pricing by item category

8/18/2019 Pricing by Item Category

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&nter +tatistical value lank, , . +tatistical (alue flag control an item in the sales documents inthree ways-

. /opy item to header totals.!. No cumulation - values cannot be used for statistical purposes 0item value will not

copied into header totals1". No cumulation - values can be used for statistical purposes 0item value will not copied

into header totals1

Step-3

/lick on +ave utton.

All About Tax Determination Procedure in SAP SD

+A* uses /ondition 2ethod technique to calculate ta$es 0e$cept 3ithholding Ta$1 in thesystem. Ta$ /alculation *rocedures 0defined in the system1 together with the Ta$ /odes areused in calculating the amount of ta$.

The Ta$ /ode is the first step in the ta$ calculation procedure. The Ta$ code describes following-

• Tax type 0Ta$ Type can be defined by T-code 4'() 1.• Amount of ta$ calculated 5 entered.• GL account for ta$ posting.• /alculation of additional tax .

&ach country has a specific Ta$ *rocedure defined in the standard system. A Ta$ calculation procedure contains the following fields6

• Steps 7 It determine the sequence of lines within the procedure.• Condition Types 7 Indicates how the ta$ calculation model will work 0whether the

records are for fi$ed amount or percentages and whether the records can be processedautomatically.1

• e!erence Step s7 +ystem obtains the amount5value it uses in its calculation 0e.g. the base amount1.


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• Account"Process #eys 7 *rovide the link between the ta$ procedure and the 89accounts to which ta$ data is to be posted. This helps in automatic ta$ accountassignments. To enable this automatic assignment, there is a need to define thefollowing6

o Posting $eys 0unless there is a specific requirement, it will be sufficient

to use the 89 posting keys6 :ebit6 #;, /redit6 %;1. ules to determine on which fields the account determination is to be

based 0such as the ta$ code or country key1.

Step-1 Tax Category

Ta$ /ategory is used to group and manage similar product ta$ rates or service ta$ rates. Ta$


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A 2essage =:ata was saved = is displayed.

Step-2 De!ine Tax Types

Step-2%1

. &nter T-code - '() in the command field.!. /lick on new entries button.

Step-2%2 &nter Ta$ country 5 +equence 5 ta$ category and save the data .


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Step-3 Assign t&e plant !or Tax Determination%Step-3%1

. &nter T-code ' ; in the command field.!. /lick on New entries utton.

Step-3%2

.

&nter *lant 5 Name .!. &nter country code 5 city code.

+ave the data.


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Step-' De!ine t&e (aterial Taxes%. &nter T-code '()# in the command field.

!. /lick on New &ntries utton.

Step-'%2


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• &nter Ta$ category 5 Ta$ classification and description.• +ave the data.

Step-) De!ine t&e Tax Determination

Step-)%1

. &nter T-code () ! in the command field.!. &nter condition type .

Step-)%2 +elect :omestic ta$es.

Step-)%3


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. &nter /ountry 5 customer ta$ class 5 material ta$ class. !.


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Text Types

&ach te$t item 0 @2aterial +ales Te$t 1 in the e$ample above is called a Text Type . It internallycontains a Text +D . These are configured in the Text Types section. Te$t can be defined for-

• /ustomer• +ales document• :elivery• illing

Step-1

. &nter T-code ('T N in command field.!. +elect sales B distribution radio button of customer block.". /lick on change button.

Step-2

. +elect te$t procedure node.!. /lick on New &ntries button.


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Step-3

. +elect te$t-procedure node.!. &nter Te$t-procedure and its description.". /lick on save button.

Step-'

. +elect Te$t IdCs in te$t-procedure node.!. &nter +eqNo 5 I: 5 I: description.


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Step-)

. +elect Te$t procedure assignment.!. Assign te$t procedure to customer account group.

Step-,

/lick on save button. A message =:ata was saved= will be displayed.

+tem Category Determination

*ac$ground

Item category controls the item behavior .e.g. Item category define that item is relevant forilling or *ricing.

The item category in the sales document depends on the sales document type and the material.

