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Procedure documentation Processing the Sales Price Basis Locate the document in its SAP Library structure

Use

The sales price basis view shows the planned costs from the service order or project as summarized using the Structure linkDynamic Item Processor (DI processor). The summarized planned costs, called "dynamic items", make up the items in the sales price basis.

In this view, you determine whether the system should copy all, some, or none of the planned costs into quotation creation or sales pricing.

The sales price basis screen is comprised of an overview tree and a table:

You can process the items for quotation creation or sales pricing in the sales price view and switch back and forth between the sales price view and the sales price basis at any time.

Procedure

The following tables contain information on the processing options:

Processing Options in the Overview Tree

Function

Procedure

What You Should Know

Change hierarchy in the structure

Edit ® Change hierarchy

You can change the hierarchy at any time, and display the new hierarchy immediately.

These settings override the structure settings you made for a characteristic in the DIP profile.

Open and close hierarchy nodes

Click This graphic is explained in the accompanying text once

Opening and closing hierarchy nodes gives you an overview of the dynamic items and their assignment within the project structure or the service order.

Display detailed information for objects

Double click the symbol in front of the object

Detailed information display

Choose This graphic is explained in the accompanying text to return to the sales price basis.

Display objects in table

Double-click object description

The hierarchy node and its direct successors are displayed in the table.

Lock values

Set This graphic is explained in the accompanying text Locked indicator

You stipulate (for a node and/or its subordinate objects) that the values from the hierarchy node or the objects should be copied to quotation creation or sales pricing unchanged.

Display processing status

This graphic is explained in the accompanying text  Completely

This graphic is explained in the accompanying text  Partly

This graphic is explained in the accompanying text  Not at all

The status symbols show whether or to what extent the system copies the original amount for an item to quotation creation or sales pricing.

 

Processing Options in the Table

Function

Procedure

What You Should Know

Process values

Process values in the Amount, Quantity, or Percent tab pages.

You stipulate whether the system should copy some, all, or none of the original amount for an item into quotation creation or sales pricing.

The symbols in the Status column change accordingly (see table above).

Lock values

Set This graphic is explained in the accompanying text Locked indicator

You stipulate (for a node and/or its subordinate objects) that the values from the hierarchy node or the objects should be copied to the calculation unchanged.

Display detailed information

Double-click table line

Detailed information display

Choose This graphic is explained in the accompanying text to return to the sales price basis.

 

Processing Options Using the Menu Bar

Function

Procedure

What You Should Know

Hide/show structure tree

Choose This graphic is explained in the accompanying text.

The structure tree is hidden and the systems expands the table to fill the whole screen.

Choose This graphic is explained in the accompanying text to display the structure tree again.

Switch to the sales price view

Choose This graphic is explained in the accompanying text Sales Price.

The system displays the sales price view

Save sales pricing in a document

Choose This graphic is explained in the accompanying text.

The system saves the sales pricing in a document. You can process the document again later.

Generate quotation

Choose This graphic is explained in the accompanying text Quotation.

A quotation is generated in SD.

Create billing plan

Choose This graphic is explained in the accompanying text Billing plan.

This function is only available in the Project System.

You use the planned values from your sales pricing to create a billing plan. The system records the values from the billing plan as planned revenues in the project.

 

See also:

Settings: Sales Pricing and Billing

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