costing Structure
The uppermost node is the object to be planned. Outline levels cannot be costed. In other words, you cannot assign a planning template to this node.
You can structure a service line by adding new nodes (costing nodes) in order to calculate the costs separately for each costing node. Select the service line that
you want to sub-divide and choose
. Enter the description, the base unit of measure and lot size and choose
If you want to delete a costing node, select it and choose

You can close a costing node with
. The node is added.
Costing is deleted.
and this prevents it from being changed further. This action of closing it is noted in the costing history. You can check this in
the header data. You can undo or set the closure in the header data. To undo the closure, choose
again.
The
document flow (
) displays per costing item, whether documents have been posted by an Execution Service for a specific item and object to be planned.
Screen Area - Work List

If you use Easy Cost Planning to create costing on a regular basis, you can load the planning templates that you require frequently into a work list. To do this,
choose
next to the node or choose
You can create work lists (
), subdivide them (
), rename them and extend the display of the work list (from user-specific to a role or to all users) or limit it (
You can call the work lists that exist in the system but are not yet displayed by choosing
planning templates from a worklist, choose
. To save your work lists, choose
. To delete work lists, choose
).
. To remove subdirectories or
in the work list screen area.
Screen Area - Item View

You can enter, change as display costing items in this screen area.
Please note that the item number is not always identical to the item for the line in the item view. If you want to be sure that they are identical,
define a layout that sorts by item number.
Entering costing items is similar to unit costing. However, you cannot enter costing items in the detail screen. For further information, please see: For further
information, please see:
Entry of Costing Items.
You can find information on item categories for costing items under
Master Data for Unit Costing. You cannot use item categories O and S in Easy Cost Planning . A costing node is of category J .
Chosen Functions in the Application Toolbar in the Item View
The log for the chosen costing node is displayed.
Recalculate costing items with the currently valid prices.
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You can overwrite the price, costing type or description for a costing item with
the current planned and master data. To do this, select the costing item.
You can use
Explosion of Base Object/Reference Costing to replace items that link to a
base object costing by their costing items.
The lot size is displayed.
You cannot change the lot size for a service line. The lot size corresponds to the
total quantity of the service line, in other words, you calculate a costing item for
the total quantity of the service line.
If you have selected a costing node you created to subdivide a service line ( )
in the costing structure, you can change the lot size.
To cost the entries or changes.
Copy/Transfer
There are different layouts for the itemization. You can adapt these layouts to suit
your own needs by creating your own from them (see:
Layouts)
You can create and delete subtotals for different sizes (see:
Creating and Deleting Subtotals ).
When you have completed costing with

and for copying
, the functions for recalculating items
, recalculating the selected item
, changing the lot size
are no longer available.
You can find more information about working with this type of list display under
SAP List Viewer.
Ungrouped Itemization
You can use the ungrouped itemization to execute a mass change over several service lines or outline levels and to distribute additions and deductions or
assessments.
To call the ungrouped itemization , choose Goto Display/hide ungrouped itemization.
You can find further information under
Ungrouped Itemization.
Activities
You have the following options for determining planned costs:
With planning templates
Click on the node to be costed in the costing structure. Choose the function for selecting a planning template in the right screen area and choose a
planning template (costing model) or click on the appropriate node of the planning template in the worklist if you have already loaded the required
planning template. The entry screen is displayed.
If you have chosen an incorrect planning template, you can assign a new one. To do this, you must select a costing node. You can then do
the following:
Choose a new planning template by clicking on the appropriate node in the work list and confirm the query with Yes .
Choose
and confirm the query with Yes , select the function for choosing the planning template in the screen area on the right and choose a new
planning template.
Enter the required data for planning on the entry screen and copy this data.
You can change the costing items in the item view.
Without planning templates
Displaying the item view should not be excluded by your
Role.
Click on the node to be costed in the costing structure. Enter the costing items directly in the item view.
Result
The results for each costing node are displayed in the costing structure. The costs are displayed in a sub-tree for the appropriate costing items. In its usage and
structure, this display basically represents the
valuated BOM of unit costing. The symbols next too the costing items inform you of the item category. You can use the key (
category you are dealing with.
) to determine which item
The costing items are displayed in a non-hierarchical list in the item view. This basically represents the itemization display. The costing items for the currently
selected costing node are displayed.
If you have selected a service line or a hierarchy node, the costing items below it are displayed.
If you have selected an outline level, the costing nodes directly beneath it (item category J) are displayed.
1.5.2.6 Ungrouped Itemization

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Use
In the ungrouped itemization you can:
execute mass changes over several service lines or outline levels
total values
Calculating Additions and Deductions and Distributing Assessments
Prerequisites
Executing Cost Planning with Easy Cost Planning
Features
You can call the ungrouped itemization for any node you wish in the costing structure.
You can display the ungrouped itemization in the item view.
If you choose
recalculated.
Adjust quantities you can multiply quantities of individual costing items by a factor. The change is adopted immediately and the quantity is
You can only use this function if you just display one costing node in the item view.
You can use
Exploding Base Planning Objects to replace items that link to a base object costing by their costing items.
You can display the log for the chosen costing node by choosing
You can make mass changes by choosing
. You can make mass changes for more than one costing item across the entire bill of services.
The Mass Change (Simulation) screen appears. You have specific functions at your disposal in the application toolbar. You can filter data
and overwrite or enter values and assign additions and deductions.
In the SAP standard delivery there are different layouts available for the ungrouped itemization. You can adapt these layouts to suit your own needs by creating
your own from them (see:
Layouts). You can create and delete subtotals for different sizes (see:
Creating and Deleting Subtotals ).
You can find more information about working with this type of list display under
SAP List Viewer.
Activities
Choose a node in the costing structure.
Choose Goto Ungrouped itemization on/off.
The display of the item view changes. You are now in the ungrouped itemization.
All the costing items for the selected node in the costing structure are listed.
Example
Changing the price for a material
Due to the external view of a BOS, the same material requirements can be distributed among different service lines. You can filter for this material for the
procurement of material MAT1 and for the costing of budgeted costs. The transfer of the new price determined to the costing items affected takes place using the
mass change function for the base price.
1. You have called the ungrouped itemization for the entire BOS.
2. Choose
The Mass Change/Simulation screen appears.

