Processing the Sales Price Basis

Use

The sales price basis view shows the planned costs from the service order or project as summarized using the Dynamic Item Processor (DI processor). The summarized planned costs, called "dynamic items", make up the items in the sales price basis.

In this view, you determine whether the system should copy all, some, or none of the planned costs into quotation creation or sales pricing.

The sales price basis screen is comprised of an overview tree and a table:

The overview tree shows the hierarchy of dynamic items per the selected characteristics from the DIP profile.

The table shows the hierarchy node selected in the overview tree and the objects subordinate to it (the dynamic items).

You can process the items for quotation creation or sales pricing in the sales price view and switch back and forth between the sales price view and the sales price basis at any time.

Procedure

The following tables contain information on the processing options:

In the overview tree
In the table
Using the menu bar

Processing Options in the Overview Tree

Function	Procedure	What You Should Know
Change hierarchy in the structure	Edit Change hierarchy	You can change the hierarchy at any time, and display the new hierarchy immediately. These settings override the structure settings you made for a characteristic in the DIP profile.
Open and close hierarchy nodes	Click once	Opening and closing hierarchy nodes gives you an overview of the dynamic items and their assignment within the project structure or the service order.
Display detailed information for objects	Double click the symbol in front of the object	Detailed information display Choose to return to the sales price basis.
Display objects in table	Double-click object description	The hierarchy node and its direct successors are displayed in the table.
Lock values	Set Locked indicator	You stipulate (for a node and/or its subordinate objects) that the values from the hierarchy node or the objects should be copied to quotation creation or sales pricing unchanged.
Display processing status	– Completely – Partly – Not at all	The status symbols show whether or to what extent the system copies the original amount for an item to quotation creation or sales pricing.

Processing Options in the Table

Function	Procedure	What You Should Know
Process values	Process values in the Amount , Quantity , or Percent tab pages.	You stipulate whether the system should copy some, all, or none of the original amount for an item into quotation creation or sales pricing. The symbols in the Status column change accordingly (see table above).
Lock values	Set Locked indicator	You stipulate (for a node and/or its subordinate objects) that the values from the hierarchy node or the objects should be copied to the calculation unchanged.
Display detailed information	Double-click table line	Detailed information display Choose to return to the sales price basis.

Processing Options Using the Menu Bar

Function	Procedure	What You Should Know
Hide/show structure tree	Choose .	The structure tree is hidden and the systems expands the table to fill the whole screen. Choose to display the structure tree again.
Switch to the sales price view	Choose Sales Price .	The system displays the sales price view
Save sales pricing in a document	Choose .	The system saves the sales pricing in a document. You can process the document again later.
Generate quotation	Choose Quotation .	A quotation is generated in SD.
Create billing plan	Choose Billing plan .	This function is only available in the Project System. You use the planned values from your sales pricing to create a billing plan. The system records the values from the billing plan as planned revenues in the project.

See also:

Settings: Sales Pricing and Billing