Sales Pricing for Customer Inquiries Assigned to Projects (SAP Library

Sales Pricing for Customer Inquiries Assigned to Projects

Purpose

You have created a project in response to a customer inquiry and now want to use sales pricing to calculate the project 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.

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

For more information, see Recording Planned Revenues.

Use project planning as the basis for creating a detailed quotation in SD

For more information, see Creating Quotations for Customer Projects.

Integration

To carry out sales pricing for a customer inquiry assigned to a project, you must have the SD application component.

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 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 relevant 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.

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.

Additional Prerequisites

Costs in the project are planned per 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

Choose Logistics or Accounting ® Project System ® Controlling ® Planning ® Sales Pricing, and enter a project definition, WBS element, inquiry, or inquiry item as a selection criterion

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 profile 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, which shows the internal view of the sales pricing

Sales price view, which shows the customer view of the sales pricing

The following processing options are available:

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 pricing 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 to create a quotation in SD.