SAP CRM Pricing & Billing

8/19/2014 SAP CRM Pricing & Billing

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SAP CRM Pricing & Billing

Overview

Pricing functionality within SAP CRM is provided by Pricing and Configurator (IPC) applicationIPC is a JAVA based applicationThe IPC is responsible for pricing throughout the entire SAP CRMapplicationPricing data can be maintained within CRM system, or it can bedownloaded from ERPPossible 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 PricingFollowing are the elements of CRM Pricing:

Elements of CRM Pricing

Pricing ProcedurePricing in SAP CRM is based on Pricing ProcedurePricing procedures in CRM have a source (CRM or ERP)Pricing Procedure defines:

the valid condition typescalculation sequence of condition types in the transactionsubtotals that are created and displayed on the pricing screen



what all manual processing of pricing is possiblerequirements 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 organizationDistribution channelDocument 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 BusinessTransaction -> Determine Pricing Procedure



Condition TypeThe Condition Type defines the characteristics and attributes of a conditionYou can define a condition type for every type of price, surcharge, or discount that occurs in your businesstransactionsCondition type determines:

category of conditionhow it is usedcalculation typescale 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 = CRMother system (such as R/3)

Via CRM Middleware, it is possible to load SAP ERP condition types into the SAP CRM system. SAP CRMcondition types cannot be loaded into the ERP systemAlso, some of the ERP condition types cannot be used within the SAP CRM systemWithin the applications, condition types are referred as Pricing Element

Access SequenceAccess Sequence in Condition Type defines a search strategy that CRM system uses to search for valid datain a specific condition type. It comprises of one or more accessesThese accesses are each defined by a condition table



The sequence of the accesses controls the priority of the individual condition recordsThe accesses tell the system where to start searching after a valid condition recordAccess 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 tableThus, condition table defines the combination of fields that an individual condition record consists ofThe condition table consists of a combination of search and result fieldsPath 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:

ExampleOnce defined and assigned to a transaction type in the customizing, Pricing Procedure is used to calculatethe pricing for the relevant objects in the TransactionFor example below is a scenario:



Pricing Procedure execution in SAP CRM

Here, transaction has a product, for which Pricing Procedure found is 0CRM1System will now run all the Condition Types within this particular Pricing ProcedureThus, it will start with the first Condition Type, i.e., PR00, which in this scenario is calculating the pricePR00 condition type is having reference to the Access Sequence ZPR0Thus, the Access Sequence ZPR0 is followed for the PriceThis Access Sequence calls two condition RecordsOne of these condition types is found as not available for this particular data in the transactionIt is calculating the Price based on another Condition RecordIn the similar fashion, all the Condition Types in concerned Pricing Procedure are processedIn this example, 0K07 is executed for Customer Discount and 0KA0 is executed for Sales Promotion discountBased upon all the Condition Type executions, different components of price are foundThus using all this data, it calculates the net price of the product in the current transactionCustomers can see the final price

Pricing in CRM Web UIPrice elements can be maintained within the CRM Web UIIt is added to various roles within the CRM Web UI. For example, users having Sales Professional role canfind the Prices within the Sales Operations:



Prices search within Sales Operations work centre page

Following is the search page for the Price elementUser 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 datalike Sales Organization, etc.



Create page for Prices

CRM BillingCRM billing can be used for the invoicing related to the transaction within SAP CRMIn general scenario, CRM system is connected to the ERP system for billing related processingBut SAP CRM also provides functionalities related to Billing process in the form of CRM BillingBilling processing within CRM consists of following steps:

Input processingBillingOutput processing

As part of the Input processing, CRM billing takes over the billing-relevant items from different businesstransactions. These items are stored as billing due list itemsDuring the Billing process, CRM Billing can group the related billing due list items from different CRMtransactions into a joint billing document

The billing due list can process the due list itemsIt can process the due list items as part of an individual billingAlso, it can process due list items as part of collective billing

Output processing consists of:



Invoice outputTransfer to SAP FinancialsRetrieval in SAP BI

The Billing output is performed using the SAP SmartForms

CRM Billing Document in CRM Web UICRM Billing documents are to various Business roles (for ex., SALESPRO) within SAP CRM Web UIBilling 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 BillingDocument 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 therelevant datesPrices: This assignment block shows different price values along with the quantity relevant to this BillingDocumentItems: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 DocumentFollow-up Transactions: Transactions created as follow-up to this Billing DocumentNotes: Different type of text relevant to the Billing Document

Assignment Block data for Billing Document II

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