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Scenario/Processes
Intercompany Project Time and ExpensesScenario Overview
Planning Project
Processing Purchase Orders
Creating Intercompany Project
Executing Project
Open LegendScenario Description
The following business roles are involved in this scenario:
Click process chevrons for details
Creating Sales Orders
Recording Employee Times
Managing Expenses
Creating Project Invoice Requests
Creating Customer Invoices
Processing Receivables and Payables
Processing Payables and Payments
Confirming Goods and Services Receipts
Project Manager
Operational Buyer
Employee Line Manager
Accounts Payable Accountant
Project Team Member
Accounts Receivable Accountant
Processing Supplier Invoices
Buying Company
Selling Company
Order to Cash (Project-Based Services)
The Intercompany Project Time and Expenses business scenario allows partner companies that belong to the same corporate group and that are technically working in the same SAP Business ByDesign system to efficiently work together on projects.In the Professional Services industry, a company that runs a project for a customer might not be able to staff this project solely with its own employees. A partner company, however, might offer the employees required. So the project owning company (buying company) orders the required services from the partner company (selling company), where a sales order and intercompany project are automatically created. The employees of the selling company, who are staffed in the customer project in the buying company, record their time and report their expenses directly on the project in the buying company. These times and expenses are additionally automatically assigned to the intercompany project in the selling company and furthermore goods and services receipts in the buying company are automatically created. Invoicing processes are then triggered between the two partner companies.Using standard sales, purchasing, and invoicing processes but hiding company boundaries to employees when it comes to time recording and expense reporting, Intercompany Time and Expenses enables companies projects that are staffed with employees from multiple partner companies most efficiently.
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© © 2013 SAP AG. All rights reserved.
Scenario/Processes
Scenario Description
The following business roles are involved in this scenario:
The Intercompany Project Time and Expenses business scenario allows partner companies that belong to the same corporate group and that are technically working in the same SAP Business ByDesign system to efficiently work together on projects.In the Professional Services industry, a company that runs a project for a customer might not be able to staff this project solely with its own employees. A partner company, however, might offer the employees required. So the project owning company (buying company) orders the required services from the partner company (selling company), where a sales order and intercompany project are automatically created. The employees of the selling company, who are staffed in the customer project in the buying company, record their time and report their expenses directly on the project in the buying company. These times and expenses are additionally automatically assigned to the intercompany project in the selling company and furthermore goods and services receipts in the buying company are automatically created. Invoicing processes are then triggered between the two partner companies.Using standard sales, purchasing, and invoicing processes but hiding company boundaries to employees when it comes to time recording and expense reporting, Intercompany Time and Expenses enables companies projects that are staffed with employees from multiple partner companies most efficiently.
Project Manager
Operational Buyer
Project Team Member
Intercompany Project Time and ExpensesScenario Overview
Accounts Payable Accountant
Accounts Receivable Accountant<Role Name><Role Name> <Role Name>
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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
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Employee Line Manager
Planning Project
Processing Purchase Orders
Creating Intercompany Project
Executing Project
Click process chevrons for details
Creating Sales Orders
Recording Employee Times
Managing Expenses
Creating Project Invoice Requests
Creating Customer Invoices
Processing Receivables and Payables
Processing Payables and Payments
Confirming Goods and Services Receipts
Processing Supplier Invoices
Buying Company
Selling Company
Order to Cash (Project-Based Services)
Scenario Explorer
Scenario Flow
Further Information
© © 2013 SAP AG. All rights reserved.
Intercompany Project Time and ExpensesProcess Details: Planning Project
Process Description
The Planning Project business process enables you to create, plan, and structure your project, as well as your project team setup and staffing. Performed by
Project Manager
In the Work CenterProject Management
Further Information
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Planning Project
Create project Plan project Create
baselineRelease project
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Buying Company
Executing Project
Processing Purchase Orders
…
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Further InformationSee also Creating Projects Projects Quick Guide
© © 2013 SAP AG. All rights reserved.
Intercompany Project Time and ExpensesProcess Details: Executing Project
Process Description
The Executing Project business process includes the project release with baseline creation, refinement of the project plan, team setup, and staffing.
