SCM Academy SD02 Condition Technique

BearingPoint SCM Academy
Sales Order Management

Part 2: Condition Technique
Kathrin Finn / Marc Lttringhaus
March 18, 2010
Content
Introduction
SD Pricing Objects
Practical Approach in CPSC E26 Client 900

Overview of the Relevant Master data / Org. Structure
Interrelation of Customizing and Application
Special Customizing Settings
Day to Day Application
SCM Academy
Subset OSS Notes
Exercise I
2010 BearingPoint GmbH
Condition Technique: Definition

is a technique by which the system determines values from

information stored in condition records.
Automatic determination of elements leaving open the possibility
of manual changes
Possibility of data maintenance on different levels (key
combinations/ condition tables)
Flexibility
A condition is an agreement defining e.g. for a price according

to defined influencing factors customer, customer group and
material. It remains valid for a specified period.
SCM Academy
Condition Technique: Components
SCM Academy
Condition type
Condition table
Access sequence
Procedure (scheme)
Condition Technique: Where Used in SAP SD
SCM Academy
Pricing
Output determination
Material determination
Account determination
(only customizing, no condition records)
Content
Introduction
SD Pricing Objects

SCM Academy
Subset OSS Notes
Exercise I
Overview: Condition Technique / Pricing

The term pricing is used broadly to describe the calculation of prices
(for external use by customers or vendors) and costs (for internal
purposes, such as cost accounting).
Conditions represent a set of circumstances that apply when a price
element is calculated.
E.g. a particular customer orders a certain quantity of a particular
product on a certain day. The variable factors here - the customer,
the product, the order quantity, the date - determine the final price
the customer gets. The information about each of these factors can
be stored in the system as master data.
This master data is stored in the form of condition records.
SCM Academy
Overview: Condition Technique / Pricing

The term condition technique refers to the method by which the
system determines prices from information stored in condition
records.
The various elements used in the condition technique are set up and
controlled in customizing.
During sales order processing, the system uses this condition
technique to determine a variety of important pricing information.
SCM Academy
Pricing objects: How They Work Together (1/2)
SCM Academy
Pricing objects: How They Work Together (2/2)

Sales
Customer
Area
Sales
document
procedure
- PR00 Price
- K007 Cust. Disc.
- MWST Output Tax
Condition
Type
Pricing
date
Access
Sequence
10 Cust./mat. w rel.stat
40 Mat. w rel. status
Key fields
Condition
Table
Record
Price
Discount
Tax
Application
Condition
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Customizing
Pricing
10
SD Pricing: Pricing Objects (1/2)

The condition type defines the economic meaning of a pricing
element.
The set of potential conditions types for a process is combined in a
pricing procedure.
Condition values can be determined on different levels via a key
combination of parameters. The fields on each level (accesses) are
defined in condition tables.
The levels are searched via a strategy, the access sequence.
The values for each specific set on a level can be stored as master
data in the form of condition records.
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11
SD Pricing: Pricing Objects (2/2)
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12
SD Pricing Objects: Condition Record
Combination of key fields
Validity period
The condition record stores values for a defined set of parameters

(key fields).
You define a validity period to confine a pricing agreement to a
particular period of time.
Tx: VK12 never date a used price condition back.
Use VK11 (create) and VK13 (display) instead
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SD Pricing Objects: Condition Type (1/5)
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14

All pricing elements used in day-to-day pricing procedures are
defined as condition types.
The condition type defines e.g. the
condition class, i.e. the character of the pricing

element: price, discount / surcharge, freight, tax
scale base type: How does the system interpret the
scale of a condition?
calculation type: How are the price elements calculated?
Plus/ minus indicator: Does the condition result in a
negative (discount), positive (a surcharge) amount or are
both possible ?
Pricing date (default: document date)
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It furthermore defines
if manual changes are allowed

if the condition can be entered on header or item level
Header conditions
can only be entered manually (no automatic pricing via

access sequence)
Are broken down on item level (based on mode defined in
BasType of pricing procedure)
Group condition indicator
Item conditions: marks if the system calculates the scale

basis value from more than one item in the document
Header conditions: decides if the same value is broken
down or if the value is divided acc. to item values
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16
Pricing elements
Pricing
Price List
Material Price
Customer-specific
Other
Discounts/
surcharges
Customer
Material
Price group
Material pricing group
Customer/material
pricing group
Freight
Taxes
Incoterms,
part 1
Incoterms,
parts 1+2
Other
Departure
country/
dest. cnty .
Domestic
Export
Other
Customer/material
Price group/material
pricing group
Other
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scale base types
calculation types
Value
Percentage from an initial value

