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Why planned revenue in a project not assigned to the services ?

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

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  • author's profile photo Former Member
    Former Member
    Posted on Feb 27, 2019 at 04:10 PM

    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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