1. Order-to-Cash (Project-Based Services) Scenario Overview
Procure-to-Pay (Services)
Click process chevrons for details
Procure-to-Pay (Non-Stock)
Creating Sales Quotes
Creating Sales Orders
Planning Projects
Executing Projects
Creating Project Invoice Requests
Creating Customer Invoices
Processing Receivables and Payments
Closing
Projects
Marketing-to- Opportunity
Financial Closing
Time and Labor Management: Recording Employee Times
Expense Reimbursement
Scenario
Explorer
Scenario Description
Open Legend
The Order-to-Cash (Project-Based Services) business scenario is used to manage the complete end-to-end process of selling project-based services to customers. This scenario integrates sales quotes and sales orders with project management allowing you to create customer invoices for time and expenses recorded against a customer project. Invoices can be created on a time and materials basis, a fixed-price basis, or a combination of both. After the customer invoice has been issued, customer payments can be monitored. This scenario also supports the analysis of project profitability based on project costs and revenues.
Scenario/Processes
Business Value
Scenario Flow
Further Information
The following business roles are involved in this scenario:
Project Manager
Billing Clerk
Sales Representative
Accounts Receivable Accountant

2. Order-to-Cash (Project-Based Services) Scenario Overview
Procure-to-Pay (Services)
Click process chevrons for details
Procure-to-Pay (Non-Stock)
Creating Sales Quotes
Creating Sales Orders
Planning Projects
Executing Projects
Creating Project Invoice Requests
Creating Customer Invoices
Processing Receivables and Payments
Closing
Projects
Marketing-to- Opportunity
Financial Closing
Time and Labor Management: Recording Employee Times
Expense Reimbursement
Scenario
Explorer
Scenario Description
Legend
Open Legend
Close Legend
The Order-to-Cash (Project-Based Services) business scenario is used to manage the complete end-to-end process of selling project-based services to customers. This scenario integrates sales quotes and sales orders with project management allowing you to create customer invoices for time and expenses recorded against a customer project. Invoices can be created on a time and materials basis, a fixed-price basis, or a combination of both. After the customer invoice has been issued, customer payments can be monitored. This scenario also supports the analysis of project profitability based on project costs and revenues.
Process mainly driven by the user
Process mainly driven by the system
Manual process not supported by the system
Process that communicates with third-party software (mouse-over for details)
Process with relevance to Financials
Related scenario
Info button with more information
Scenario/Processes
Business Value
Scenario Flow
Further Information
The following business roles are involved in this scenario:
<Role Name>
<Role Name>
<Role Name>
Project Manager
Billing Clerk
Sales Representative
Accounts Receivable Accountant

3. Order-to-Cash (Project-Based Services) Process Details: Creating Sales Quotes
Click process chevrons for details X
Creating Sales Quotes
Create sales quote
Approve sales quote
Creating Sales Orders
Planning Projects
Executing Projects
Creating Project Invoice Requests
Creating Customer Invoices
Processing Receivables and Payments
Closing
Projects i i
Scenario
Explorer
Process Description
Further Information
The Creating Sales Quotes business process enables you to create a sales quote with fixed terms and price conditions, in case a customer requests an offer for products or services. The sales quote can also be generated out of an opportunity or lead. You enter the necessary details into the sales quote such as the account, the products or services, optional the requested data in case product availability should be checked. Additional free text as further customer information can be entered as well. The cost of sales can be determined using product valuation, which enables you to evaluate the profitability of the sales quote. Price and discount adjustments can be made in the sales quote. After the sales quote has been created it needs to be submitted to the customer. A sales quote form will then be send to the customer depending on the output settings.
Scenario/Processes
Performed by
Sales Representative
Business Value
In the Work Center
New Business
Scenario Flow
Further Information
See also
Sales Order Quick Guide

