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Process documentationDetermination and Distribution of Pricing Criteria

 

You can use this process to periodically determine for master contracts for the determination of pricing criteria, if and to what extent, master contract holders meet the conditions for receiving preferential conditions.

To do this, the report Determine and Distribute Pricing Criteria determines the benefit criterion and benefit level in all due master contracts for the determination of pricing criteria. Then the system automatically updates the pricing criteria of the account and master contracts of all business partners that are stored in a beneficiary role in a master contract for the determination of pricing criteria.

Process Combinations

Note Note

You can combine this process with other processes in Master Contract Management. For an overview of all combination options, see Master Contract Management (FS-MCM).

End of the note.

Prerequisites

Settings in Customizing for Master Contract Management

  • For the master contract for the determination of pricing criteria, you have chosen Start of the navigation path Product Management Next navigation step Product Definition Next navigation step Master Contract Products End of the navigation path and created a new master contract product for which the feature attribute Determination of Pricing Criteria is activated and the field attributes below it are defined.

  • If you wish to define master contracts as beneficiary contracts, you have created a new master contract product for which the Pricing Criteria Determined attribute is activated and the field attributes below it are defined.

  • You have chosen Start of the navigation path Master Contract Applications Next navigation step Pricing Criteria Determined Next navigation step Define Benefit Levels End of the navigation path and defined benefit levels.

  • You have chosen Start of the navigation path Master Contract Applications Next navigation step Determination of Pricing Criteria Next navigation step Business Add-Ins (BAdIs) End of the navigation path and implemented the BAdI definition BAdI: Definition of Pricing Criteria.

  • You have chosen Start of the navigation path Master Contract Applications Next navigation step Pricing Criteria Determined End of the navigation path and implemented the BAdI definition BAdI: Definition of Pricing Criteria to Use.

  • You have chosen Start of the navigation path Master Contract Applications Next navigation step Pricing Criteria Determined Next navigation step Business Add-Ins (BAdIs) End of the navigation path and activated the implementation of the BAdI definition BAdI: Definition of the Master Contracts for the Determination of Pricing Criteria.

  • You have chosen Start of the navigation path Master Contract Applications Next navigation step Determination of Pricing Criteria Next navigation step Business Add-Ins (BAdIs) End of the navigation path and activated the implementation of the BAdI definition BAdI: Transfer Changed Pricing Criteria to Internal Systems.

  • If you wish to transfer changed pricing criteria to beneficiary contracts in external systems, you have chosen Start of the navigation path Master Contract Applications Next navigation step Determination of Pricing Criteria Next navigation step Business Add-Ins (BAdIs) End of the navigation path and implemented the BAdI definition BAdI: Transfer Changed Pricing Criteria to External Systems.

    In addition, you have made all necessary settings in Customizing for Master Contract Management (FS-MCM) under Start of the navigation path Communication with Logical Systems Next navigation step Account End of the navigation path.

  • If you want to check the use of the business partners in multiple master contracts for the determination of pricing criteria, you have chosen Start of the navigation path Master Contract Applications Next navigation step Determination of Pricing Criteria Next navigation step Business Add-Ins (BAdIs) End of the navigation path and implemented the BAdI definition BAdI: Customer-Specific Cross-Checks.

Settings in Customizing for Account Management

  • If you wish to define account contracts as beneficiary contracts, in Customizing for Account Management you have chosen Start of the navigation path Product Management Next navigation step Product Definition Next navigation step Account Products End of the navigation path and created a new account product for which the Pricing Criteria Determined attribute is activated and the field attributes below it are defined.

  • You have chosen Start of the navigation path Product Management Next navigation step Pricing Criteria Determined End of the navigation path and implemented the BAdI definition BAdI: Definition of Pricing Criteria to Use.

  • If you wish to transfer changed pricing criteria to beneficiary contracts in external systems, you have also made all necessary setting in Customizing for Account Management (FS-AM) under Start of the navigation path Communication with Logical Systems Next navigation step Accounts End of the navigation path and Start of the navigation path Communication with Logical Systems Next navigation step Master Contract End of the navigation path.