Performed byProject Manager, Project Team Member
In the Work CenterProject Management
Further Information
Click process chevrons for detailsBuying Company
Planning Project
Processing Purchase Orders
…
Executing Project
Revise project planning
Order time-based services
Perform project work
Update baseline
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See alsoTime Recording Quick GuideChange Management Using Baselines
© © 2013 SAP AG. All rights reserved.
Scenario/Processes
Intercompany Time and ExpensesProcess Details: Processing Purchase Orders
Process Description
Performed byOperational Buyer
In the Work CenterPurchase Request and Orders
Further Information
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Processing Purchase Orders
Monitor a purchase order
Create and maintain a purchase order
Send a purchase order
Approve a purchase order
Acknowledge a purchase order
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Buying Company
Planning Project
Executing Project
…
The Processing Purchase Orders business process enables you to work on automatically created purchase orders or manually create a purchase order with or without reference to a contract or a list price. If all relevant data is maintained, the purchase order is sent to the supplier, which, in this case, is a partner company in the same SAP Business ByDesign system. It is also possible that an approval procedure depending on the purchase order value is in place. Optionally, a purchase order acknowledgment can be used. The process can have multiple degrees of automation.
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Further InformationSee alsoPurchase Orders Quick Guide Approve Purchase Order
© © 2013 SAP AG. All rights reserved.
Intercompany Project Time and Expenses Process Details: Creating Sales Orders
Process Description
Performed bySystem
In the Work Center(s)Sales Orders
Further Information
Click process chevrons for details
XCreating Sales Orders
Create a sales order
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Selling Company
Managing Expenses
Creating Project Invoice Requests
Creating Customer Invoices
Processing Receivables and Payments
…
Creating Intercompany Project
Recording Employee Times
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 sales order is automatically generated through business-to-business communication from the purchase order in the buying company. An invoice schedule for project-based time and material services is automatically included into the sales order.
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Further Information See also Sales Order Processing
© © 2013 SAP AG. All rights reserved.
Processing Receivables and Payments
Intercompany Project Time and Expenses Process Details: Creating Intercompany Project
Process Description
Performed bySystem
In the Work Center(s)Project Management
Further Information
Click process chevrons for details
XCreating Intercompany Project
Create an intercompany project
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Selling Company
Creating Sales Orders
Recording Employee Times
Managing Expenses
Creating Project Invoice Requests
Creating Customer Invoices
…
The Creating Intercompany Project business process enables you to create a customer project in the selling company. This project is linked to the intercompany sales order and collects the times recorded and expenses reported that are used for intercompany invoicing between the partner companies.
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Further InformationSee alsoIntercompany Project Time and Expenses
© © 2013 SAP AG. All rights reserved.
Process Description Further Information
Click process chevrons for details
Recording Employee Times Decentrally
Monitor and review recorded times
Approve or reject a recorded time
Maintain an employee time
Intercompany Project Time and ExpensesProcess Details: Recording Employee Times
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Performed byEmployee, Line Manager, Project Manager
In the Work CentersHome Managing my Area Project Management
Click here to display process variants
Selling Company
Processing Receivables and Payments
Managing Expenses
Creating Project Invoice Requests
Creating Customer Invoices
Creating Sales Orders
Creating intercompany Project
…
The Recording Employee Times business process enables recording of your employees’ productive work and absence times directly on the project task of the buying company, which can be followed by optional approval processes. In addition, it enables monitoring, valuation and transfer of recorded times to follow-on processes.
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Further Information See alsoTime Recording Quick Guide
© © 2013 SAP AG. All rights reserved.
Process Description Further Information
Click process chevrons for details
Recording Employee Times Decentrally
Monitor and review recorded times
Approve or reject a recorded time
Maintain an employee time
Intercompany Project Time and ExpensesProcess Details: Recording Employee Times
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Performed byEmployee, Line Manager, Project Manager
In the Work CentersHome Managing my Area Project Management
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Recording Employee Times Centrallyi
Selling Company
Processing Receivables and Payments
Managing Expenses
Creating Project Invoice Requests
Creating Customer Invoices
Creating Sales Orders
Creating intercompany Project
…
The Recording Employee Times business process enables recording of your employees’ productive work and absence times directly on the project task of the buying company, which can be followed by optional approval processes. In addition, it enables monitoring, valuation and transfer of recorded times to follow-on processes.
