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Revenue from Sales Order to Project

Former Member
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Hi,

In Customer Project scenario, I have created a Sales Order and attached to a WBS.

Now in order to flow the Sales order Value (revenue) into the Project, what setting I have to do in IMG.

Please guide me on the same.

Regards,

Deepak Joy

Accepted Solutions (0)

Answers (3)

Answers (3)

former_member230675
Active Contributor
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Hi,

Automatic revenue planning can be done through milestone billing.

Tnx.

Abdul

Former Member
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In Planning profile Tcode-OPSB, at Automatic revenue planning section, flag check box -from sales order and fillup the revenue element in RElem.f.billing plan field.I think it will help u.

Thanks,

Sudhir

mey_palaniappan
Explorer
0 Kudos

hi..

Are you using billing plans by any chance? if yes, you need to create the billing plan in the sales order so that revenue could be picked up.

Regards

Mey

Note: Reward points if helpful

Former Member
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Hello Deepak,

The WBS to which you want the revnue postings needs to be a revenue element (operative indicator at WBS to be ticked).

Just check on the project profile , it should allow revenue postings.

At IMG, go to the revenue and earnings in Project System.

Maintain value categories for Revenue planning, Check for integrated planning indicator( for the sales order) for the project profile and maintain revenue cost element.

Wish you great day ahead.

Regards

Vikas

PS: Reward points if solution was helpful

Former Member
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Hi Vikas,

I have done the same. But the revenue value is not appearing in the project report like CNS41 .

Other than the above do i need to check any other IMG parameters

Thanks for your prompt reply

Regards,

Deepak Joy

Former Member
0 Kudos

Hello,

Pls confirm for the planned and actual revenue elements. Valid revenue elements should exist for the period you are posting.

Regards

Vikas

Former Member
0 Kudos

Hi,

Please do the following configuration.

1. Automatic planned revenue update from sale order

Project System->Revenue & earnings->Planned revenue->Automatic Planned Revenue calculation>Specify revenue plan update from sale document, then tick sale order.

2. In transaction opsb, select automatic revenue planning & assign the Revenue element for billing plan.

Hope this will help you.

Best Regards,

Rakesh Pradhan

Former Member
0 Kudos

Hi,

I have checked all and even i have checked the Planning Profile.Any other settings needs to be done in this

Regards,

Deepak joy

Former Member
0 Kudos

Hi Deepak,

How are you posting revenue to the WBS element?

Regards

Vikas