Processing the Sales Price View
Use
The sales price view shows the sales price basis items combined by SD item and sorted, thus reflecting the customer view. The system calculates the prices for the items using
SD pricing.In the sales price view, you can edit the line items or header items in the sales pricing, with the help of the
SD conditions . Changes in the header item are automatically passed on to the line items.The sales price view is comprised of an overview tree and a table:
You can process the items for quotation creation or sales pricing in the
Sales Price Basis and switch back and forth between the sales price basis and the sales price view 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 |
Open and close hierarchy nodes |
Click 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 objects in table |
Double-click object description |
The hierarchy node and its direct successors are displayed in the table. |
Processing Options in the Table
Function |
Procedure |
What You Should Know |
Display detailed information |
Select line in table and choose . |
The system displays the detailed information in a dialog box. |
Enter conditions for price determination |
Use the input help in the Condition type column to choose conditions. |
Choose a condition type and enter the appropriate value. The system updates the price automatically. See also: Condition Maintenance |
Display condition records |
Select a condition record and choose Condition record. |
The system displays the detailed information for the condition type selected. Choose to return to the sales price view. |
Update prices |
Choose Update. |
You can choose to update all of pricing or only some of it (for example, by determining new rebate conditions). See also: Implementing a New Pricing Procedure |
Display pricing log |
Choose Analysis. |
A detailed log appears. Choose to return to the sales price view. See also: Pricing Information and Analysis |
Processing Options Using the Menu Bar
Function |
Procedure |
What You Should Know |
Switch to the sales price basis |
Choose Sales price basis. |
The system displays the sales price basis. |
Save sales pricing in a document |
Choose . |
The system saves the sales pricing in a document. You can process the document again later. |
Generate quotation |
Choose Quotation. |
A quotation is generated in SD. |
Create billing plan |
Choose 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