That SAP Business ByDesign Order fulfillment business scenario (project-based products and services) is used to manage the entire process of selling project-based services to customers.

In this scenario, offers and sales orders are integrated in project management. This enables you to create customer invoices for time and expense items recorded for a customer project. Invoices can be created on an expense basis and / or on a fixed price basis. When the customer invoice has been issued, customer payments can be monitored. This scenario also supports the determination of the project result based on the project costs and project revenues.

The business process Create Offers enables you to create offers with fixed prices and conditions if a customer requests an offer for products or services. The offer can also be created from an opportunity or a lead. You enter the required details, for example the customer, the products or services, and optionally the desired data in the offer, if the product availability should be checked. In addition, free text can be entered for further customer information. The cost of sales can be determined using the product rating. So you can evaluate the profitability of the offer. Price and discount adjustments can be made in the offer. Once the offer has been created, it must be sent to the customer. Depending on the output settings, an offer form is then sent to the customer.

The business process Create Sales Orders enables you to create a sales order with fixed prices and conditions when a customer orders products or services. The order can be created on the basis of a quote, so that all conditions from the quote are copied for the order. Alternatively, you can also provide the necessary details in the order, e.g. B. Enter the customer, the products or services, the desired date and the customer information as additional text. Product availability is checked and the system informs you of the availability. The system can use the product evaluation to determine the cost of sales so that you can evaluate the profitability of the order. After creating the order, you release it to logistics. Depending on the output settings, an order confirmation form can then be sent to the customer.
The sales order can also be generated automatically via business-to-business communication.

The business process planning projects enables you to create, plan and structure your project as well as to set up the project team and to staff the project.
This step can also take place before the quotation or sales order is created. So you can use the project to calculate offers and sales orders.

The business process carrying out projects includes the project approval with the creation of the basic plan, the specification of the project plan, the team line-up and the staffing.

The business process Create Project Invoice Requests enables you to create invoice requests for project-related times and expenses and to release them for customer accounting.

For more information see: Video Tutorials -> Project accounting

In the Create Customer Invoices business process, the system automatically creates invoice requests after services have been performed or products have been delivered. You need to translate these requirements into an invoice that is sent to the customer and passed to cash flow management. This is done manually or during an invoice run. It is possible to combine different requirements in one invoice or to split them over several invoices.

The Process Receivables and Payments business process enables you to process incoming payments that were initiated either internally by your company or externally by your customers. Country-specific payment methods are used in this process.
Payments can be made manually or automatically during a payment run in which the system proposes open items for payment. You then release the payments, whereupon they are posted by the system in accounting. You create the payment medium manually or as part of an automatic run and use files for payments by direct debit or credit card. Credit card statements can also be uploaded to pre-confirm payments. When the payments are credited to the company’s account, the bank statement is either uploaded electronically to the system or entered manually before confirmation. If payments are initiated externally by the customer, the bank statement informs about the payment. The payments are matched with the open invoices in the system before they are cleared.

For more information see: Video Tutorials -> Clear liabilities and open items

The Complete Projects business process allows you to complete the project when it is finished.

Source: help.sap.com, as of March 2017