Intercompany trade scenario Internal service delivery
In this scenario, a financial entity within the Service package carries out activities on behalf of another financial entity within the Project package. The entity in Service can invoice the Project entity for costs incurred such as the rental of equipment, labor, materials, or travel time.
The service entity involved is the selling entity and the project department is the buying entity.
Example
A service order activity is created for renting out equipment to a project of another financial entity. The equipment office of the service order activity invoices the project management office for equipment rented out to the project management office that uses the equipment to carry out a project for a customer.
The Internal Service Delivery scenario is used when costs are incurred on behalf of a project in any of these Service objects:
- Call Invoicing
- Service Order
- Maintenance Sales Order
- Work Order
- Claim
In this scenario, the Service object is the originating business object and the project is related business object.
Call invoicing
Intercompany trade orders are generated when the invoice of the service call is created.
Intercompany trade orders are created if a call invoice line is present for a call, and an intercompany trade relationship is present between the call center and the project department.
A parent intercompany trade order is created for the call, and a child intercompany trade order is created for the call invoicing line. There is only one child intercompany trade order, because only one invoice line can be created for a call.
If no Time and Material agreement is present for subscenario Help Desk, but there is a Time and Material agreement for subscenario Labor, this subscenario is taken.
For price origin Time and Material, the costs are derived from the Call Invoicing (tsclm1105s000) session.
Intercompany trade transaction lines are generated when costs are booked on the call invoicing lines.
Service orders
Intercompany trade orders are generated when the service order is released.
Intercompany trade orders are created if one or more activity lines are present for a service order, and an intercompany trade relationship is present between the service department and the project department.
A parent intercompany trade order is created for each service order activity and a child intercompany trade order is created for each activity line of the service order activity.
If activities are not mandatory, or if traveling is based on the order header, a parent intercompany trade order is also created for the service order header. In these cases, the child intercompany trade orders are created for the service order lines without activities.
If a new order line is added after the service order is released, a new intercompany trade order is generated when the new order line is released.
If no Time and Material agreement is found for the Rental, Travel Other, Subcontracting, Tooling or Freight subscenarios, but there is a Time and Material agreement for subscenario Other, this subscenario is taken. If no agreement is found for subscenarios Travel Time or Help Desk, but there is an agreement for Labor, this subscenario is taken.
If the service order activity is an internal rental agreement, the related cost lines are of cost type Rental. For price origins Time and Material and Commercial Price, you can specify the rates used to determine the intercompany trade amounts in the Rental Rates (tsmdm0120m000) session.
Intercompany trade transaction lines are generated when costs are booked on the cost lines of the activity lines.
Maintenance sales orders
Intercompany trade orders are generated when the maintenance sales order is planned.
Intercompany trade orders are created if one or more part lines are present for a maintenance sales order, and an intercompany trade relationship is present between the service department and the project department.
A parent intercompany trade order is created for each part line and a child intercompany trade order is created for each coverage line of the part line.
If no Time and Material agreement is present for subscenario Subcontracting, Tooling or Freight , but there is a time and material agreement for subscenario Other, this subscenario is taken.
If no Time and Material agreement is present for subscenario Help Desk, but an agreement is present for subscenario Labor, subscenario Labor is taken.
If a coverage line is added after the order is planned, a child intercompany trade order is also created for this coverage line.
Intercompany trade transaction lines are generated when costs are booked on the cost lines.
Work orders
For internal work orders, which are not related to maintenance sales orders, and which are related to Project, intercompany trade orders are created if work order lines are present for a work order, and an intercompany trade relationship is present between the service department and the project department.
A parent intercompany trade order is created for the work order header, and a child intercompany trade order is created for each material, labor, or other resource line.
If no Time and Material agreement is present for subscenario Subcontracting or Tooling, but there is a time and material agreement for subscenario Other, this subscenario is taken.
Claims
Intercompany trade orders are generated when customer claims and supplier claims are submitted.
Intercompany trade orders are created if customer claim lines with a project peg are present, and an intercompany trade relationship is present between the service department and the project department of the tagged-to project.
A parent intercompany trade order is created for each customer claim line, and a child intercompany trade order is created for each delivery line and receipt line of a customer claim line. A child intercompany trade order is also created if reimbursement costs are incurred or if the ownership changes.
Intercompany trade transaction lines are generated when the claims are settled.
Supported price origins
The Internal Service Delivery scenario supports these price origins:
- Time and Material
- Commercial Price