Order-to-Cash (Project-Based Services)

Scenario Overview
Procure-to-Pay
(Services) Click process
chevrons for details

Procure-to-Pay
(Non-Stock)

Marketing- Creating Processing

Creating Financial
to- Creating Creating Planning Executing Project Receivables Closing
Customer Closing
Opportunity Sales Quotes Sales Orders Projects Projects Invoice and Projects
Invoices
Requests Payments

Time and Labor

Management:
Recording
Employee Times

Expense
Reimbursement

Scenario Scenario Description Open Legend

Explorer The Order-to-Cash (Project-Based Services) business scenario is used to manage the complete end-to-end process of selling project-
based services to customers. This scenario integrates sales quotes and sales orders with project management allowing you to create
customer invoices for time and expenses recorded against a customer project. Invoices can be created on a time and materials basis, a
Scenario/Processes fixed-price basis, or a combination of both. After the customer invoice has been issued, customer payments can be monitored. This
scenario also supports the analysis of project profitability based on project costs and revenues.

Business Value

Scenario Flow

Further Information
The following business roles are involved in this scenario:

Accounts
Project Sales Receivable
©© 2013 SAP AG. All rights reserved.
Manager Billing Clerk Representative Accountant
Order-to-Cash (Project-Based Services)
Scenario Overview
Procure-to-Pay
(Services) Click process
chevrons for details

Procure-to-Pay
(Non-Stock)

Marketing- Creating Processing

Creating Financial
to- Creating Creating Planning Executing Project Receivables Closing
Customer Closing
Opportunity Sales Quotes Sales Orders Projects Projects Invoice and Projects
Invoices
Requests Payments

Time and Labor

Management:
Recording
Employee Times

Expense
Reimbursement

Scenario Scenario Description Legend Open

CloseLegend
Legend
Explorer The Order-to-Cash (Project-Based Services) business scenario is used to manage the complete end-to-end process of selling project-
based services to customers. This scenario integrates sales quotes and sales orders with project management
Process allowing you by
mainly driven to the
create
user
customer invoices for time and expenses recorded against a customer project. Invoices can be created on a time and materials basis, a
Scenario/Processes fixed-price basis, or a combination of both. After the customer invoice has been issued, customer payments canmainly
Process be monitored.
driven by This
the system
scenario also supports the analysis of project profitability based on project costs and revenues.
Manual process not supported by the
system
Business Value
Process that communicates with third-
Scenario Flow party software (mouse-over for details)

Process with relevance to Financials

Further Information
The following business roles are involved in this scenario: Related scenario

Info button with more information

Accounts
Project Sales Receivable
©© 2013 SAP AG. All rights reserved. <Role Name> <Role Name>
Manager Billing Clerk Representative Accountant
Order-to-Cash (Project-Based Services)
Process Details: Creating Sales Quotes
Click process
chevrons for details

Creating Sales Quotes X

Creating Processing
Create Approve Creating
Creating Planning Executing Project Receivables Closing
Customer
sales quote sales quote Sales Orders Projects Projects Invoice
Invoices
and Projects
Requests Payments
i i

Scenario Process Description Further Information

Explorer The Creating Sales Quotes business process enables you to create a sales quote with
fixed terms and price conditions, in case a customer requests an offer for products or Performed by
services. The sales quote can also be generated out of an opportunity or lead. You enter the Sales Representative
Scenario/Processes necessary details into the sales quote such as the account, the products or services,
optional the requested data in case product availability should be checked. Additional free
text as further customer information can be entered as well. The cost of sales can be
Business Value determined using product valuation, which enables you to evaluate the profitability of the In the Work Center
sales quote. Price and discount adjustments can be made in the sales quote. After the sales New Business
quote has been created it needs to be submitted to the customer. A sales quote form will
Scenario Flow then be send to the customer depending on the output settings.

Further Information

©© 2013 SAP AG. All rights reserved.

