Effective Pricing with SAP ERP (H3202)

Description

* Understand the complete pricing solution from SAP

* Master pricing with Materials Management and Sales and Distribution, as well as condition techniques and industry-specific coverage

* Explore case studies and practical, real-life examples throughout

Master the most important issues around pricing in SAP ERP with this one-stop, comprehensive reference. You'll learn about the key elements of pricing in Sales and Distribution and Materials Management, and discover complete, step-by-step instructions on how to configure pricing. This book provides you with a practical perspective on the entire process, with coverage that includes basic and advanced configuration and condition techniques, as well as integration points with other SAP tools, such as Financial Accounting and Cost Accounting. Each chapter provides real-world examples, case studies, and practical tips to help you understand and master pricing in SAP ERP.

CONTENTS:

... Acknowledgments ... 17

... Preface ... 19

1 ... Pricing Overview ... 23

1.1 ... Overview of Pricing ... 24

1.1.1 ... Sales Organizational Structure ... 24

1.1.2 ... Purchasing Organizational Structure ... 26

1.1.3 ... Pricing Maintenance ... 26

1.1.4 ... Pricing Types Overview ... 27

1.2 ... Condition Technique Overview ... 29

1.3 ... Summary ... 33

2 ... Pricing in Sales and Distribution Documents ... 35

2.1 ... Pricing Procedure Overview ... 36

2.1.1 ... Control Data ... 38

2.1.2 ... General Pricing Configurations ... 39

2.2 ... Pricing Procedure Applicable to SD Documents ... 40

2.2.1 ... SD Document Pricing Procedure ... 42

2.2.2 ... Assign SD Document Pricing Procedures to a Document Type ... 43

2.2.3 ... Define Pricing Procedure Determination ... 44

2.2.4 ... Standard Pricing Procedures ... 46

2.2.5 ... Pricing Procedure in Intercompany Sales Orders ... 49

2.3 ... Custom Pricing Procedures ... 50

2.3.1 ... Defining New Pricing Procedures ... 51

2.3.2 ... Activating the Pricing Item Category ... 52

2.4 ... Customer Hierarchies ... 52

2.4.1 ... Defining Master Data for Condition Type HI01 ... 55

2.4.2 ... Activating Hierarchy Pricing Elements on the Sales Order ... 56

2.5 ... Summary ... 57

3 ... Condition Techniques in Sales and Distribution Documents ... 59

3.1 ... How Pricing Works in Sales and Distribution ... 59

3.2 ... Setting Up Pricing in SD ... 60

3.3 ... How Pricing Condition Types Work ... 61

3.3.1 ... Control Data 1 ... 62

3.3.2 ... Group Condition ... 65

3.3.3 ... Changes Which Can Be Made Section ... 67

3.3.4 ... Master Data Section ... 68

3.3.5 ... Scales Section ... 72

3.3.6 ... Control Data 2 ... 74

3.3.7 ... Text Determination ... 77

3.4 ... Access Sequences ... 79

3.5 ... Condition Tables ... 81

3.6 ... Condition Fields ... 83

3.6.1 ... Creating a Custom Field for the Pricing Table ... 84

3.7 ... Requirements, Condition Values, and Condition-Based Formulas ... 87

3.7.1 ... Condition Values ... 90

3.7.2 ... Condition-Based Values ... 91

3.8 ... Condition Exclusions Procedures ... 91

3.8.1 ... Condition Types Belonging to the Same Condition Group ... 93

3.8.2 ... Condition Types Belonging to Multiple Condition Groups ... 93

3.9 ... Master Data and Pricing ... 96

3.9.1 ... Pricing Condition Records ... 96

3.9.2 ... Pricing Upper and Lower Limit Values ... 100

3.10 ... Pricing Applications in Documents ... 102

3.10.1 ... Contract Pricing ... 102

3.10.2 ... Quotation Pricing ... 103

3.11 ... Header versus Line Item Pricing ... 104

3.11.1 ... Header Pricing ... 105

3.11.2 ... Line Item Pricing ... 105

3.11.3 ... Pricing Analysis in Sales and Distribution Documents ... 105

3.12 ... Printing Pricing Conditions ... 108

3.13 ... Pricing Procedure Settings ... 109

3.14 ... Summary ... 112

4 ... Special Topics in SD Pricing ... 113

4.1 ... Promotional Pricing and Sales Deals ... 114

4.1.1 ... Promotions ... 114

4.1.2 ... Sales Deals ... 118

4.1.3 ... Condition Type Groups ... 120

4.2 ... Rebate Agreements ... 124

4.2.1 ... Rebate Agreement Types ... 125

4.2.2 ... Rebate Agreement Overview Screens ... 128

4.2.3 ... Rebate Agreement Activation ... 129

4.2.4 ... Reorganizing Rebate-Relevant Data from Billing Documents ... 130

4.2.5 ... Retroactive Rebate Processing ... 130

4.2.6 ... Master Data Settings for Rebate Agreements ... 132

4.3 ... EDI Pricing ... 138

4.4 ... Special Conditions ... 140

4.4.1 ... Group Conditions ... 140

4.4.2 ... Minimum Order Values ... 141

4.4.3 ... Cumulative Condition Types ... 142

4.4.4 ... Variant Pricing ... 143

4.4.5 ... Referential Pricing ... 143

4.5 ... Free Goods ... 145

4.5.1 ... Configuring Free Goods ... 145

4.5.2 ... Free Goods Master Data ... 146

4.6 ... Summary ... 149

5 ... Price Performance and Technical Aspects ... 151

5.1 ... Optimizing Pricing Access in Sales Documents and Purchasing Documents ... 152

