Settings: Sales Pricing and Billing 

Features

Choose Extras ® Settings to access four tab pages where you can enter the settings described below.

You can do the following with your settings:

If you update the settings to the database, the system automatically accesses them each time you access the sales pricing again.

The settings apply to quotation generation or sales pricing and resource-related billing.

General Tab Page

Sales Pricing or Quotation Creation

The system displays the relevant view when you choose one of the following pushbuttons in the initial screen for sales pricing or creating quotations:

 Create new sales pricing

 Access sales pricing

If you do not select this indicator, the system simply displays a message, confirming that the quotation has been created.

Resource-Related Billing

To access the view you want, go to the Create Billing Request: Initial Screen and choose .

If you do not select this indicator, the system simply displays a message, confirming that the billing request has been created.

 

Structure Tree Tab Page

Here, you determine how the two screen areas (table and structure tree) are arranged in the two views.

You can show or hide the structure tree at the top of the screen or at the bottom, on the left or on the right. The tree reproduces the dynamic item hierarchy.

You can show the structure tree at the top of the screen or at the bottom. The tree reproduces the individual SD documents with main items and subitems.

Sales Price Basis/Expenditure Tab Page

The system usually transfers the transaction currency, unless the Transaction currency field is not filled. In this event, the controlling area currency is transferred. This happens if the All currencies field is not selected (in cost accounting customizing, under Controlling ® General Controlling ® Maintain Controlling Area).

Description Tab Page

The system only draws on this tab page in the sales price basis view/expenditure view.

You use this tab page to stipulate how the dynamic items , objects, and the selected characteristics are labeled in the structure tree and table.

This tab page is the header for a variable number of subordinate tab pages. The number of tab pages depends on whether you have maintained the activity type, cost element, cost center type, and statistical key figures as structuring characteristics in the DIP profile.

The system displays one tab page for each of these structuring characteristics. In addition to the optional tab pages, the system always displays the Dynamic Items and Object tab pages.

Activities

Sales Pricing or Quotation Creation

Component

Menu Path

CS

Logistics ® Customer Service ® Service Processing ® Order ® Service Order ® Create Quotation

PS

Logistics or Accounting ® Project System ® Financials ® Planning ® Sales Pricing.

 

Resource-Related Billing

Component

Menu Path

SD

Logistics ® Sales and Distribution ® Sales ® Order ® Subsequent Functions ® Resource-Related Billing Document

CS

Logistics ® Customer Service ® Service Processing ® Completion ® Create Billing Request ® Individual Processing.

PS

Logistics ® Sales and Distribution ® Sales ® Order ® Subsequent Functions ® Resource-Related Billing Document

 

The Settings dialog box appears.