Sales

Purpose

The sales functions of Professional Services connect quotes, orders, sales contracts, and recurring billing in one continuous flow. This allows recurring services to be sold, structured, calculated, activated, and billed on an ongoing basis.

Business value

• recurring services can be embedded directly in quotes and orders
• sales contracts provide the binding framework for support, maintenance, subscriptions, and similar service models
• recurring billing enables batch invoicing across multiple contracts

Functional focus

Quotes and orders

When you create sales quotes, you can generate a new sales contract in parallel or extend an existing contract. This means sales activities and later billing are prepared together from the beginning.

Sales contracts, billing types, and SLAs

The sales contract is the central control object in the Professional Services sales area. It defines the contract header, duration, billing assignments, service level agreements, contingents, and other recurring service elements.

Recurring billing

Active sales contracts feed the recurring billing process. The recurring invoice list can be used to filter due cases, create invoices in batches, and then review, print, or post them.

Print and contract presentation

Sales contracts and recurring invoices support different print and grouping options. This makes it possible to align contract and billing output with the business structure of projects, objects, installations, or components.

Outcome

The sales area of Professional Services covers the path from the first quote to recurring invoicing. For the operational process perspective, use the dedicated process catalog as a companion.