3. Select the column Material .
4. Choose
A dialog box appears.

5. Filter for material MAT1 and choose
Only the costing items for this material are displayed.

6. To select all the costing items, choose
.
7. Enter the new base price in the uppermost line in the column Price .
8. Choose Overwrite column .
A new price is entered for all the costing items for material MAT01 and the total value is calculated.
8. Choose
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1.5.2.7 Triggering Execution Services

Use
You want to trigger subsequent, follow-on processes for costing items such as material or work.
You requires steel girders for a construction project. If you want to calculate material costs for the creation of the quotation, you arrange for purchasing
to request the prices of the supplier. To do this, you create a purchase requisition for the appropriate costing items.
Integration
To execute the appropriate execution services, the appropriate application component is used, for example Purchasing (MM-PUR) or Inventory Management
(MM-IM).
Prerequisites
You are using Easy Cost Planning for cost planning in the bill of services.
Displaying the item view should not be excluded by your
Role.
Features
Execution Services
allows you to trigger the following processes based directly on the costing results:
Purchase Requisition
Purchase Order
Reservation
The screen is divided up as follows:
Under Execution Services , all the Execution Services that are possible for the object to be planned are displayed.
To avoid posting twice by mistake, you can display the document overview for this execution service and this object to be planned by choosing
perform the Execution Service in the system by choosing
Post. If you choose
. You can
Update in the document overview, the posted document is displayed.
When the data is transferred to a purchasing document, you should ensure that the given quantity per costing item is valid for realizing one unit of measure for the
service line.
Activities
Choose Sales and Distribution Bill of Services Subcontractor/Vendor Processing .
2. Enter a sales document item.
3. Choose
The Easy Cost Planning screen appears. The entire bill of services is displayed as a costing structure.
4. Choose Show Execution Services and then choose an execution service.
The system automatically selects the costing items that are relevant to the chosen service.
5. Select the costing items for which you want the execution service to be triggered. You can also change the items, for example, enter a different quantity.
6. You can post the items by choosing
Post.
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Use
You can use the report RADBOS05 for a customer quotation or sales order with bill of services (BOS).
Prerequisites
In Customizing for Sales and Distribution under Bill of Services Maintain Reports for Services , you must have defined for which sales document types you
want to use this report. Furthermore, you must have defined in which position the report should appear on the selection screen of the report.
Features
The system displays a "flat" list (in other words, not a hierarchy). The outline levels, the appropriate service lines and the costing items are ordered one below the
other.
Display variant
The list contains different columns (delivered display variant).
For the services:
Outline level (key and short text)
Line number and short text for the service line
Quantity and base unit of measure
Gross price, net price and currency
For the costing items:
Item number
Description
Item category and further columns (for example, material number, material group, plant, service type, number of purchasing info. record and costing type)
Further information may be displayed in the columns, depending on the item category.
Additions and deductions
Base costs, basic costs, target costs and currency
You can determine your own display variants, for example show/hide columns. You can process the overview lists output in accordance with the
selection by using different functions (for example, group values, sort values, or set filters), thereby determining more information.
See also:
Choosing Display Variants in Lists (SD)
SAP List Viewer (ALV): Classic
Create your own display variants to evaluate the additions, deductions and assessments.
See also:
Additions, Deductions and Assessments
Activities
You have to perform the following activities to get to the report:
1. You branch to the reports from the
List of Sales Documents via the Sales Information System.
2. Select
Service on the list screen.
The dialog box Report appears with a list of reports with BOS.
3. Select the costing report from this list.
1.5.4 Cost Transfer to Service Conditions

Use
The basic costs are transferred to the service line as the basis for sales price determination. This allows a flexible assignment of price discounts, risk and transfer
price surcharges.
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Prerequisites
Settings for Cost Price Determination
You have executed cost planning in the BOS with Easy Cost Planning .
Features
The system transfers the basic costs of the costing items to the conditions in the costing sheet for the service line according to the settings in Customizing.
The estimated costs and conditions for a quotation or order should be able to be divided into parts such as wages, material or equipment. This is done by the cost
component split. This makes it possible to assign different conditions for material and wages.
Activities
The cost transfer to service lines takes place automatically when costing is temporarily saved.
See also:
Costing Service Lines
1.5.5 Sales Price Determination

Purpose
Sales pricing consists of BOS pricing and sales document pricing at item and header levels.
Prerequisites
Settings for Cost Price Determination
Process Flow
You can edit conditions for service lines in order to calculate the general business costs, the sales margin and possibly also further additions and deductions
on top of the unit price. The system determines the net value of each service line using the condition technique (pricing procedure).
2. You can also edit conditions for outline levels, such as assign a percentage discount or surcharge. In this case, you are asked whether the system should
copy these conditions to all outline levels and service lines below. If you copy the conditions, the totals and numeric values are recalculated in the outline
layout.
3. The system cumulates the net values of the BOS service lines to a total value, and transfers it to the sales document item as a costing value.
According to the
Settings for Sales Documents, the value is placed in the following conditions:
condition EKBS for
condition EK02 for
Document Flow for a Flat-Rate Contract
Condition EK02 is a statistical condition, meaning that you have to enter the value required for sales pricing manually in condition PR00 of the
document item. Each time EK02 is changed (quantity change, insertion of a service line), PR00 is not changed and has to be manually processed.
4. On document item level in the sales document you can store further conditions for the complete BOS, such as surcharges or project-related discounts.
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5. The system determines the gross price on item level, subtracts the relevant deductions, adds possible surcharges, and finally determines the sales price.
Then, the system cumulates the pricing elements in the document items and determines the sales price at header level for the sales document.
You can find further information on pricing for sales documents under
Conditions and Pricing.
Activities
Editing Service Line Conditions
Select one or more service lines in any outline level.
Select Goto Conditions .
Editing Header Conditions
To edit conditions valid for the entire outline level (header conditions), choose Outline Conditions.
Add additions and deductions and choose
If you have selected more than one service line, condition maintenance for the next selected service line is called after you choose
Editing Document Item Conditions

You are on the overview screen for the sales document.
Select Goto Header Conditions.
Editing Document Item Conditions
You are on the overview screen for the sales document.
Select Goto Item Conditions.
1.5.6 Cost Transfer to the Project

Use
You can transfer the planned costs from the customer BOS of a sales order to work breakdown structure elements (WBS elements).
Integration
The components Controlling (CO) and Project System have been integrated for the purposes of transferring costs from the BOS to the project.
Features
Depending on whether you want to work in dialog mode or whether you want to transfer several costing items in one step, you can execute
Dialog Processing or Batch Processing.
You can use
Report BOS/Project Planned/Actual Revenue to compare planned and actual revenue. This revenue report is only of use if you are dealing with a unit price
contract.
1.5.6.1 Online Processing

Use
You can transfer the planned costs for services in a sales order step-by-step to a project.
Prerequisites
You have executed
Cost Planning in the sales order with BOS using Easy Cost Planning .
You have created a project. You must have set the planning element indicator for the WBS elements to which costs from the BOS are to be transferred.
You have made settings for cost planning in the project using Easy Cost Planning . You can find further information under
Executing Easy Cost Planning.
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Features
You transfer the costing items from the BOS to work breakdown structure elements (WBS elements). You can change the transfer quantity in order to distribute
individual costing items to different WBS elements.
The cost transfer screen is structured as follows:
You can change the size of the separate screen areas. You can hide and display the navigation area and the selection screen with
In the screen areas you have several standard functions at your disposal, such as functions for defining the layout and search, printing or scrolling functions. You
can find further information on working with this type of display under:
Direct Setting of the List Display
Functions in the Toolbar and Context Menu
Layouts
Screen Area
Navigation Area
You can add subprojects and WBS elements that are relevant to the sales order to the navigation area by using
You can copy the costing structure of the selected object to the project costing structure by double-clicking on a project, subproject or individual WBS element.
Screen Area
Selection Area
The selection variants are listed in the selection area. You use a selection variant to select specific service lines and costing items in the costing structure for the
BOS.
You create a selection variant with
execute the selection variant with
. You can change the selection criteria for a selection variant with
. You delete a selection variant with
. To select lines according to the selection criteria,
Screen Area
BOS Costing Structure
The service lines and costing items for the sales order are displayed in the BOS costing structure. The service lines are displayed as costing nodes. They are of
item category J. The costing items are displayed underneath the costing node.
You can copy service lines and costing items to the project costing structure by using the drag and drop function.
If you have chosen a service line in the BOS costing structure, the system transfers the service line costing as a costing node with all the appropriate
costing items (cost estimate transfer).
If you have chosen a costing item in the BOS costing structure, the system transfers the costing item (costing item transfer).
The system displays the item view for the quantity change.
You can make a multiple selection. You can define the priority of the cost transfer with
The service line has priority

