Choose
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
)
.
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
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.
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 |
|
Project System (PS) |
|
Resource-Related Billing
Components |
Menu Path |
SD |
|
CS |
|
Project System (PS) |
|
Choose
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.