Hi,

In your example in reference environment you have not entered an ‘Invoice Rule ID’ under ‘Work Order Info’.

If you zoom into the field ‘Invoice Rule ID’ you can enter a new rule that is similar to the one used by the customer. You can save the invoice rule ID under Work Order info and then Calculate Total Cost and Quoted Price. Then you will get the cost/revenue analysis based on cost types you have defined under invoice rule.

Hope this will solve your issue.

Nethmini.

Hi ,

For your scenario you will need to create a ‘Cost Type’ invoice rule. Here I am adding more information on creating a new invoice rule .

1. Open the Service Quotation Basic Data window, click the Invoice Rule tab and create a new record .
2. Enter a unique identity for the invoice rule in the Invoice Rule ID field and a description in the Description field respectively.
3. Select how the rule will be applied, i.e., based on sales group or cost type, in the Sales Group/Cost Type field.
4. Select the Invoice Zero Amounts check box if you want to include in the customer invoice all sales lines with a zero invoice amount which are applicable to the invoice rule. This check box is selected by default when creating a new invoice rule but can be changed. Clear this check box if you want to exclude zero amount sales lines associated with the invoice rule from the customer invoice.
5. Next create a new record in the table below.
   • If you had selected Sales Group in step 3 enter a value in the Sales Group field. Use the List of Values to select a suitable value.
   • If you had selected Cost Type in step 3 select a value in the Cost Type field. Use the drop down list to select a value.
6. Enter the percentage of the sales group or cost type that should be charged in the invoice. If you check Cost Based Pricing under Cost type selection, the percentage defines markup to be added on the cost to calculate sales price.
7. Set Rounding for quantity for invoice using Rounding function and Rounding value if preferred.
8. Select the Invoice Zero Amounts check box if you want to include in the customer invoice all sales lines with a zero invoice amount which are applicable to the given sales group or cost type. This check box will be selected by default if the Invoice Zero Amounts check box is selected in the header of the tab and vice versa. You can change the value of this check box. Clear this check box if you want to exclude zero amount sales lines associated with the sales group or cost type from the customer invoice.
9. Select the Include in Fixed Price check box if you want the sales prices to be accumulated to a fixed price line when a work order/work task are created from the service quotation. All the corresponding planning lines based on invoice rule connected to the work task, will be accumulated to create one fixed price line when the service quotation is accepted.

Thanks,

Nethmini

Hi Nethmini,

As you can see at the attached screenshots, in the customer environment no invoice rule id is defined for the work order but costs are broken down by cost type.

Can it be another configuration?

Regards,

María

Hi Maria,

In the above example please check if this ‘Calculation Required’ option is checked or not. If they have removed the ‘invoice rule id’ , until you calculate again the Analysis will not be changed.

If this is checked you can perform ‘Calculate Total Cost and Quoted Price’ to update the Analysis accordingly.

Thanks,

Nethmini