Settings: Sales Pricing and Billing
Features
Choose Extras ® Settings to access four tab pages where you can enter the settings described below.
You can do the following with your settings:
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 PageSales Pricing or Quotation Creation
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 do not select this indicator, the system simply displays a message, confirming that the quotation has been created.
Resource-Related Billing
To access the view you want, select in the Create Billing Request: Initial Screen.
If you do not select this indicator, the system simply displays a message, confirming that the billing request has been created.
Structure Tree
Tab PageHere, you determine how the two screen areas (table and structure tree) are arranged in the two views.
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.
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 PageThe 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 Controlling ® General Controlling ® Maintain Controlling Area).
The following indicator can only be found in Resource-Related Billing:
If the indicator has not been set, then all dynamic items are displayed.
Description
Tab PageThe 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.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.
Activities
Sales Pricing or Quotation Creation
Components |
Menu Path |
CS |
Logistics ® Customer Service ® Service Processing ® Order ® Service Order ® Create Quotation |
Project System (PS) |
Logistics or Accounting ® Project System ® Financials ® Planning ® Sales Pricing. |
Resource-Related Billing
Components |
Menu Path |
SD |
Logistics ® Sales and Distribution ® Sales ® Order ® Subsequent Functions ® Resource-Related Billing Document |
CS |
Logistics ® Customer Service ® Service Processing ® Completion ® Create Billing Request ® Individual Processing. |
Project System (PS) |
Logistics ® Sales and Distribution ® Sales ® Order ® Subsequent Functions ® Resource-Related Billing Document |
The Settings dialog box appears.