Fixed amount
Quantity
Amount per unit of measure
Weight
Amount per unit of weight
Volumes
Amount per unit of volume
Time period
Quantity per unit of time
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18
SD Pricing Objects: Condition Table (1/2)

Defines key fields that can be used for creating dependent condition
records
You can add your own condition tables using table numbers 501
through 999
The key fields must appear at the beginning of the table, i.e. non-key
fields must not appear between any two key fields!
In SD key fields sales org and distr. Channel are mostly mandatory
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19
SD Pricing Objects: Condition Table (2/2)
IMG
IMG
Cond . tables
004 Material :
Customer / material
.....
...
...
...
Sales organization
DistrChannel
Material
Create price (PR00):
Key Line

Sales organization
1000
Distribution channel
10
Material
Material
Text
Calc . type
Amount
...
M1
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20
SD Pricing Objects: Access Sequence (1/2)

An access is defined by one condition table.
An access sequence contains
the hierarchy for condition record accesses

all keys that can be used for creating dependent condition
records
An access sequence represents the search strategy with which the
system automatically searches for valid condition records of each
condition type
(note: automatic determination of condition records only possible
with item condition types)
Is assigned to the condition type in customizing
(NOT in manual condition types)
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21
SD Pricing Objects: Access Sequence (2/2)

The system searches from the most specific to the more general
access (in compliance with the business definition). I.e. using the
access sequence, you can control that first a customer-specific price
and then a pricelist price is found.
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22
SD Pricing Objects: Pricing Procedure (1/4)

Defines the max. number of condition types taken into account
during pricing for a business transaction.
Defines the sequence in which the condition types are to be brought
into play
Can contain any number of subtotals
Marks if a condition type is
Mandatory (= included automatically)
Manual (= which of the included condition types to be entered manually)
Statistical (= only for reporting purposes, w/o impact on the final price)
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Requirements define if a condition type is applied or not (see tx:
VOFM)
Reference level defines which steps a subtotal includes (if blank it
totals all values calculated so far)
Print ID controls issue of condition lines when printing (order
confirmations, invoices)
Condition formula calculates with value fields (e.g. rounding)
Alternative formula for condition base value: What is taken as the
condition base?
Account key is the link to SD / FI interface (account determination)
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Which pricing procedure is valid for a business transaction depends
on the following criteria
(= procedure determination):
Customer (customer pricing procedure in master data)
sales area
Sales document (document procedure in customizing)
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25
Sales
Sales organization,
organization, distr
distr.. channel,
channel, division
division
SD
SD document
document
SCM Academy
Pricing
Pricing procedure
procedure
Step
Step
Condition
Condition type
type
1
2
3
4
5
6
7
PR00
8
9
10
HA00
HD00
Header disc. %
Freight
Net value 2
11
12
13
MWST
Output tax
Cash disc. basis
Cash discount
KA00
RA01
RA00
SKTO
Description
Description
Sold-to
Sold-to party
party
Ref.
Ref. level
level
Price
Gross value
Spec. offer disc.
Discount %
Discount %
Discount value
Net value
Manual
Manual
Requirement
Requirement
2
2
X
2
2
2
3-5
26
Content
Introduction
SD Pricing Objects

SCM Academy
Subset OSS Notes
Exercise I
27
Overview of the Relevant Master Data / Org.

