Documentos de Académico
Documentos de Profesional
Documentos de Cultura
Agenda
Topics: I. Overview II. Pricing Conditions III. Discount Conditions IV. Manual Conditions V. Reporting VI. References
Pricing is a broad term to describe the calculation of prices and costs. Conditions represent a set of circumstances that apply when a price is calculated.
The variable factors here the customer, the material, the quantity, and the date determine the final price the customer gets. The information about each of these can be stored in the system as master data. This master data is stored in the form of condition records.
Condition Records
Condition records allow you to store and retrieve pricing data in the system. All the pricing elements of daily business the prices, discounts, freight charges, commissions, etc that you want to use must be stored in the system as condition records. You can define as many condition records as you want for the different pricing elements for any validity period. These records are stored in SAP as master data and are retrieved when processing a sales document. Master Data is centrally stored (shared across application modules) and processed to eliminate data redundancy. These three master data records are critical to sales order processing: Customer Master Material Master Pricing/Discount Conditions All pricing and discount condition records will have validity dates. All validity dates will default from todays date to 12/31/9999. (Note: This process is under review and may change after implementation).
Condition Types
Conditions
Prices
Discounts/surcharges
Customer/Material Pricing Group 3rd Party Commissions (Statistical) Sales Area/Material Price Group
Pricing is carried out automatically based on predefined prices, discounts, and surcharges. Prices can be manually overridden on the sales order (when applicable).
Condition Types
Some definitions to get us started..
Prices are the base from which the net price is calculated. Discounts are the reductions that can be applied to your price.
There are two places in master data where condition records can be created, changed and displayed.
18
Pricing and Discount conditions can be created, changed and displayed in SAP in two different modules: VK31 Logistics Master Data Conditions Create VK11
Logistics
Master Data Conditions Select using condition type Create
VK11
Logistics Master Data
10
11
Customer ABC sends in order for material XYZ. Order is entered in VA01
Condition applies.
Yes
Customer ABC has a Customer/ Material price condition (PR00) for mat. XYZ.
No
Condition applies.
Yes
Customer ABC has a Price List Type condition (PR00) for material XYZ. No Material price (PR00) is established for the material XYZ in the dist. channel. Yes Customer ABC has a Customer/ Material Group Discount (K030) established. No Customer ABC has a Sales Area/ Material Group discount (Z030) established. No Manual conditon (PN00 or RA00) is used for material XYZ.
Error.
No
Condition applies.
Yes
Condition applies.
Yes
Condition applies.
Yes
No
12
Exclusion Indicator
The system can exclude condition types and records so that they are not taken into account during pricing in sales documents. If a condition record has exclusion marked, no additional pricing or discount conditions will be applied to calculate the final price.
Here the customer has a customer/material price for the item. Since the exclusion indicator is marked, once the system reaches this price, it will stop looking for additional PR00 conditions to apply to this material. Additional manual discounts can still be taken off of this designated, net price.
13
14
16
17
18
In the key combination, click on the Customer/Material button. Click on the green arrow to proceed.
19
Enter the appropriate distribution channel. Use the match code button to search from a list.
Enter the customer number. Use the match code button to search from a list.
20
Enter validity dates and check the exclusion indicator box with an X.
Exclusion Indicator
21
22
23
The customer master designates that the customer will receive the price list type condition. This is designated at the price list type field on the customer master by 01. It can be deactivated on sales orders and line items.
24
25
26
27
28
In the key combination, click on the Material button. Click on the green arrow or hit enter to proceed.
29
Enter the desired rate. Enter validity dates and check the exclusion indicator box with an X.
30
31
32
Pricing Master Records are located in condition types in Sales and Distribution. Material Price (known as List Price in BOSS) is no longer maintained in the Material Master Record.
33
Review
Questions What 3 scenarios does PR00 include? In the SAP pricing procedure, the system looks first at the most ______________ pricing element. Where must PR00 Price List type be specified to establish this pricing element? When setting up material prices, what distribution channel should they be established for?
35
37
Discount/Surcharge Conditions
In BOSS, we used multipliers to establish pricing for our customers. In SAP, we will use discounts. The two types of discounts we will be using are: Customer/Material Price Group (K030) Sales Area/Material Price Group (Z030)
Typically, these discount conditions are always applied to the material price in PR00. However, in certain situations, discounts can be excluded from the material price PR00 also. For example, in an exchange situation with a customer who has a K030 customer discount. Their discount shouldnt be applied in the return order.
