sap sd pricing condition configuration ste by step
TRANSCRIPT
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02/10/2007
SAP Training : SD06
Pricing determination
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Agenda
Introduction
Pricing fundamentals
Pricing control
Using prices and other conditions in sales documentsOther pricing conditions*
Conclusion
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Introduction
The objective of this unit is to allow you to :
Explain how conditions are used in pricing
Demonstrate how to create condition records
Locate condition types in customizing
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Agenda
Introduction
Pricing fundamentals
Pricing control
Using prices and other conditions in sales documentsOther pricing conditions*
Conclusion
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Business scenario
During pricing, the system calculates amounts based on a combination of automaticprocedures and manually entered data. The system automatically transfers pricingdata - for example, information about prices, surcharges, and discounts - from thecondition records into sales and billing documents. Depending on the pricing
policies of your company, you may be able to change prices manually during salesorder processing. You may, for example, be able to enter or change certaindiscounts within a specified range.
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Discounts /Surcharges
Freight TaxesPricing
Groups of conditions
Conditions
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Condition records
Level on whichthe condition is
defined
Period 1March 1 April 30
Period 2May 1 June 30
100020003000
Lower limit :Upper limit :
- 1%- 2%- 3%
- 5%0%
1000
20003000
Lower limit :Upper limit :
- 2%
- 3%- 4%
- 5%0%
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Condition maintenance (1)
New conditionmaintenance
Old condition maintenance
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Condition maintenance (2)
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Condition maintenance (3)
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Demo
1. Maintain a price condition record for a material2. Maintain a specific discount for a customer3. Whats the result in a sales order
Data used :
Sales Organisation : BP01Distribution chanel : 01Division : 01Material number : C10010
Customer : C6120Price : 150/pcDiscount : 5 from 100 pcSales order type : OR Standard sales order
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Agenda
Introduction
Pricing fundamentals
Pricing control
Using prices and other conditions in sales documentsOther pricing conditions*
Conclusion
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Business Scenario
In order to implement customers pricing requirements in SAPR/3, we need flexible and powerful configuration functionality.
To meet those requirements the condition technique
combines certain elements, which perform various tasks.These elements also interact to allow highly complex pricing
strategies.
In this unit we will provide you with an introduction to those
elements.
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What are those elements?
Pricing procedure
Pricing conditions
Access sequences
Condition tables
Pricing procedure determination
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Pricing procedure (1)
The primary job of a pricing procedure is to define a group ofcondition types in a particular sequence. The pricing procedurealso determines:
Which sub-totals appear during pricing
To what extent pricing can be processed manually
Which method the system uses to calculate percentagediscounts and surcharges
Which requirements for a particular condition type must befulfilled before the system takes the condition into account
Example of a Pricing Procedure :If a sales department processes sales orders for a variety of foreign customers, the departmentcan group the customers by country or region. A pricing procedure can then be defined for each
group of customers. Each procedure can include condition types that determine, for example,country-specific taxes. In sales order processing, you can specify pricing procedures for specificcustomers and for sales document types. The system automatically determines which procedureto use.
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Pricing procedure (2)
1. All condition types permitted in pricing are contained in the pricing procedure.2. You determine how the system is to use conditions by specifying requirements for each condition.3. The sequence in which the system accesses conditions in the business document is also determined here.
4. The reference level provides a method to specify a different basis for the condition type calculation and forgrouping conditions for subtotals.
5. The pricing procedure can contain any number of subtotals between gross and net price.6. You can mark a condition type in the pricing procedure as being:
a mandatory condition a manually entered condition for statistical purposes only
1 23
4
5
6
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Pricing procedure (3)
7. Condition sub-total : controls whether and in which fields condition amounts or subtotals (for example, acustomer discount or the cost of a material) are stored. These condition amounts or subtotals are used as astarting point for further calculations.
8. Formula for alternative calculation type : alternative formula to the formula in the standard system thatdetermines a condition value.
9. Formula for condition base value : formula for determining the condition basis as an alternative to thestandard.
10. Account key : it enables the system to post amounts to certain types of revenue account in FI11. Account key for accruals/provision : with the aid of this , the system can post amounts to certain types of
accruals accounts in FI.
7 8 9 10 11
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Pricing procedure (4)
Pricing Procedures in the Standard Version of the SAP System
The standard system contains pre-defined pricing procedures, which contain frequently used conditiontypes along with their corresponding access sequences. You can, of course, modify these proceduresor create your own from scratch.
Creating and Maintaining Pricing Procedures
You create or maintain pricing procedures in Customizing for Sales.
To reach the pricing procedure screen from SD Customizing:
Choose Basic Functions Pricing Pricing control Define and assign pricing procedures.
Select the transaction that you want to execute
C di i (1)
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Condition types (1)
A condition type is a representation in the system of some aspect of your daily pricing activities. For example,you can define a different condition type for each kind of price, discount or surcharge that occurs in yourbusiness transactions.
