pricing understanding

8/12/2019 Pricing Understanding

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SAP SD ConfigurationPack

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INDEX

1. CONFIGURING PRICING CONTROL 41.1. Define Condition Tables 41.2. Define Access Sequences 151.3. Define Condition Types 201.4. Define and Assign Pricing Procedures 31

1.4.1 Maintain Pricing Procedures 31

1.4.2 Define Customer Pricing Procedure 371.4.3 Define Document Pricing Procedure 401.4.4 Assign Document Pricing Procedure to order types. 431.4.5 Assign Document Pricing Procedure to Billing types 451.4.6 Define Pricing Procedure Determination 471.4.7 Define Pricing by Item Category 50

2. MAINTAIN PRICE-RELEVANT MASTER DATA FIELDS 533. CONDITION EXCLUSION 573.1. Condition Exclusion for Groups of Conditions 573.2. Condition Exclusion for Condition Types and Records 624. MAINTAIN PRICING REPORT 645. CONFIGURING PRICING CONTROL 725.1. Define Condition Tables 725.2. Define Access Sequences 835.3. Define Condition Types 885.4. Define and Assign Pricing Procedures 99

5.4.1 Maintain Pricing Procedures 99

5.5. Define Pricing Procedures for Delivery 105


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6. TAX CONTROL 1076.1. Define Tax condition type 1076.2. Define Tax determination rules 1096.3. Define Tax relevancy of master records 1127. REVENUE ACCOUNT DETERMINATION 1157.1. Master data relevant for account assignment 1177.2. Define and assign account key 1217.3. Condition technique for account determination 124


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1.Configuring Pricing Control

1.1. Define Condition Tables

BACKGROUND

This configuration setting enables creation of new pricingtables, which contain the fields used for price dependencies.Condition tables contain the fields, for the combination of

which condition records are maintained.

It is recommended that system predefined condition tables arenot modified; the following options are then available.

Copy existing condition table and change it to new reqts. Create a new condition table. Number of table has to

start between 501 and 999, if not specified system will

automatically assign a sequential number.

Instructions

Follow Menu Path: IMG Sales and Distribution Basic

Functions Pricing Pricing Control Define Conditiontables

1.ClickFollowing pop-up is displayed


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First the Field Catalog needs to be checked for the fields thatare required in a condition table

Click on and click on


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The List of allowed fields by system in Pricing is displayed inthis Field Catalog.

New Fields can be added in this catalog which also requiresystem modifications to get the values populated in theseadditional fields during sales document processing.

Click and .

2. Click on and

For explanation lets create a table with following fields SalesOrganization, Distribution Channel, Division, Sold-to Partyand Material.


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Table no to be created is specified in field table and if it is tocopied from existing table enter the table number in field Copy

from condition table and click on .

Following screen is displayed


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By Default and are check

marked. If the condition records that are to be maintained inthis table do not require validity or release status they can beunchecked.

Enter the Description of table by clicking on icon , whichwill open an editor.


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Next the Fields are to be selected from the Field Catalog, thewhole list can be scrolled up or down by clicking on any field

and using the Page up & Page down buttons on keyboard.

First Search for Sales Organization in Field Catalog, doubleclick on the field when found. It will get transferred to SelectedFields as below.

In a similar way select fields Distribution Channel, Division,

Sold-to Party & Material in that order.


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It is important to Check whether fields selected are the correctfields of table where data would be stored. To check this click

on


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Following fields are available:

Field Name Field Description and Value

Short text Displays the description of field selected

Key This indicates which field is Key field oftable, i.e. for the combination of key fieldsthere can be only a single condition recordmaintained.

If some field is not key that can beunchecked here. Also all the key fields are atstart of table there cannot be non-key fieldsbetween two key fields.

Footer fld. Indicates which field appears on Fast entryscreen while maintaining the conditionrecord

Text Field Determines if text of field appears on fastscreen. Here Description of Material wouldappear on fast screen

Field Name Technical field name of field selected in table

Data element Data element of field which has attributesfor that field like data type, field length etc.

Domain Domain defines the value range for datafields

No of

Characters

The number of characters for field

Data Type Data type of field like character, date etc.

Click and .


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Following fields are maintained


Package Package is grouped related objects in ABAPworkbench, it determines the transportlayer. These are maintained by TechnicalBasis team and package created by them forstoring Pricing condition tables needs to betaken and entered here.

PersonResponsible

User name of person creating table, isusually copied.

Click on to generate and save table in a transport.

A log is displayed after table is created.

Here table created is A956

Click and .

3. Click on to modify existing conditiontables.


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4. Click on to display created conditiontables.

Effect of Configuration

Condition tables are created and ready to be assigned to beassigned to access sequence so as to have pricing conditionrecords stored in them.


