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Function documentationMaintaining Prices in Business Transactions


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 Note

In transaction processing in the CRM WebClient UI, condition types are displayed in the column Price Element.

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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 Start of the navigation path Customer Relationship Management Next navigation step Basic Functions Next navigation step Pricing Next navigation step Define Settings for Pricing Next navigation step Create Condition Types End of the navigation path.

Easy Condition Entry

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 Start of the navigation path Basic Functions Next navigation step Pricing Next navigation step Pricing in the Business Transaction Next navigation step Set Up Easy Condition Entry End of the navigation path.


Change and Add Conditions

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.

Easy Condition Entry

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.

New Pricing

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.

Header Pricing

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).


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 Note

Static conditions (for example, from a canceled item) are not displayed at header level.

End of the note.
Non Changeable Conditions

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.