Order-to-Cash (Project-Based Services)
Process Details: Creating Sales Orders
Click process
chevrons for details

Creating Sales Orders X

Creating Processing
Create a Approve a Creating
Creating Planning Executing Project Receivables Closing
Customer
Sales Quotes sales order sales order Projects Projects Invoice
Invoices
and Projects
Requests Payments
i i

Scenario Process Description Further Information

Explorer The Creating Sales Orders business process enables you to create a sales order with fixed
terms and price conditions when a customer orders products or services. The order can be Performed by
created on the basis of a quote, copying all conditions from the quote to the order or you Sales Representative
Scenario/Processes enter the necessary details in the order such as the account, the products or services, the
requested date , and customer information as additional text. The product availability is
checked, and the system informs you of availability. The system can determine the cost of
Business Value sales using product valuation, enabling you to evaluate the profitability of the order. After In the Work Center
creating the order, you release it to logistics. An order confirmation form can be sent to the Sales Orders
customer, depending on the output settings.
Scenario Flow The sales order can also be generated automatically through business-to-business
communication.
Further Information

©© 2013 SAP AG. All rights reserved.

Order-to-Cash (Project-Based Services)
Process Details: Planning Project
Click process
chevrons for details

Planning Projects X

Creating
Create Create Release Creating
Creating Creating Executing Project
Plan project Customer
Sales Quotes Sales Orders project baseline project Projects Invoice
Invoices

i i i i
Requests
…

Scenario Process Description Further Information

Explorer The Planning Projects business process enables you to create, plan, and structure your
project, as well as your project team setup and staffing. Performed by
This step can also be performed before the creation of the sales quote or sales order, so you Project Manager
Scenario/Processes can use the project for the calculation of sales quotes and sales orders.

Business Value In the Work Center

Project Management

Scenario Flow

Further Information

©© 2013 SAP AG. All rights reserved.

Order-to-Cash (Project-Based Services)
Process Details: Executing Project
Click process
chevrons for details

Executing Projects X

Revise Order time- Creating

Perform Creating
Creating Creating Planning Project
project Plan project based Customer
Sales Quotes Sales Orders Projects project work Invoice
Invoices
planning services
i i i i
Requests
…

Scenario Process Description Further Information

Explorer The Executing Projects business process includes the project release with baseline Performed by
creation, refinement of the project plan, team setup, and staffing. Project Manager, Project Team
Member
Scenario/Processes

Business Value In the Work Center

Project Management

Scenario Flow

Further Information

©© 2013 SAP AG. All rights reserved.

Order-to-Cash (Project-Based Services)
Process Details: Creating Invoice Requests
Click process
chevrons for details

Creating Project Invoice X

Requests

Create Release Processing

project project Creating
Creating Creating Planning Executing Receivables Closing
Customer
Sales Quotes Sales Orders Projects Projects invoice invoice Invoices
and Projects
request request Payments
i i

Scenario Process Description Further Information

Explorer The Creating Project Invoice Requests business process enables you to create an invoice
request for project-related time and expenses and release the invoice request to customer Performed by
invoicing. Billing Clerk
Scenario/Processes

Business Value In the Work Center

Customer Invoicing

Scenario Flow

Further Information

©© 2013 SAP AG. All rights reserved.

Order-to-Cash (Project-Based Services)
Process Details: Creating Customer Invoices
Click process
chevrons for details

Creating Customer Invoices X

Creating Transfer Processing

Creating Creating Planning Executing Project Release Receivables Closing
invoice
Sales Quotes Sales Orders Projects Projects Invoice invoice and Projects
Requests requests Payments
i i

Scenario Process Description Further Information

Explorer In the Creating Customer Invoices business process, the system creates invoice requests
automatically after services have been performed or products delivered. You must transfer Performed by
these requests to an invoice which is sent to the customer and passed to Cash Flow Billing Clerk
Scenario/Processes Management. You can do this manually or with an invoice run. It is possible to combine
several requests into one invoice or split them into several invoices.

Business Value In the Work Center

Customer Invoicing

Scenario Flow

Further Information

©© 2013 SAP AG. All rights reserved.

