You can use this integration function to retrieve planned costs from SAP ERP for services, service parts, tools, and sales products that have been replicated from SAP ERP.
You can display costs from SAP ERP in the following business transactions:
Service order quotations
Service orders
Billing requests
Sales order quotations
Sales orders
This function is supported as of SAP enhancement package 4 for SAP ERP 6.0. Planned costs are calculated in SAP ERP using the Easy Cost Planning functions.
You have replicated services, service parts, tools, and sales products from SAP ERP.
You need to make the following settings in order to map SAP ERP pricing to SAP CRM pricing:
Create a condition function with the target field COST_AMOUNT
.
You do this in Customizing for Customer Relationship Management
under (you do not need
to be using usage-based service contracts to make this setting).
Download condition types (and optionally pricing procedures) from SAP ERP.
Condition types with the condition category Q
(Costing
) are downloaded. In SAP CRM, the data record source is automatically set to Q
(CRM:
Pricing
), and the condition function that you have defined for costs (see previous step) is set.
Create pricing procedures in SAP CRM (if these have not been downloaded from SAP ERP).
You do this in Customizing for Customer Relationship Management
under , on the Control Data
screen. Assign the condition type that has been downloaded from SAP ERP and select the Statistical
checkbox
so that the planned costs are not included in the net value.
If you want to display a margin, enter a line for this and define how the value is calculated (for example, as the difference between net value and costs).
Assign the pricing procedure to the relevant business transaction types in the business transaction category Sales
.
Cost elements from SAP ERP are shown in the Price Details
assignment block, on header and item level of a business transaction. If you want to display costs and a margin in the Price Totals
assignment block, you need to configure
the UI component CRMCMP_PRC
to include the relevant fields.
If costs change in SAP ERP, you can trigger repricing from the edit view of the Price Details
assignment block to show the new costs.
No currency conversion takes place for costs. Costs are displayed in SAP CRM in the business transaction currency.
You can also set up pricing in SAP CRM to calculate margins, based on the planned costs from SAP ERP.
In SAP ERP, costs are determined from prices that are defined for materials and services on plant level. You enable the system to determine the plant through your organizational data. SAP CRM determines the plant from the relevant organization as follows:
In service transactions, from the assignment of service organizations to plants in Customizing for Customer Relationship Management
under .
In sales transactions, through the business partner with the partner function Vendor in the transaction.
The assignment of business partners to plants takes place in SAP ERP. When you replicate business partners to SAP CRM, this assignment is also transferred.