5.1.1 ... Pricing Procedures Condition Types ... 152

5.1.2 ... Exclusive Indicator for Access Sequences ... 153

5.1.3 ... Access: Preprocessing ... 153

5.1.4 ... Splitting Access Sequences and Tables ... 155

5.2 ... Technical Aspects of Pricing ... 156

5.2.1 ... User Exits, Alternative Condition Value, and Formulas ... 156

5.2.2 ... Condition Records Changes ... 156

5.2.3 ... Optimizing Sales and Distribution Pricing ... 157

5.3 ... SD Pricing Tables and Structures ... 157

5.3.1 ... Pricing Tables: Application and Usage ... 157

5.3.2 ... Pricing Structures ... 158

5.4 ... SD Pricing User Exits ... 159

5.4.1 ... USEREXIT_PRICING_PREPARE_TKOMK ... 159

5.4.2 ... USEREXIT_PRICING_PREPARE_TKOMP ... 160

5.4.3 ... USEREXIT_FIELD_MODIFICATION ... 160

5.4.4 ... USEREXIT_FIELD_MODIFIC_KZWI ... 161

5.4.5 ... USEREXIT_FIELD_MODIFIC_KOPF ... 161

5.4.6 ... USEREXIT_FIELD_MODIFIC_LEER ... 161

5.4.7 ... USEREXIT_PRICING_CHECK ... 162

5.4.8 ... USEREXIT_PRICING_RULE ... 162

5.4.9 ... USEREXIT_CHANGE_PRICING_RULE ... 163

5.4.10 ... USEREXIT_XKOMV_BEWERTEN_INIT ... 164

5.4.11 ... USEREXIT_XKOMV_BEWERTEN_END ... 164

5.4.12 ... USEREXIT_XKOMV_ERGAENZEN ... 164

5.4.13 ... USEREXIT_XKOMV_ERGAENZEN_MANU ... 164

5.4.14 ... USEREXIT_XKOMV_FUELLEN ... 164

5.4.15 ... USEREXIT_XKOMV_FUELLEN_O_KONP ... 164

5.4.16 ... USEREXIT_PRICING_COPY ... 165

5.5 ... Materials Management Pricing Technical Considerations ... 165

5.5.1 ... MM Pricing Tables: Usable and Application ... 165

5.5.2 ... Materials Management Pricing Structures ... 166

5.5.3 ... Materials Management Pricing User Exits ... 167

5.6 ... Pricing and External Systems Integration Using User Exits ... 168

5.6.1 ... Vertex Overview ... 168

5.7 ... Summary ... 169

6 ... Data Migration and Cutover Planning ... 171

6.1 ... Data Migration Steps ... 171

6.1.1 ... Data Discovery and Extraction ... 172

6.1.2 ... Data Cleansing and Validation Stage ... 174

6.1.3 ... Data Conversion Stages ... 175

6.1.4 ... Data Consolidation Stage ... 176

6.1.5 ... Data Load and Validation Stage ... 176

6.2 ... Pricing Data Migration and Cutover ... 177

6.2.1 ... Prerequisites ... 177

6.2.2 ... Steps for LSMW ... 178

6.3 ... Cutover Planning Key Points ... 185

6.4 ... Summary ... 186

7 ... Pricing with Materials Management Documents ... 189

7.1 ... Materials Management Pricing Documents Overview ... 189

7.1.1 ... Purchasing Organization Structure ... 190

7.2 ... Pricing Procedures: Calculation Schema ... 192

7.2.1 ... Defining Schema Group Vendors ... 194

7.2.2 ... Defining Schema Groups for the Purchase Organization ... 195

7.2.3 ... Assigning Purchasing Organizations to the Schema Group Purchasing Organization ... 195

7.2.4 ... Assigning Pricing Procedures to the Schema Group Purchasing Organization and Schema Group Vendor ... 196

7.2.5 ... Calculation Schema for Stock Transport Purchase Orders ... 197

7.3 ... Pricing in Purchasing Documents ... 199

7.3.1 ... Pricing in Purchase Quotations ... 199

7.3.2 ... Pricing in Purchase Contracts ... 200

7.3.3 ... Pricing in Schedule Agreements ... 200

