CRM-BF-PR Pricing

1.9.10.1 Terminology in Condition Maintenance (Changed)

Use

As of release CRM 5.1, the terms 'condition type' and 'condition maintenance group' (or 'maintenance group'), previously used on the CRM Web Client UI will be replaced with a term that is more specific to the respective use.

The following terms replace the previous term 'condition type':

Use New Description

Rebate processing Rebate element

Pricing Price element

Free goods Free goods element

The superordinate term for all uses on the Web UI is: 'condition element'. The following terms replace the previous term 'condition maintenance group':

Use New Description

Rebate processing Rebate type

Pricing Price type

Free goods Free goods type

The superordinate term for all uses on the Web UI is: 'condition type'.

Customizing of the affected uses. Note that 'condition type' on the Web UI indicates something different than in Customizing.

1.9.10.2 Credit Analyst Workbench (New)

Use

This release note is only relevant if upgrading from SAP CRM 5.0.

You can use the Credit Analyst Workbench to check and further process sales transactions that were blocked as the result of the credit- and credit rating check .

You can display blocked as well as released sales orders in an overview list. In addition, you can display sales orders that have no valid letters of credit assigned to them.

The sales transactions are arranged together and displayed for each payer.

You can check the credit situation for each customer and then decide, based on your credit policy, how the sales orders should be further processed.

You have the following options:

- Check transactions for credit rating and credit worthiness - Release transactions after credit rating- and credit check - Reject all items

- Navigate to documents and make changes there

You can also perform the following actions immediately: - Release all of a payer's transactions

- Reject all of a payer's transactions - Check all of a payer's transactions

1.9.10.3 Approval Process for Price Changes in Sales Orders (New

Use

This release note is only relevant if upgrading from SAP CRM 5.0.

You can prevent employees from manually changing prices that are automatically calculated using pricing. You can allow certain employees to manually change prices in the sales order. If the employee does not have the authorization to change prices, the system triggers an approval process.

If an employee wants to manually change the price of an order item that was automatically assigned in the sales order or complaint using pricing, the system checks if he or she is authorized to change prices. If the employee has no authorization, this change must be approved by someone entitled to grant approval, such as the head of department. An approval process is triggered by the system.

The changes made by the employee are examined by the head of department, and then approved. If price changes are made by someone not entitled to make them, the follow-up transactions billing and shipping are not triggered. Depending on the customer type, a billing- and shipping block is set in the sales order. When the head of department approves the price change, the approval process is complete, and the statuses Blocked for Billing and Blocked for Shipping are cleared. The follow-up transactions can then be triggered again. The person entitled to grant approval (head of department) can change prices without triggering the approval process, provided that the authorization object CNDAPPROVE is assigned to him or her.

Effects on Customizing

- In SAP CRM Customizing, assign the action profiles STOP_SHIPPING and STOP_BILLING, delivered as standard by SAP, to the transaction type in which you want to use this function. The system checks, with the help of these action profiles, if manual price changes have been performed. The system also checks if the user can change prices without triggering the approval process. - You can make the settings in SAP CRM Customizing under Assign Action Profile to the Business

Transaction Type.

- Create appropriate status profiles. Use the status profiles CRMSTSHP and CRMSTBILL, available as standard, as templates. You can find further information in the SAP CRM Implementation Guide (IMG) under Customer Relationship Management -> Transactions -> Basic Settings -> Status Management -> Change Status Profile for User Status.

- Assign this status profile to the transaction type that you want to use.

- The user who clears the status must have authorization for the authorization object CNDAPPROV. The person entitled to grant approval must be assigned to the authorization object CNDAPPROV so that they can change prices without triggering an approval process.

1.9.10.4 Display Price List(s) for an Account (New)

Use

This release note is only relevant if upgrading from SAP CRM 5.2.

You can display the price list(s) for an account on the account overview page by choosing More -> Price List Preview. Your sales employees can then search for the price list for an account and find out the price of a specific product.

If multiple price lists are assigned to an account, a dialog box appears on the user interface in which you can select the required list.

A PDF document then opens which displays the respective price list for the account with the products and their net prices.

Effects on Customizing

You use the action profile NETPRICELIST in default Customizing for actions in the price list. You can find more information in the SAP Implementation Guide (IMG) by choosing Customer Relationship Management -> Basic Functions -> Actions -> Actions in the Price List -> Change Actions and Conditions -> Define Action Profiles and Actions.