Item /ategory :etermination is done by T-code 4('(#. There are 2any +tandard Item/ategories provide by +A*, +ome of them is below-

+tem Categories Description TAN +tandard ItemTA Individual *urchase 'rderTA+ Third *arty ItemTA: +erviceTAT Te$t ItemTANN >ree 'f /harge


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A> Inquiry ItemA8 Duotation Item

Step-1

. &nter T-code ('(# in /ommand >ield.!. A list of e$isting item category displayed.". To /reate a New item category click on New &ntries utton.

Step-2

To /reate New Item /ategory ,&nter following data -

• +ales :oc. type.• Item cat. group.• Item category 0:efault item category,this can be overridden with manual item category

value1.• 2anual item category 0if business demands,we can add manual item category

to override default item category1.


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ote . :efault item category will be picked up automatically for sales document type inwhich itCs define. 2anual Item /ategory can be used in place of default item category '< we canreplace default item category in sales document with allowed manual item category. e.g. :efaultitem category0 TA!1 can be replaced with 2anual item category 0TA*,TAD,TANN1.

Step-3

/lick on +ave utton.

A 2essage =:ata 3as +aved = displayed as below -

All About Condition /xclusion Group

*ac$ground

In any normal situation there could be more than one condition type in a pricing procedureoffering a discount to a customer. +hould the discounts be automatically determined, there is the

risk that the customer will receive all the relevant discounts and thus purchase the product for alower price than he should.

y using Econdition e$clusion groupsF you can ensure that the customer does not receive all thediscounts, but instead only receives the best of the available discount condition types.

T-code-'(" .

Step-1

. &nter T-code '(" in command field.


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!. /lick on New &ntries button.

+tep-2

. &nter /ondition e$clusion group code and name.!. /lick on save button.

A message =:ata was saved = will be displayed.

Assign Condition Types to /xclusion Group .

Step-1

. &nter T-code '("! in command field.!. /lick on New &ntries utton.


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Step-2

. Assign &$clusion group to /ondition type.!. /lick on save button.

Assign /xclusion group to Procedure%

Step-1

. &nter T-code (')G in command field.!. +elect *rocedure .". +elect &$clusion Node.

#.

/lick on save button.


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3hen you set up the e$clusion group as above, when you create an order in (A; the condition);;H gets deactivated when user enters value for condition .

Accounting #ey

A condition type writes its value to a key established in the configuration outside the pricing procedure.That key is called the Account )ey, which is a table entry that tells the pricing procedure where to copycalculated condition values.

The accounting key enables the system to post amounts to certain types of revenue account. >or e$ample,the system can post freight charges 0generated by the freight pricing condition1 to the relevant freightrevenue account.

Step-1 Creating Accounting #ey

. &nter T-code '("# in command field.!. /lick on New &ntries button.

Step-2

. &nter Accounting key and name.!. /lick on save button.

A message =:ata was saved= will be displayed.


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Guide to Credit (anagement in SAP

/redit 2anagement is a process in which /ompany sells a product 5 service to customers oncredit basis. The company collects payments from customer at a later time , after sale of product.The amount of credit fi$ed by a company for a customer is called credit limit . The customercan *urchase the product from a company within the credit limit, and when the credit limit iscrossed, order is blocked by the system.

/xample - /onsider a /ompany creates a credit limit for /ustomer of !;;,;;;. /ustomer can purchase the product from the company on credit till the credit limit !;;,;;; isreached./ustomer gives an 'rder of amount ;;;;;. Again /ustomer gives an 'rder ! ofthe amount ,%;;;;. Now, the total open order crosses credit limit of a customer.'rder ! is

blocked by the system due to credit limit reached.

Jere customer ordered a total of


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!. :ynamic /redit /heck 0/heck for credit limit against open sales order not yet deliveredK open delivery not invoiced K billing value of open billing document not passed ataccounting K passed but not paid bill amount1.

Step-1. Set Credit C&ec$

. &nter T-code '(AG in command field.!. /lick 'n New &ntries button.

Step-2

. &nter /redit /ontrol.!. /heck credit /heck option.". &nter /redit limit validity period.#. /heck +tatic option .%. /heck

openorders anddeliveries.


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Step-3

/lick on save utton.

pricing by item category

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