Sales Price Determination

Purpose

Sales pricing consists of BOS pricing and sales document pricing at item and header levels.

Prerequisites

You have made the settings for determining costs prices.

Process Flow

  1. You can edit conditions for service lines in order to calculate the general business costs, the sales margin, and possibly also further additions and deductions on top of the unit price. The system determines the net value of each service line using the condition technique (pricing procedure).

  2. You can also edit conditions for outline levels, such as assign a percentage discount or surcharge. In this case, you are asked whether the system should copy these conditions to all outline levels and service lines below. If you copy the conditions, the totals and numeric values are recalculated in the outline layout.

  3. The system cumulates the net values of the BOS service lines to a total value, and transfers it to the sales document item as a costing value.

    Based on the settings for sales documents, the value is transferred to the following conditions:

    • Condition EKBS for document flow for a unit price contract

    • Condition EK02 for document flow for a flat-rate contract

      Condition EK02 is a statistical condition. This means that you have to enter the value required for sales pricing manually in condition PR00 of the document item. Each time EK02 is changed (quantity change, insertion of a service line), PR00 is not changed and has to be manually processed.

  4. On the document item level in the sales document, you can save additional conditions for the complete BOS, such as surcharges or project-related discounts.

  5. The system determines the gross price on item level, subtracts the relevant deductions, adds possible surcharges, and finally determines the sales price. The system then cumulates the pricing elements in the document items and determines the sales price at header level for the sales document.

For more information on pricing for sales documents , see Conditions and Pricing .

Activities

Editing Service Line Conditions

  1. On the service overview screen, select one or more service lines in any outline level.

  2. Select Start of the navigation path Goto Next navigation step Conditions End of the navigation path .

Editing Header Conditions

  1. On the service overview screen, choose Outline → Conditions to edit conditions valid for the entire outline level (header conditions).

  2. Add additions and deductions, and then choose .

    If you have selected more than one service line, condition maintenance for the next selected service line is called after you choose .

Editing Document Item Conditions

  1. You are on the overview screen for the sales document.

  2. Select Start of the navigation path Goto Next navigation step Header Next navigation step Conditions End of the navigation path to edit the document item conditions .

Editing Document Item Conditions

On the overview screen for the sales document, select Goto → Item → Conditions to edit the document item conditions.