Sales Pricing / Creating an SD Quotation 

Use

As a rule, you usually perform a one-off, customer-specific service in a customer project. Due to the uniqueness of the project, you can rarely use standard prices to determine the sales price. You can determine a sales price on the basis of the planning data in the project and SD pricing.

The system compresses the planned costs in the sales price calculation to dynamic items according to cost types and uses material determination for the dynamic item processor profile to change these in key form to SD items.

This view of the sales price basis uses the dynamic item processor to display compressed planned costs from the billing structure, the so-called sales price basis items. You can process the sales price basis items (dynamic items) in this view and accept the sales price determination completely, partly or not at all.

SD pricing is used to calculate the sales price. You can use SD conditions to help you process the individual or header items in the sales price calculation. You enter a risk and gain surcharge to determine the sales price.

You can find further information in the SAP Library under Logistics ® Project System ® Revenues and Earnings ® Sales Pricing and Quotation Creation ® Sales Pricing in the Project System.

Prerequisites

The sales document type ZEC2 (IECPP: quotation) must have been maintained in Customizing for Sales and Distribution.

A dynamic item processor profile (DIP profile) must have been maintained in the customer inquiry. Dynamic item processor profile (DIP profile) ZECPP01 (IECPP: quotation for power plant) has been entered for this purpose in Customizing for Project System.

For the purpose of controlling quotation creation, this DIP profile must have been entered on the Sales B tab page of the item detail view in the SD order.

The following settings have been made in Customizing for Sales and Distribution:

The following materials have been entered in the material master record:

A customer inquiry with at least one item that has been maintained and assigned to a billing element must exist. The system determines the SD data for sales pricing from this inquiry item.

Cost element group EC_SALARY must have been maintained in Customizing for Project System.

You have planned costs (in concordance with cost elements) for your project.

Procedure

  1. Call up the transaction as follows:
    2.

    Menu Path

    From the Project System node, choose Financials ® Planning ® Sales Pricing

    Transaction Code

    DP81

  2. Enter the following data:
    3.

    Field

    Data

    Project definition

    A-20###

    Additional selection criteria

    Delete

    Version

    Delete entry SIM20###

  3. Choose Sales pricing.
  4. Choose .

    5. The cost structure for the project is displayed in the upper part of the sales pricing screen. Settings to determine how the cost structure is displayed (3 levels in the project structure with cost element groups below) are made in the DIP profile.

  5. To copy the object descriptions to the item overview, choose Extras ® Settings.
  6. Choose the Description tab page and then the Object tab page, select the option Description and choose .
  7. Double-click on the object description Power plant.

The planned costs are distributed to the sales materials in the lower part of the screen.

Processing the Sales Price View

  1. Choose Sales price.

    2. The sales price basis is converted to the order items. This takes place in accordance with the settings in the DIP profile.

  2. To display the order items, choose .
  3. If you double-click on PS: Quotation, the pricing procedure that you can process appears in the lower part of the screen.
  4. Enter the following data for the risk and profit surcharge:
    5.

    CnTy

    Rate

    ZEC3 (IECPP: risk)

    5

    ZEC4 (IECPP: profit)

    3

  5. Choose .

Creating a Quotation

  1. Choose Quotation.
  2. Choose Yes in the Create Quotation dialog box.
  3. Enter the following data:
    4.

    Field

    Data

    SPc short text

    Quotation IECPP

  4. Choose .

    5. The Change Quotation: Overview screen appears.

  5. Enter the following data for the quotation deadline:
    6.

    Field

    Data

    Valid to

    Today’s date +6 months

    Purch. order no.

    A-20###

  6. Choose .
  7. Note the number of the quotation.

Result

You have created a quotation based on the planning data in the project. You can send this quotation to your customer.