CHECK SALES ORDER BILLING PLAN DATES

[Anna_Rafter]

Hello Experts,

We are trying to find a Solution for an issue that has been reported. 

The scenario is as follows:

1. A customer Project is created. Dates are planned for the work packages. Therefore, the plan dates of the Project are 10/01/2018 - 01/31/2019.

2. Billing information is updated. Contract type is 'Time & Expenses'.

3. Billing plan is created. First line is updated with the date 10/31/2018, and then copied monthly, therefore, 4 lines are generated in the billing plan, for each month contained in the duration of the Project.

4. When January finishes, the Project dates are updated, finish date is posponed up to the 31st of March. But new billing plans are not generated. consequently, no billing proposals will appear in the 'Release billing proposals' APP, even if billing hours are reported to the Project. 

5. A partial Solution would be to, after the closing procedure, check in the APP 'Project WIP Detail' APP to check unbilled billing hours. But, as mentioned, this can only be checked after closing procedure, which in the Company is performed after billing process. 

Conclusion: We would like to build a report to check whether there are billing hours reported to a Project with time & expenses contract type after the last date registered in the billing plan.

Are any of you aware of any standard app to check this information? If not, I could not find a CDS to obtain billing plan dates. We can see that in the next upgrade 1902, new CDS might be realeased (I_CustProjSlsOrdItmBillgPln and I_CustProjSlsOrdItmBillgPlnItm). However, if there is any other way to obtain this information before the upgrade we would really appreciated.

Thank you in advance.

Best Regards,

Anna

[Feras_Al-Basha · Accepted solution]

Hello Anna,

Thank you for sharing your experience and for the detailed use-case. As you mentioned the CDS views being released for 1902 will likely help in addressing your needs. In the meantime, besides the ‘Project WIP Details’ Fiori app I have a trick and or alternative path to hopefully address your requirement.

In summary, we could leverage the data source extension scenario available for the out-of-the-box report ‘Project Profitability.’ By making fields related to the sales order available and arranging a variant in this app the information you are seeking could be extracted.

Alternatively, you may add a complete custom field at the sales order level and subsequent documents to copy the billing plan date and thereafter consume this information in the app ‘Project Profitability.’ To illustrate this explanation please see the attached slides/screenshots. Once again, this may be a quick fix for your requirement before a more permanent solution made accessible with the 1902 release that is on its way shortly 😉

Thank you and kind regards,

Feras

[Anna_Rafter · Accepted solution]

Hello Feras,

Thank you so much for your response. We will analyze the given options and the attached document, and with the CDS that might be released this month, will decide the option which best suits us.

Thanks again.

Best Regards,

Anna