7.3.4 ... Pricing in Purchase Info Records ... 201

7.3.5 ... Pricing in Purchase Orders ... 205

7.3.6 ... Market Prices for Purchasing Organizations ... 207

7.4 ... Summary ... 209

8 ... Pricing Condition Techniques in Materials Management Documents ... 211

8.1 ... Configuration Steps for Pricing in Materials Management ... 211

8.2 ... Pricing Condition Types in Materials Management ... 212

8.2.1 ... Control Data 1 ... 213

8.2.2 ... Changes Which Can Be Made ... 218

8.2.3 ... Master Data ... 219

8.2.4 ... Scales ... 222

8.2.5 ... Control Data 2 ... 224

8.2.6 ... Sales Pricing ... 227

8.2.7 ... Text Determination Procedure ... 228

8.3 ... Access Sequences in Materials Management ... 231

8.3.1 ... Condition Type ... 231

8.3.2 ... Access Sequence and Requirements ... 233

8.3.3 ... Check Pricing or Exclusion Indicator ... 234

8.4 ... Condition Tables and Fields ... 236

8.4.1 ... Condition Tables ... 237

8.4.2 ... Condition Fields ... 238

8.5 ... Calculation Schema in Materials Management ... 242

8.6 ... Requirements, Formula Condition Values, and Condition-Based Formula ... 242

8.6.1 ... Requirements ... 243

8.6.2 ... Formula Condition Values ... 244

8.6.3 ... Condition-Based Value ... 246

8.7 ... Condition Exclusion Procedures ... 247

8.7.1 ... Condition Types Belonging to the Same Condition Group ... 248

8.7.2 ... Condition Types Belonging to Multiple Condition Groups ... 249

8.7.3 ... Create a Purchase Order ... 251

8.7.4 ... Pricing Condition Records ... 252

8.7.5 ... Header versus Line Item Pricing ... 257

8.8 ... Printing Pricing Conditions ... 259

8.8.1 ... Manual ... 261

8.8.2 ... Required ... 261

8.8.3 ... Statistics ... 261

8.8.4 ... Subtotals ... 261

8.8.5 ... Account Key ... 263

8.8.6 ... Accruals ... 263

8.9 ... Summary ... 264

9 ... Special Topics in Materials Management Pricing ... 265

9.1 ... Taxes, Planned Delivery Costs, and Foreign Currency ... 265

9.1.1 ... Taxes ... 266

9.1.2 ... Planned Delivery Costs ... 271

9.1.3 ... Foreign Currency ... 274

9.1.4 ... Weight-Dependent or Volume-Dependent Pricing ... 276

9.1.5 ... Conditions Dependent on Purchase Order Price Unit ... 277

9.2 ... External Services Management ... 278

9.2.1 ... Service Master ... 279

9.2.2 ... Service Master Pricing Conditions ... 281

9.2.3 ... Pricing Procedure Determination for Services ... 283

9.3 ... Summary ... 286

10 ... Variant Configuration Pricing ... 287

10.1 ... Variant Configuration Terms ... 288

10.2 ... Variant Configuration Pricing Parameters ... 290

10.2.1 ... Set Up the Configurable Material Master ... 290

10.2.2 ... Setting Up the Configuration Profile ... 295

10.2.3 ... Setting Up Variant Conditions ... 297

10.2.4 ... Setting Up Variant Pricing Conditions ... 299

10.2.5 ... Setting Up Object Dependencies ... 300

10.3 ... Variant Configuration Modeler and Sales Order Pricing ... 312

10.3.1 ... Assigning Pricing Variant Conditions Directly ... 315

10.3.2 ... Sales Order Variant Pricing ... 316

10.4 ... Summary ... 318

11 ... Sales and Distribution Pricing Integration with Financial Accounting ... 319

