Use Pricing Criteria

To derive preferential prices from the product pricing list for contracts, you can use the following pricing criteria:

In order to do so, in Customizing for Master Contract Management , you must choose  Master Contract Applications Determination of Pricing Criteria Business Add-Ins (BAdIs) BAdI: Determination of Pricing Criteria and create and activate a customer-specific BAdI implementation.

For more information, see Product Pricing List.

Define Benefit Levels

In the master contract for the determination of pricing criteria, you can activate the benefit level on the Determination of Pricing Criteria tab page and specify a benefit level from which the system derives the prices using the product pricing list. You can also specify a qualifying period and define the time periods you want the system to use for determining and distributing the pricing criteria. For more information, see Editing Determination of Pricing Criteria.

You must define benefit levels that affect the price used as pricing criterion:

Assign Benefit Role

The Business Partner for Financial Services (FS-BP) component provides two business partner role categories that can be used as beneficiary roles. The master contract holder of a master contract for the determination of pricing criteria whose role is BCA080 master contract holder always profits from the preferential conditions. When you create a master contract, you specify the master contract holder. If you wish, you can assign other business partners in the role of BCA100 beneficiary for pricing to the master contract for the determination of pricing criteria, such as a husband, wife, or partner. You do this on the Business Partner tab page. The beneficiaries for pricing also profit from the preferential conditions. For more information about the procedure, see Editing Business Partners.

Use Different Benefits for Master Contract Holder and for Beneficiaries

To define different prices for master contract holders and beneficiaries for pricing, you can use one of the following procedures:

Use Multiple Master Contracts for the Determination of Pricing Criteria with Identical Master Contract Holders or Identical Beneficiaries

In the following cases, the system saves the pricing criteria for every combination of product of the master contract for the determination of pricing criteria and role of the business partner:

Check Business Partner

You can check the use of business partners in multiple master contracts for the determination of pricing criteria as master contract holder and as beneficiary. To do so, using the sample implementation class CL_BCA_CN_PRI_CRIT_DET_EX of the BAdI definition BAdI: Customer-Specific Cross-Checks, you must create and activate a customer-specific implementation in Customizing for Master Contract Management under  Master Contract Applications Determination of Pricing Criteria Business Add-Ins (BAdIs) . By issuing a message, for example, you can indicate that a business partner is only master contract holder in onemaster contract for the determination of pricing criteria.

Determine and Distribute Pricing Criteria

Using the report Determination and Distribution of Pricing Criteria (transaction /FSPAC/PC_RUN), you can periodically determine the previously defined pricing criteria for all due master contracts for the determination of pricing criteria and distribute the pricing criteria used among all beneficiary contracts. You can start the report on the SAP Easy Access screen under  Master Contract Management Determination of Pricing Criteria Periodic Tasks and execute it as a single run or a mass run.

Define Pricing Criteria to Use

The report Determination and Distribution of Pricing Criteria can determine multiple different pricing criteria for a certain beneficiary contract, because the beneficiary contract receives the criteria from multiple master contracts with the same product, for example. In this case, the system determines the pricing criteria it has to use with the customer-specific implementation of the Business Add-In BAdI: Determination of the Pricing Criteria to Use, based on the benefit level and the business partner role category. The report distributes the pricing criteria with the highest benefit level and gives the role category BCA080 master contract holder preference over the role category BCA100 beneficiary (pricing).

Display Pricing Criteria Determined and Used

In the beneficiary contracts on the Pricing Criteria tab page, you can view the attributes of the pricing criteria determined and used, and also their origin:

Use Customer-Specific User Interfaces

For more information, see Orchestration of the Interfaces for the Determination of Pricing Criteria.

Transfer Contracts to External Systems

For more information, see Contract Management in External Systems.

Update Pricing Criteria

For more information, see Pricing Criteria Update.

Automatically Use Loan as Payment Details in the Master Contract for the Determination of Pricing Criteria

If you wish to link benefits to the disbursement of a loan, you can automatically store the loan contract as payment details in the master contract for the determination of pricing criteria to the loan disbursement event, trigger a settlement, and debit the charge to the loan. To do so, you must choose  Account Management Order Management Account Order Business Add-Ins (BAdIs) BAdI: Events and create and activate a customer-specific BAdI implementation with the new sample implementation class CL_BCA_OR_DISB_ORDER_PACK_MGMT. For more information about loan disbursement, see Disbursing Loans.

Control Release of Changed Pricing Criteria

If the benefits deteriorate for the customer and then release is no longer required, in Customizing for Master Contract Management under  Technical Settings Business Transaction Events / Event Control (FS-AM) Define Own Function Modules (Process) , you can implement the function module SAMPLE_PROCESS_BCPI_0BANK004 for the Business Transaction Event (BTE) 0BANK004 for the application component FS-AM.

Execute Migration

To migrate the pricing data from a legacy system, use the migration object Pricing Criteria. For more information about the migration object, see Customizing for Master Contract Management under  Technical Documentation for Master Contract Management (FS-MCM) Concepts and Guidelines Migration Pricing Criteria .