If the service line has been chosen as cost node as well as individual costing items of this service line, the system copies the service line calculation - all
the costing items to the WBS element.
The costing item has priority
If the service line has been chosen as cost node as well as individual costing items of this service line, the system only copies the selected costing items
in the selected service line.
You can check your choice with
. The system selects and deselects the lines according to the priority that has been defined.
You can adjust the layout to suit your own individual requirements with
. (See also:
Changing Layouts). You can display the transfer status in the list beside fields such as short text, quantity, unit of measure, material or service type.
The transfer status is displayed for the service line and the costing item.
Transfer Status for the Service Line
Nothing has been transferred yet.
Part of the service line or the costing items has been transferred. You can copy
the remaining quantity of the service line costing.
Either the entire quantity of the service line or an assigned costing item has
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been completely transferred. You cannot make any further cost transfer for the
service line costing.
If some of the assigned costing items have mot yet bee
completely transferred (transfer status service line
and
transfer status of costing items that have not been completely
transferred
or
), you can copy the costs for this costing
item.
Transfer Status for the Costing Item
Nothing has been transferred yet.
Part of the costing item has been transferred. You can copy the remaining
quantity of the costing item.
The entire quantity of the costing item has already been transferred. You cannot
make any further cost transfer.
If you click on the transfer status in a line (service line, outline node, costing item), a transfer protocol for the appropriate line is displayed.
You can display a transfer protocol for the entire BOS with
Screen Area
Project Costing Structure
The WBS elements that you have chosen in the navigation area are listed in the project costing structure,
You can copy service lines and costing items form the BOS costing structure to the project costing structure using the drag and drop function.
The system displays the transferred data in the project costing structure directly after the transfer.
The WBS elements are displayed as costing nodes. They are of item category J.
If you have transferred costing for a service line as a cost node, the service line is displayed beneath the appropriate WBS element. The service line is of
item category O.
If you are in the project and you call Easy Cost Planning , the WBS elements are displayed as costing nodes with the appropriate costing items in
the project costing structure. The service line also appears under the costing node and is of item category O. If you call the item view, the costing
items are displayed. The service line is divided into its costing items.
If you have transferred a costing item, the costing item is displayed underneath the appropriate WBS element with the appropriate item category.
Screen Area
Item View for Quantity Change
If you select one or more service line and costing items in the BOS costing structure and copy to a WBS element in the project costing structure using the drag
and drop function, this area is displayed.
Different quantities per costing item are displayed:
Quantity
Entire quantity entered in BOS for the costing item
Transfer quantity
Quantity that should be transferred to the chosen WBS element

The system proposes the remaining quantity as default value for the transfer
quantity
The transfer quantity can be less than or equal to the remaining quantity.
You can change this default value. This allows you to distribute a
costing item over several WBS elements.
Total transferred quantity
Quantity that has already been transferred to one or more WBS elements.
Remaining quantity
Formed from the difference between the entire quantity and the total transferred
quantity.
You can transfer the costing items with the desired transfer quantities using the appropriate function. Set can a filter using
in the list. You can call a graphic for costing items using
area by choosing
to display only certain costing items
in order to display transferred quantity, remaining quantity and total quantity. You can exit the screen
Activities
Choose Logistics Sales and Distribution Bill of Services Cost Transfer to Project Dialog Processing.
You call dialog processing for a sales document item.
If you have not yet performed a cost transfer, a dialog box appears from which you can choose the project objects. You can choose a project, WBS element or a
version for this dialog box. If you have assigned the sales document to a WBS element account, the appropriate project is proposed. Then another dialog box
appears where you can enter the costing variant. The system transfers the chosen project or WBS element to the navigation area on the cost transfer screen.
If you have already performed an cost transfer, you branch to this screen immediately.
1.5.6.2 Batch Processing

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Use
Batch processing is available for transferring costs. You can use the automatic transfer of costs to the WBS elements in order to avoid extra manual time and effort
if a lot of costing items are to be transferred.
Prerequisites
A
Batch Processing Profile for Transferring Costs to the Project has been configured.
You have executed
Cost Planning in the sales order with BOS using Easy Cost Planning .
You have created a project. You must have set the planning element indicator for the WBS elements to which costs from the BOS are to be transferred.
You have made settings for cost planning in the project using Easy Cost Planning . You can find further information under
Executing Easy Cost Planning.
Features
The system uses the reference points and the selection priority defined in the chosen Customizing profile.
Fields as reference points for the service lines and the WBS elements for transferring the entire service line costing
Fields as reference points for the costing items in the BOS and the WBS elements for the transfer of individual costing items
Priority for the transfer in order to avoid ambiguity if you are transferring both service line costing and the costing item data
Batch Processing Profile for Cost Transfer to Project.
If you use batch processing, the system behaves as follows, depending on the number of affected WBS elements:
If only one WBS element coincides with assignment criteria for transferring costing items or service line costing, the system transfers the costs to the
appropriate WBS element.
If more than one WBS element coincides with the assignment criteria for transferring the costing items or service line costing, the system cannot
automatically transfer the costs. You receive an error message.
If you want to test batch processing, you can perform a simulation run and then display the results of the test. The system lists the costing items that are
automatically copied together with the WBS elements corresponding to the transfer criteria and displays any errors or warnings.
Activities
Choose Logistics Sales and Distribution Bill of Services Cost Transfer to Project Batch Processing.
If you have not yet performed a cost transfer, a dialog box appears from which you can choose the project objects. You can choose a project, WBS element or a
version for this dialog box. If you have assigned the sales document to a WBS element account, the appropriate project is proposed. Then another dialog box
appears where you can enter the costing variant. The system transfers the chosen project or WBS element to the navigation area on the cost transfer screen.
If you have already performed an cost transfer, you branch to this screen immediately.
1.5.6.3 Report BOS/Project Planned/Actual Revenue

