Maintaining Condition Records 

  1. Access to navigation tree

You can get to the access for the new maintenance screen (from Release 4.6A) via the navigation menu.

Choose Sales and Distribution ® Master data ® Conditions

The following new transactions are offered:

Create conditions (transaction VK31)

Create conditions with reference (transaction VK34)

Change conditions (VK32)

Display conditions (VK33)

 Maintenance with entry via the condition type can be reached via: Sales and distribution ® Master data ® Selection using the condition type

2. Selecting required pricing report

If you now select one of the transactions, for example, creating conditions with reference, you will reach the navigation tree, where you can choose from 18 pricing reports for selecting and maintaining condition records. At the focus point is one of the first pricing reports described for maintaining conditions.

Pricing reports for maintaining conditions (applies to condition types and condition tables)

Maintaining conditions uses the following new pricing reports. Their pre-defined selection does not specify a condition type:

Condition table 030 (customer/material group)

Condition table 305 (Customer/material with release status)

Condition table 307 (Customer with release status)

Condition table 004 (material)

Condition table 304 (Material with release status)

Condition table 064 (customer hierarchy)

Condition table 065 (customer hierarchy/material)

By using the right mouse button, you can get information on the structure of a pricing report and the condition tables used.

Using the right mousebutton or by double clicking, you can select a pricing report.

The previous options from condition maintenance have been integrated into the new maintenance. But you can also take away the proposed condition type here, to enable both condition type and condition table maintenance. The following condition tables are available:

Pricing reports for maintaining prices:

Condition table 004 (material)

Condition table 304 (Material with release status)

Condition table 006 (price list type/currency/material)

Condition table 306 (price list type/currency/material with release status)

Condition table 005 (customer/material)

Condition table 305 (Customer/material with release status)

Pricing reports for maintaining discounts and surcharges:

Condition table 007 (Division/customer)

Condition table 307 (Customer with release status)

Condition table 004 (material)

Condition table 304 (Material with release status)

Condition table 020 (Division/price group)

Condition table 029 (material group)

Condition table 005 (customer/material)

Condition table 305 (Customer/material with release status)

Condition table 030 (customer/material group)

Condition table 032 (price group/material)

Condition table 031 (price group/material group)

Pricing reports for maintaining freights:

Condition table 033 (Incoterms)

Condition table 034 (Incoterms Part 1 + 2)

Pricing reports for maintaining taxes:

Condition table 024 (Domestic taxes)

Condition table 011 (Export taxes)

Condition table 040 (Country/state/customer classification 1/Material classification 1)

Condition table 078 (Country of departure/destination country)

Condition table 002 (Domestic taxes)

  1. Complete selection screen
  2. You reach a selection screen, in which you can enter concrete selection criteria, for example, the number of customers or materials.

    You have the option of executing the selection screen without displaying it, possibly even with a pre-assigned selection variant (see Unit Customer-specific Enhancements)

  3. Condition maintenance in condition overview screen

You must differentiate in the maintenance between the overview screen and the fast entry screen. You reach the overview screen described below first. It can be used to maintain conditions for Changing conditions and Creating with reference (also for displaying, which will no longer be taken into consideration in the condition maintenance description) You must decide on one of the pre-assigned condition tables in the overview screen for Creating conditions. Click on the icon for creating next to the short description for the condition table fields (highlighted). You then reach the fast entry screen, which will also be described.

Note that when creating with reference, new records are always created. Therefore the entrant and the date of entry is continuously reset. If you have selected more condition records than those you wanted to create, you can delete these condition records from the selection. However if you are in ‘Change’ and you delete from the list, this means that the record is completely deleted.

 

After carrying out the selection you can use the transaction VK32 (Change Condition) to reach the conditions overview screen. This contains a list of the condition records to be maintained. In the list header a maximum of three fields are displayed, which are the same for all records, for example, sales organization. The list shows a group of condition records for every condition table. The heading for each group of conditions is the same as the heading for the field descriptions of the condition tables and is highlighted.

All of the price maintenance options are available. New developments in condition maintenance:

All fields

Value limits for pricing

Validity period

Condition rate

Planned data

Tax data

Control data

Management data

Term of payment

 You can define your own screen variants. The next unit Customer-specific Enhancements describes how to maintain new screen variants.

Validity Periods

Scales

Condition texts

Key

Pricing simulation

You can use the pricing simulation to estimate the results of a price change. You can choose several conditions and change them. Then before you save the changes, you can simulate pricing, which then displays the effects of the changes. A billing document is simulated for a customer and a material. As a result you receive a comparison of the old and new net value. You can also compare the old profit margin (net price minus cost price) with the new profit margin.

  1. Initial creation of conditions in the fast entry screen

If you want to create conditions, choose the creation icons in the overview screen, relating to a condition table. You now reach the fast entry screen.

The fast entry screen enables the initial creation of conditions. This can still only be carried out for one condition table. If however, condition types have the same condition table, you can maintain condition records for different condition types.