Sales Pricing for Project Assigned Customer Inquiries
You create a project based on at customer inquiry, and you want to determine the sales price for this project using sales pricing. The price calculation is based on the plan data from the project.
In this process you can:
Determine the sales price for a customer project on the basis of the plan data in the project, with the help of the pricing function in Sales and Distribution SD.
You can create any number of sales price calculations and save them in documents, without creating a quotation.
The system records the calculated sales price as planned revenues in the project, using a billing plan.
For more information, read
Create a detailed quotation based on project planning in Sales and Distribution (SD).
For more information, see
If you wish to carry out sales pricing for a project with a customer inquiry, then you are also currently using Sales and Distribution (SD).
To link the sales order in SD with the Project System, assign one or more sales order items to a WBS element (billing element or account assignment element). The inquiry item then supplies the SD data needed by the sales pricing.
If you assign an account assignment element to an inquiry item, the system determines the relevant billing element in the project. The billing element, along with the WBS elements subordinate to it (which are not billing elements), activities, and orders, makes up the billing structure.
Regardless of whether you assign the inquiry item to a billing element or account assignment element, the system considers the whole billing structure when carrying out sales pricing.
Settings in Project System (PS):
If you have not assigned a billing element to the sales document item, the system records the planned revenue in the superior billing element in the hierarchy.
For revenues from SD documents to be assigned to a project, choose an account assignment category in Customizing that allows assignment to a project.
Settings in Sales and Distribution (SD)
To do this, define the WBS element to be account assigned to the sales document item on the Account Assignment tab page.
The system uses the inquiry item to determine the SD data for the sales pricing.
To do this, define a Dynamic Item Processor profile (DIP profile) in the tab strip Sales B for the sales document item.
For more information, see Customizing for the Project System under Revenues and Earnings ® Integration with SD Documents ® Assign Sales Orders to Project Account.
For more information, seeSelection Criteria.
When you create a new sales pricing calculation, the system reacts as follows:
To this end, it uses the document category (from the DIP profile) to determine the pricing procedure. Further data required for the price determination, such as the ordering party, is defined in the inquiry.
In this view you see the planned values of your project corresponding to the project structure and you decide whether a planned value should be included in the calculation – entirely, only up to a certain percent, or not at all.Sales price view, which displays the customer view of the calculation
In this view, the planned values are order and grouped together according to the item in the quotation.
The sales price is entered in the billing plan as the target value. You can distribute the target value manually to various dates.
If the sales price is changed later, the system does not automatically copy the change to the billing plan.
The graphic below illustrates the sales pricing process:
The system saves the sales price in a document.
If you have adopted the sales price as the target value in the billing plan, the system records the sales price as planned revenue in the project.
If you have saved a sales price as a document, you can use it tocreate a quotation in SD.