Use
The report shows you the planned and actual revenue in a project on the level of the WBS elements. The data transferred from costing is evaluated.
This revenue report is only of use if you are dealing with a unit price contract.
See also:
Prerequisites
If you want to be able to display and analyze planned revenue, you must have performed the following activities:
Cost Planning with Easy Cost Planning in the BOS.
Cost Transfer to the Project
Entered the services
If you want to be able to display and analyze actual revenue, you must have performed the following activities:
Billing/Unit Price Contract
Created the accounting document
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1.6 Supplement
Use
You can use supplements in sales orders with bills of services (BOS), These are necessary if, during the course of the construction work, additional building
services are required that were not known about and agreed on at the time of the sales order. You can group supplementary lines together using a
supplementary/subsequent number.
Status management is linked to the supplementary line. Depending on the status, you can control whether the user is allowed to perform subsequent functions
such as entering services or printing.
Prerequisites
You can define the status for managing supplements in Customizing for Sales and Distribution under Bill of Services Determine Subsequent Status for
Service Lines .
Features
Changing the quantity of service lines (increase/decrease)
If there are increases or decreases, change the quantities of the service lines. The changes in quantity can be traced using the
change document. You can distinguish the changed service lines with the line category Supplementary line .
Supplements that do not represent any increase or decrease of existing service lines are entered as new service lines in the BOS that has been contractually
agreed on. The newly inserted service lines are identifiable by line category supplementary line .
See also:
Creating and Editing Service Lines)
Creating new sales order items
Create a new document item with BOS in your sales order.
See also:
Costing Supplements
If a supplement is required, the basis for price determination changes. New service lines have to be costed.
See also:
Cost and Revenue Planning
1.7 Service Entry

Use
Within the framework of the unit price contract, service entry serves to define the scope of the service performed. It takes place using service entry sheets (debit
memo requests). You can create several service entry sheets for one sales order. The service entry sheets also form the basis for remuneration.
You can only create a service entry sheet in the case of

Document Flow for a Unit Price Contracts.
Prerequisites
You have made settings in Customizing for Sales and Distribution and created master data such as the customer and the material.
See also:
Working with Planned and Unplanned Services
Features
Creating a service entry sheet
When you
create a service entry sheet, the system requests that you reference a sales order. The system creates a document item for the referenced sales order and
makes an empty bill of services available. You can complete this by copying service lines from the sales order using the service selection.
It is also possible for you to maintain subitems in the service entry sheet. Although the subitems are not billing-relevant, you can perform service entries for
information purposes.
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You can create further document items for service entry. (For this, choose Sales Document Create with Reference To Sales Document from the Overview
screen when entering services. Then enter a document item in a sales order with BOS).
Quantity overrun and unplanned services
At the time of the requirement, if you do not know the separate project services, or you do not want to plan the services for numerous reasons, you can allow that
services are first entered in the service entry sheet. Furthermore, you can enter a quantity overrun for planned services. For more information, see
Working with Planned and Unplanned Services.
Statistical information in the sales order
By using statistical information you can determine the services that have been performed and the amount performed. For more information, see
Monitoring Services.
Monitoring the services performed
You can create several service entry sheets for one sales order. The system ensures that the complete
Quantity Flow is available.
1.7.1 Creating Service Entry Sheets

Select Logistics Sales & Distribution Bill of Services Service Entry Sheet Create.
In the order type, enter the document type for the service entry sheet (debit memo request) (default
TBOS ).
Select
The Create with Reference dialog box appears.

3. Enter the required data for the sales order (document number).
4. Select
Copy .

5. Double-click on the document item; the Item Data screen appears.
There is an additional tabstrip Services on the Item Data screen.
6. Select the tabstrip Services .
This is where you create and process services for the service entry sheet.
7. Select
Service Selection .

The sales order, for which the service entry sheet is to be created, is a default value.
8. Select
9. Select the required service lines in the reference document, and choose
Services .
You can perform this process as often as required.

10. Enter the performed quantities per service line.
The Actual Quantity column displays the total quantity entered in all of the service entry sheets (cumulative value).
11. Save the document.
1.7.2 Monitoring Services

Use
By using statistical information you can determine the services that have been performed and the amount performed.
Procedure
Choose Logistics Sales and Distribution Sales Order Display or Change.
Enter a sales order or a service entry sheet (debit memo request).
Select
4. Double-click on the document item; the Item Data screen appears.

On the Item Data screen an additional tab page - Services - appears.
5. Select the tab page Services .
6. Double-click on the service line short text; the detail screen appears.
7. Select the tab page Statistics .
Result
The system displays the following information for each service line in the sales order and service entry sheet (debit memo request):
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Field
Comment
Actual quantity
Information on the total quantity entered to date

The SAP System updates the quantity each time
you make a new service entry, this means it
cumulates the quantity to a value.
Display in the sales document

Sales order
Service entry sheet (debit memo request)
Entered value
Information on the total value entered to date

The SAP System updates the value each time you
make a new service entry, this means it cumulates
a value.
Sales order
Origin of Service (Planned Line No.)
Path and line number of the original service line in

the sales order
1.8 Billing of Customer Bills of Services (BOS)

Billing/Unit Price Contracts
Billing is progress-related on the basis of the service entry sheet. The system multiplies the quantity per service line recorded in the service entry sheet by the
sales price stored in the contract.
You can do the following:
Settlement with down payment processing (without billing plan)
In a unit price contract you can map down payment chains and partial invoices on the basis of service entry sheets without using a billing plan.
Billing/Flat-Rate Price Contracts
Billing is on the basis of the sales order.
Settlement with down payments (with billing plan)
In this case, down payments and partial invoices are milestone-related or to the correct accounting period. They are implemented by using a billing plan.
You can process customer projects in the SAP System using project-assigned sales order items.
Sales Processing Control for BOS using the Requirements Class and
Make to Order
If you use the component Financial Accounting ( FI ) the billing data is passed to Accounts Receivable Accounting ( FI-AR ).
If you use the component Controlling ( CO ) the Financial Accounting data is updated in Controlling ( CO ).
1.8.1 Billing/Unit Price Contracts

Prerequisites
To create a billing document, first you have to remove the billing block on the tab page Sales in the sales order.
assignment. For more information, see
Billing with Down Payment Processing.
Process Flow
In a unit price contract, billing is progress-related on the basis of the service entry sheet.
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On invoice creation (debit memo), for each service line the system multiplies the quantity recorded in the service entry sheet by the sales price stored in the
sales order.
Once you have created an invoice for a service entry sheet and generated an accounting document, the system sets the following statuses for the service entry
sheet:
reference status 'fully referenced'
invoicing status 'fully invoiced'
overall processing status 'completed'
If you have fully completed the sales order, you have to set the overall processing status to 'completed'.
Settlement with down payment processing (without billing plan)
In a unit price contract you can map down payment chains and invoices on the basis of service entry sheets without using a billing plan.
1.
The system takes the price from the service entry sheet.
On transfer to Accounts Receivable Accounting ( FI-AR ), the system generates a down payment request as a noted item in the 'down payment request'
account in Financial Accounting. The 'down payment request' account does not affect the financial statements or the profit and loss statement.
Once you have created a down payment request, the system sets the following statuses for the service entry sheet:
reference status 'partially referenced'
invoicing status 'partially invoiced'
overall processing status 'in process'
You can view the generated down payment requests in the sales order document flow.
2. Effected down payment
The customer makes the down payment. You post the incoming payment with reference to the down payment request in Accounts Receivable Accounting
( FI-AR ). This activity marks the down payment request as cleared. You can also view this clearance in the sales order document flow.
The system changes the noted items generated by the down payment requests in the customer account into cleared items.
At present, if the customer only pays a part of the requested sum, the system clears the down payment request completely. Therefore, you have to
manually enter account assignment of subsequent down payments to the sales order and the respective sales order item.
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3. Milestone billing/final invoicing with down payment clearing
On invoice creation (debit memo), for each service line the system multiplies the quantity recorded in the service entry sheet by the sales price
stored in the sales order.
During billing the system clears the down payments effected by the customer. It does this by recording the effected down payments as items to be cleared
in the billing document.
The system does not perform a calculation of invoiced amount - down payment amount = remaining amount to be paid. The customer receives information
on the amount to be deducted from the payment.
In Financial Accounting, the down payments for clearance that are assigned to a billing document trigger settlement of the effected down payments against
the existing claim.
Once you have created a debit memo for a service entry sheet and generated an accounting document, the system sets the following statuses for the
service entry sheet:
1.8.1.1 Creating Billing Documents