4. Order-to-Cash (Project-Based Services) Process Details: Creating Sales Orders
Click process chevrons for details X
Creating Sales Orders
Creating Sales Quotes
Create a sales order
Approve a sales order
Planning Projects
Executing Projects
Creating Project Invoice Requests
Creating Customer Invoices
Processing Receivables and Payments
Closing
Projects i i
Scenario
Explorer
Process Description
Further Information
The Creating Sales Orders business process enables you to create a sales order with fixed terms and price conditions when a customer orders products or services. The order can be created on the basis of a quote, copying all conditions from the quote to the order or you enter the necessary details in the order such as the account, the products or services, the requested date , and customer information as additional text. The product availability is checked, and the system informs you of availability. The system can determine the cost of sales using product valuation, enabling you to evaluate the profitability of the order. After creating the order, you release it to logistics. An order confirmation form can be sent to the customer, depending on the output settings.
The sales order can also be generated automatically through business-to-business communication.
Scenario/Processes
Performed by
Sales Representative
Business Value
In the Work Center
Sales Orders
Scenario Flow
Further Information
See also
Sales Order Quick Guide

5. Order-to-Cash (Project-Based Services) Process Details: Planning Project
Click process chevrons for details
Planning Projects X
Creating Sales Quotes
Creating Sales Orders
Create project
Plan project
Create baseline
Release project
Executing Projects
Creating Project Invoice Requests
Creating Customer Invoices … i i i i
Scenario
Explorer
Process Description
Further Information
The Planning Projects business process enables you to create, plan, and structure your project, as well as your project team setup and staffing.
This step can also be performed before the creation of the sales quote or sales order, so you can use the project for the calculation of sales quotes and sales orders.
Scenario/Processes
Performed by
Project Manager
Business Value
In the Work Center
Project Management
Scenario Flow
Further Information
See also
Creating Projects
Projects Quick Guide

6. Order-to-Cash (Project-Based Services) Process Details: Executing Project
Click process chevrons for details X
Executing Projects
Creating Sales Quotes
Creating Sales Orders
Planning Projects
Revise project planning
Plan project
Perform project work
Order time-based services
Creating Project Invoice Requests
Creating Customer Invoices … i i i i
Scenario
Explorer
Process Description
Further Information
The Executing Projects business process includes the project release with baseline creation, refinement of the project plan, team setup, and staffing.
Scenario/Processes
Performed by
Project Manager, Project Team Member
Business Value
In the Work Center
Project Management
Scenario Flow
Further Information
See also
Time Recording Quick Guide

7. Order-to-Cash (Project-Based Services) Process Details: Creating Invoice Requests
Click process chevrons for details X
Creating Project Invoice Requests
Creating Sales Quotes
Creating Sales Orders
Planning Projects
Executing Projects
Create project invoice request
Release project invoice request
Creating Customer Invoices
Processing Receivables and Payments
Closing
Projects i i
Scenario
Explorer
Process Description
Further Information
The Creating Project Invoice Requests business process enables you to create an invoice request for project-related time and expenses and release the invoice request to customer invoicing.
Both ScreenTips have been updated (invoice request  project invoice request)
Scenario/Processes
Performed by
Billing Clerk
Business Value
In the Work Center
Customer Invoicing
Scenario Flow
Further Information
See also
Create a Project Invoice Request for a Customer Project

8. Order-to-Cash (Project-Based Services) Process Details: Creating Customer Invoices
Click process chevrons for details
Creating Customer Invoices X
Creating Sales Quotes
Creating Sales Orders
Planning Projects
Executing Projects
Creating Project Invoice Requests
Transfer invoice requests
Release invoice
Processing Receivables and Payments
Closing
Projects i i
Scenario
Explorer
Process Description
Further Information
In the Creating Customer Invoices business process, the system creates invoice requests automatically after services have been performed or products delivered. You must transfer these requests to an invoice which is sent to the customer and passed to Cash Flow Management. You can do this manually or with an invoice run. It is possible to combine several requests into one invoice or split them into several invoices.
Scenario/Processes
Performed by
Billing Clerk
Business Value
In the Work Center
Customer Invoicing
Scenario Flow
Further Information
See also
Customer Invoice Processing