Structure System Demonstration
Sales Organisation Structure
Sales Org = BP01 Distr. channel = 02 Division = 01
Customer Master data
C-7003 Frstenhofklinik Bad Pyrmont
Material Master
PH-6501MM SAPyrin (20 tablets)
Item category
YTAN Standard item
Sales order: 181
Pricing procedure YVAA01
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Content
Introduction
SD Pricing Objects

SCM Academy
Subset OSS Notes
Exercise I
29
Practical Approach / Customizing and Application

Condition Type PR00 (Price)
Customizing
Application
Tx: SPRO / Sales and Distribution / Basic functions

/ Pricing / Pricing Control
- Define Condition types
- Define Access Sequences
Menu path: Logistics / Sales and Distribution / Master Data

/ Conditions / Select Using condition Type
Tx: VK 13
Note:
3 tables 4 accesses!
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30
Practical Approach / Customizing and Application

Condition Type MWST (Output Tax)
Customizing
Application
Tx: SPRO / Sales and Distribution / Basic

functions / Pricing / Pricing Control
- Define Condition types
- Define Access Sequences
Tx: VA03 / item data / conditions / Analysis
Country
Tx: VD03 / General Data / Address
Tax classification customer
Tx: VD03 / Sales area data / Billing
documents
SCM Academy
Tax classification material

Tx: MM03
View: Sales / sales org. 1
31
Practical approach / Customizing and Application

Condition Type VPRS (Internal price): Customizing

functions / Pricing / Pricing Control/
Define Condition types

functions / Pricing / Pricing Control/ Define and
Assign Pricing proc. / Maintain pric. proc.
Tx: SPRO / Sales and Distribution / Sales/ Sales

document / Sales document item / Define item
cat.
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Condition Type VPRS (Internal price): Application
Tx: MM03 / Accounting 1 or Costing 2
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Condition Type SKTO (Cash Discount)
Tx: VA03 / Header data / Sales
Tx: SPRO / Financial Accounting / .??

Tx: SE11
Table T052
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Pricing Procedure Determination
Customizing
Tx: SPRO / Sales and Distribution / Basic Functions / Pricing / Pricing Control / Define And
Assign Pricing Procedures / Define Pricing Procedure Determination
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35
Content
Introduction
SD Pricing Objects

SCM Academy
Subset OSS Notes
Exercise I
36
Practical Approach / Special Customizing Settings

New Pricing Pricing Types (1/3)
When customizing pricing procedures you also need to take the
following points into account:
Pricing for a document item depends on its item category.
Pricing is not activated, e.g., for free of charge items.
Check how the copying of pricing data is controlled in the SD
documents (document flow).
The pricing type controls how the system carries out pricing:
In the sales document there are two ways for new pricing:
For whole sales doc. (pric. type of pricing procedure)
On header/ item level you can select pricing type
In customizing via copy control on item level
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Customizing
Tx: SPRO / Sales and Distribution / Billing/ Maintain Copying Control For Billing Documents
Description :
pls. see F1 Help
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Application
Tx: VA02 Change Standard Order
or
Tx: VA02 Change Standard Order Edit New Pricing document
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How to Expand the Field Catalog for Pricing (1/2)
All fields which are to be used for creating a condition table must
be contained in the respective field catalog.
It is possible to add additional fields to this catalog
Pricing Configuration
Order
Field catalog
....
...
....
abcd
1.
1. Table
Table
..
..
..
2.
2. Access
Access
sequence
3.
3. Condition
Condition
type
4.
4. Pricing
Pricing
procedure
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40

How to Expand the Field Catalog for Pricing (2/2)
Customizing
Tx: SPRO / Sales and Distribution / System Modifications / Create New Fields (Using
Condition Technique)/ New Fields For Pricing
Pls. see: IMG documentation

Relevant condition structures:
KOMK (pricing on header level)
KOMP (pricing on item level)
KOMG (all fields permitted for condition structures)
Steps:
Create new ZZ* data field
Take up ZZ* field in the include
Fill via UserExit
Expand field catalog
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41
Practical Approach / Day to Day Application

How to Find Pricing Data of a Spec. Document? (1/3)
Usual sales document data are stored in database tables VBAK,
VBAP, VBUP, etc.
Information on pricing data is stored in separate tables
Specific document pricing data is accessible via a key
Table: VBAK
Key field: VBAK-KNUMV No. of the document condition
Table: KONV Conditions (transaction data)
Item wise pricing data, values on all determined items
Key field: KONV-KNUMH condition record number
Table: KONP Conditions (Item)
Values of condition records (entered with tx: VK13
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42

