Sales Pricing Process (PS) (SAP Library)

Sales Pricing Process (PS)

Purpose

A customer project is usually a one-time activity, specific to a particular customer. The uniqueness of such projects means that, in many cases, you cannot use standard prices to calculate the sales price. Where this happens, the plan data from the project forms the basis for calculating the price.

As part of this process, you can:

Determine the sales price for a customer project on the basis of the project plan data and with the help of the pricing tool in the Sales and Distribution (SD) application component

In the process, you can generate as many sales pricings as you want and save them in documents, without generating a quotation.

For more information, see Sales Pricing Options.

Use a billing plan to update the sales price calculated to the project as planned revenue

In releases before 4.6A, the system added the values from the sales document assigned to the project to the values from the billing plan.

Now the system only records the values from the billing plan, if there is one.

For more information, see Recording Planned Revenues.

Use project planning as the basis for creating a detailed quotation in SD for a customer inquiry assigned to a project

For more information, see Creating Quotations for Customer Projects.

Integration

You can only use this component in conjunction with SD because a customer inquiry assigned to the project must exist before you can carry out sales pricing.

You link the customer inquiry in SD to the Project System by assigning one or more inquiry items to a WBS element (billing element or account assignment element). The inquiry then supplies the SD data needed for the sales pricing.

When you assign an account assignment element to an inquiry item, the system determines the appropriate billing element within the project. The billing element and the WBS elements subordinate to it (which are not flagged as billing elements) make up the billing structure, together with the activities and inquiries.

This means that, regardless of whether you have assigned the inquiry item to a billing element or account assignment element, the system includes the whole billing structure in the sales pricing.

Prerequisites

Customizing in SD

You have created a customer inquiry assigned to the project (in SD)

To this end, you go to the Account Assignment tab page and enter the WBS element you want to assign to the inquiry item.

The inquiry item then supplies the SD data needed for the sales pricing.

You must maintain a dynamic item processor profile (DIP profile) in the inquiry.

To this end, you go to the Sales B tab page in the inquiry item and enter the profile.

In the inquiry item, you have defined a material that permits assignment to a project.

For more information on Project System customizing, go to the Project System IMG and choose Revenues and Earnings ® Integration with SD Documents ® Assign Sales Orders to Project Account.

Customizing in PS

You have defined a DIP profile.

In the planning profile, you have stipulate whether the system records the planned revenue from the inquiry item in the billing element.

If you have not assigned a billing element to the inquiry item, the system records the planned revenue in the billing element higher up in the hierarchy.

You must choose an account assignment category that allows project account assignment.

If you want to maintain your own conditions for creating quotations, you must assign the conditions you maintain to the sales document type.

Additional Prerequisites

Cost in the project are planned by cost element.

If you want to differentiate the planned costs (totals records) by material, you must set the material origin indicator in the Costing 1 tab page when you create the material.

If you also want to display the quantity for the material, you must set the With quantity structure indicator in the Costing 1 tab page when you create the material.

Process Flow

To create a detailed sales pricing based on plan date in the project, access sales pricing and enter, at your option, a project definition, WBS element, inquiry, or inquiry item.

For more information, see Selection Criteria.

You can create a new sales pricing or edit an existing one.

When you create a sales pricing, the following occurs:

Starting from the costs planned by cost element, the system uses the DIP processor profile (see prerequisites) to determine the items in the sales price basis. The items in the sales price basis are designated as dynamic items.

The system sorts the dynamic items according to the SD document items and determines the sales price using SD Price Determination.

The system uses the document category from the DIP profile to determine the pricing procedure. Other necessary data for the pricing procedure, such as the sold-to party, is defined in the inquiry.

You can choose between the following views for processing:

Sales price basis

Sales price view

You can process the costing data in both views and switch between the views at any time.

Now choose one of the following steps:

Save the document for further processing
Copy the sales price to the billing plan for the WBS element, where it then acts as planned revenue

The sales price is entered in the billing plan as the target value. You can distribute this target value to different dates manually.

If the sales price is changed later, the system does not automatically copy the change to the billing plan.

Create a quotation

The graphic below illustrates the sales pricing process:

Result

The system saves the sales price calculated on the basis of the plan data in a document.

If you have adopted the sales price as the target value in the billing plan, the system uses the billing plan to record the sales price as planned revenue in the project.

If you have saved a sales price as a document, you can use it to create a quotation in SD.