Sales Pricing for Project Assigned Customer Inquiries

Purpose

You create a project based on at customer inquiry, and you want to determine the sales price for this project using sales pricing. The price calculation is based on the plan data from the project.

In this process you can:

Calculate the sales price

Determine the sales price for a customer project on the basis of the plan data in the project, with the help of the pricing function in Sales and Distribution SD.

You can create any number of sales price calculations and save them in documents, without creating a quotation.

Record planned revenues

The system records the calculated sales price as planned revenues in the project, using a billing plan.

For more information, read Recording Planned Revenues .

Create a quotation

Create a detailed quotation based on project planning in Sales and Distribution (SD).

For more information, see Creating Quotations for Customer Projects .

Integration

If you wish to carry out sales pricing for a project with a customer inquiry, then you are also currently using Sales and Distribution (SD).

To link the sales order in SD with the Project System, assign one or more sales order items to a WBS element (billing element or account assignment element). The inquiry item then supplies the SD data needed by the sales pricing.

If you assign an account assignment element to an inquiry item, the system determines the relevant billing element in the project. The billing element, along with the WBS elements subordinate to it (which are not billing elements), activities, and orders, makes up the billing structure.

Regardless of whether you assign the inquiry item to a billing element or account assignment element, the system considers the whole billing structure when carrying out sales pricing.

Prerequisites

Settings in Project System (PS):

You defined a Dynamic Item Processor profile.
In the plan profile, you stipulate whether the system updates the planned revenues from the sales document item to the corresponding billing plan.

If you have not assigned a billing element to the sales document item, the system records the planned revenue in the superior billing element in the hierarchy.

For revenues from SD documents to be assigned to a project, choose an account assignment category in Customizing that allows assignment to a project.

If you want to maintain conditions for quotation creation, the manually maintained conditions are assigned to the distribution type.

Settings in Sales and Distribution (SD)

There is an inquiry assigned to the project - that is, an inquiry item exists which is assigned to a billing element.

To do this, define the WBS element to be account assigned to the sales document item on the Account Assignment tab page.

The system uses the inquiry item to determine the SD data for the sales pricing.

A dynamic item processor (DIP) profile has been defined in the inquiry.

To do this, define a Dynamic Item Processor profile (DIP profile) in the tab strip Sales B for the sales document item.

In the sales document item, define a material that permits account assignment to projects.

For more information, see Customizing for the Project System under Start of the navigation path Revenues and Earnings Next navigation step Integration with SD Documents Assign Sales Orders to Project Account End of the navigation path .

Other Prerequisites:

You have planned costs by cost element in the project.
If you want the system to display the planned costs (totals records) differentiated by material, set the Origin of Material indicator on the Costing 1 tab strip when you create the material.
If you want to display the material quantity, set the With Quantity Structure indicator on the Costing 1 tab strip when you create the material.

Process Flow

Choose Logistic s or Accounting Project Sys tem Financials Planning Sales Pricing and enter either a project definition, WBS element, inquiry, or sales document item as your selection criteria.
For more information, see Selection Criteria .
You can create a new sales pricing or edit an existing one.

When you create a new sales pricing calculation, the system reacts as follows:

Starting with the costs planned, the system determines the sales price basis items using the DIP processor profile. These items of the sales price basis are identified as dynamic items.
The system sorts the various dynamic items per the SD document items and uses SD price determination to calculate the sales price.

To this end, it uses the document category (from the DIP profile) to determine the pricing procedure. Further data required for the price determination, such as the ordering party, is defined in the inquiry.

There are two views you can use for processing:
Sales price basis , which displays the in-house view of the calculation.

In this view you see the planned values of your project corresponding to the project structure and you decide whether a planned value should be included in the calculation – entirely, only up to a certain percent, or not at all.

Sales price view , which displays the customer view of the calculation

In this view, the planned values are order and grouped together according to the item in the quotation.
You have the following processing options:

You save the document for further processing later.
You copy the sales price as planned revenue to the billing plan for the WBS element.
The sales price is entered in the billing plan as the target value. You can distribute the target value manually to various dates.

If the sales price is changed later, the system does not automatically copy the change to the billing plan.
You create a quotation.

The graphic below illustrates the sales pricing process:

Result

The system saves the sales price in a document.

If you have adopted the sales price as the target value in the billing plan, the system records the sales price as planned revenue in the project.

If you have saved a sales price as a document, you can use it to create a quotation in SD .