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
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