Order-to-Cash (Project-Based Services)
Process Details: Processing Receivables and Payments
Click process
chevrons for details

Processing Externally-Initiated Payments by Incoming X

Bank Transfer

Creating Enter a Process a

Creating Allocate a Clear a
Planning Executing Project Closing
Customer remittance bank
Projects Projects Invoice
Invoices payment payment Projects
advice statement
…
Requests
i i i i
Click here to display process variants

Scenario Process Description Further Information

Explorer The Processing Receivables and Payments business process enables the processing of Performed by
incoming payments, initiated either internally by your company or externally by your Accounts Receivable
customers. The process uses country-specific payment methods. Accountant
Scenario/Processes Payments can be made manually, or automatically via a payment run in which the system
proposes open items for payment. You then release the payments and the system posts
them to accounting. You create the payment medium, either manually or as part of an
Business Value In the Work Center
automatic run, using files for direct debit or credit card payments. It is also possible to upload
Receivables
credit card statements to pre-confirm payments. When the payments are credited to the
Scenario Flow company's bank account, the bank statement is entered in the system, either uploaded
electronically or entered manually, before being confirmed. If payments are initiated
Further Information externally by the customer, the bank statement provides notification of payment. The
payments are matched in the system to the open invoices before being cleared.

©© 2013 SAP AG. All rights reserved.

Order-to-Cash (Project-Based Services)
Process Details: Processing Receivables and Payments
Click process
chevrons for details

Processing Externally-Initiated Payments by Incoming X

Bank Transfer

Creating Enter a Process a

Creating Allocate a Clear a
Planning Executing Project Closing
Customer remittance bank
Projects Projects Invoice
Invoices payment payment Projects
advice statement
…
Requests
i i i i
Click here to display process variants

X
The system receives information about the processed payments in a bank statement,
lockbox, or bank advice, and allocates them to the appropriate process or matches them
against the payments created in the system.
If allocation is not possible, the accountant has to process it manually in a system-
generated task.

Scenario Process Description Further Information

Explorer The Processing Receivables and Payments business process enables the processing of Performed by
incoming payments, initiated either internally by your company or externally by your Accounts Receivable
customers. The process uses country-specific payment methods. Accountant
Scenario/Processes Payments can be made manually, or automatically via a payment run in which the system
proposes open items for payment. You then release the payments and the system posts
them to accounting. You create the payment medium, either manually or as part of an
Business Value In the Work Center
automatic run, using files for direct debit or credit card payments. It is also possible to upload
Receivables
credit card statements to pre-confirm payments. When the payments are credited to the
Scenario Flow company's bank account, the bank statement is entered in the system, either uploaded
electronically or entered manually, before being confirmed. If payments are initiated
Further Information externally by the customer, the bank statement provides notification of payment. The
payments are matched in the system to the open invoices before being cleared.

©© 2013 SAP AG. All rights reserved.

Order-to-Cash (Project-Based Services)
Process Details: Processing Receivables and Payments
Click process
chevrons for details

Processing Externally-Initiated Payments by Incoming X

Bank Transfer

Creating Enter a Process a

Creating Allocate a Clear a
Planning Executing Project Closing
Customer remittance bank
Projects Projects Invoice
Invoices payment payment Projects
advice statement
…
Requests
i i i i
Click here to hide process variants

i Processing Externally-Initiated Payments by Incoming Check

i Processing Externally-Initiated Payments by Incoming Check
with Lockbox
i Processing Externally-Initiated Payments by Multiple Incoming
Checks
i Processing Incoming Payments by Bill of Exchange
Scenario Process Description i Processing Incoming Payments with Petty Cash Further Information
Explorer The Processing Receivables and Payments i Processing Internally-Initiated Payments by
business process enables the processing ofCredit Card
Performed by
i Processing
incoming payments, initiated either internally Internally-Initiated
by your company or externallyPayments
by your by Direct Debit Accounts Receivable
customers. The process uses country-specific payment methods.
i Processing Receivables and Payments with Accounts Accountant
Scenario/Processes Payments can be made manually, or automatically Maintenance
via a payment run in which the system
proposes open items for payment. You then release the payments and the system posts
them to accounting. You create the payment medium, either manually or as part of an
Business Value In the Work Center
automatic run, using files for direct debit or credit card payments. It is also possible to upload
Receivables
credit card statements to pre-confirm payments. When the payments are credited to the
Scenario Flow company's bank account, the bank statement is entered in the system, either uploaded
electronically or entered manually, before being confirmed. If payments are initiated
Further Information externally by the customer, the bank statement provides notification of payment. The
payments are matched in the system to the open invoices before being cleared.