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1.2.Define Access SequencesBACKGROUND

This configuration setting enables creation/modification ofAccess Sequence, which is a search strategy used by SAP tosearch for condition records.

It is recommended that system predefined Access Sequence isnot modified; the following options are then available.

Copy existing access sequence and change it to newrequirements.

Create a new access sequence; key should start with Zas it is reserved for user requirements.

Instructions


Functions Pricing Pricing Control Define AccessSequences

1. Click

Following pop-up is displayed


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Here the options explained in background are applicable.

a. If existing Access Sequence is to be modified, choose fromlist and double click on to get into details

b.For copying existing Access Sequence to new one selectthe access sequence to be copied and click on or F6.

c. For creating a new Access Sequence click onHere we will follow option a and select order type PR00 and

click on . To search for correct Access sequence, click on

and enter the key.



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2. To add on new accesses click on . Depending onwhere access is to be maintained access no is selected

Following Fields are maintained


AcNo. Indicates number of access within accesssequence. Search is based on sequence ofthis number, here 10 is highest access no.

Tab Condition table number to be entered here.

Description Description of table number is displayed.

Requirement Requirement for a particular access ismaintained here. Its an ABAP code.Example 3 here checks for foreign currencydocument.

Exclusive Controls whether the system stops searchingfor a record after the first successful accessfor a condition type within an accesssequence.


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3. Next Select each individual access and double click on

No entries are to be made here, unless a particular field has tobe changed here.

This is important for field assignment of particular access.

Click and .


Access Sequence is created which has relevant search strategyto search for condition records for a condition type duringpricing in sales documents.


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1.3.Define Condition TypesBACKGROUND

This configuration setting enables creation/modification ofCondition Types, which represent price elements of businessenvironments in system.

It is recommended that system predefined Condition Types arenot modified, the following options are then available.

Copy existing Condition Types and change it to newrequirements.

Create a new Condition Type; key should start with Z asit is reserved for user requirements.

Instructions


Functions Pricing Pricing Control Define ConditionTypes

1. Click



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Click on and select .


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a.If existing Condition Type is to be modified, choose fromlist and click on to get into details.

b.For copying existing Condition Type to new one select theCondition Type to be copied and click on or F6.


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c. For creating a new Condition Type click onHere we will follow option a and select Condition Type PR00

and click on . To search for correct Condition Type click on

and enter the key.



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The screen continues and further controls are observed byscrolling.The controls are grouped in blocks and explanation provided isblock-wise.

Following fields are maintained:


Condit. Type 4 character key identifying Condition type

Access seq. Access sequence defined earlier is assignedhere.

Cond. Class Preliminary structuring of condition types,

Plus/minus Controls whether condition results in a


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amount which is positive, negative or bothamounts are possible.

Calculat. Type Determines how system calculates prices,discounts in condition, like a fixed amountor percentage based on weight, volume etc.Many options are provided in system.

Cond. Category Classification of conditions based onpredefined categories like Freight, Cost etc.

Rounding Rule Rule that specifies how system rounds offcondition values during pricing.

StrucCond. Used in BOM items for duplication orcumulation of conditions.



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Group cond. Mark field if its a group condition type

GrpCond.

Routine

ABAP routine that can be used to identify

scale basis in case of group conditions

RoundDiffComp On indicator being set, system compares thecondition value at header level with the totalof the condition values at item level. Thedifference is then added to the largest item

Manual Entries Indicator which controls the priority withina condition type between a condition enteredmanually and a condition automaticallydetermined by the system

Header Condit. Mark this if Condition type is Headercondition

Item Condition Mark this if Condition type is Item condition

Delete Indicates if condition can be deleted fromdocument

Amount/Percent Specifies if amount or percent can bechanged in document for condition.

Value Specifies if value of condition type can bechanged in document.

Qty relation Specifies if conversion factors can bechanged.


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Calculat. Type Specifies if calculation type of condition typecan be changed in document.



Valid from Proposed validity start date

Valid to Proposed validity end date

RefConType Condition types which can be used as

reference so that records can be maintainedonly once.

RefApplicatio Reference application from otherapplications

Pricing Proc Predefined pricing procedure is entered herefor allowing condition supplements

Delete fr. DB Allows deletion of condition record fromdatabase

Condition index Specifies whether system updates one ormore condition index when maintainingrecords.


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Condit. Update Limit values relevant for condition record.

Scale Basis Determines how system interprets scalewhile calculating, eg Weight or Quantity

scale.

Check Value Indicates whether scale values aremaintained in ascending or descending order

Scale Type Validity of scale value is set here, like Base-scale or To-scale

Scale formula Routine can be assigned here for calculationof scale

Unit of meas Unit of measure used by system todetermine scales, proposed whilemaintaining records.