38
Currently many customers receive multipliers based on pricing groups designated on the item. Instead of using multipliers, we will use discounts in SAP. Example:.
39
40
41
Material Pricing Groups are maintained by Product Management. If you need one created, see the appropriate product manager.
42
45
46
rd 3
Condition Type: ZCOM Condition type where a percentage of sales in commission is paid to a 3rd party Vendor or partner. Statistical condition that does not affect the net total price of a sales order but is recorded for accruing and paying commission.
Example: Regan Controls receives a 7% commission from all orders received from Esab. In the customer master record for Esab, outside commission is established.
49
(ZCOM)
The pricing condition record price group designates that commission is paid on their sales orders to another party. This is designated at the price group field on the customer master by 01. It can be deactivated on sales orders and line items.
50
(ZCOM)
The commissionable amount for a sales order can be seen in the header and line conditions of the sales order or document..
In this example, the commission is 7% of $52935.35. It is not a part of the net total price of the sales order.
51
56
57
Looking at the Pricing report for this condition, we can see the condition we created. Once this expires, the original condition will resume.
58
Review
Questions What are the 2 types of discount conditions <client> will use? In order to use the K030 Customer/Material Price Group, what must be established on the material master?
Does the ZCOM 3rd Party Commission condition affects the net total Price of a sales order?
59
61
Manual Conditions
Manual pricing/discount conditions are conditions that are NOT established in pricing master records. They are condition types that are applied on a sales order, quote, contract or scheduling agreement at the time it is created.
The different types of manual conditions are: % Discount from Net (RA00) Price Net (PN00) Freight Charges(ZCOD and ZPPA) Tax Conditions (XR1-XR4)
62
Percentage discount given on sales documents in addition to pricing/discount conditions already given.
Manually entered on sales documents such as orders, Quotations, etc. It can be entered either on the header or at the line item.
Example: Its our fiscal <client>r end and we are giving MagneTek a 3% discount on sales orders received in Feb. to ship in Feb. This is in addition to any other discounts which may already apply to MagneTek (example: Customer/Material Pricing group discount). The approver of this change in pricing should be noted on the sales document header text notes.
63
64
The required information is entered (i.e. Customer number, purchase order number, material number, etc).
65
66
67
You can see that it is given after the K030 discount the customer already received.
68
69
70
A net price established that overrides all other pricing on a material. It is manually entered on the sales document line (material line). In this example, it overrides the PR00 price and the RA00 5% percent discount.
Note: Special pricing for customers should typically be done through quotations.
71
77
Example: Fryer Machine is shipping a rush order to their office via UPS Ground. Their incoterms are FOB. The freight charges for the delivery are entered on the sales order with ZPPA freight condition.
78
79
80
81
82
The line is highlighted. Then by following the path: Goto, Item, Conditions, we can add the freight condition and charge.
83
The freight charges are entered in the rate field. The delivery is saved.
84
Example: Defiance is shipping a rush order to their office via UPS Ground. Their incoterms are FOB. The freight charges for the delivery are entered on the sales order with ZCOD freight condition.
85
Example: MagneTek request that a purchase order be shipped to their customer in Texas who is taxable.
92
94
95
96
97
Customer ABC sends in order for material XYZ. Order is entered in VA01
Condition applies.
Yes
Customer ABC has a Customer/ Material price condition (PR00) for mat. XYZ.
No
Condition applies.
Yes
Customer ABC has a Price List Type condition (PR00) for material XYZ. No Material price (PR00) is established for the material XYZ in the dist. channel. Yes Customer ABC has a Customer/ Material Group Discount (K030) established. No Customer ABC has a Sales Area/ Material Group discount (Z030) established. No Manual conditon (PN00 or RA00) is used for material XYZ.
After this process, other discounts can be applied to the sales document.
The system looks for the most specific pricing element (such as customer/material price of PR00) and works downward to the most general (customer discount K007). Then manual conditions can be added such as RA00, freight, taxes, etc.
Error.
No
Condition applies.
