Choosing a Formula

Procedure

You can access formulas from the following areas:

  • Formula repository

  • Condition record

  • Info record

  • Sales and purchase documents

Accessing the formula from the formula repository

You can create, change and display formulas using the formula repository. Every formula has a unique numerical or alphanumeric identifier. You can copy formulas from the formula repository by choosing repository proposal in the following:

  • Condition records

  • Info records

  • Purchase orders

  • Purchase contracts

  • Sales orders

  • Sales contracts

In addition, you can determine your own selection criteria, which help identify a formula. To do this, you define a table and a subscreen and maintain them in table OICQCNTL. At run time, table OICQCNTL is read and the newly-defined subscreen is used. When the system accesses the key table, it also reads from Table OICQCNTL to determine which key table is to be used.

  1. Choose Start of the navigation path Logistics Next navigation step Sales and Distribution Next navigation step Master Data Next navigation step Conditions Next navigation step F&A pricing Next navigation step Formula Repository Next navigation step Create. Or chooseLogistics Next navigation step Materials Management Next navigation step Purchasing Next navigation step Master Data Next navigation step F&A pricing Next navigation step Formula Repository Next navigation step Create. End of the navigation path

  2. Either enter an identifier for the formula in the Formula ID field, or (when saving) let the system assign an internal number.

    Note Note

    The internal and external number assignment is defined using internal and external number range intervals. You can maintain this in Customizing for the Industry Solution Oil & Gas (Downstream ), by choosing Start of the navigation path MAP (Marketing, Accounting and Pricing) Next navigation step Formula & Average Pricing Next navigation step Formula Repository Next navigation step Define number range for repository master. End of the navigation path

    End of the note.

  3. When creating the formula, enter data in at least one of the selection fields.

  4. Choose Enter .

  5. Perform the steps described in Maintaining a Formula .

To reduce the effort required to maintain individual formulas, you can proceed as follows:

  1. Start with an analysis of how the different formulas are to be used in the various areas (condition records, info records, sales and purchasing documents). Create prototypes of formulas that have as many possible parameters and rules in common with different formulas.

  2. Create formulas in the formula repository based on the prototypes.

  3. The formulas that are needed in condition records, info records, and orders can be copied from the prototype formulas in the Formula Repository and changed as necessary.

Accessing the formula from the condition record in Sales and Distribution

  1. Create a condition record by choosing Start of the navigation path Logistics Next navigation step Sales and Distribution Next navigation step Master Data Next navigation step Conditions Next navigation step Select using condition type Next navigation step Create. End of the navigation path

  2. Enter a condition type which is compatible with formula and average pricing, such as FA00.

  3. If more than one key combination is defined in Customizing, the system displays the Key combination dialog box. Select the option you want and choose Continue .

  4. Enter data as required in the header. The header data is dependent on the key combination you selected.

  5. Enter the material and choose ENTER .

  6. Perform the steps described in Maintaining a Formula .

Accessing the formula from the condition record in Purchasing (MM)

  1. Choose Start of the navigation path Logistics Next navigation step Materialsmanagement Next navigation step Purchasing Next navigation step Master data Next navigation step Conditions Next navigation step Other Next navigation step Create End of the navigation path .

  2. Enter a condition type which is compatible with formula and average pricing, such as FA00.

  3. If more than one key combination is defined in Customizing, the system displays the Key combination dialog box. Select the option you want and choose Continue .

  4. Enter data as required in the header. The header data is dependent on the key combination you selected.

  5. Enter the material and choose ENTER .

  6. Perform the steps described in Maintaining a Formula .

Accessing the formula from the info record in Purchasing (MM)

  1. Choose Start of the navigation path Logistics Next navigation step MaterialsManagement Next navigation step Purchasing Next navigation step Master data Next navigation step Info Record Next navigation step Create. End of the navigation path

  2. Enter the vendor, material, purchasing organization, and plant. The vendor must be defined as a F&A schema vendor in the vendor master data record. Choose ENTER .

  3. Enter data as required.

  4. Select Purch. org. data 1 and enter a placeholder price in the Net price field.

  5. Select Conditions .

  6. Perform the steps described in Maintaining a Formula .

Accessing the formula in sales and purchase documents

  1. In a sales order or invoice compatible with F&A pricing, select an item and choose Pricing .

  2. Select a line item with an F&A condition, such as FA00 and choose Condition rec .

  3. Select the line item and choose Maintain formula .

  4. Perform the steps described in Maintaining a Formula .

or

  1. In a purchase order, choose Start of the navigation path Goto Next navigation step Item/Conditions End of the navigation path .

  2. Select a line item with an F&A condition, such as FA00 and choose Condition rec .

  3. Select the line item and choose Maintain formula .

  4. Perform the steps described in Maintaining a Formula .