In the example in the preceding figure, two discounts apply to the item in the sales order. The first discount isa percentage discount based on the quantity ordered. The second discount is a fixed discount based on thetotal weight of the item.
You determine the calculation type for a condition type in Customizing. This determines how the systemcalculates prices, discounts and surcharges for a condition.
100 1000
10000
1- %2- %
4- %
100 kg1000 kg
10000 kg
1- per 1 kg 3-
5-
C diti t (2)
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Condition types (2)
Condition Types in the Standard Version of the SAP SystemThe standard system includes, among many others, the following predefined condition types :
Creating and Maintaining Condition TypesYou can change and maintain condition types provided in the standard version of the SAP System or you can
create new condition types to suit the needs of your own organization. You create and maintain condition
types in Customizing.To reach the condition type screen from the initial Customizing screen for Sales and Distribution :
1. Basic Functions Pricing Pricing Control Define condition types.
A dialog-box appears, listing the transaction options. Select the corresponding transaction for defining thecondition types.
2. In the Conditions: Condition Typesview, you can change existing condition types or create new ones
A S (1)
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Access Sequences (1)
An access sequenceis a search strategy that the system uses to find valid data for a particular condition type. It determines the sequence inwhich the system searches for data. The access sequence consists of one or more accesses. The sequence of the accesses establisheswhich condition records have priority over others. The accesses tell the system where to look first, second, and so on, until it finds a validcondition record. You specify an access sequence for each condition type for which you create condition records.There are some condition types for which you do not create condition records (header discounts that you can only enter manually, forexample). These condition types do not require an access sequence.
A sales department may offer customers different kinds of prices. The department may create, for example, the following condition recordsin the system:- A basic price for a material- A special customer-specific price for the same material- A price list for major customersDuring sales order processing, a customer may, in theory, qualify for all three prices. The access sequence enables the system to accessthe data records in a particular sequence until it finds a valid price. In this example, the sales department may want to use the mostfavourable price for a certain customer. For this reason, it ensures that the system searches for a customer-specific price. The above figure
shows how the system searches for the relevant record.
Access Sequences (2)
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Access Sequences (2)
Access Sequences in the Standard Version of the SAP System
The standard version of the SAP System contains access sequences that are predefined for each of thestandard condition types. The names of the access sequences often correspond to the condition types forwhich they were designed. For example, the access sequence for a material discount (condition typeK004) is also called K004.
Creating and Maintaining Access Sequences
You create and maintain access sequences in Customizing.
To reach the access sequence screen, go to the initial screen for Sales and Distribution Customizing andchoose :
Basic Functions Pricing Pricing Control Define access sequences
Select the transaction that you want to execute (Maintain access).
Condition tables (1)
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Condition tables (1)
A condition tabledefines the combination of fields (the key) that identifies an individual condition record. A conditionrecord is how the system stores the specific condition data that you enter in the system as condition records. Forexample, when you enter the price for a product or a special discount for a good customer, you create individualcondition records.Information About Fields
The fields that you choose to make up the key are called the selected fields. The fields from which you can
make your selection are called the allowed fields.Selected Fields
The preceding figure shows the fields that make up the key for condition table 005 (the table forcustomer/material condition records in Sales). The selected fields show organizational data, such as Salesorganization.The fields Customerand Materialdefine the relationship between a particular customer andmaterial.
Field Catalog (Allowed Fields)
When you select fields for the key, you must choose the fields from the list of allowed fields.
Condition tables (2)
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Condition tables (2)
Condition Tables in the Standard Version
The standard system includes predefined condition tables and specifies them for each access in each predefinedaccess sequence.
Creating or Maintaining Condition Tables
You can change and maintain the condition tables in the standard system. You can also create new condition tables tomeet the needs of your own organization. You create and maintain condition tables in Customizing.
From the initial screen of Customizing for Sales and Distribution, you reach the condition table screens by choosing :Basic functions Pricing Pricing Control Define condition tables. Then select the mode you want to work with(create, change, display).
When you create a new condition table, you select a combination of fields from the list of allowed fields. The selected
fields define the key for the subsequent condition records.Before you select the fields for the key, there are two things to consider: The sequence (or hierarchy) of the fields Which fields you want to appear in the header and item areas of the corresponding fast-entry screens
Agenda
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Agenda
Introduction
Pricing fundamentals
Pricing control
Using prices and other conditions in sales documentsOther pricing conditions*
Conclusion
Creating condition records with template (1)
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Creating condition records with template (1)
2007 2009
2007 2009
Creating condition records with template (2)
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Creating condition records with template (2)
Change condition records (1)
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Change condition records (1)
x M1 500 x M2 400
M1 550
M1 440
Change condition records (2)
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Change condition records (2)
Copy condition record (1)
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Copy condition record (1)
20
20 20 20
Copy condition record (2)
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Copy condition record (2)
Copy condition record (3)
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Copy co d t o eco d (3)
Net price list
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p
Pricing determination in a
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Sales order (OR)Partner
Document pricing procedureCustomer pricing procedure
Pricing procedure RVAA01
Order
Item 10 110 pc
PR00 90
1. PR00
2. K004
3. K007
4.
