on 02-27-2019 2:25 PM
Hi Experts,
I am looking for planned values for a project ( Customer project with reference to a Sales Order) at the level of services. When I run Project cost and revenue report, I could see planned cost by period and services but Planned revenue is displayed with no service assigned to it. Can anyone please help me understand this behaviour.
Thanks,
Sagar
Hi Sagar,
ultimately, the planned revenues for a project are the net values of the sales order items connected to the project's tasks. In order to derive planned revenues for a work package (service planned for a task), the system needs to be aware of the relationship of the work package to a sales order item in order to derive a reasonable net value.
The system is aware of it, but this awareness to a certain degree is something that may be based on your input: Have a look at the work center view "Not Invoiced Time and Expenses" view in the "Project Management" work center. Select a project, then "Edit Time and Expenses" and "Edit Assignment Rules" --> "View all rules".
You will recognize, that the relationship between a work package and a sales order item is not necessarily a simple one.
The decision was to not offer a complex valuation mechanism to derive the planned revenues.
I could envision a revenue simulation that interprets the rules mentioned above and the sales order's invoice schedule. But, this is not planned.
Best regards
Otfried
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