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Procedure documentation Sales Pricing Options Locate the document in its SAP Library structure

Use

You can use the sales pricing to calculate the sales price for a customer inquiry regarding a product or service. You save the result in a document. You can run as many sales pricings as you wish and compare the results.

As a rule, you use one of your sales pricings to create a quotation.

Prerequisites

For information on the prerequisites, see:

Quotation Creation Process (CS)

Sales Pricing for Customer Inquiries Assigned to Projects or Sales Pricing in the Project Builder

Procedure

  1. Choose the appropriate menu path:
    2.

    Components

    Menu Path

    Screen

    CS

    Logistics ® Customer Service ® Service Processing ® Order ® Service Order ® Create Quotation

    This brings you to the screen Create Quotation: Initial Screen.

    PS

    Logistics or Accounting ® Project System ® Financials ® Planning ® Sales Pricing.

    This brings you to the screen Sales Pricing: Initial Screen.

  2. Specify the appropriate selection criteria:
    3.

    Components

    What You Should Know

    CS

    No special notes

    PS

    See Selection Criteria.

  3. If required, overwrite the pricing date defaulted by the system (today's date). The date you enter is then binding for all the items in the sales pricing.
  4. In the Project System, you can also use the planned costs from a simulation version for the sales pricing. To do this, enter the appropriate simulation version.

    5. Note

    Note that the project and the billing WBS element must both be operative, but must not have been released.

  5. If you want to use your own settings to process the sales pricing, choose Extras ® Settings….

    6. There, for example, you can determine how the screen areas are divided or stipulate to which of the two processing views you want to branch when creating a new sales pricing. If you do not require any user-specific settings, use the settings in the Standard System.

    For information on settings, see Settings: Sales Pricing and Billing

  6. Once you have specified your selection criteria and decided on the settings, you have the following options for further processing:

Pushbutton

Function

This graphic is explained in the accompanying text Sales price basis

This view shows the planned costs from the service order billing structure, summarized using the Structure linkdynamic item processor . These are the sales price basis items. The summarized planned costs, called "dynamic items", make up the items in the sales price basis.

In this view, you can edit the sales price basis items (dynamic items) and include some, all, or none of them in the sales price calculation.

For more information, see Sales Price Basis .

This graphic is explained in the accompanying text Sales price

This view shows the sales price basis dynamic items combined by SD item and sorted. The prices are calculated using SD price determination.

In the sales price view, you can edit the line items or header items in the sales pricing, with the help of the conditions in SD.

For more information, see Sales Price View.

This graphic is explained in the accompanying text Create new sales pricing

The system creates a new sales pricing. Any existing sales pricings are ignored.

Depending on the settings you entered under Extras ® Settings, you jump to the sales price basis view or the sales price view.

This graphic is explained in the accompanying text Create quotation

The system carries out the sales pricing and generates a quotation.

If you have selected the Show quotation doc. after saving indicator in the General tab page (by choosing Extras ® Settings), the quotation document is shown in change mode after you create it.

If you do not select the Display quotation doc. after saving indicator, the system simply displays a message that the quotation has been created.

See also:

Quotation Creation (CS)

Creating Quotations for Customer Projects

This graphic is explained in the accompanying text Access sales pricing

The system accesses an existing sales pricing.

The system may ask you to select a sales pricing from those already created.

Depending on the settings you entered under Extras ® Settings, you jump to the sales price basis view or the sales price view.

This graphic is explained in the accompanying text Save

This function is only available in the Project System.

The system creates a sales pricing and saves it.

If a sales pricing already exists, the system overwrites it.

If there are several, the system asks you to select one, which it then overwrites.

The system confirms that the sales pricing has been saved.

 

 

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