9. Order-to-Cash (Project-Based Services) Process Details: Processing Receivables and Payments
Click process chevrons for details
Processing Externally-Initiated Payments by Incoming
Bank Transfer X
Planning Projects
Executing Projects
Creating Project Invoice Requests
Creating Customer Invoices
Enter a remittance advice
Process a bank statement
Allocate a payment
Clear a payment
Closing
Projects … i i i i
Click here to display process variants
Scenario
Explorer
Process Description
Further Information
The Processing Receivables and Payments business process enables the processing of incoming payments, initiated either internally by your company or externally by your customers. The process uses country-specific payment methods.
Payments can be made manually, or automatically via a payment run in which the system proposes open items for payment. You then release the payments and the system posts them to accounting. You create the payment medium, either manually or as part of an automatic run, using files for direct debit or credit card payments. It is also possible to upload credit card statements to pre-confirm payments. When the payments are credited to the company's bank account, the bank statement is entered in the system, either uploaded electronically or entered manually, before being confirmed. If payments are initiated externally by the customer, the bank statement provides notification of payment. The payments are matched in the system to the open invoices before being cleared.
Scenario/Processes
Performed by
Accounts Receivable Accountant
Business Value
In the Work Center
Receivables
Scenario Flow
Further Information
See also
Clear an Incoming Payment Manually

10. Order-to-Cash (Project-Based Services) Process Details: Processing Receivables and Payments
Click process chevrons for details
Processing Externally-Initiated Payments by Incoming
Bank Transfer X
Planning Projects
Executing Projects
Creating Project Invoice Requests
Creating Customer Invoices
Enter a remittance advice
Process a bank statement
Allocate a payment
Clear a payment
Closing
Projects … i i i i
Click here to display process variants
The system receives information about the processed payments in a bank statement, lockbox, or bank advice, and allocates them to the appropriate process or matches them against the payments created in the system.
If allocation is not possible, the accountant has to process it manually in a system-generated task. X
Scenario
Explorer
Process Description
Further Information
The Processing Receivables and Payments business process enables the processing of incoming payments, initiated either internally by your company or externally by your customers. The process uses country-specific payment methods.
Payments can be made manually, or automatically via a payment run in which the system proposes open items for payment. You then release the payments and the system posts them to accounting. You create the payment medium, either manually or as part of an automatic run, using files for direct debit or credit card payments. It is also possible to upload credit card statements to pre-confirm payments. When the payments are credited to the company's bank account, the bank statement is entered in the system, either uploaded electronically or entered manually, before being confirmed. If payments are initiated externally by the customer, the bank statement provides notification of payment. The payments are matched in the system to the open invoices before being cleared.
Scenario/Processes
Performed by
Accounts Receivable Accountant
Business Value
In the Work Center
Receivables
Scenario Flow
See also
Allocate a Payment Manually
Further Information

11. Order-to-Cash (Project-Based Services) Process Details: Processing Receivables and Payments
Click process chevrons for details
Processing Externally-Initiated Payments by Incoming
Bank Transfer X
Planning Projects
Executing Projects
Creating Project Invoice Requests
Creating Customer Invoices
Enter a remittance advice
Process a bank statement
Allocate a payment
Clear a payment
Closing
Projects … i i i i
Click here to hide process variants
Processing Externally-Initiated Payments by Incoming Check
Processing Externally-Initiated Payments by Incoming Check with Lockbox
Processing Externally-Initiated Payments by Multiple Incoming Checks
Processing Incoming Payments by Bill of Exchange
Processing Incoming Payments with Petty Cash
Processing Internally-Initiated Payments by Credit Card
Processing Internally-Initiated Payments by Direct Debit
Processing Receivables and Payments with Accounts Maintenance i i i i
Scenario
Explorer
Process Description
Further Information i
The Processing Receivables and Payments business process enables the processing of incoming payments, initiated either internally by your company or externally by your customers. The process uses country-specific payment methods.
Payments can be made manually, or automatically via a payment run in which the system proposes open items for payment. You then release the payments and the system posts them to accounting. You create the payment medium, either manually or as part of an automatic run, using files for direct debit or credit card payments. It is also possible to upload credit card statements to pre-confirm payments. When the payments are credited to the company's bank account, the bank statement is entered in the system, either uploaded electronically or entered manually, before being confirmed. If payments are initiated externally by the customer, the bank statement provides notification of payment. The payments are matched in the system to the open invoices before being cleared. i i
Scenario/Processes i
Performed by
Accounts Receivable Accountant
Business Value
In the Work Center
Receivables
Scenario Flow
See also
Allocate a Payment Manually
Further Information

