The dynamic item processor is a tool that the system uses to summarize data on dynamic items during resource-related quotation creation and billing (for example, line items that arise through the posting of goods movements, completion confirmations or surcharges). The Dynamic Item Processor profile (DIP profile) controls how the system summarizes data on dynamic items. You can use the DIP profile for creating quotations and billing (both resource-related and flat-rate).
Assignment to the DIP profile is performed in the service order header or in the sales document. You can enter the default profile when making customizing settings for service order types or sales document item types.
The following customer exits are available:
AD010001 (Change the object list and its hierarchy)
AD010002 (restrict the selection and /or filter data determined) AD010003 (Create user-defined DI characteristics)
AD010005 (Create user-defined sources) AD010007 (Change DI processing information)
V46H0001 (fill item fields and create additional item partners) The following new transactions exist in Release SAP R/3 Enterprise:
Collective processing: DP96 (for sales orders), DP97 (for service contracts)
Document flow evaluations: DP99A, DP99B (for the order), DP98 (for billing request) SAP note 301117 contains extended documentation on the dynamic item processor.
SAP AG 2003
DIP Profile
Material determination Use Sources Selection criteria Characteristics Selection criteria Selection criteria Profile Profile Quotations or billingTypes of sales documents, warranty check, errors in material determination
What fields are relevant?
Summarization based on characteristics Presentation in the overview screen How are dynamic items determined?
For which characteristic values are items created?
How are material numbers determined? Transfer quantity/cost
For which characteristic values are material numbers found?
You can use the DIP profile to create quotations as well as for billing purposes. You decide on the type of sales documents that are to be generated (quotation, billing request and credit memo request) per usage. In addition, you can determine if the system should perform a guarantee check during billing. The indicator DI with material determines how dynamic items without material are processed: If the indicator has not been set (default), an error message occurs when a dynamic item that cannot be assigned to a material is being processed. If the indicator has been set, then only those dynamic items that could be assigned to a material are processed. All other data should be entered when you are creating a document.
Characteristics relevant to the determination of dynamic items are fixed for each use. The following indicators are available for each characteristic:
Relevant to characteristic: If you set this indicator, the characteristic is read from the source specified in the profile and used to create the dynamic item. All source documents whose relevant characteristics have the same value are summarized to one dynamic item.
Material determination: If you set this indicator, the characteristic is relevant for material determination, that is, it is available in the determination of criteria for material determination.
No summarization: Controle the second step of dynamic item summarization, that is the summarization of dynamic items for items of the billing request. If you do not set the indicator, the system summarizes all
SAP AG 2003
DIP Profile II
Material determination Selection criteria Selection criteria Use Sources Selection criteria Characteristics Profile Profile Quotations or billingTypes of sales documents, warranty check, errors in material determination
What fields are relevant?
Summarization based on characteristics Presentation in the overview screen How are dynamic items determined?
For which characteristic values are items created?
How are material numbers determined? Transfer quantity/cost
For which characteristic values are material numbers found?
The sources define the data used to determine dynamic items (for example, the actual costs of line items or totals records, planned costs and so on). You can define your own sources using the customer exit AD010005.
Selection criteria for sources: In this step, you can use a set to specify criteria for the selected characteristics, which determine the data that is to be read from the sources. If, for example, you only want to use data that has the activity types '1' and '2' to create dynamic items, you need to enter a set for the characteristic 'Activity type'. This set must contain these two activity types. Instead of using a set for the characteristics cost type, activity type and cost center, you can use cost type groups, activity type groups or cost center groups in the selection.
You can define which service materials are determined from characteristic values for billing request items or quotations. The following indicators are available:
• Transfer quantity/cost: You can use this to control how the quantities and costs determined from the source are passed to the items in the sales document (only costs, costs and quantity, only quantity, only if costs or quantity are not equal to 0)
• Material direct: Controls whether the material from the source is to be assigned to the dynamic item.
• Individually: You use this to switch summarization before the creation of the sales document, for example, the creation of the billing request, on or off. If you set this indicator, multiple dynamic items with this material number are not summarized to an item of the billing request.
• Quantity conversion: Determines whether the quantity in the dynamic item is converted into the sales unit or the base unit of measure of the material.
Selection criteria for material determination: Here you determine for which characteristic values the material is to be determined. This can be entered in the form of sets or single values.
SAP AG 1999