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Further Information See also Time Recording Quick Guide
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© © 2013 SAP AG. All rights reserved.
Scenario/Processes
Order-to-Cash (Project-based Services)
Order-to-Cash (standardized Services
Field Service and Repair
Payroll Services
Managing Expenses – Standard Variant
Intercompany Project Time and ExpensesProcess Details: Managing Expenses - Standard Variant
Process Description
Create expense report
Review expense report
Sign-off expense report
Performed byEmployee, Line Manager, Travel Expense Clerk
In the Work Center(s)Home Self Service Travel and Expenses Project Management
Further Information
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Click process chevrons for details
Recalculate reimburse-ment rates
i
Selling Company
Creating Sales Orders
Creating intercompany Project
…
Recording Employee Times
Processing Receivables and Payments
Creating Project Invoice Requests
Creating Customer Invoices
The integration with Human Resources, Employee Self Services, Manager Work Center, Payment Processing, and Projects streamlines the expense management.
The Managing Expenses process variant enables expenses to be controlled and automatically reimbursed. Employees can submit expenses for themselves or on behalf of other employees directly on the project task of the buying company. The process can be adapted to company travel policies. It is also possible to submit expenses via mobile devices.
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Further InformationSee alsoCreate an Expense ReportExpense Report Review and Approval
© © 2013 SAP AG. All rights reserved.
Scenario/Processes
Confirming Goods and Services Receipts – Non-Stock Materials and Services
Intercompany Project Time and ExpensesProcess Details: Confirming Goods and Services Receipts
Process Description
Create a goods and services receipt
Approve a goods and services receipt
Performed bySystem
In the Work Center(s)Goods and Services Receipts
Further Information
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Click process chevrons for detailsBuying Company
…
Processing Payables and Payments
Processing Supplier Invoices
The Confirming Goods and Services Receipts business process enables you to create goods and services receipts for non-stock materials and services and related expenses. You can manage and track the delivery of materials and the completion of services in the system. In this case, where services have been completed and time sheets or expense reports have been created by employees in the selling company, goods and services receipts are created automatically.When you post the goods and services receipt, the system automatically forwards the data to Financials and posts it there.
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Further Information
See alsoCreate a Goods and Services Receipt for One or More Purchase Orders
© © 2013 SAP AG. All rights reserved.
Creating Project Invoice Requests
Intercompany Project Time and ExpensesProcess Details: Creating Project Invoice Requests
Process Description
Create a project invoice request
Release a project invoice request
Performed bySystem
In the Work Center(s)Customer Invoicing
Further Information
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Click process chevrons for detailsSelling Company
Creating Sales Orders
Creating intercompany Project
…
Recording Employee Times
Managing Expenses
Processing Receivables and Payments
Creating Customer Invoices
The Creating Project Invoice Requests business process enables you to create a project invoice request for project-related time and expenses and to release the project invoice request to customer invoicing.In this case the project invoice request is created and released automatically out of an invoice schedule within the sales order.
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Further Information See alsoCreate a Project Invoice Request for a Customer Project
© © 2013 SAP AG. All rights reserved.
Intercompany Project Time and ExpensesProcess Details: Creating Customer Invoices
Process Description
Performed bySystem
In the Work Center(s)Customer Invoicing
Further Information
Creating Customer Invoices
Transfer invoice requests
Release an invoice
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Selling Company
Creating Sales Orders
Creating intercompany Project
…
Recording Employee Times
Managing Expenses
Creating Project Invoice Requests
Processing Receivables and Payments
Click process chevrons for details
In the Creating Customer Invoices business process, the system creates invoice requests automatically after the project invoice requests have been released. In this case, these invoice requests are transferred automatically to a released invoice, which is sent using business-to-business communication to the customer (here: buying company) and passed to Cash Flow Management.
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Further Information See also Customer Invoice Processing
© © 2013 SAP AG. All rights reserved.
Scenario/Processes
Intercompany Project Time and ExpensesProcess Details: Processing Receivables and Payments
Process Description
Performed byAccounts Receivable Accountant
In the Work Center(s)Receivables
Further Information
Click process chevrons for detailsSelling Company
Creating intercompany Project
…
Recording Employee Times
Managing Expenses
Creating Project Invoice Requests
Creating Customer Invoices
Processing Externally-Initiated Payments by Incoming Bank Transfer
Clear a payment
Allocate a payment
Process a bank statement
Enter a remittance advice
X
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Click here to display process variants
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.