Following important fields are maintained:


Currencyconv.

Currency varies from document currency, sethere.

Accruals Amount posted as accruals for this condition


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type

Variant cond. Mark if condition is used in variant pricing

Qty conversion Quantity conversion is allowed in condition

Exclusion If system excludes discounts proposed inpricing

Pricing date Default Pricing date in system

Rel. Acc. Assig Controls account assignment for conditiontype

Click and .

2. Click on and click .

Here entries are maintained if upper or lower limits forcondition types need to be maintained, especially for Discountcondition types.

Click on



CType Condition type to be entered here


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Condition type Description of condition type gets copied.

CalTy Calculation type, if percentage or fixedamount.

Unit Unit of condition record

Lower limit Enter lower limit if required for condition

Upper limit Enter upper limit if required for condition.

Click and .


Condition Types for price elements are created to be used inpricing procedure and maintaining of condition records.


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1.4. Define and Assign Pricing Procedures

1.4.1 Maintain Pricing Procedures

BACKGROUND

This configuration setting enables creation/modification ofPricing procedures, which are collection of condition types inparticular, order for processing of Pricing in sales documentsin system.

It is recommended that system predefined Pricing Proceduresare not modified, the following options are then available.

Copy existing Pricing Procedures and change it to newrequirements.

Create a new Pricing Procedure; key should start with Zas it is reserved for user requirements.

Instructions


Functions Pricing Pricing Control Define and AssignPricing Procedures

1. Click



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a. If existing Pricing Procedure is to be modified, choosefrom list and click on to get into details.

b.For copying existing Pricing Procedure to new one selectthe Pricing Procedure to be copied and click on or F6.

c. For creating a new Pricing Procedure click onHere we will follow option a and select Pricing Procedure

RVAAUS and double click on . To search for correct

Pricing Procedure click on and enter the key.



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As explained Pricing procedure contains the condition typesassigned in the sequence for correct pricing calculation to takeplace.

There are 16 columns containing important fields in Pricing

procedure, these are explained below:


Step Step no in pricing procedure. Each conditiontype is calculated step wise and the relativepositioning of each condition type isdetermined by step number.

Counter Further subdivision of step no, multiple

conditions can be maintained in same stepnumber.

CTyp Condition Type entered here

Description Description of condition types


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From From reference step for percentage conditions.

To To reference step for percentages, conditionstep up to which values of previous step are

totaled.

Manual If this is checked the condition can be enteredmanually in sales document.

Mdt Mandatory, if this is checked, condition typeis mandatory in sales document.

Stat Statistical, if this condition is flagged thevalue of condition is not considered forpricing, it is displayed for informationpurpose. Eg. Cost condition type VPRS.

Print Controls print issue of condition lines indocument output of invoices or orders.Following values are allowed:

SubTo Controls in which field and whetherconditional values or subtotals amount arecopied and stored. Example the cumulativetaxes can be stored in a field. There are manyfields provided by system to store thesesubtotals to.


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Reqt Requirement ABAP routine can be assignedhere to check specific requirements are metfor condition type, if not system marks theminactive.

AltCty Alternate Calculation type, ABAP routine canbe assigned here for alternative calculationthan the one done by system. Example forCash Discount minus tax calculation routineis available.

AltCBV Formula for deriving Alternate Condition Basevalue can be assigned here as an ABAProutine.

ActKy Account Key, identifier that is used as aninput to select appropriate G/L account inrevenue determination.

Accrls. Accrual Key, identifier that is used as aninput to select appropriate G/L account inaccrual postings.

Click and .


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1.4.2 Define Customer Pricing Procedure

BACKGROUND

This configuration setting enables creation of CustomerPricing procedure key, which is then assigned to CustomerMaster and forms a part of logic for pricing proceduredetermination in sales document.

Instructions



1. Click




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System has provided for relevant entries, however if additionalcustomer pricing procedure need to be created click on



Customer PricingProcedure

1 Character key identifyingCustomer pricing procedure

Description Description of customer pricing


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proc.

Click and .


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1.4.3 Define Document Pricing Procedure

BACKGROUND

This configuration setting enables creation of DocumentPricing procedure key, which is then assigned to SalesDocument types and forms a part of logic for pricing proceduredetermination in sales document.

Instructions



1. Click



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System has provided for relevant entries, however if additionalcustomer pricing procedure need to be created click on



Document PricingProcedure

1 Character key identifyingDocument pricing procedure


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Description Description of document pricingproc.

Click and .


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1.4.4 Assign Document Pricing Procedure to order types.

BACKGROUND

This configuration setting enables assignment of Documentpricing procedure key created to Sales Order types.