12. Order-to-Cash (Project-Based Services) Process Details: Closing Project
Click process chevrons for details
Closing
Projects X
Creating Sales Quotes
Creating Sales Orders
Planning Projects
Executing Projects
Creating Project Invoice Requests
Creating Customer Invoices
Processing Receivables and Payments
Close project i
Scenario
Explorer
Process Description
Further Information
The Closing Projects business process enables you to close the project once it is completed.
Scenario/Processes
Performed by
Project Manager
Business Value
In the Work Center
Project Management
Scenario Flow
Further Information
See also
Closing Cockpit Quick Guide
Year-end Closing

13. Order-to-Cash (Project-Based Services) Business Value
Manage
Fulfill
Settle
Create Opportunity
Create Sales Quote
Create Sales Order
Manage Project
Dispatch and Schedule Engagement
Perform Services
Create Time & Expense Confirmations
Create Invoice
Collect Payment
Post to Ledger
Scenario
Explorer
Overview
Key Benefits
Provides integrated business scenarios for customers focusing on professional services from order capturing, engagement execution to financial and project accounting
Project life-cycle provides a holistic view on projects, from project planning and execution to project billing, project controlling, including powerful analytics
Integrated resources for estimating job time requirements and labor cost as well as planning optimal service routes. Expense items can be tracked and invoiced within quotes and sales orders
Boost sales through sales of third-party services including procurement and financial integration of third-party costs
Supports project billing and revenue management, either T&E or fixed-price billing
Gives accurate information on already billed and unbilled time and expenses
Scalable process for revenue recognition supporting different accounting principles
Built-in analytics and reporting provides an accurate view of point-in-time project cost and revenues, which leads to more profitable business
This scenario integrates customer relationship management, project management, and service delivery with financial and management accounting to enable midsize companies to sell professional services. It also provides project life-cycle capabilities to help manage and deliver services.
SAP Business ByDesign supports the entire order-to-cash scenario – from order management, project management, and time and expense recordings through to the settlement of invoices.
You can boost speed to revenue, decrease the cost of selling and delivering services, and improve customer satisfaction by delivering on time and on
Scenario/Processes
Business Value
Scenario Flow
Further Information

14. Order-to-Cash (Project-Based Services) Scenario Flow
New Business
Sales Orders
Marketing-to-Opportunity
Creating Sales Quotes
Creating Sales Orders
Project
Management
Customer Invoicing
Project Management
Receivables
Planning Projects
Executing Projects
Creating Project Invoice Requests
Creating Customer Invoices
Processing Receivables and Payments
Closing Projects
Financial Closing
Scenario Explorer
Procure-to-Pay (Services)
Procure-to-Pay (Non-Stock)
Scenario/Processes
Expense Reimbursement
Business Value
Time and Labor Management: Recording Employee Times
Scenario Flow
Further Information
Legend
Process mainly driven by the user
Process related to Financials
Work center in which process is performed
Work center
Related scenarios
Business
document flow

15. Order-to-Cash (Project-Based Services) Further Information
Scenario
Explorer
Do you want to try it out?
Do you need more information?
Do you want to discuss with others?
Self-Enablement Systems
If you want to try out the business scenario, click here.*
More Details SAP provides a complete product documentation, covering all aspects of the business scenario. For more details, click here.
Forum
Get in touch with experts to discuss your specific requirements. To enter the community, click here.*
Scenario/Processes
Business Value
Scenario Flow V
WIKI
In addition to the product documentation, SAP provides Wikis that describe additional aspects of SAP Business ByDesign.
To access the WIKI, click here.*
Further Information
* Note that to access the links above you need to have a user in SAP Business Center. If you cannot access the page directly and if you are using Microsoft Internet Explorer®, please check