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Further InformationSee alsoClear an Incoming Payment ManuallyAllocate a Payment Manually
© © 2013 SAP AG. All rights reserved.
Scenario/Processes
Intercompany Project Time and ExpensesProcess Details: Processing Receivables and Payments
Process Description
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.
Performed byAccounts Receivable Accountant
In the Work Center(s)Receivables
Further Information
Click process chevrons for detailsSelling Company
Creating intercompany Project
…
Recording Employee Times
Managing Expenses
Creating Project Invoice Requests
Creating Customer Invoices
Processing Externally-Initiated Payments by Incoming Bank Transfer
Clear a payment
Allocate a payment
Process a bank statement
Enter a remittance advice
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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
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Further InformationSee alsoClear an Incoming Payment ManuallyAllocate a Payment Manually
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© © 2013 SAP AG. All rights reserved.
Scenario/Processes
Intercompany Project Time and ExpensesProcess Details: Processing Supplier Invoices
Process Description
Performed bySystem
In the Work CenterSupplier Invoicing
Further Information
Click process chevrons for details
Processing Supplier Invoices
Create a supplier invoice
Resolve a supplier invoice exception
Approve a supplier invoice
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Buying Company
Processing Receivables and Payments
…
Confirming Goods and Services Receipts
The Processing Supplier Invoices business process enables you to enter, verify, and post invoices that you received from your supplier (here: selling company) via B2B. An automated invoice-verification process compares all supplier invoices with their corresponding purchase documents, if available.
You can also charge supplier invoice items to partner companies, and you can distribute additional costs, such as freight, among all other supplier invoice items.
When the supplier invoice is complete and correct, you post it. The supplier invoice is then used to pay your suppliers.
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Further Information See alsoSupplier Invoice Processing with ReferenceSupplier Invoice Processing without Reference
© © 2013 SAP AG. All rights reserved.
Scenario/Processes
Intercompany Project Time and ExpensesProcess Details: Processing Payables and Payments
Center chevron for main processes
Click process chevrons for details
Processing Payables and Payments
Process a bank statement
Allocate a payment
Clear a payment
i i i
Buying Company
Processing Supplier Invoices
…
Confirming Goods and Services Receipts
Scenario Explorer
Performed byAccounts Payable Accountant
Process Description Further Information
In the Work CentersPayablesPayment ManagementLiquidity Management
The Processing Payables and Payments business process enables the processing of outgoing payments initiated either internally by your company or externally by your suppliers.
Payments can be made manually or automatically via a payment run in which the system proposes the 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. The standard work center provides checks, outgoing bank transfers, credit memos, as well as other country-specific payment methods. Once the payments have been debited from the bank account, the bank statement is entered in the system, in which it is uploaded electronically or entered manually, before being confirmed. If payments are initiated externally, the bank statement provides the notification that a payment has been made. The payments are matched in the system to the open invoices before being cleared.
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Scenario Flow
Further Information See alsoClear an Incoming Payment ManuallyAllocate a Payment Manually
© © 2013 SAP AG. All rights reserved.
Intercompany Project Time and ExpensesScenario Flow
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Work center in which process is performed
Business document flow
Process related to Financials
Related scenarios
Process mainly driven by the user
Process mainly driven by the system
Scenario Explorer
Work Center
Planning Project
Executing Project
Processing Purchase Orders
Confirming Goods and Services Receipts
Processing Supplier Invoices
Processing Payables and Payment
Creating Sales Orders
Creating IntercompanyProject
Recording Employee Times
Managing expenses
Creating Customer Invoices
CreatingProject Invoice Requests
Processing Receivables and Payments
Order to Cash (Project-Based Services)
Project Managemen
t
Purchase Requests
and Orders
Goods and Services Receipts
Supplier Invoicing
Home
Payment Managemen
t
Sales OrdersCustomer Invoicing Receivables
Scenario/Processes
Scenario Flow
Further Information
© © 2013 SAP AG. All rights reserved.
Intercompany Project Time and ExpensesFurther Information
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