Instructions

Follow Menu Path: IMG

Sales and Distribution

BasicFunctions Pricing Pricing Control Define and AssignPricing Procedures

1. ClickFollowing pop-up is displayed



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Order Types created in Customizing are available here. TheDocument Pricing Procedure created earlier is assigned to

correct order type.

Click and .


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1.4.5 Assign Document Pricing Procedure to Billing types

BACKGROUND

This configuration setting enables assignment of Documentpricing procedure key created to Billing Document types. Thisactivity is done for those Billing types that require a separatepricing procedure determined than one copied from SalesOrder.

Instructions



1. Click



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Billing types created in Customizing are available here. TheDocument Pricing Procedure created earlier is assigned tocorrect billing type.

Click and .


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1.4.6 Define Pricing Procedure Determination

BACKGROUND

This configuration setting enables determination of Pricingprocedure in Sales document. The Pricing Procedure isdetermined based on the combination of following factors:

Sales Area (Sales Organization, Distribution Channel,Division), Document Pricing Procedure from Sales documentor Billing Document types, & Customer Pricing Procedure fromCustomer Master.

Instructions



1. Click



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Click on to maintain for a new combination.



SOrg. Enter Sales Organization

DChl Enter Distribution Channel


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Dv Enter Division

DoPr Enter Document Pricing procedure key

CuPp Enter Customer Pricing procedure key

PriPr. Enter Pricing Procedure to be determined forabove combination.

PricingProcedure

Description of Pricing procedure

Ctyp Enter Default condition type to be seen indouble line entry screen in order processing

Condition type Description of condition type entered.

Click and .


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1.4.7 Define Pricing by Item Category

BACKGROUND

This configuration setting enables pricing for items in Salesdocument by activating pricing at item category level. It alsoactivates Cost determination for specific item categories.

Instructions


Functions Pricing Pricing Control Define Pricing byItem Category

1. Click




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Item Categories created in customizing are available here.

For Item categories to have Pricing enabled following optionsare available in field Pricing

Field Statistical values has following values


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2.Maintain Price-Relevant Master Data Fields

BACKGROUND

In this configuration you check and define the master datafields relevant to pricing in the customer and material masterrecord.

Following fields can be used for pricing among others:

Price list type in the customer master record for eachsales area

Price group in the customer master record for each salesarea

Material pricing group in the material master record foreach sales organization and distribution channel

Instructions


Functions Pricing Maintain Price-Relevant Master Datafields

1. Click



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Click on to maintain new Price List type anddescription.


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Click and .

2. Click on and click on

Click on to maintain new Pricing groups anddescription.


Click on to maintain new Material Pricing groupsand description.


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Click and .


Price Relevant Master data fields are configured and can bemaintained in Master data and utilized in Pricing.


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3.Condition Exclusion

3.1. Condition Exclusion for Groups of Conditions

BACKGROUND

In this configuration condition exclusion can be setup forpricing in a document item so as to have best condition recordselected. Example: Condition exclusion can be setup fordetermining best price for customer and exclude othercondition records maintained.

This is one of special pricing functions provided in system

Instructions


Functions Pricing Condition Exclusion ConditionExclusion for Groups of Conditions

1. Click



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Click on and click on .

Exclusion Groups are defined here. For creating new click on

.

Maintain 4-character key for exclusion group and description.

Click and .


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Here the Condition types are assigned to condition group.

Following Discount condition types are assigned to exclusiongroup 0001.

For maintaining new entries click on , enter theExclusion Group and Condition Types.

Click and .


Here select the Pricing procedure in which the exclusion needsto be setup.


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Select the Pricing Procedure RVAA01 and double click on

.



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SNo. Step Number is entered here for exclusion.

Cpr Condition Exclusion procedure is maintained

here, following options are predefined insystem

Select A for determining best conditionamong condition types, for best price amongcondition records select B and so on.

Here we select A.

ExGr1 Enter the Exclusion Group 1.

Group 1 Description of exclusion group 1

ExGr2 Enter Exclusion Group 2 for cases whereexclusion procedure C, D or F is used.

Group 2 Description of exclusion group 1

Click and .


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3.2. Condition Exclusion for Condition Types andRecords

BACKGROUND

In this configuration condition exclusion indicators are set-upwhich is then used to assign to condition types or conditionrecords for excluding them in document pricing item.

Instructions


Functions Pricing Condition Exclusion ConditionExclusion for Condition Types and Records.

1. Click


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There are system predefined condition exclusion indicators.

For defining additional ones click on , enter thesingle character Key for Condition exclusion indicator anddescription.

Click and .


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4.Maintain Pricing Report

BACKGROUND

In this configuration screen layout for Pricing reports can becreated. Pricing reports as explained are used to analyzecondition records maintained in system and also get a detailedaccount of records created.

There are standard reports predefined in system based on thecondition tables that are exist in system. For new condition

tables a new report needs to be created.

