Sales Pricing Options

Use

You can use the sales pricing to calculate the sales price for a customer inquiry regarding a product or service. You save the result in a document. You can run as many sales pricings as you wish and compare the results.

As a rule, you use one of your sales pricings to create a quotation.

Prerequisites

For information on the prerequisites, see:

Quotation Creation Process (CS)

Sales Pricing for Customer Inquiries Assigned to Projects or Sales Pricing in the Project Builder

Procedure

Choose the appropriate menu path:

Components	Menu Path	Screen
CS	Logistics Customer Service Service Processing Order Service Order Create Quotation	This brings you to the screen Create Quotation : Initial Screen .
PS	Logistics or Accounting Project System Financials Planning Sales Pricing.	This brings you to the screen Sales Pricing: Initial Screen .

Specify the appropriate selection criteria:

Components	What You Should Know
CS	No special notes
PS	See Selection Criteria .

If required, overwrite the pricing date defaulted by the system (today's date). The date you enter is then binding for all the items in the sales pricing.
In the Project System, you can also use the planned costs from a simulation version for the sales pricing. To do this, enter the appropriate simulation version.
Note that the project and the billing WBS element must both be operative, but must not have been released.
If you want to use your own settings to process the sales pricing, choose Extras Settings ….
There, for example, you can determine how the screen areas are divided or stipulate to which of the two processing views you want to branch when creating a new sales pricing. If you do not require any user-specific settings, use the settings in the Standard System.

For information on settings, see Settings: Sales Pricing and Billing
Once you have specified your selection criteria and decided on the settings, you have the following options for further processing:

Pushbutton	Function
Sales price basis	This view shows the planned costs from the service order billing structure, summarized using the dynamic item processor . These are the sales price basis items. The summarized planned costs, called "dynamic items", make up the items in the sales price basis. In this view, you can edit the sales price basis items (dynamic items) and include some, all, or none of them in the sales price calculation. For more information, see Sales Price Basis .
Sales price	This view shows the sales price basis dynamic items combined by SD item and sorted. The prices are calculated using SD price determination. In the sales price view, you can edit the line items or header items in the sales pricing, with the help of the conditions in SD. For more information, see Sales Price View .
Create new sales pricing	The system creates a new sales pricing. Any existing sales pricings are ignored. Depending on the settings you entered under Extras Settings , you jump to the sales price basis view or the sales price view.
Create quotation	The system carries out the sales pricing and generates a quotation. If you have selected the Show quotation doc. after saving indicator in the General tab page (by choosing Extras Settings ), the quotation document is shown in change mode after you create it. If you do not select the Display quotation doc. after saving indicator, the system simply displays a message that the quotation has been created. See also: Quotation Creation (CS) Creating Quotations for Customer Projects
Access sales pricing	The system accesses an existing sales pricing. The system may ask you to select a sales pricing from those already created. Depending on the settings you entered under Extras Settings , you jump to the sales price basis view or the sales price view.
Save	This function is only available in the Project System. The system creates a sales pricing and saves it. If a sales pricing already exists, the system overwrites it. If there are several, the system asks you to select one, which it then overwrites. The system confirms that the sales pricing has been saved.