Can the project status be influenced by billing plan in sales order?

[Former Member]

I am facing the following problem:

I linked the WBS Element to a sales order billing plan (in header: account assignment).

Now, is there a possibility to prevent changing the status of the project to “close technically”, while there are still some invoices of the billing in the sales order not billed?

I want to make sure that a project can only be closed once all the invoices related to the project were billed.

Thanks in advance

Maike

[Former Member · Accepted solution]

Thank you for your answers so far.

I have got one last doubt: is there a way to program the system status or user status so that the system recognizes automatically if there are open sales orders? It means, if a user wants to manually set the status to technically closed (or to fully invoiced), while there are open billing items for the project, the system displays an error message and in consequence the system status can not be set to technical closure. Because a user might ignore the fact that there are open invoices, so I am looking for an automatic mechanism that takes control.

Thanks again.

Regards

Maike

[Former Member · Accepted solution]

Hello Maike,

I have different view here:

System status is set to FNBL automatically when all the items in the sales orders are billed. So user does not really need to set it.

TECO is a status which should follow FNBL generally speaking. And it has to be put manually.

Now, if the requirement is to throw an error when FNBL or TECO is put manually if not all the sales orders items are billed- it can be done by using validation.

A validation can be activated which will check for any open billing item for that WBS when status is set to TECO. If there is any, it will throw an error while saving WBS with TECO.So it will not allow to set TECO. T code for validation is OPSI.

Thanks,

Sourabh

[Former Member]

Hi,

You can book the actual cost even if the project status is TECO ( again depends upon the status profile ).

[Former Member]

Hello,

If your requirement is not to allow project closure- status CLSD, then standard SAP fucntionality is already in place. You can not put the status of project to CLSD till there is any open billing item.

But you can put to TECO, even if there is an open billing item.

Just check if this meets your requirement.

Thanks,

Sourabh

[Former Member]

Hi Maike,

I think you can assign a user status to the WBS which prohibits "Technical Clsure " of the WBS element. If you want to automate the process, let the system staus "REL' trigger a user status which prohibits 'Technical Closure" and some other appropriate system status such as "Fully Invoiced" trigger a change in user status which permits "Technical Closure".

As far as I know, more direct methods are not available for the functionality.

Regards

Muraleedharan.R