Here we will create a Pricing report for condition records basedon Customer & Material. There are two tables 912 & 990created here having those fields. These will be used as inputsfor this report to be created.

Instructions


Functions Pricing Maintain Pricing Report.

1. Click



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Enter a two-character code for Price List other than onesalready created.

Title Enter the description for the Pricing report.


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Press


Here List of all fields with technical names are displayed whichare used in Sales & Distribution module.


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The fields, which are available in the Tables and required inreport, are to be selected here.

Select fields Customer, Material, Sales Organization, and

Distribution Channel & Division.By clicking on system selects all tables having atleastone of the fields selected.

By clicking on , system selects the tables containing allof the fields selected.

Here Click on

The tables 912 and 990 created earlier contain these fields

hence are displayed here.

Select entries and click on


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The fields from tables are transferred here.



Field Name Field name of field selected from table isdisplayed here.

Positioning Here selection for position of field in reportto be displayed is done. Following optionsare available


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1 Used for fields to be displayed at PageHeader like Sales Organization2 Used for Group Header like Customeretc.3 Used for item level fields of pricing

Sort Used for sort sequence of fields to bedisplayed at same level especially item ifrequired.

Text Determines if in output field value appearswith its descriptive text or not. Followingoptions are available:

Selection Mark this if you require field in selection ofreport to be created

Required Mark this field if field entry is mandatory inreport to be created.

Additional default values for selection screen can be selectedas required.


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Click on

Following message is displayed


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Pricing in Delivery


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5.Configuring Pricing Control

5.1. Define Condition Tables

BACKGROUND

This configuration setting enables creation of new pricingtables, which contain the fields used for price dependencies.Condition tables contain the fields, for the combination of

which condition records are maintained.

It is recommended that system pre-defined condition tablesare not modified; the following options are then available.

Copy existing condition table and change it to new reqts. Create a new condition table. Number of table has to

start between 501 and 999, if not specified system willautomatically assign a sequential number.

Instructions

Follow Menu Path: IMG Logistics Execution Shipping

Basic Shipping Functions Pricing Define Condition tables

1. Click



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First the Field Catalog needs to be checked for the fields thatare required in a condition table



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The List of allowed fields by system in Pricing is displayed inthis Field Catalog.

New Fields can be added in this catalog which also require

system modifications to get the values populated in theseadditional fields during sales document processing.

Click and .

2. Click on and

For explanation lets create a table with following fields SalesOrganization, Distribution Channel, Division, Sold-to Partyand Material.

Table no to be created is specified in field table and if it is tocopied from existing table enter the table number in field Copy

from condition table and click on .


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By Default and are checkmarked. If the condition records that are to be maintained in

this table do not require validity or release status they can beunchecked.

Enter the Description of table by clicking on icon , whichwill open an editor.


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Next the Fields are to be selected from the Field Catalog, thewhole list can be scrolled up or down by clicking on any fieldand using the Page up & Page down buttons on keyboard.

First Search for Sales Organization in Field Catalog, doubleclick on the field when found. It will get transferred to SelectedFields as below.

In a similar way select fields Distribution Channel, Division,Sold-to Party & Material in that order.


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Its important to Check whether fields selected are the correctfields of table where data would be stored. To check this click

on


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Following fields are available:


Short text Displays the description of field selected

Key This indicates which field is Key field oftable, i.e. for the combination of key fieldsthere can be only a single condition recordmaintained.

If some field is not key that can beunchecked here. Also all the key fields are atstart of table there cannot be non-key fieldsbetween two key fields.

Footer fld. Indicates which field appears on Fast entryscreen while maintaining the conditionrecord.

Text Field Determines if text of field appears on fastscreen. Here Description of Material wouldappear on fast screen.

Field Name Technical field name of field selected in table

Data element Data element of field which has attributesfor that field like data type, field length etc.

Domain Domain defines the value range for datafields.

No ofCharacters

The number of characters for field

Data Type Data type of field like character, date etc.

Click and .


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Field attributes of each individual field can be checked by

clicking on .

On checking of all fields in table, next step is to Generate thetable.

Click on .

There will be a system prompt whether you want to generatethe table click on Yes.



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Package Package is grouped related objects in ABAPworkbench, it determines the transportlayer. These are maintained by TechnicalBasis team and package created by them forstoring Pricing condition tables needs to betaken and entered here.

PersonResponsible

User name of person creating table, isusually copied.

Click on to generate and save table in a transport.

A log is displayed after table is created.

Here table created is A956

Click and .

3. Click on to modify existing conditiontables.


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4. Click on to display created conditiontables.


Condition tables are created and ready to be assigned toaccess sequence so as to have pricing condition records storedin them.