Settings in Customizing for Business Partner

  • If you wish to define other business partners as beneficiaries for pricing, ensure that in Customizing for SAP Business Partner under Start of the navigation path General Settings Next navigation step Business Partner Next navigation step Define Business Partner Roles End of the navigation path, a business partner role has been created with the business partner role category BCA100 Beneficiary for Pricing.

    For more information about business partners, see SAP Business Partner for Financial Services.

Process

Master Data

Create master contract for the determination of pricing criteria:

  1. Create a master contract for the determination of pricing criteria on the basis of a master contract product that meets the above-mentioned requirements.

    For more information, see Creating Master Contracts.

  2. On the Determination of Pricing Criteria tab page, define the data for the determination of pricing criteria, such as qualifying period and time periods.

    For more information, see Editing Determination of Pricing Criteria.

  3. If you wish to define other business partners as beneficiaries for pricing, on the Business Partner tab page, specify other business partners with the business partner role category BCA100 Beneficiary for Pricing.

    For more information, see Editing Business Partners.

  4. If you wish to levy a charge for the utilization of the special offer, using the Business Add-In BAdI: Events, you can automatically store a loan contract as payment details in the master contract for the determination of pricing criteria. Alternatively, on the Payment Details tab page, you can assign a reference account as payment details for the combined settlement to the payment details type 200000 (Complete Settlement)..

    For more information, see Editing Payment Details.

Create beneficiary contracts:

Note Note

The contract holder of the beneficiary contract must be identical to the master contract holder of the master contract for the determination of pricing criteria or his/her beneficiary for pricing.

End of the note.

  1. Create a beneficiary master contract for the determination of pricing criteria on the basis of a master contract product that meets the above-mentioned requirements.

    For more information, see Creating Master Contracts.

  2. Create a beneficiary account contract for the determination of pricing criteria on the basis of an account product that meets the above-mentioned requirements.

    For more information, see Creating Accounts

Flow Data

Determine and distribute pricing criteria:

Note Note

Note the prerequisites and constraints mentioned in the system documentation for the report Determine and Distribute Pricing Criteria.

End of the note.

  1. Execute the report Determine and Distribute Pricing Criteria as a single run or a mass run.

    Note Note

    You can schedule the report in end-of-day processing for example, but after the posting cut-off for payment transactions.

    End of the note.

  2. The report determines all due master contracts for the determination of pricing criteria and calls the Business Add-In BAdI: Definition of Pricing Criteria.

  3. Using the BAdI, the report determines the new benefit criterion and the new benefit level for due master contracts for the determination of pricing criteria.

  4. Then, using the master contract holder and the beneficiary for pricing, the report determines the beneficiary account and master contracts for each due master contract for the determination of pricing criteria.

  5. The report updates the due date for the master contracts for the determination of pricing criteria and updates the pricing criteria in the beneficiary accounts and master contracts in its own system, and optionally, in external systems.

  6. If a beneficiary contract receives multiple pricing criteria from various master contract for the determination of pricing criteria, the Business Add-In BAdI: Definition of the Pricing Criteria to Use defines which the pricing criteria the system actually uses.

    Note Note

    On the Pricing Criteria tab page, you can display all pricing criteria determined and used for a beneficiary contract

    End of the note.
Process Flow

The following graphic shows the process steps for the determination and distribution of pricing criteria:

Result

The report has determined all due master contracts for pricing and transferred their pricing criteria to all beneficiary contracts.

Then the process for the determination of pricing information can start. Pricing takes place by means of theproduct pricing list, based on the pricing criteria used, and determines the prices for the beneficiary contracts using BAdI implementations.

For more information about pricing, see Pricing (FS-FND-PRI).

For more information about the required BAdI implementations, see Determination of Pricing Criteria (FS-MCM-PCD) in the Integration section under Product Pricing List in Foundation.

More Information

For more information about the connection with beneficiary accounts and beneficiary master contract, see Example: Pricing Criteria.