Maintain Pricing Condition Records - VK11, VK12, VK13 (VK11, VK12, VK13)
When To Do This
Perform this procedure when there is a need to create a new Pricing Condition record, to change an existing Pricing Condition record, or to display specific Pricing Condition data.
Business Process Overview |
Pricing is a business procedure where conditions like Vendor Managed Inventory Price List, Discounts, and Customer Allowances etc. are created and maintained. These conditions will be brought into the Conditions tab in sales orders and billing documents. Condition records are Master Data and are generally maintained by business users. Condition Types are configuration and are maintained by the SDCC. This BPP should be followed whenever there is a need to create a new condition or change an existing condition. Several pricing condition types have been defined. Each condition type defines a specific type of pricing conditions. Some examples of pricing condition types are: price lists customer discount, freight, sales tax, surcharges, and mark-ups. For each pricing condition type, there is a combination of hierarchical data items pertinent to the condition type that must be provided. These pertinent data items are termed, key combinations. As an example, a wholesale discount may apply to the complete Sales Organization / Distribution Channel or may apply to a specific customer or customer(s) within the Sales Organization / Distribution Channel. In this example, Sales Organization, Distribution Channel and Customer would be considered a key combination. Likewise, a VMI price list will be maintained for a specific site and customer combination. This requires a key combination of Sales Organization, Distribution Channel. Site, Article, and Customer. After specifying the pricing condition type and applicable key combination, the pricing condition value and validity dates are defined. The basic process steps are: · Determine the Pricing Condition Type impacted · Indicate Key Combination fields and values · Enter the Pricing Condition value Provide a range of dates representing the validity period of the Pricing Condition for the Key Combination specified. |
Input - Required Fields |
Field Value/Comments |
Pricing Condition types Key Combination values Pricing Condition value Validity period |
ZR02 |
|
|
Output - Results |
Next Steps |
The condition records created or changed |
Sales orders with these conditions can be created |
Key Notes
In this procedure a VMI price condition is being demonstrated. However, as mentioned in the. Business Process Overview, the same procedure can be used to create discount or freight or surcharge condition records. These variations will be covered in training
Situation
There is a need to create a new pricing condition that will apply to external sales. Examples of pricing conditions are: standard price, VMI price, net price discount, gross price discount, sales tax on an order, quantity surcharge and extra processing charge. This pricing condition will apply to articles, customers and/or sales organizations as specified.
Instructions
Use the appropriate procedure to complete the exercise scenario on the system. As you progress through the scenario, complete the questions associated with each exercise task on the following pages.
Required Data
This section provides the field data required to complete this exercise. Refer to this data sheet as necessary while performing the exercise.
Field |
|
Condition type |
ZR02 |
Sales Organization |
1080 |
Distribution Channel |
20 |
Site |
CHVM |
Article |
36000050 |
Customer |
10000001 |
Amount |
Student choice |
Scale value |
Student choice |
Amount |
Student choice |
Tasks
Use the appropriate procedure and data provided to complete the following tasks. After each task, answer the question(s).
Section 1 - Create Pricing Condition
p Create Condition Records - perform the required steps.
|
What is the description of the Condition type entered? |
VMI price |
p Key Combination - perform the required steps.
|
What is the purpose of the Key Combination? |
The Key Combination is used as a grouping for how to apply the pricing condition - which sets of data will the pricing condition apply to. |
|
Does the Key Combination options vary by Condition type? |
Yes |
|
Which Key Combination option should be chosen to have the pricing condition apply to a specific customer (or set of customers)? |
Sales org./Distr Chl/Site/Article/Sales Unit/Customer |
p Create XXXX Condition (XXXX): Fast Entry - perform the required steps.
|
What are the default values for Valid From and Valid to? |
The default value for Valid From is the current date. The default value for Valid to is 12/31/9999. |
|
What are the values for Valid From and Valid to that you used? |
Varies by student |
p Create XXXX Condition (XXXX): Scales - perform the required steps.