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5.2. Define Access Sequences

BACKGROUND

This configuration setting enables creation/modification ofAccess Sequence, which is a search strategy used by SAP tosearch for condition records.

It is recommended that system predefined Access Sequence isnot modified, the following options are then available.

Copy existing access sequence and change it to newreqts.

Create a new access sequence, key should start with Zas it is reserved for user requirements.

Instructions


Basic Shipping Functions Pricing Define AccessSequences

1. ClickFollowing pop-up is displayed


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Click on .



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d.If existing Access Sequence is to be modified, choose from

list and double click on to get into details

e.For copying existing Access Sequence to new one selectthe access sequence to be copied and click on or F6.

f. For creating a new Access Sequence click onHere we will follow option a and select order type PR00 and

click on . To search for correct Access sequence click on

and enter the key.


2. To add on new accesses click on . Depending onwhere access is to be maintained access no is selected

Following Fields are maintained


AcNo. Indicates number of access within accesssequence. Search is based on sequence ofthis number, here 10 is highest access no.

Tab Condition table number to be entered here.

Description Description of table number is displayed.


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Requirement Requirement for a particular access ismaintained here. Its an ABAP code.Example 3 here checks for foreign currencydocument.

Exclusive Controls whether the system stops searchingfor a record after the first successful accessfor a condition type within an accesssequence.

3. Next Select each individual access and double click on

No entries are to be made here, unless a particular field has tobe changed here.

This is important for field assignment of particular access.

Click and .



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Access Sequence is created which has relevant search strategyto search for condition records for a condition type duringpricing in sales documents.


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5.3. Define Condition Types

BACKGROUND

This configuration setting enables creation/modification ofCondition Types, which represent price elements of businessenvironments in system.

It is recommended that system predefined Condition Types arenot modified, the following options are then available. Copy existing Condition Types and change it to new

requirements

Create a new Condition Type; key should start with Z asit is reserved for user requirements.

Instructions


Basic Shipping Functions Pricing Define Condition Types

1. Click



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Here the options explained in background are applicable.d.If existing Condition Type is to be modified, choose from

list and click on to get into details.

e. For copying existing Condition Type to new one select theCondition Type to be copied and click on or F6.

f. For creating a new Condition Type click on


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Here we will follow option a and select Condition Type PR00

and click on . To search for correct Condition Type click on

and enter the key.


The screen continues and further controls are observed byscrolling.


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The controls are grouped in blocks and explanation provided isblock-wise.



Condit. Type 4 character key identifying Condition type

Access seq. Access sequence defined earlier is assignedhere.

Cond. Class Preliminary structuring of condition types,

Plus/minus Controls whether condition results in aamount which is positive, negative or bothamounts are possible.


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Calculat. Type Determines how system calculates prices,discounts in condition, like a fixed amountor percentage based on weight, volume etc.Many options are provided in system.

Cond. Category Classification of conditions based onpredefined categories like Freight, Cost etc.

Rounding Rule Rule that specifies how system rounds offcondition values during pricing.

StrucCond. Used in BOM items for duplication orcumulation of conditions.



Group cond. Mark field if its a group condition type


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GrpCond.Routine

ABAP routine that can be used to identifyscale basis in case of group conditions

RoundDiffComp On indicator being set, system compares the

condition value at header level with the totalof the condition values at item level. Thedifference is then added to the largest item

Manual Entries Indicator which controls the priority withina condition type between a condition enteredmanually and a condition automaticallydetermined by the system

Header Condit. Mark this if Condition type is Headercondition

Item Condition Mark this if Condition type is Item condition

Delete Indicates if condition can be deleted fromdocument

Amount/Percent Specifies if amount or percent can bechanged in document for condition

Value Specifies if value of condition type can bechanged in document

Qty relation Specifies if conversion factors can bechanged

Calculat. Type Specifies if calculation type of condition typecan be changed in document


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Valid from Proposed validity start date

Valid to Proposed validity end date

RefConType Condition types which can be used asreference so that records can be maintainedonly once.

RefApplicatio Reference application from otherapplications

Pricing Proc Predefined pricing procedure is entered herefor allowing condition supplements

Delete fr. DB Allows deletion of condition record fromdatabase

Condition index Specifies whether system updates one ormore condition index when maintainingrecords.

Condit. Update Limit values relevant for condition record.

Scale Basis Determines how system interprets scale


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while calculating, eg Weight or Quantityscale.

Check Value Indicates whether scale values are

maintained in ascending or descending order

Scale Type Validity of scale value is set here, like Base-scale or To-scale

Scale formula Routine can be assigned here for calculationof scale

Unit of meas Unit of measure used by system todetermine scales, proposed whilemaintaining records.

Following important fields are maintained:


Currencyconv.

Currency varies from document currency, sethere.

