Entering content frameProcedure documentation Editing the Sales Price View

Use

You can edit the items in resource-related billing in the following views:

You can switch between the views at any time.

This sales price view shows the items from the expenditure view, sorted and combined per SD items. The prices for the items are calculated using Structure link SD pricing.

In the sales price view, you can edit individual or header items from resource-related billing, with the help of Structure link SD conditions. If you make changes in the header item, the system automatically copies them to the line items.

The screen for the sales price view is comprised of an overview tree and a table.

Procedure

The tables below contain information on the processing options:

Processing Options in the Overview Tree

Function

Procedure

Result

Open and close hierarchy nodes

Click This graphic is explained in the accompanying text once.

Opening and closing hierarchy nodes gives you on overview of the dynamic items and their assignments within the project structure, or of the sales/service order.

Display objects in table

Double click the object description

The hierarchy node and its direct successors are displayed in the table.

 

Processing Options in the Table

Function

Procedure

Result

Display detailed information

Select a line in the table and choose This graphic is explained in the accompanying text.

The system displays detailed information in a dialog box.

Enter conditions for pricing

Use the Condition type table column to choose conditions

You choose a condition type and enter the appropriate value. The system updates the price automatically.

See also:

Structure link Maintaining Conditions

Display condition records

Select a condition record and choose This graphic is explained in the accompanying text Condition Record.

The system displays the detailed information for the selected condition type.

Choose This graphic is explained in the accompanying text to return to the sales price view.

Update prices

Choose This graphic is explained in the accompanying text Update.

You can stipulate that the system updates all of pricing or only part of it by, for example, recalculating the rebate conditions.

See also:

Structure link Repeating Pricing

Display pricing log

Choose This graphic is explained in the accompanying text Analysis.

The system displays a detailed log of pricing.

Choose This graphic is explained in the accompanying text to return to the sales price view.

See also:

Structure link Analyzing Pricing and Conditions

 

Processing Options Using the Menu Bar

Function

Procedure

Result

Switch to the expenditure view

Choose This graphic is explained in the accompanying text Expenditure.

The system displays the expenditure view

Save billing request in a document

Choose This graphic is explained in the accompanying text.

The system saves the billing request in a document. You can edit the document later.

Generate billing request

Choose This graphic is explained in the accompanying text Billing Request.

You generate a billing document in the Sales and Distribution (SD) component.

 

See also:

Structure link Settings: Sales Pricing and Billing

 

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