|
Can a scaled percentage amount be applied to a ZR02 Condition type? |
No |
|
What would be a Condition type that could utilize scaled pricing condition percentage |
ZD01 Customer Discount, ZF01 Freight and others |
p Wrap-up question:
|
Will the new Pricing Condition be retroactive for all sales orders matching the Key Condition specified? |
No |
Section 2 - Change Pricing Condition
p Change Condition Records - perform the required steps.
|
What can the |
To retrieve a pricing condition based on a Sales document |
p Change XXXX Condition (XXXX): Overview- perform the required steps.
|
Describe a quick way to change the Valid to value for all customers listed? |
Use the icons at the bottom of the screen.
|
Procedure
1. Please refer to the "Internal Controls Procedures" for manual procedures that are critical to ensuring an effective control environment for this activity.
2. Perform one of the following:
This BPP uses a price list condition type
to illustrate the transaction.
If |
Then |
Go To |
Creating Pricing Condition record |
Use transaction code VK11 |
Step 3 |
Changing an existing Pricing Condition record
|
Use transaction code VK12 |
Step 11 |
Displaying an existing Customer Discount condition record |
Use transaction code VK13 |
Step 24 |
This activity is complete |
Exit this transaction |
Step 32 |
3. Enter transaction code VK11 to create a new pricing condition record
4. As required, complete/review the following fields:
5. Click .to display
the Pricing Condition entry screen
VMI Price Condition (ZR02) is
used for the Lane Bryant Price list. It will apply when selling inventory out
of the VMI inventory site at ODW Chicago.
Create VMI Price
Condition (ZR02) : Fast Entry
6. As required, complete/review the following fields:
· Site
· Article
· Customer
· Amount
· Valid to
7. Click before
entering validity dates (Valid From, Valid to).
The system
will populate default values for validity dates.
Create VMI Price
Condition (ZR02) : Fast Entry
8. Click to save the
condition record
The system displays the message,
"Condition Record Saved".
10. Return to step 2 to select another procedure
11. Enter transaction code VK12 to change an existing pricing record.
12. As required, complete/review the following field
13. Click to display the
selection screen.
Change VMI Price
(ZR02): Selection
14. As required, complete/review the following fields:
The system treats the selection
criteria in a manner where more selection elements entered narrow the
selection.
· Site
· Article
· Customer
· Valid On
15. Click to retrieve the
condition record(s).
Change VMI Price
Condition (ZR02): Overview
16. As required, complete/review the following fields:
A change is made in this example
where the price changes from $8.82 to $9.00 effective 29th of next
month.
· Amount
17. Click to pull down the
list of dates from the calendar in the valid from field.
18. Click to select that
date.
Change VMI Price
Condition (ZR02) : Overview
19. Click to enter the
changes made to the price and Valid from date.
When the Valid from or the Valid
to dates are changed the system always generates a warning message saying the
validity period has been changed.
Follow the same steps for making
changes to the Valid to date.
21. This activity is now complete.
22. Click .to exit
transaction
23. Return to Step 2 to select another procedure.
24. Enter transaction code VK13 to display an existing condition record.
25. Select Condition Display F9 from the Menu bar.
Display VMI Price (ZR02): Selection
|
26. As required, complete/review the following fields:
The system treats the selection
criteria in a manner such that more selection elements entered narrow the
selection.
· Valid On
27. Click to enter the VMI
Price Overview screen.
Display VMI Price
(ZR02) : Overview
If no article is selected, all
articles for this customer/site combination will be listed.
28. Click to view the
Header level view of the Pricing Condition record.
Display VMI Price
Condition (ZR02): Header
29. Click to view the
additional sales data for the condition record.
Display (VMI
Price): Additional Sales Data ZR02
30. Click to view the
Overview screen of the condition record.
Display VMI Price
ZR02: Overview
31. Click .to exit
transaction.
32. This activity is now complete.
Pricing Condition record is created, changed and displayed and can be used in Sales order creation.
Comments
None