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Function documentationSales Pricing for Project Management

 

This function calculates the sales price and displays the items (see Dynamic Items) that flow into the price. You can add conditions (surcharges and discounts) and change individual prices. You can generate a quotation by transferring the items and prices.

Integration

This function is accessed from an ad hoc cost estimate for a simulation or operational project (before transfer).

Prerequisites

  • In Customizing for Project Management under Start of the navigation path Connection to External Systems Next navigation step Accounting Integration Next navigation step Make General Settings End of the navigation path, you have selected the revenue calculation type Use Sales Pricing in SAP ERP for the project type that you are using for the simulation or project.

  • You have defined a dynamic item processor profile (see dynamic item processor profile) (DIP profile) with the source Easy Cost Planning in Customizing for the Project System under Start of the navigation path Revenues and Earnings Next navigation step Integration with SD Documents Next navigation step Creating Quotations and Project Billing Next navigation step Maintain Profiles for Quotations and Billing End of the navigation path. This enables the system to use the data from Easy Cost Planning for sales pricing.

  • You have entered this DIP profile in the item of the SD document (customer inquiry or quotation) for which you have created an object link in the simulation or operational project.

  • The Revenues from Sales Pricing indicator is selected in the header data of the ad hoc cost estimate under Valuation.

Features

The sales pricing function calculates the sales price:

  • Based on the quantity structure of the planning data from Project Management that was valuated with Easy Cost Planning (ECP)

  • Based on the settings in the DIP profile

  • Using the pricing functionality in the Sales and Distribution component (SD)

Starting with the planned costs, the system finds the items of the sales price basis using the DIP profile. The items of the sales price basis are called dynamic items. The system sorts the dynamic items based on the SD line items and determines the sales price with SD pricing (see Pricing and Conditions). The system finds the costing sheet based on the document category (from the DIP profile). Additional data for pricing (such as the sold-to party) is located in the SD document.

If the material specified in the dynamic item processor profile carries a quantity, the system can only determine the quantity for the material from project planning if the quantities are convertible.

The system takes the currency for the individual items in the dynamic item processor from the SD document.

Under Start of the navigation path Extras Next navigation step Settings End of the navigation path, you can specify whether the controlling area currency, object currency, or transaction currency is relevant for the individual items.

Conversion into the SD currency is based on the exchange rate of the price date from the SD document.

Note Note

If the currency of the customers changes, conversion only takes place after you have called up sales pricing again and saved it.

End of the note.

Two views are available:

  • Sales price basis view (see Processing the Sales Price Basis), which is the internal view of pricing

    This view displays the planned values by the items in the SD document. You can control whether a planned value is used in pricing in full, only at a certain percentage, or not at all.

    Caution Caution

    Do not make any changes here because they would not be transferred into the simulation or project.

    End of the caution.

  • Sales price view (see Processing the Sales Price View), which is the customer view of pricing

    In this view, the planned values are organized based on the structure in the quotation. If you have entered values in the fields Grouping or Search Field in Project Management, your selected materials are displayed that the DIP derived from your entries, plus the materials that were found by Easy Cost Planning.

    Changes that you make here are transferred into the quotation and Easy Cost Planning, and are displayed in Project Management.

    Note Note

    It is not possible to save the sales pricing results in a document for Project Management.

    End of the note.

Activities

You are in the ac hoc cost estimate.

  1. Choose Sales Pricing.

    Depending on the settings, the sales price basis view or the sales price view is displayed. For more information about sales pricing, see Settings: Sales Pricing and Billing.

  2. If you are not in the sales price view, choose Sales Price.

    The sales price view is displayed.

    You can make changes and create a quotation.