Yes
Condition applies.
Yes
Condition applies.
Yes
No
98
Review
Questions Where is the condition PN00 applied? When using manual conditions such as RA00 and PN00, what is mandatory on the sales document? When are the freight conditions ZPPA and ZCOD added?
What 2 steps does Warehouse management do to add freight charges to a outbound delivery?
What determines the tax conditions and where is it maintained?
99
V. Reporting
100
Pricing Reports
Pricing reports can be run in V/LD. They are standard reports by price or discount condition that can be customized by customer.
Follow the menu path: Logistics Master Data
Information System
Conditions & Pricing
101
Execute Button
102
103
104
Report Number
Description
05 RV14AK05 Shows Price List Type/Currency/Material Conditions as created in VK11 with a PR00 price condition. NOTE: This condition is exclusive to Honda. Customer Specific Prices 08 RV14AK08 Shows pricing conditions established for specific without Scale Display material numbers and specific customer numbers. NOTE: To see pricing with scales, use Report #07 RV14AK07. Material Price 15 RV14AK15 Shows price of material numbers. Individual Price 16 RV14AK16 Shows pricing conditions established for specific material numbers and specific customer numbers. Same as Customer Specific Prices without Scale Display. Discounts and 17 RV14AK17 Shows pricing conditions established for specific Surcharges by Customer customers. Discounts and 22 RV14AK22 Shows pricing discounts established for a specific Surcharges by material pricing group. Customer/Material Group Example: Shows discounts for Customer 123 on all G5 products.
105
VI. References
111
Condition Description
Condition w here a specific material price is designated for a specific customer. Condition w here multiple customers share a designated specific material price. Note: In this condition, all customers need to have the same price list type designated on their sold to customer master record. See SD-XD01 Create/Display /Change Customer ( Condition w here a specific material price is designated regardless of w hich customers order the material.
Example
Comments
Customer 123 orders See BPP for SD VK11 Create Price Conditions (PR00) for material XYZ, their price = more information. $500 each. Customer 123 price list allow s customer 123 and 12 different integrators to See BPP for SD VK11 Create Price Conditions (PR00) for use the same specific more information. material price. When material XYZ is ordered the price for all = $500 Material XYZ has a price See BPP for SD VK11 Create Price Conditions (PR00) for = $500. more information.
PR00
Material
PR00
Repair Price
PRRP
Note: PRRP is very similar to PR00 (including a customer Condition w here a material net price is Customer 123 is charged material, price list, and material level). YEA w ill only initially designated on customer property repair $200 to repair material be using the material level. Release status should alw ays orders. XYZ. be set to blank. Unlike PR00, can be manually entered on sales docume
113
Condition Type
Condition Description
Example
Comments
K030
Customer 123 receives a See BPP for SD VK11 Create Discount/ Surcharge 40% discount on all G5 Conditions for more information. inverter units. Sales Area ABC receives a 40% discount on all G5 inverters. Whenever Customer 123 w ho is a part of Sales Area ABC orders G5 product, they receive a 40% discount.
Z030
Condition that applies to a w hole sales area (i.e. Sales org, Dist. Channel, and Division) for a group of products. Note: Material Master must have a Material Price Group established to use this condition type.
See BPP for SD VK11 Create Discount/ Surcharge Conditions for more information. Note: This condition type has initially been established for Columbus office and G5 inverters.
RA00
Price (net)
PN00
Outside Commission
ZCOM
Customer 123 receives a 10% discount on all Discount given on an entire order. orders entered in Jan for Feb. delivery. Condition w here a specific net price on Customer 123 receives a a line item is given on the sales order special net price on instead of the standard pricing condition material XYZ instead of already established for the customer their standard 30% and/or material. discount on that material. Condition w here a specific Sales Representative receives a percent Sales Rep ABC receives commission from a sales order of a a 7% commission from all specific customer(s). orders shipped on Note: To activate commissions, price customer 123. group on the customer master should be marked 01.
This is a manual condition given in the order header or line in VA01 and VA02.
This is a manual condition applied only on designated line items w here all other pricing is overridden (how ever the original PR00 price is still visible in the sales order).
This is a statistical price condition in that it does not affect the net total price of a sales order but instead is recorded for accruing and paying commission.
114