Creating a down payment request
Choose Logistics Sales and Distribution Sales Order Subsequent Functions Billing Document.
To generate a billing due list select
Enter Billing type
FAZS as a default.
Billing Due List .
The Standard System contains a default billing type

L2 for the service entry sheet in Customizing for Sales . The system uses this default billing type if billing is triggered by the subsequent order functions. If you
want to create a down payment request, you have to set up the corresponding billing type first.
1. Choose Settings Default data .
2. Enter Billing type
FAZS .
Select .
Enter the required selection data.
In the area Documents to be selected select the option Order-related .
Select
DisplayBillList .
For more information on this procedure see

Processing Billing Due List.
Creating a debit memo
Choose Logistics Sales and Distribution Sales Order Subsequent Functions Billing Document.
To generate a billing due list select
Billing Due List .
Enter the required selection data.
In the area Documents to be selected select the option Order-related .
Select
DisplayBillList .
For more information on this procedure see

Processing Billing Due List.
Generating accounting documents
You have created a billing document, but no accounting document. In the standard system, the system does not automatically release the billing document, you
have to release it manually.
When you release a billing document in this way, the system passes the billing data to Financial Accounting (FI).
1. Choose Logistics Sales and Distribution Sales Order Subsequent Functions Billing Document.
2. Choose Billing Document
Change .
Enter the required data.
Choose Billing Document ReleaseToAccounting .
1.8.2 Billing/Flat-Rate Price Contracts

Prerequisites
assignment. For more information, see
Billing with Down Payment Processing.
Process Flow
In a flat-rate contract, you invoice on the basis of the sales order.
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Settlement with down payments (with billing plan)

You can create a customer payment plan using the billing plan stored in the sales order. Down payments, partial invoices, and the final invoice are either
milestone-related or to the correct accounting period.
The system determines the value to be invoiced from the item condition records or from the exact dates in the billing plan. In milestone billing you can specify the
percentages or amounts to be invoiced.
Once you have created one or more down payment request(s) and partial invoice(s), the sales order is given the following:
reference status 'partially referenced'
invoicing status 'partially invoiced'
overall processing status 'in process'
Once you have created the final invoice, the sales order is given the following:
See also:
Billing
Billing Plan
Down Payments for Sales Orders
1.9 Reports
Use
There are various reports at your disposal for analyzing bills of services.
You can use a report to make individual changes or mass changes to selected service lines.
During the quotation phase you can get an overview of the services assigned externally in a customer BOS and copy pricing elements for service lines
from a purchasing document to a sales document.
When the services are being performed you always have an overview of your BOS, the progress of the services, and the billing-relevant values incurred.
Prerequisites
In Customizing for Sales and Distribution , under Bill of Services Maintain Reports for Services , you determine:
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the sales document types that you can display with particular reports
the sequence in which the reports appear on the selection screen (item on the selection screen)
Features
The following areas are delivered:
Report
Program name
Special feature
Generic Report: Bill of Services with Hierarchy
RADBOS02
Navigation within the outline layout (expand,

collapse)
Generic Report: Bill of Services without Hierarchy
RADBOS03
Display as "flat" list

Print output
Individual and mass change
Report:
Quantity Flow (Order, Service Entry Sheet, Billing
Document)
RADBOS01
Details on the debit-side value and quantity flows
Report: Subcontractor Services
RADBOS04
Details on the credit-side value and quantity flows

Price transfer
Costing Report
RADBOS05
1.9.1 Generic Report: Bill of Services with Hierarchy

Use
You can use the report RADBOS02 for a document item in a customer inquiry, customer quotation or sales order with BOS.
Prerequisites
Features
The outline of the BOS is displayed on the left-hand side of the screen. The first level of hierarchy for the outline layout is always visible. The other levels can
either be displayed (
) or hidden (
).
The subitems as well as the mainitems are displayed. There are different icons to signify these in the service list.
If you double-click on an outline level, the service overview for the outline level is displayed on the right-hand side.
If you have not maintained an outline layout, only the document item is displayed on the left-hand side. You can display the service overview by
double-clicking on the document item.
The service overview contains different columns, such as:
Line number
Short text
Quantity
Net value
Gross price
Currency
You can determine your own layouts, for example show/hide columns. You can process the overview lists output in accordance with the selection
by using different functions (for example, group values, sort values, or set filters), thereby determining more information.
You can find further information on these functions in the documentation for the ALV (ABAP List Viewer) Grid Control under:
Direct Setting of the List Display
Functions in the Toolbar and Context Menu
Layouts
Activities
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2. Select
3. Select the report for the generic report for a BOS with hierarchy from this list.
1.9.2 Generic Report: Bill of Services without Hierarchy

Use
You can use the report RADBOS03 for a document item in a customer inquiry, customer quotation or sales order with BOS. It is particularly suitable for the
purposes of printing and mass changes.
Prerequisites
Features
The system displays a flat list, which means that the outline levels and their associated service lines are listed one below the other. You can use this report for
print output.
You can also select service lines from different hierarchies, and make individual changes or a mass change to the selected fields.
Display variant
In the standard display variant, the list of services has various columns:
Service Index
Short text
Quantity
Net value
Gross price
Currency
See also:
Mass change
You can select any of the fields in the sales document on the Maintain BOS for Document Item screen for mass changes.
1. Individual change
By double clicking on the field to be changed in the service line, the respective sales document appears on the screen for maintaining the BOS. The cursor is
already in the required field of the selected service line.
2. Changing several service lines
In the report, you can select several service lines from different hierarchy levels. You can change the fields for the selected service lines using Go to Set
values .
Making a mass change from the report allows you to change several service lines from different hierarchy levels in one step.
3. Changing customer-enhancement fields
In the report, you can select several service lines from different hierarchy levels. Then, you can change your own customer fields using GoTo Customer
fields .
For more information on customer enhancement fields, see
Activities
To list all customer quotations for one construction proprietor select Logistics Sales and Distribution Sales Information System
Quotations Quotations List . Enter the name of your construction proprietor in the field Sold-to party as selection criterion.
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2. Select
3. Select the report for the generic report for a BOS without hierarchy from this list.
1.9.3 Quantity Flow (Order, Service Entry Sheet, Billing Doc.)

