SAP CRM Pricing & Billing: Elements, Procedure, Type, Web UI

Overview

• Pricing functionality within SAP CRM is provided by Internet Pricing and Configurator (IPC) application
• IPC is a Java based application
• The IPC is responsible for pricing throughout the entire SAP CRM application
• Pricing data can be maintained within CRM system, or it can be downloaded from ERP
• Possible scenarios:
  • Scenario without ERP integration:

Pricing maintained within CRM

• Scenario with ERP integration:

Pricing maintained in ERP

• Settings related to pricing can be maintained within customizing in SAP CRM:

SPRO settings related to the Pricing in SAP CRM

Elements of CRM Pricing

Following are the elements of CRM Pricing:
 

Elements of CRM Pricing

Pricing Procedure

• Pricing in SAP CRM is based on Pricing Procedure
• Pricing procedures in CRM have a source (CRM or ERP)
• Pricing Procedure defines:
  • the valid condition types
  • calculation sequence of condition types in the transaction
  • subtotals that are created and displayed on the pricing screen
  • what all manual processing of pricing is possible
  • requirements to be fulfilled in order that a specific condition type is taken into account
• The Pricing procedures are defined in Customizing:
  • SPRO -> Customer Relationship Management -> Basic Functions -> Pricing -> Define Settings for Pricing -> Create Pricing Procedure
• You need to manually setup the determination of the pricing procedure

Elements of Transaction that can influence Pricing

• Pricing procedure determination is influenced by following elements:
  • Sales organization
  • Distribution channel
  • Document pricing procedure (assigned to transaction type)
  • Customer pricing procedure (assigned to business partner as billing data in sales area data)
  • Division (optional)

Pricing Procedures

• The Pricing Procedure can be determined in below customizing path:
  • SPRO -> Customer Relationship Management -> Basic Functions -> Pricing -> Pricing in the Business Transaction -> Determine Pricing Procedure

Condition Type

• The Condition Type defines the characteristics and attributes of a condition
• You can define a condition type for every type of price, surcharge, or discount that occurs in your business transactions
• Condition type determines:
  • category of condition
  • how it is used
  • calculation type
  • scale base
• It is possible to set a condition type as an automatic surcharge or an automatic discount

Condition Types in Pricing Procedures

• Condition types are defined in Customizing:
  • SPRO -> Customer Relationship Management -> Basic Functions -> Pricing -> Define Settings for Pricing -> Create Condition Types
• Condition types in CRM have a source system:
  • local = CRM
  • other system (such as R/3)
• Via CRM Middleware, it is possible to load SAP ERP condition types into the SAP CRM system. SAP CRM condition types cannot be loaded into the ERP system
• Also, some of the ERP condition types cannot be used within the SAP CRM system
• Within the applications, condition types are referred as Pricing Element

Access Sequence

• Access Sequence in Condition Type defines a search strategy that CRM system uses to search for valid data in a specific condition type. It comprises of one or more accesses
• These accesses are each defined by a condition table
• The sequence of the accesses controls the priority of the individual condition records
• The accesses tell the system where to start searching after a valid condition record
• Access sequences are defined in Customizing:
  • SPRO -> Customer Relationship Management -> Basic Functions -> Pricing -> Define Settings for Pricing -> Create Access Sequences
• The combination of fields (keys) that identify an individual condition record is defined by a condition table
• Thus, condition table defines the combination of fields that an individual condition record consists of
• The condition table consists of a combination of search and result fields
• Path to define Condition tables in customizing:
  • SPRO -> Customer Relationship Management -> Basic Functions -> Pricing -> Define Settings for Pricing -> Create Condition Tables
• Following are name ranges defined for the condition tables:

Example

• Once defined and assigned to a transaction type in the customizing, Pricing Procedure is used to calculate the pricing for the relevant objects in the Transaction
• For example below is a scenario:

Pricing Procedure execution in SAP CRM

• Here, transaction has a product, for which Pricing Procedure found is 0CRM1
• System will now run all the Condition Types within this particular Pricing Procedure
• Thus, it will start with the first Condition Type, i.e., PR00, which in this scenario is calculating the price
• PR00 condition type is having reference to the Access Sequence ZPR0
• Thus, the Access Sequence ZPR0 is followed for the Price
• This Access Sequence calls two condition Records
• One of these condition types is found as not available for this particular data in the transaction
• It is calculating the Price based on another Condition Record
• In the similar fashion, all the Condition Types in concerned Pricing Procedure are processed
• In this example, 0K07 is executed for Customer Discount and 0KA0 is executed for Sales Promotion discount
• Based upon all the Condition Type executions, different components of price are found
• Thus using all this data, it calculates the net price of the product in the current transaction
• Customers can see the final price

Pricing in CRM Web UI

• Price elements can be maintained within the CRM Web UI
• It is added to various roles within the CRM Web UI. For example, users having Sales Professional role can find the Prices within the Sales Operations:

Prices search within Sales Operations work centre page

• Following is the search page for the Price element
• User can also create new price element using the New button

Search page for Prices

• Following screen within CRM Web UI helps create a new Price Element with the required and relevant data like Sales Organization, etc.

Create page for Prices

CRM Billing

• CRM billing can be used for the invoicing related to the transaction within SAP CRM
• In general scenario, CRM system is connected to the ERP system for billing related processing
• But SAP CRM also provides functionalities related to Billing process in the form of CRM Billing
• Billing processing within CRM consists of following steps:
  • Input processing
  • Billing
  • Output processing
• As part of the Input processing, CRM billing takes over the billing-relevant items from different business transactions. These items are stored as billing due list items
• During the Billing process, CRM Billing can group the related billing due list items from different CRM transactions into a joint billing document
  • The billing due list can process the due list items
  • It can process the due list items as part of an individual billing
  • Also, it can process due list items as part of collective billing
• Output processing consists of:
  • Invoice output
  • Transfer to SAP Financials
  • Retrieval in SAP BI
• The Billing output is performed using the SAP SmartForms

CRM Billing Document in CRM Web UI

• CRM Billing documents are to various Business roles (for ex., SALESPRO) within SAP CRM Web UI
• Billing Document can be found in the Sales Operations Work Center

Billing Documents in the Sales Operations

• Following is the search page for the Billing Document within the CRM Web UI

Billing Document search within CRM Web UI

• Different data related to the Billing Document can be seen within different assignment blocks in the Billing Document OverView page:

Billing Document assignment blocks within CRM Web Ui

As shown in the below screenshot, details of the individual assignment blocks

• Billing Document Details: Presents general data related to the Billing Document like the Payer details and the relevant dates
• Prices: This assignment block shows different price values along with the quantity relevant to this Billing Document
• Items:These are the Items considered within this Billing Document for the Pricing

Assignment Block data for Billing Document – I

• Other assignment blocks (screenshot below):
  • Transactions: CRM transactions relevant to this Billing Document
  • Follow-up Transactions: Transactions created as follow-up to this Billing Document
  • Notes: Different type of text relevant to the Billing Document

Assignment Block data for Billing Document – II