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 Settings: Sales Pricing and Billing

Features

Choose Start of the navigation path Extras Next navigation step Settings End of the navigation path to access four tab pages where you can enter the settings described below.

You can do the following with your settings:

  • Store them for the duration of your current processing: choose .

  • Save them in the database: choose .

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

  • You can choose between the sales price view or the sales price basis as the initial view for the sales pricing.

To access the view you want, select one of the following in the Create Quotation: Initial Screen or Sales Price Billing: Initial Screen :

Create new sales pricing

Access sales pricing

  • If you want the system to display the quotation document for further processing once it has been created (by means of Create quotation ), select the indicator Show quotation doc. after saving .

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

Resource-Related Billing

  • You can choose between the sales price view or the expenditure view as the initial view for the sales pricing.

To access the view you want, select in the Create Billing Request: Initial Screen .

  • If you want the system to display the billing request for further processing once it has been created (by means of Billing Request ), select the indicator Show billing request after saving .

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.

  • Sales price basis view/expenditure view

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.

  • Sales price view

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

  • You can choose the currency in which the system displays the sales price basis/expenditure items. You can choose between controlling area currency, object currency, and transaction currency. This setting does not affect the currency transferred to the quotation/billing request.

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 Start of the navigation path Controlling Next navigation step General Controlling Next navigation step Maintain Controlling Area End of the navigation path ) .

  • If you select the indicator Only dynamic items will accept input , it will only be possible to enter values for the dynamic items.

  • Selecting the Block in manual input indicator ensures that values changed manually can be overwritten.

The following indicator can only be found in Resource-Related Billing:

  • With the indicator Only display open items, you define that the system only displays the dynamic items whose total amount has not yet been fully transferred to a billing request. (The value in the column Open amount is not 0).

If the indicator has not been set, then all dynamic items are displayed.

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.

  • You can use any combination of posting period, material number, and material description as the description in a dynamic item.

  • You can use the short or long description of an object as its description in the DIP.

  • You can use an abbreviation and/or the short/long description of a characteristic as the label for that characteristic.

Note Note

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.

End of the note.

Activities

  • Depending on which component and process you are using, choose one of the following menu paths:

Sales Pricing or Quotation Creation

Components

Menu Path

CS

Start of the navigation path Logistics Next navigation step Customer Service Next navigation step Service Processing Next navigation step Order Next navigation step Service Order Next navigation step Create Quotation End of the navigation path

Project System (PS)

Start of the navigation path Logistics Next navigation step or Accounting Next navigation step Project System Next navigation step Financials Next navigation step Planning Next navigation step Sales Pricing. End of the navigation path

Resource-Related Billing

Components

Menu Path

SD

Start of the navigation path Logistics Next navigation step Sales and Distribution Next navigation step Sales Next navigation step Order Next navigation step Subsequent Functions Next navigation step Resource-Related Billing Document End of the navigation path

CS

Start of the navigation path Logistics Next navigation step Customer Service Next navigation step Service Processing Next navigation step Completion Next navigation step Create Billing Request Next navigation step Individual Processing. End of the navigation path

Project System (PS)

Start of the navigation path Logistics Next navigation step Sales and Distribution Next navigation step Sales Next navigation step Order Next navigation step Subsequent Functions Next navigation step Resource-Related Billing Document End of the navigation path

  • Choose Start of the navigation path Extras Next navigation step Settings Next navigation step End of the navigation path

The Settings dialog box appears.

  • Select the tab page indicators described above as required.

  • Choose to save the settings for the duration of your processing work.

  • Choose to save the data in the database.