Pricing is used in business transactions (for example, sales orders, service processes, contracts, and quotations), to determine an appropriate price (for example, time-related or customer-specific).
Pricing takes place automatically. However, it may be necessary for you, as a sales employee, to change the result of pricing after negotiations with the customer, or to supplement it with discounts. In this case, you can make manual changes in the business transaction. This is possible at item level or at header level.
Note
In transaction processing in the CRM WebClient UI, condition types are displayed in the column Price Element
.
In Customizing for pricing, you have defined the condition types and determined the following characteristics, among others:
The calculation rule, that is, whether you have to enter an absolute condition, or a condition with a percentage
Whether a condition (for example, a price or discount) is changeable
Whether a condition can be inserted manually
Whether a condition can be used at header level
To do this, go to Customizing for Customer Relationship Management (CRM) and choose
.If you want to enter condition rates directly in the item overview of the transaction, you have defined the condition types for which this should be possible. You do this in Customizing for Customer Relationship Management under
.Depending on the calculation rule, you can change the following data:
Condition rate (for example, the rate of a price or the percentage of a discount)
The rate currency
The price unit
The unit of measure to which the condition rate refers (condition unit of measure)
You can also add conditions, for example, additional customer discounts.
The system automatically adds the new condition in the relevant position in the pricing procedure.
You can enter a condition rate for certain condition types directly in the item overview of the sales transaction, for example, a quantity discount of 5%. You can define up to five condition types for easy condition entry.
This function is also available in Mobile Sales.
You may sometimes want to display the price that was originally calculated by the system. This could be because you manually changed or added many conditions, and want to return to the starting point of price negotiations. In this case, you can trigger new pricing.
The system redetermines the price for the relevant item, using the master data (conditions) that is defined in the system, as well as the current conditions. You can choose from the following types:
Recalculate price, and keep manual changes
The manual changes are kept after a new pricing run.
Entirely new pricing (completely recalculate prices)
All manual changes are overwritten.
The header details (assignment block Prices
or Price Totals
) show you the total of the item conditions. It gives you an overview of the pricing calculation for all items. In change mode, you can perform the following activities:
Make manual changes to existing conditions
Add new header conditions that are valid for the whole transaction
The header conditions are valid for all items of the business transaction. The system distributes the condition rates to the items, depending on the condition type and calculation rule.
Distribution of header condition rates to items:
Condition type/calculation rule |
System behavior |
Percentage discount |
The percentage rate is set in all items. |
Absolute discount |
The amount is distributed equally to the items (same fixed amount to all items). |
Absolute discount (group condition) |
The amount is distributed to the items, in relation to the value (using the net item value). |
Freight |
Gross weight-related condition - is set in all items |
Manually specify order value |
The amount is distributed to the items, in relation to the value. |
Note
Static conditions (for example, from a canceled item) are not displayed at header level.
If an item has already been billed, then its prices are fixed (they can no longer be changed). Fixed items are not taken into account in the distribution of subsequent header conditions.