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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:

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

  • Scenario with ERP integration:

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

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

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

SAP CRM Pricing & Billing: Elements, Procedure, Type, Web UI
SPRO settings related to the Pricing in SAP CRM

Elements of CRM Pricing

Following are the elements of CRM Pricing:
 

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

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

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

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

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

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:

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

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

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

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

SAP CRM Pricing & Billing: Elements, Procedure, Type, Web UI
Billing Documents in the Sales Operations


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

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

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

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

SAP CRM Pricing & Billing: Elements, Procedure, Type, Web UI
Assignment Block data for Billing Document – II

 

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