Use
The report RADBOS01 applies to a sales order item with a BOS.
It provides you with details on the debit-side value and quantity flows, by using the following values:
BOS quantities and values from the sales order
recorded values and quantities from the service entry sheet (debit memo request)
billed value
Prerequisites
Features
Outline Layout
The system displays the BOS outline on the initial screen. The first hierarchy level of the outline layout is always visible. You can display or hide the other levels
( Expand, Compress ). The service is denoted as a main item or subitem with an icon.
List of service lines for an outline level
You get a list of services by double clicking on the corresponding outline level.
If you have not maintained an outline layout, only the document item appears. You get a list of services by double clicking on the document item.
The output list contains:
Sales order data for the service line
Sales order details are displayed in the first line of each service line:
Service Index
Short text
Quantity (quantity in the service line in the sales order, order quantity)
Net value
Gross price
Currency
Cumulated data for service line from follow-on documents
For each service line there is status information in the second line:
Processing status of service entry
Symbol
Meaning
(red)
No service entry sheet (debit memo request) created,

Recorded quantity = 0
(yellow)
Service entry sheet (debit memo request) not fully created

Recorded quantity < quantity in BOS
(green)
Service entry sheet (debit memo request) fully created

Recorded quantity >= quantity in BOS
Status of down payment request

Symbol
Meaning
(red)
No down payment request has been created
(yellow)
Down payment requests have not been created for all service entry sheets
(debit memo requests)
(green)
Down payment requests have been created for all service entry sheets (debit
memo requests)
Status of partial invoices and final invoices
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Symbol
Meaning
(red)
No billing document created, this means no service entry sheet (debit memo
request) billed
(yellow)
Billing not fully complete, this means not all service entry sheets (debit memo
requests) have been billed
(green)
Billing complete, this means all service entry sheets (debit memo requests)
have been billed
Further information in the status line:

Total quantity entered with base unit of measure
The quantities entered in the service entry sheet are cumulated for this service line.
Total value entered with currency
The values entered in the billing document are cumulated for this service line.
Service entry in percent
The system calculates the share as a percentage of the entered cumulative quantity from the quantity in the sales order BOS.
Total quantity billed with base unit of measure
The quantities entered in the billing document for this service line are cumulated.
Total value billed with currency
The values entered in the billing document are cumulated for this service line.
Total value billed in percent
Detail Data for the Service Line from Follow-On Documents (Individual Acc. to Service Entry Sheet)
Detailed information is included below the status lines. You can either display or hide ( expand/collapse ) this information. The system generates a line with the
following columns for each service entry sheet (debit memo request):
Under the status icon you can see the appropriate document number for the service entry sheet, the appropriate down payment request and billing
documents.
You can display the document by clicking on the document number. This provides you with specific information from the report on the follow-on
documents.
If the down payment requests or the billing documents have been cancelled, the appropriate indicator is set.
Entered quantity with base unit of measure in the service entry sheet
Entered value with currency in the service entry sheet
Quantity billed with base unit of measure
Value billed with currency
Activities
2. Select
3. Select the report for quantity flow (order, service entry sheet, billing documents) from this list.
1.9.4 Report: Subcontractor Services

Use
You can use report RADBOS04 for a document item in a customer quotation with BOS.
It provides you with details on the credit-side value and quantity flows, by using the following values:
quantities and values of the externally-assigned services from the customer quotation
accepted quantities in a SC BOS in a purchasing document
BOS values from the subcontractor quotation
You can transfer prices from the subcontractor quotation to the customer quotation.
Prerequisites
You have created services in the subcontractor BOS using the function for
Service Selection with the option from SD to subcontractor BOS. The system
administers a reference for each service line copied from the customer BOS.
The system controls the price transfer using the assignment of condition types for purchasing and sales documents. You have made Customizing settings for the
copying rules for conditions under Sales and Distribution Bill of Services Subcontractor BOS Define Copying Rule for Condition Types.
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Features
Display
The first screen displays the outline of the sales document BOS. The first hierarchy level of the outline layout is always visible. You can display or hide the other
levels ( Expand, Compress ).
You get a list of external services by double clicking on an outline level.
If you have not maintained an outline layout, only the document item appears. You get a list of services by double clicking on the document item.
The output list contains:
detailed data on the sales document on the first line of each service line:
Service Index
Short text
Quantity (quantity in the customer BOS, quotation quantity)
Net value
Gross price
Currency
further information below each service line. You can either display or hide ( expand/collapse ) this information.
If the order process began with a purchase requisition, the second line displays status information on the copied (referenced) quantity:
Symbol
Meaning
(red)
Service line not referenced

Referenced quantity = 0
(yellow)
Service line partially referenced

Referenced quantity < quantity in customer BOS
(green)
Service line fully referenced

Referenced quantity >= quantity in customer BOS
Information below the status line. For each MM quotation, the system generates a line containing the following data:
Document number of the purchase requisition (PReq)
Document number of the RFQ/quotation
Document number of the purchase order
Copied quantity (referenced quantity on the basis of the Service Selection from the Customer Bill of Services (BOS) to the Subcontractor BOS (SC BOS))
Net value
Gross price
Currency
One MM document chain has several lines - one line per RFQ/quotation.
By double clicking on the purchasing document's number, the system displays the respective document, giving you access to more specific
information from the report.
Price transfer
The system automatically transfers the pricing elements according to the Customizing settings for the copying rules.
Automatic transfer of prices is not possible if you have created several purchasing document chains (that is, if you have referenced the same
service line in several purchase requisitions or purchase orders).
Activities
2. Select
3. Select the report for subcontractor services from this list.

Use
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You can use the report RADBOS05 for a customer quotation or sales order with bill of services (BOS).
Prerequisites
Features
The system displays a "flat" list (in other words, not a hierarchy). The outline levels, the appropriate service lines and the costing items are ordered one below the
other.
Display variant
The list contains different columns (delivered display variant).
For the services:
Outline level (key and short text)
Line number and short text for the service line
Gross price, net price and currency
For the costing items:
Item number
Description
Item category and further columns (for example, material number, material group, plant, service type, number of purchasing info. record and costing type)
Further information may be displayed in the columns, depending on the item category.
Additions and deductions
Base costs, basic costs, target costs and currency
See also:
Create your own display variants to evaluate the additions, deductions and assessments.
See also:
Additions, Deductions and Assessments
Activities
2. Select
3. Select the costing report from this list.
1.10 Data Exchange

Use
This section is aimed at developers who want to create integrated solutions for BOS in Sales using interfaces:
Companies are increasingly exchanging BOS electronically; these BOS are structured in accordance with country-specific norms. In German-speaking
countries, for example, these BOS are structured according to standards laid down by the German Gemeinsamer Ausschuss fuer Elektronik im
Bauwesen ( GAEB ) (which can be roughly translated as the Joint Committee for Electronics in Building Construction).
Using interfaces, data can be passed to/received by different business partners in the SAP System (for example, quotations from various subcontractors
for the purposes of price comparison).
Using these interfaces you can copy data from external cost estimation and QTO programs.
You can implement frontend applications as Windows-based client applications (such as, macros for desktop applications (for example, MS Office)
generally written in Visual Basic for Applications), or as applications in Visual Basic, Java or C++.
You can implement web-based access to a SAP System via Internet or Intranet applications.
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Features
The interfaces for exchanging data include:
Interfaces for Service Master Records
Interfaces for Sales Documents with BOS
Interfaces for Purchasing Documents with BOS
These interfaces are either Application Programming Interfaces (APIs) or Business Application Programming Interfaces (BAPIs).
Both are used as function modules and can be found in the Function Builder for the ABAP Workbench.
Function modules become BAPIs if they have also been defined in the Business Object Repository (BOR) as methods for SAP business object
types that have specific business functions.
Each function module
supports the Remote Function Call (RFC) log
is processed, without returning screen dialog to the calling application
1.10.1 Interfaces for Service Master Records