11.1 ... Revenue Account Determination Overview ... 320

11.2 ... Revenue Account Determination Configuration ... 321

11.2.1 ... Master Data Relevancy for Account Assignment ... 322

11.2.2 ... Define Dependencies of Revenue Account Determination ... 323

11.2.3 ... Define Condition Types and Access Sequences ... 324

11.2.4 ... Define and Assign the Revenue Account Determination Procedure ... 325

11.2.5 ... Define and Assign Account Keys ... 326

11.2.6 ... Assign General Ledger Accounts to Revenue Account Keys ... 328

11.2.7 ... Master Data Setup for Customers and Materials ... 334

11.3 ... Accruals ... 335

11.4 ... Summary ... 336

12 ... Materials Management Pricing Integration with Financial Accounting ... 339

12.1 ... Account Determination Overview ... 339

12.1.1 ... Key Concepts ... 341

12.2 ... Financial Accounting Postings for Materials Management ... 343

12.2.1 ... Purchase Account Management ... 348

12.2.2 ... Activation of Purchase Account Management at the Company Code Level ... 348

12.3 ... Summary ... 350

13 ... Pricing Reports in Sales and Distribution and Materials Management ... 353

13.1 ... Pricing Reports and Lists ... 353

13.1.1 ... Net Price List ... 356

13.2 ... Custom SD Pricing Reports ... 359

13.3 ... Standard Materials Management Pricing Reports ... 363

13.4 ... Customizing Materials Management Pricing Reports ... 367

13.4.1 ... Step 1: Define Sequence ... 367

13.4.2 ... Step 2: Define Scope of List Parameters ... 368

13.4.3 ... Step 3: Assign Scope of List to Conditions ... 369

13.5 ... Summary ... 371

14 ... Internet Pricing ... 373

14.1 ... Introduction to Internet Pricing ... 373

14.2 ... Internet Pricing Architecture ... 374

14.2.1 ... Business Execution Layer ... 374

14.2.2 ... Interaction Layer ... 375

14.2.3 ... Presentation Layer ... 376

14.2.4 ... B2B and B2C Scenarios ... 376

14.3 ... Internet Sales Master Data Set Up ... 376

14.3.1 ... Contact Persons and Customer Master (Sold-to, Bill-to, Ship-to) ... 377

14.3.2 ... Product Catalog ... 379

14.4 ... Pricing and Configuration ... 382

14.4.1 ... Web Shop ... 382

14.4.2 ... Pricing Procedure Determination ... 383

14.4.3 ... Customer Pricing Procedure ... 384

14.5 ... Summary ... 386

15 ... Key Function Review and Industry-Specific Scenarios ... 387

15.1 ... Purchase and Sales Price Condition ... 388

15.1.1 ... Condition Value ... 389

15.1.2 ... Access Sequences ... 391

15.2 ... Pricing Reports, Condition Maintenance, and Special Conditions ... 393

15.2.1 ... Pricing Reports and Condition Maintenance ... 393

15.2.2 ... Special Condition ... 394

15.3 ... Apparel and Footwear Sector-Specific Pricing ... 398

15.4 ... SAP High-Tech Pricing ... 402

15.4.1 ... Price Protection ... 403

15.4.2 ... Distributor Reseller Management (DRM) ... 404

15.5 ... SAP Retail Pricing ... 405

15.5.1 ... Merchandise Category Hierarchy ... 406

15.5.2 ... Reference Article ... 406

15.5.3 ... Characteristics ... 406

15.5.4 ... Purchasing Pricing ... 407

15.5.5 ... Sales Pricing ... 408

15.6 ... Chapter Summary ... 411

15.7 ... Book Conclusion ... 411

... The Authors ... 415

... Index ... 417