Application
Menu path: Tools/ ABAP Workbench/ Development/ ABAP Dictionary (Tx: SE11)
Menu path: Tools/ ABAP Workbench/ Overview/ Data Browser (Tx: SE16)
Tables: VBAK, KONV, KONP
VBAK
KONV
KONP
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Application
Tx: VA03 Display order/ Item
conditions/ Analysis
Customizing
Tx: SPRO / Sales and Distribution / Basic functions /
Pricing / Pricing Control/ Define Access Sequences
Tx: SE11 or SE16
KONP
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44
Content
Introduction
SD Pricing Objects

SCM Academy
Subset OSS Notes
Exercise I
45
Subset OSS Notes

17217 - No access sequence for header conditions
25144 Freight conditions on billing
381348 Using User Exits and VOFM in SD
388112 Change of pricing procedures in the productive
system
62536 Info: Conditions in Profitability Analysis
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46
Content
Introduction
SD Pricing Objects

SCM Academy
Subset OSS Notes
Exercise I
47
Exercise I
Exercise A: create a sold-to party with reference to customer
customer C-7002 via TC XD01
account group
0001 sold-to party
customer
C-7002XX (XX=initials)
company code
BP01
sales area
BP01/02/01
reference customer
C-7002
reference company code
BP01
reference sales area
BP01/02/01
address data
name + address of your home town pharmacy
sales area data
tax classification + (additional partner function CR)
Exercise B: create a price for customer C-7002XX via TC VK11
condition type
PR00
key combination
customer/material
sales organization
BP01
02
customer
material
PH-6501MM
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48
Exercise I
Exercise C: create a discount for customer C-7002XX via TC VK11
condition type
K007
key combination
customer
sales organization
BP01
02
customer
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50

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BearingPoint SCM Academy

Sales Order Management

Practical Approach in CPSC E26 Client 900

Subset OSS Notes

2010 BearingPoint GmbH

Condition Technique: Definition

is a technique by which the system determines values from

A condition is an agreement defining e.g. for a price according

2010 BearingPoint GmbH

Condition Technique: Components

2010 BearingPoint GmbH

Condition Technique: Where Used in SAP SD

2010 BearingPoint GmbH

Practical Approach in CPSC E26 Client 900

Subset OSS Notes

2010 BearingPoint GmbH

Overview: Condition Technique / Pricing

2010 BearingPoint GmbH

Overview: Condition Technique / Pricing

2010 BearingPoint GmbH

Pricing objects: How They Work Together (1/2)

2010 BearingPoint GmbH

Pricing objects: How They Work Together (2/2)

40 Mat. w rel. status

SD Pricing: Pricing Objects (1/2)

2010 BearingPoint GmbH

SD Pricing: Pricing Objects (2/2)

2010 BearingPoint GmbH

SD Pricing Objects: Condition Record

Combination of key fields

The condition record stores values for a defined set of parameters

2010 BearingPoint GmbH

SD Pricing Objects: Condition Type (1/5)

2010 BearingPoint GmbH

SD Pricing Objects: Condition Type (2/5)

condition class, i.e. the character of the pricing

2010 BearingPoint GmbH

SD Pricing Objects: Condition Type (3/5)

if manual changes are allowed

can only be entered manually (no automatic pricing via

Item conditions: marks if the system calculates the scale

2010 BearingPoint GmbH

SD Pricing Objects: Condition Type (4/5)

2010 BearingPoint GmbH

SD Pricing Objects: Condition Type (5/5)

Percentage from an initial value

Amount per unit of measure

Amount per unit of weight

Amount per unit of volume

Quantity per unit of time

2010 BearingPoint GmbH

SD Pricing Objects: Condition Table (1/2)

2010 BearingPoint GmbH

SD Pricing Objects: Condition Table (2/2)

Create price (PR00):

2010 BearingPoint GmbH

SD Pricing Objects: Access Sequence (1/2)

the hierarchy for condition record accesses

2010 BearingPoint GmbH

SD Pricing Objects: Access Sequence (2/2)

2010 BearingPoint GmbH

SD Pricing Objects: Pricing Procedure (1/4)

2010 BearingPoint GmbH

SD Pricing Objects: Pricing Procedure (2/4)