Less effort for billing with SAP Business One.
16 Jan

Less effort for billing with SAP Business One

The days on which billing takes place in service companies are often characterised by time-consuming, less structured Processes. To counter this problem, an integrated solution is needed, such as MARIProject on the basis of SAP Business One. A key prerequisite for this is the structure of the orders, or rather the contracts and the contract items they contain.

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Flexibility brings complexity to billing

It would simplify things if a service provider's customers all "ticked" in the same way. A quasi-standardised customer who wants what everyone else wants, wants it in the same way, under the same conditions and at the same price. The reality for most service service provider is different. In fact, it is often the case that a service provider wins a customer precisely because it responds to the customer's specific billing needs in a highly flexible manner.

What inevitably happens on such a Flexibility The result is that the special services for a customer are also billed separately. Flat rates are charged, Deposits, instalments and recurring fees are contractually agreed. Billing is based on time and material or at a fixed price. Billing can take place on a key date or on partial or full completion of a service. And and and ...

The resulting administrative workload is often enormous. On the day of invoicing, it is often necessary to check at great length which of the services provided may be charged to which customer, how and when.

Classic ERP systems not very suitable

Classic ERP systems often show their "genes". These have evolved from the requirements of retailers and manufacturing companies. An essential master data is the article. This then "represents" the service of the service provider. The result is often that a new article is created for each of the many different services. In this way, an article master grows into an unmanageable swarm of articles. In the long run, this not only leads to confusion, but also makes it difficult to analyse data later on. 

Special structures for the service industry

MARIProject, based on SAP Business One, meets the challenges described above with a special structure. The contract is an independent object that plays an important role. This becomes apparent on the day of invoicing at the latest.

Performance instead of article

MARIProject for SAP Business One operates with an additional object to the article: the service. The characteristics and price behaviour of services are managed in a separate service master. Each service has an equivalent in an article in SAP Business One. Several services can reference the same article.

 

Detailed contract positions

The services are used in the items of a contract. These contract items can be typified in different ways. Services can be defined according to expenditure and at a fixed price. Article and consumption items can be defined in the same contract.

  • The services are used in the items of a contract. These contract items can be typified in different ways. Services can be defined according to expenditure and at a fixed price. Article and consumption items can be defined in the same contract.
  • There are special item categories for Travel expenses and maintenance positions.
  • The prices of the item can be defined in the contract or taken from the price lists of SAP Business One be obtained.
  • A purchase can be linked for this contract item
  • Each contract item can be allocated a surcharge which is added to the transfer price.
  • The contract items can be planned in terms of time and costs from within the contract.
  • For each contract item, you can determine separately how and when it is billed.

Billing without great effort

Instead of laboriously collating, verifying and transferring lots of different information, start with MARIProject a billing assistant. Billing automation ensures that all items in the contracts are billed according to the predefined settings.

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