Accruals Amount posted as accruals for this conditiontype


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Variant cond. Mark if condition is used in variant pricing

Qty conversion Quantity conversion is allowed in condition

Exclusion If system excludes discounts proposed inpricing

Pricing date Default Pricing date in system

Rel. Acc. Assig Controls account assignment for conditiontype

Click and .

2. Click on and click .

Here entries are maintained if upper or lower limits forcondition types need to be maintained, especially for Discountcondition types.

Click on



CType Condition type to be entered here

Condition type Description of condition type gets copied.


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CalTy Calculation type, if percentage or fixedamount.

Unit Unit of condition record

Lower limit Enter lower limit if required for condition

Upper limit Enter upper limit if required for condition.

Click and .


Condition Types for price elements are created to be used inpricing procedure and maintaining of condition records.


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5.4. Define and Assign Pricing Procedures

5.4.1Maintain Pricing ProceduresBACKGROUND

This configuration setting enables creation/modification ofPricing procedures, which are collection of condition types inparticular, order for processing of Pricing in sales documentsin system.

It is recommended that system predefined Pricing Proceduresare not modified, the following options are then available.

Copy existing Pricing Procedures and change it to newrequirements

Create a new Pricing Procedure; key should start with Zas it is reserved for user requirements.

In Delivery we will see pricing procedure EVP000. Deliverypricing procedure contains fewer condition types.

Instructions


Basic Shipping Functions Pricing Define and AssignPricing Procedures For Value Contract

1. Click



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d.If existing Pricing Procedure is to be modified, choosefrom list and click on to get into details.

e. For copying existing Pricing Procedure to new one selectthe Pricing Procedure to be copied and click on or F6.

f. For creating a new Pricing Procedure click onHere we will follow option a and select Pricing Procedure

ZLF001 and double click on . To search for correct

Pricing Procedure click on and enter the key.



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As explained Pricing procedure contains the condition typesassigned in the sequence for correct pricing calculation to takeplace.

There are 16 columns containing important fields in Pricing

procedure, these are explained below:


Step Step no in pricing procedure. Each conditiontype is calculated step wise and the relativepositioning of each condition type isdetermined by step number.

Counter Further subdivision of step no, multipleconditions can be maintained in same stepnumber.

CTyp Condition Type entered here

Description Description of condition types


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From From reference step for percentage conditions.

To To reference step for percentages, condition

step up to which values of previous step aretotaled.

Manual If this is checked the condition can be enteredmanually in sales document.

Mdt Mandatory, if this is checked, condition typeis mandatory in sales document.

Stat Statistical, if this condition is flagged thevalue of condition is not considered forpricing, it is displayed for informationpurpose. Eg. Cost condition type VPRS.

Print Controls print issue of condition lines indocument output of invoices or orders.Following values are allowed:

SubTo Controls in which field and whetherconditional values or subtotals amount arecopied and stored. Example the cumulativetaxes can be stored in a field. There are manyfields provided by system to store thesesubtotals to.


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Reqt Requirement ABAP routine can be assignedhere to check specific requirements are metfor condition type, if not system marks theminactive.

AltCty Alternate Calculation type, ABAP routine canbe assigned here for alternative calculationthan the one done by system. Example forCash Discount minus tax calculation routineis available.

AltCBV Formula for deriving Alternate Condition Basevalue can be assigned here as an ABAProutine.

ActKy Account Key, identifier that is used as aninput to select appropriate G/L account inrevenue detm.

Accrls. Accrual Key, identifier that is used as aninput to select appropriate G/L account inaccrual postings.

Click and .


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5.5. Define Pricing Procedures for Delivery

BACKGROUND

In this configuration a pricing procedure or calculationschema can be assigned for pricing in deliveriesdepending on delivery type. If calculation schemacontains condition type EVP1 then retail price ofreceiving plant is determined in delivery processing.

In standard case for delivery type LO pricing procedureEVP000 is assigned.

Instructions


Basic Shipping Functions Define Pricing Procedures forDelivery

1. Click

Delivery types defined in customizing are available here.

Assign the relevant procedure.

Click and .


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Taxes


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6.Tax control

6.1. Define Tax condition type

BACKGROUND

Taxes as applicable in a country as per material and customercan be configured using pricing condition types for therelevant taxes.

Tax rates can be maintained by integration with FI. Departureand destination can also be used in configuring taxes.

Specific requirements of local taxes with tax jurisdiction canbe mapped by allowing interface with external tax systems likeVertex.

Instructions


Functions Pricing Pricing Control

Taxes are defined as condition types in pricing

Double click on Maintain Condition Types

Example Tax determination for US sales documents with taxjurisdictionCountry United StatesTax condition type UTXJ, XR1 to XR6


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UTXJ is statistical tax type to pass jurisdiction data toexternal system.XR1 to XR6 are defined to receive tax rates for local taxes.

