Pricing Documents

Pricing documents serve to document the results of sales price calculations.

Pricing documents can be used by the following:

Users wanting to store in master data the parameters described above, and not just the sales prices calculated. This might be to allow analyses to be performed at a later date.
Users wanting to calculate sales prices. They want to release the calculated sales prices later, however, after carrying out further checks.
Users wanting to ensure that other users who do not have authorization to create sales prices can calculate sales prices, yet cannot activate them. The sales prices are to be released later by a user with more authorization.
Users wanting the ability to cancel sales prices.
For more information, see Canceling Sales Prices.
Users wanting to generate a pricing worklist.
In the pricing worklist, pricing documents are used as source data. If you want to use the pricing worklist function therefore, you must make sure that pricing documents are always created.

For more information, see Pricing Worklist.

Integration

Creating pricing documents is a prerequisite for canceling sales prices and using the pricing worklist function.

Features

Pricing documents are displayed in pricing document processing in a form similar to the pricing table for sales price calculations.

In addition to sales prices, all other relevant parameters for the pricing items (vendor, purchasing organization, purchase price, calculation schemes used, and so on) are also saved in pricing documents. The data from purchase and sales price calculations are saved in transaction conditions. The pricing document contains the document numbers of these transaction conditions. These transaction conditions are read each time the pricing document is displayed or changed. In addition to the pricing data, the document shows the date on which the document was created and who created it.

You can create pricing documents explicitly in the sales price calculation function.

You can also have the system generate pricing documents automatically when you save sales prices in the sales price calculation function. The settings necessary to do this must be maintained under Pricing type in Customizing for Pricing. Here, you can also define whether document indexes are automatically generated when pricing documents are created. Document indexes are necessary to generate the pricing worklist.

Displaying the status of a pricing document

The status of a pricing document item indicates its current processing status.

Status	This means:
A	New, not saved Pricing documents created explicitly in the sales price calculation function have items with status A (new, not saved).
B	Changed, not saved If changes are made and prices are not activated, the item has statusB.
C	Saved If sales prices are activated during pricing document processing, the status changes to C. All posted items in pricing documents generated automatically when sales prices are saved in the sales price calculation function also have status C.
D	Deleted items are given status D.
E	Cancelled items are given status E.

Note Note

If no sales conditions could be created for certain pricing items when the sales price calculation is saved, these items are given status A in the pricing document.

End of the note.

Archiving pricing documents

There is a special function available for archiving pricing documents.

Document items with status D are archived independently of archiving key dates. You can also set an indicator in Archiving to archive canceled document items in the same way.