Use
You can read service master records using program interfaces.
Features
Methods for the following business object types are available as interfaces:
ServiceBos
for the industry-specific component Engineering and Construction
Service for the component Service
The business object type ServiceBos is based on the business object type Service.
Business Object Type
Current Method (BAPI)
Service
Service.GetList
ServiceBos
ServiceBos.GetDetailBos
Original method, no longer to be used
Service.GetDetail
Do not use the method Service.GetDetail. You can only read the following fields with the method ServiceBos.GetDetailBos for the industryspecific component Engineering & Construction:
Customer fields that can be made available as a result of SAP enhancements for customer-specific fields in the service master record. .
User-specific fields in Customizing for Materials Management under Service
Sales data (such as subcontractor group and costing model)
1.10.2 Interfaces for Sales Documents with BOS
Use
Using the program interfaces you can exchange data for the following sales documents with bill of services (BOS):
customer inquiry
customer quotation
Sales order
The following graphic illustrates one possible scenario:
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Features
Function modules exist for exchanging data of sales documents.
Several of these function modules have been realized as methods of business object types for sales documents with a BOS. They can be found in the Business
Object Repository (BOR) for the industry-specific component Engineering and Construction .
You can find detailed information on the business object types and their methods in the BAPI (Business Application Programming Interface)
Explorer. You can call the BAPI Explorer by choosing Tools
Business Framework BAPI Explorer . You can also use transaction BAPI.
You can find detailed information on function modules in the Function Library ( Tools
ABAP - Workbench Development Function Builder ).
There are the following interfaces:
Create
Create creates a sales document with BOS.
Change
With Change you can change specific data in a sales document with BOS.
GetDetail
With GetDetail you can find data for a document. A key identifies the document. Afterwards, this data is returned to the calling program.
GetList
GetList delivers a list of all the documents stored in the system (you can restrict the amount of documents displayed by the search criteria you choose to
use) Afterwards, the data on the documents is returned to the calling program. Service data is not transferred.
GetDetailedList
A list of documents is created with GetDetailedList (you can restrict the amount of documents displayed by the search criteria you choose to use)
Afterwards, the data on the documents is returned to the calling program. Service data is also transferred.
The following methods replace the function modules used up until now:
Original function module, no longer to be

used
CustomerInquiryBos
CustomerInquiryBos.CreateBos
BS01_INQUIRY_CREATE
CustomerInquiryBos.GetDetailBos
BS01_INQUIRY_GETDETAIL
Customer quotation with BOS


used
CustomerQuotationBos
CustomerQuotationBos.CreateBos
BS01_QUOTATION_CREATE
CustomerQuotationBos.ChangeBos
BS01_QUOTATION_CHANGE
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CustomerQuotationBos.GetDetailBos
BS01_QUOTATION_ GETDETAIL
The following function module is also available as well as the methods above for the customer quotation:
BS01_QUOTATION_GETDETAILEDLIST
Sales order with BOS

used
SalesOrderBos
SalesOrderBos.CreateBos
BS01_SALESORDER_CREATE
SalesOrderBos.GetDetailBos
BS01_SALESORDER_ GETDETAIL
SalesOrderBos.GetListBos
BS01_ SALESORDER_ GETLIST
service entry sheet


used
DebitMemoRequestBos
DebitMemoRequestBos.CreateBos
BS01_CDMEMOREQUEST_CREATE
DebitMemoRequestBos.GetDetailBos
BS01_CDMEMOREQUEST_ GETDETAIL
DDIC structures
User data is exchanged in the form of data records. The structures of the data records are archived in the Data Dictionary (DDIC).
DDIC structures (Selection)
Meaning
BAPIVBELN
Sales document number
BAPISDHD1
Header data of the sales document
BAPIRET2
Confirmation
BAPISDITM
Item data of the sales document
BAPISCHDL
Scheduling data
BAPIPARNR
Partner roles for the document header or the SD item
BAPIESLLC
Data of a service line/outline level (excluding long text)
BAPIESLLTX
Long text for service line/outline level
BAPIPAREX
Customer enhancement, import
BAPIBOSCD
Service line conditions
SAP data model

The SAP data records are linked in accordance with the SAP data model.
The following lists the most important assignment rules for data records:
Data record assignment
Implemented with fields
Item data for the sales document - Outline layout
SERVICE_NO - PCK_NO
Outline layout - Service line
SUBPCK_NO - PCK_NO
Hierarchy level - Outline level
HI_LINENO - LINE_NO
Data carrier format

The file is organized sequentially.
The data records are output in ASCII format.
The record length of the data carrier is 78 bytes.
Every data record in the data carrier ends with the closing character >.
Data records longer than 78 characters are split across several data carrier data records. The continuation character is >.
This results in the following data record description:
Symbol
Content
Record type or continuation symbol
2-77
User data
78
Closing symbol
1.10.3 Interfaces for Purchasing Documents with BOS

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Use
Using program interfaces you can exchange data for the following purchasing documents with a bill of services (BOS):
purchase requisition
inquiry
quotation
purchase order
service entry sheet
Features
Purchase requisition, inquiry, quotation, purchase order
There are several different business object types for purchasing documents with a BOS in the Business Object Repository (BOR) for the Purchasing
component.
However, the
SAP enhancement for customer-specific fields in BOS SRVDET and the additional fields for the BOS of the industry-specific component Engineering &
Construction are missing for these business object types.
Therefore, use the following function modules:
Document
Function Module
purchase requisition
BS01_REQUISITION_CREATE
BS01_ REQUISITION _GETDETAIL
inquiry
BS01_RFQ_GETDETAIL
quotation
BS01_MM_QUOTATION_CREATE
purchase order
BS01_PO_CREATE
BS01_PO_ GETDETAIL
For details, see the function module documentation in the Function Builder ( Tools ABAP Workbench Development Function Builder ).
Service entry sheet
The business object type ServiceEntrySheet is available for the service entry sheet in the Business Object Repository (BOR) for the component Service . You
can access this business object type using different methods.
Method
ServiceEntrySheet
ServiceEntrySheet.Create()
ServiceEntrySheet.Delete()
ServiceEntrySheet.GetDetail()
ServiceEntrySheet.GetList()
ServiceEntrySheet.GetReleaseInfo()
ServiceEntrySheet.Release()
ServiceEntrySheet.ResetRelease()
You can gain an overview of the BAPIs available in the BOR in the BAPI Explorer. You can call the BAPI Explorer by choosing Tools
Business Framework BAPI Explorer . You can also use transaction BAPI.
DDIC structures
User data is exchanged in the form of data records. The structures of the data records are archived in the Data Dictionary (DDIC).
DDIC structures (Selection)
Meaning
BS01MMHEAD
Header data of the purchasing document
BS01MMITEM
Item data of the purchasing document
BS01MMITEMTX
Item text
BS01MMSCHEDULE
Scheduling data
BAPIEKKN
Account assignment data
BAPIRET2
Confirmations
BAPIESUHC
Limits
BAPIESUCC
Limits with contract reference
BAPIESLLC
Data of a service line/outline level (excluding long text)
BAPIESLLTX
Long text for service line/outline level
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BAPIPAREX
Customer enhancement, import
BAPIESKLC
Value/Link service account assignment
SAP data model