Condition Type : PR00
Access sequence : PR00
Access sequence : PR00
1. Customer/Material
2. Price list/Material3. Material
Condition record for PR00
Scale :From 1 pce 100 From 100 pce 90 From 200 pce 80
No valid record found
No valid record found
Valid record found
gsales document
Excluding conditions (old way) 1
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g ( y)
This requirement check the value of the following field :komp-kznep.The combination of those two elements (flag in condition record and
requirement assigned to a condition in the pricing procedure) excludessubsequent conditions.This condition exclusion indicator can be set either in the condition type or thecondition record.You can create your own indicator and check it in a requirement routine.
Excluding conditions (new way) 2
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The new way to exclude conditions in pricing determinationis to use exclusion groups .
You create groups to which you assign condition types
You assign the groups to a pricing procedure defining thecondition exclusion procedure
001A10
Excl. Grp 2Excl. Grp 1Cond. Proc.Seq num
Excluding conditions (new way) 3
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The possible condition exclusion procedures are :
A Best condition between condition types
B Best condition within the condition type
C Best condition between the two exclusion groups
D Exclusive
E Least favorable within the condition type
F Least favorable betweent the two exclusion groups
Changing prices manually in documents
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You can change or create conditions on the condition screen.You can prevent one condition type from being changed manually by making theappropriate settings in customizing.
Conditions in the document header (1)
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Conditions can also be entered at the document header level. These are known as headerconditions and are valid for all items.These header conditions are automatically distributed among the items based on net value. Thebasis for distributing the header conditions can be changed in the pricing procedure by selectingthe appropriate routine (e.g. weight, volumes) in the AltCBV (alternative formula for condition base
value) field.
Conditions in the document header (2)
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This slide illustrates two possible reactions of the system with conditionsentered in the document header.This is managed through customizing of the condition type and moreprecisely with the field Group condition .
New pricing and pricing type
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Update prices on the condition screens is available at header and item level:You can choose the pricing typein a dialog box.To use the new pricing document function for the sales document (-> Edit -> New pricingdocument), assign a pricing type to the pricing procedure. If you do not maintain an entry, thesystem uses pricing type B(Carry out new pricing).These functions are supported for both the sales and billing documents.
Pricing in the billing document
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Special condition types
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Manuel order value HM00
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A condition exists in the standard version, which allows you to enter the order value manually.The difference between the old and the new order value is distributed between the items (taking
into account the net item value).Taxes are redetermined for each item.
Net price PN00
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The PN00 condition in the standard system allows you to specify the net price for an item manually.The original conditions are deactivated.
Minimum order values AMIW and AMIZ
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You may create a minimum value for each order using condition type AMIW.If the value in the order header falls short of this minimum order value during pricing, the system
will copy it as the net order value automatically.he minimum order value is a statistical condition.Condition type AMIW is a group condition and is divided among the different items according tovalue.Calculation formula 13 is assigned to condition type AMIZ in the pricing procedure. This calculates
the minimum value surcharge by subtracting the net item value from minimum order value AMIW
Minimum price PMIN
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You can create a minimum price for a material using condition type PMIN.If the minimum price is not met during pricing, the system determines the difference usingcondition type PMIN.
Interval price PR02
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You can maintain condition records with interval scales if the condition type is set to scale typeD in Customizing.Interval scales cannot be used for group conditions.
Customer Hierarchy
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Customer hierarchies are available in Sales and Distribution, so that you can create flexiblehierarchies to reflect the structure of customer organizations. If your customer base includesmultilevel buying groups, cooperatives, or chains of retail outlets, for example, you can createhierarchies to reflect the structure of these groups. Use customer hierarchies during sales orderprocessing and billing for determining pricing and running statistics
Hierarchy path
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Hierarchy discount HI01
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Customer 2743 belongs to the Miller northern office. This is why a discount of 8% has beenassigned.In the standard system, the access sequence is set in Customizing so that the discount isinitiated at the lowest hierarchy level.
Pallet discount KP00
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Incomplete pallet surcharge KP01
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Mixed pallet discount KP02
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Surcharge for incomplete mixed pallets KP03
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Agenda
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IntroductionPricing fundamentals
Pricing control
Using prices and other conditions in sales documents
Other pricing conditions*
Conclusion
Statistical condition types
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Cost VPRS
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Cash discount SKTO
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Taxes
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Criteria for Tax determination
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Tax classifications
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Agenda
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IntroductionPricing fundamentals
Pricing control
Using prices and other conditions in sales documents
Other pricing conditions*
Conclusion
Conclusion
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You are now able to :
Describe the elements of the pricing condition technique and the
relationships between them.
Convert your pricing requirements into the necessary R/3 pricingstrategy.