Sales Pricing for cProjects 

Use

This function calculates the sales price and displays the items that flow into the price. You can add conditions (surcharges and discounts) and change individual prices. You can generate a quotation by transferring the items and prices.

Integration

This function is accessed from an ad hoc cost estimate for a simulation or operational project (before transfer).

Prerequisites

●     In Customizing for Collaboration Projects under Connection to External Systems → Accounting Integration → Make General Settings, you have selected the revenue calculation type Use Sales Pricing in SAP ERP for the project type that you are using for the simulation or project.

●     You have defined a dynamic item processor profile (DIP profile) with the source Easy Cost Planning in Customizing for the Project System under Revenues and Earnings → Integration with SD Documents → Creating Quotations and Project Billing → Maintain Profiles for Quotations and Billing. This enables the system to use the data from Easy Cost Planning for sales pricing.

●     You have entered this DIP profile in the item of the SD document (customer inquiry or quotation) for which you have created an object link in the simulation or operational project.

●     The Revenues from Sales Pricing indicator is selected in the header data of the ad hoc cost estimate under Valuation.

Features

The sales pricing function calculates the sales price:

●     Based on the quantity structure of the planning data from cProjects that was valuated with Easy Cost Planning (ECP)

●     Based on the settings in the DIP profile

●     Using the pricing functionality in the Sales and Distribution component (SD)

Starting with the planned costs, the system finds the items of the sales price basis using the DIP profile. The items of the sales price basis are called dynamic items. The system sorts the dynamic items based on the SD line items and determines the sales price with SD pricing. The system finds the costing sheet based on the document category (from the DIP profile). Additional data for pricing (such as the sold-to party) is located in the SD document.

If the material specified in the dynamic item processor profile carries a quantity, the system can only determine the quantity for the material from project planning if the quantities are convertible.

The system takes the currency for the individual items in the dynamic item processor from the SD document.

Under Extras → Settings you can specify whether the controlling area currency, object currency, or transaction currency is relevant for the individual items.

Conversion into the SD currency is based on the exchange rate of the price date from the SD document.

If the currency of the customers changes, conversion only takes place after you have called up sales pricing again and saved it.

Two views are available:

●     Sales price basis view, which is the internal view of pricing

This view displays the planned values by the items in the SD document. You can control whether a planned value is used in pricing in full, only at a certain percentage, or not at all.

Do not make any changes here because they would not be transferred into the simulation or project.

●     Sales price view, which is the customer view of pricing

In this view, the planned values are organized based on the structure in the quotation. If you have entered values in the fields Grouping or Search Field in cProjects, your selected materials are displayed that the DIP derived from your entries, plus the materials that were found by Easy Cost Planning.

Changes that you make here are transferred into the quotation and Easy Cost Planning, and are displayed in cProjects.

It is not possible to save the sales pricing results in a document for cProjects.

Activities

You are in the ac hoc cost estimate.

       1.      Choose Sales Pricing.

Depending on the settings, the sales price basis view or the sales price view is displayed. See also the information on sales pricing available under Settings: Sales Pricing and Billing.

       2.      If you are not in the sales price view, choose Sales Price.

The sales price view is displayed.

You can make changes and create a quotation. To do this, choose  Quotation.