©© 2013 SAP AG. All rights reserved.

Order-to-Cash (Project-Based Services)
Process Details: Closing Project
Click process
chevrons for details

Closing
Projects
X

Creating Processing
Creating Close
Creating Creating Planning Executing Project Receivables
Customer
Sales Quotes Sales Orders Projects Projects Invoice
Invoices
and project
Requests Payments
i

Scenario Process Description Further Information

Explorer The Closing Projects business process enables you to close the project once it is
completed. Performed by
Project Manager
Scenario/Processes

Business Value In the Work Center

Project Management

Scenario Flow

Further Information

©© 2013 SAP AG. All rights reserved.

Order-to-Cash (Project-Based Services)
Business Value

Order Manage Fulfill Settle

Dispatch and Create Time &

Create Create Sales Create Sales Manage Perform Collect
Schedule Expense Create Invoice Post to Ledger
Opportunity Quote Order Project Services Payment
Engagement Confirmations

Scenario Overview Key Benefits

Explorer This scenario integrates customer relationship  Provides integrated business scenarios for customers focusing on professional
management, project management, and services from order capturing, engagement execution to financial and project
service delivery with financial and accounting
management accounting to enable midsize  Project life-cycle provides a holistic view on projects, from project planning and
Scenario/Processes companies to sell professional services. It
also provides project life-cycle capabilities to execution to project billing, project controlling, including powerful analytics
help manage and deliver services.  Integrated resources for estimating job time requirements and labor cost as well as
Business Value planning optimal service routes. Expense items can be tracked and invoiced within
SAP Business ByDesign supports the entire quotes and sales orders
order-to-cash scenario – from order
Scenario Flow  Boost sales through sales of third-party services including procurement and financial
management, project management, and time
and expense recordings through to the integration of third-party costs
Further Information settlement of invoices.  Supports project billing and revenue management, either T&E or fixed-price billing
 Gives accurate information on already billed and unbilled time and expenses
You can boost speed to revenue, decrease
the cost of selling and delivering services, and  Scalable process for revenue recognition supporting different accounting principles
improve customer satisfaction by delivering  Built-in analytics and reporting provides an accurate view of point-in-time project cost
on time and on and revenues, which leads to more profitable business
©© 2013 SAP AG. All rights reserved.
Order-to-Cash (Project-Based Services)
Scenario Flow

New Business Sales Orders

Marketing- Creating Creating

to- Sales Sales
Opportunity Quotes Orders

Project Customer Project

Management Invoicing Receivables Management

Creating
Creating Processing
Planning Executing Project Closing Financial
Customer Receivables
Projects Projects Invoice Projects Closing
Invoices and Payments
Requests

Scenario Explorer
Procure-to-Pay
(Services)

Procure-to-Pay
(Non-Stock)
Scenario/Processes
Expense
Reimbursement
Business Value
Time and Labor
Management:
Recording
Scenario Flow Employee Times

Further Information Legend

Process related Work center in which
Process
mainly to Financials process is performed
driven by Work center
the user
Related Business
©© 2013 SAP AG. All rights reserved. scenarios document flow
Order-to-Cash (Project-Based Services)
Further Information

Scenario Do you want to try it out? Do you need more information? Do you want to discuss with others?
Explorer
Self-Enablement Systems More Details Forum
If you want to try out the business SAP provides a complete product Get in touch with experts to
Scenario/Processes scenario, click here.* documentation, covering all discuss your specific
aspects of the business scenario. requirements. To enter the
For more details, click here. community, click here.*
Business Value

WIKI
Scenario Flow VV In addition to the product
documentation, SAP provides
Further Information Wikis that describe additional
aspects of SAP Business
ByDesign.
To access the WIKI, click here.*

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