The SAP data records are linked in accordance with the SAP data model.
The following lists the most important assignment rules for data records:
Data record assignment
Implemented with fields
Item data for the purchasing document - Outline layout
SERVICE_NO - PCK_NO
Service entry sheet - Outline layout
PACKNO
Outline layout - Service line
SUBPCK_NO - PCK_NO
Hierarchy level - Outline level
HI_LINENO - LINE_NO
Purchasing document - Account assignment
EBELN, EBELP
Service entry sheet - Account assignment
LBLNI, PACKNO
Service account assignment reference - Account assignment
ZEKKN
Data carrier format

The file is organized sequentially.
The data records are output in ASCII format.
The record length of the data carrier is 78 bytes.
Every data record in the data carrier ends with the closing character >.
Data records longer than 78 characters are split across several data carrier data records. The continuation character is >.
This results in the following data record description:
Symbol
Content
Record type or continuation symbol
2-77
User data
78
Closing symbol
1.10.4 Service Entry using an Internet Interface

Use
To have the ability to report both accurately and punctually on the services that are often performed locally, you can also enter the service entry sheet at the
service location (for example, on the construction site). Web-based access to a SAP System using Internet or Intranet applications is the best way to do this.
Features
SAP provides an HTML interface as a template, principally to show you what a local service entry looks like using the Internet. In the web, you can use additional
functions, for example, freely-definable formulas (such as, pocket calculator functions) to calculate the quantity performed.
1.11 Archiving
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Use
By archiving data, you remove from the database volumes of data that are no longer required in the system, but still need to be kept for subsequent analysis
purposes.
There are system reasons for archiving data:
it improves performance
it increases storage space
Retaining data may be necessary for a variety of reasons:
guarantee technical know-how
store proof in cases of warranty
store proof in cases of product liability
Integration
The SAP Data Archiving concept is based on the Archive Development Kit (ADK). The ADK provides the technical basis for the archiving transaction. If archive
management is called from the application component, the pre-defined application-specific settings (such as archiving objects and programs) are activated
automatically.
Prerequisites
You control the types of documents that are archived in Customizing for Sales and Distribution , under Data Transfer and Archiving . To archive composite of
service master records, set the indicator in a composite of service master records for deletion in transaction /SAPBOQ/AC0X.
Features
Archiving Composite of service master records
You can archive the composite of service master records. However, to archive a service master record for which a composite exists, you have to archive the
composite of service master records first. By archiving it, the system deletes the relationships between the main items and subitems.
Archiving procedure
The archiving procedure has two main steps:
Create archive files:
The system writes the data to be archived sequentially to a newly created file. These archive files can be passed to an archive system, for example, via
ArchiveLink.
Run delete program:
Based on the generated archive data, the system removes the data from the database using the deletion program.
You can schedule archiving programs as background tasks or run them online. You do not need to shut down the system to archive data.
For more information, see the
Introduction to Data Archiving (CA-ARC).
Archiving objects
Data in the SAP database can only be archived using archiving objects that describe the structure and composition of the data. The archiving object determines
which data is archived and how. It also describes which database objects must be handled together as a single business object that must be interpreted
independently.
Archiving object
Function
SD_VBAK
Archiving of sales documents
SD_VBRK
Archiving of billing documents
The following functions are available:

Archive/Write
This creates archive files and writes data to them.
Delete
This removes data from the SAP database.
Evaluate
This reads archived data from the archive files.
Check
This performs an archivability check for a selection of documents.
Reload/Read
This reloads archived data from the archive files into the database.
For SAPBOQ01, only the Delete, Read and Write functions are available.
Report for SD_VBAK
Report for /SAPBOQ/01
Report for SD_VBRK
Function
S3VBAKWR
SAPBOQ/COMPWR
S3VBRKWR
Archive/Write
S3VBAKDL
SAPBOQ/COMPDL
S3VBRKDL
Delete
S3VBRKAU
Evaluate
S3VBAKAU
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S3VBAKPT
S3VBAKRL
SAPBOQ/COMPRD
S3VBRKPT
Check
S3VBRKRL
Reload/Read
Tables
The following only describes the enhancements for archiving BOS data.
When you use the archiving object SD_VBAK or SD_VBRK, the system archives BOS data from the following tables:
Table
Table name
ESLH
Sub-package header data
ESLL
Sub-package lines
SAPBOQ/COMP
Composite of service master records

Archiving of Sales Documents (SD-SLS) and
Archiving of Billing Documents (SD-BIL).
Authorization objects
You need the following authorization objects for archiving object SD_VBAK:
Authorization object for SD_VBAK
Description
V_VBAK_AAT
Sales document type
V_VBAK_VKO
Sales area
(sales organization, distribution channel, division)
You need the following authorization objects for archiving object SD_VBRK:
Authorization object for SD_VBRK
Description
V_VBRK_FKA
Billing type
V_VBRK_VKO
Sales organization
Activities
To archive sales documents, choose Environment
Archive documents on the Sales screen.
Alternatively you can call up archive administration via Tools
Administration and then Administration Archiving . Enter the object name SD_VBAK or SD_VBRK.
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SAP SD BOS Bill of Services

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Bills of Services (BOS)

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1.5.2.6 Ungrouped Itemization

1 Bills of Services (BOS)

You can use a variety of

1.1 Preparatory Measures

1.1.1 Setting for Enabling Subitem function at Client Level

1.1.2 Settings in the Material Master (Dummy-Material)

The material type is Services (

1.1.3 Settings for Sales and Distribution Documents

Unit price contract with outline layout

Service entry of unit price contract

Flat-rate contract with outline layout

Flat-rate contract with service list

B4 for a sales order

Incompletion procedure on item level

B1 for a quotation /order, flat-rate price contract

Item category group

Order quantity one

A (The item is closed during the first reference)

Condition type for cost transfer

The field CondTypeLineItems determines the condition on sales document item

See the section on BOS Type

Order-related billing type

Incompletion procedure on header level

See the section on Incompletion Procedure

Incompletion procedure on item level

See the section on Incompletion Procedure

Where are document types and item categories defined?

Customer inquiry with BOS

Customer quotation with BOS (unit

Standard order with BOS

Service entry sheet (debit memo

Condition type for cost transfer EKBS

Order-related billing type

Schedule line allowed

Order quantity one

Document types and item categories for a flat-rate contract

Customer inquiry with BOS

Customer quotation with BOS

Standard order with BOS

Condition type for cost transfer

Order-related billing type

Schedule line allowed

Order quantity one

Schedule line category

for information purposes only

no transfer of requirements, no availability check, not

Down payment request (DP request)

Down payment request (DP request)

1.1.4 Copying Control for Sales Documents

with billing plan

No BOS data is copied when you create a new document.

Additions and deductions that have been entered during

Copy item number

Detail view for item

A (copy order quantity)

A (copy order quantity)

A (copy order quantity)

B (carry out new pricing)

D (copy pricing elements unchanged)

B (carry out new pricing)

blank (no limit)

blank (no limit)