Flexible tool for creation of dynamic items
Use:
Resource-Related Billing
Flat-rate billing document with list of actual expenses
Resource-related creation of quotations
Flat-rate quotation with list of planned expenses
Control using Dynamic Item Processor profile (DIP profile)
Source data Dynamic
items
SAP AG 2003
Billing request/ quotation
The dynamic item processor (DI processor) is a tool used by the system 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).
The assignment to the DIP profile is performed in the service order header or sales document item. You can enter the default profiles in the Customizing for service order types or sales document item
categories.
The following customer exits are available: AD010001 (Change object list and its hierarchy)
AD010002 (Limit selection and/or filter data determined) AD010003 (Create user-defined DI characteristics) AD010005 (Create user-defined sources)
AD010007 Change DI Processing Information
V46H0001 (Complete item fields and generate additional item partners)
SAP R/3 Enterprise includes the following new transactions:
Collective processing: DP96 (for sales orders), DP97 (for service orders)
Selection criteria Profile
DIP Profile
Profile Usage Characteristics Sources Quotations or billing Sales document types, warranty check, error in material determination
Which fields are relevant? Summarization based on
characteristics
Presentation on overview screen How are dynamic items determined?
Selection criteria
Material determination
For which characteristic values are items created?
How are material numbers determined? Copy quantity/costs
SAP AG 2003
Selection criteria For which characteristic values are which material numbers found?
You can use the DIP profile for the purpose of creating quotations and billing. The types of sales document (for quotation, billing request and credit memo request) to be generated are defined per usage. You can also define whether the system should perform a warranty check during billing. The indicator DI with Material defines how dynamic items without material are processed: If the indicator is not set (presetting), an error message appears during the processing of a dynamic item that cannot be assigned to a material. If the indicator is set, then only those dynamic items that can be assigned to a material are processed. All other specifications are made per usage.
Characteristics relevant to the determination of dynamic items are defined for each usage. The following
indicators are available for each characteristic: Characteristic-relevant: If you set the indicator, the characteristic is read by the source specified in the profile and used for creating the dynamic items. All source documents for which the values of the relevant characteristics are identical are consolidated into one dynamic item. Material determination: If you set the indicator, the characteristic is relevant for the material determination, that is, it is available for determining the criteria for the material determination. No consolidation: Controls the second step of the consolidation for dynamic items, that is, of dynamic items to items of the billing request. If you do not set the indicator, the system consolidates all the dynamic items for which the same material was found into one item in the billing request, even if, for example, the activity type assigned is different for both materials. If you set the
indicator (for example, for the "activity type" characteristic), the system does not consolidate the dynamic items for which the same material was determined into one item for the billing, if the activity types are different.
Structuring: Specifies whether the field is relevant for the structuring, that is, whether it is used in the overview screen of the quotation creation or billing for the structuring for the dynamic items. If you set the indicator, you can use a set to specify additional structuring information in the DIP profile. The structuring settings can be changed in
Selection criteria Profile
DIP Profile II
Profile Usage Characteristics Sources Quotations or billing Sales document types, warranty check, error in material determination
Which fields are relevant? Summarization based on
characteristics
Presentation on overview screen How are dynamic items determined?
Selection criteria
Material determination
For which characteristic values are items created?
How are material numbers determined? Copy quantity/costs
SAP AG 2003
Selection criteria For which characteristic values are which material numbers found?
The sources define which data is used to determine dynamic items (for example, 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. These criteria determine what data should be read from the sources. If, for example, you only want to use data with the activity type "Activ.1" and "Activ.2" for the creation of dynamic items, you must enter a set containing these two activity types for the "activity type" characteristic. You can also use cost type groups, activity type groups, or cost center groups instead of sets for the selection for the characteristics of cost type, activity type, and cost senter.
In the material determination, you can define which service materials are determined from characteristic values for billing request items. The following indicators are available: Copy quantity/cost: This lets you control how the quantities and costs determined from the source are transferred to the items in the sales documents (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 should be assigned to the dynamic items. Single: Use this to switch on or off the consolidation before generating the sales document, for example, the billing request. If the indicator is set, several dynamic items with this material number are not
consolidated to one item of the billing request. Quantity conversion: Determines whether the quantity in the dynamic item is converted to the sales unit or the base unit of measure of the material.