On the screen displayed, search condition type UTXJ.

Select condition type XR1


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6.2. Define Tax determination rules

BACKGROUND

Let us understand how tax condition types are configured fordetermination in sales documents.

Instructions

Click on Define Tax determination rules


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Click on

Enter


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6.3. Define Tax relevancy of master records

Instructions

Click on Tax relevancy of master records

In this configuration, select tax classifications allowed per taxcondition type for material and customer taxes.


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As taxes could be exempt for certain customers and materialsor could be charged with different rates depending upon theclassification of materials or customers as per tax laws, tax

classifications are maintained against a tax condition type.In material and customer masters, for a tax condition type,one of these tax classifications is entered. While maintainingtax records, material and customer tax classifications could beused as a part of key combination.

Click on Customer taxes

Select UTXJ

Click on Material taxes

Select UTXJ

When tax jurisdiction code is required for external tax systemfor delivering location, it is taken from the plant definition.


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The above configuration gives the tax jurisdiction number,which is passed on to external tax system like Vertex forcalculation of tax rates.


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7.Revenue account determination

Background

We will study Revenue Account Determination, which isimportant to understand from SD point of view.

The settings in revenue account determination enable postingof billing values like sales revenue, discount & tax to thecorrect G/L (General ledger) account.

There are following factors given by standard SAP to determineG/L accounts

Chart of account (As assigned to company code) Sales organization (Sales organization of the sales

document)

Optional factors can be

Account key (It gets determined as per the account keyassignment to condition type in the pricing procedure ofthe sales document)

Material account assignment group (sales org data of thematerial)

Customer account group (sales area data of Payer masterrecord)Let us see where they are maintained in IMG


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Instructions

Follow Menu Path: IMG Sales and Distribution ExecuteProject

Click on Execute Project

Enter Transaction Code SPRO


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7.1. Master data relevant for account assignment

Background

Of the optional factors mentioned above, let us understand theconfiguration of Customer and Material Account Group.

Instruction

Menu Path:- IMG

Sales and Distribution

Basic FunctionsAccount Assignment/Costing Check master data relevantfor account assignment

Click on Check Master Data relevant for Account Assignment


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Keep the cursor on the line and click on

Material account assignment group can be used to post billingvalues of different types of materials, for example tradinggoods to different G/L accounts than finished goods.

Note - With configuration, also understand where material

account assignment group maintained in the material master.


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Customer account group can be used to post billing values todifferent G/L accounts depending on requirement like

reporting revenues separately for domestic and export sales.

Note - With configuration, also understand where customeraccount assignment group maintained in the customermaster.


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7.2. Define and assign account key

Instruction

Menu Path: - IMG Sales and Distribution BasicFunctions Account Assignment/Costing Define andAssign Account Keys

Click on Define and assign account key


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Double click on define account key

Assign Account key to condition types in the pricing procedure


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So far, we have seen configuration for factors / criteria, which

could be used in determining G/L accounts.


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7.3. Condition technique for accountdetermination

Now, understand use of condition technique to use thesefactors

Steps:

1.Create condition tables by selecting fields from the fieldcatalog. These fields would be required to map thecriteria.

2.Create Access Sequence to add condition tables3.Create Condition type to link the access sequence.4.Create Procedure to include condition types, which would

be checked and processed during document processing

5.Assign procedure to the document type so that procedureis used during processing of document.

Step 1

Click on Define dependencies of Revenue accountdetermination


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Double click on Field catalog: Allowed fields for the tables

This will have the fields required as criteria for G/L account

determination.


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Tables can be created using above fields. Each table can thenused in access sequence KOFI.

Let us see standard table, 1 used in access sequence KOFI

Double click on Account determination: Display tables

Click on


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In table, 001, criteria set is seen in selected fields.

Step 2:

Click on Access sequences and Account determination types


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Double click on Maintain access sequences for accountdetermination

Select KOFI and click on Accesses


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Standard tables created in step 1 are assigned in this accesssequence.

Select access 10 and click on fields, it will show fields which

were used in table 001.

Step 3

Double click on define account determination types


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Access sequence KOFI is linked to Account determination typeKOFI.

Step 4:

Click on Define and Assign Account DeterminationProcedures


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Double click Assign account determination procedure

Select KOFI00 and click control data


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Step 5:

Double click Assign account determination procedure


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With the above configuration set up, G/L accounts can besetup using different criteria.

Double click on Assign G/L accounts

These are standard criteria given. Using condition techniquesteps above, new criteria can always be setup creating newcondition tables and then following rest of the steps asrequired.


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Example

Double click on table 001

Table 001 can have entry like the one below.

pricing understanding

Documents