SD Maintaining a Condition Record

Use

You create condition records for all the pricing elements that the system takes into account during automatic pricing. During document processing, the system transfers data from the condition records and determines the amounts for individual pricing elements (prices, discounts, and surcharges) and the final amount for the sales document.

Organizational Level

Pricing elements are generally managed on the level of the sales organization and the distribution channel. Therefore you always have to specify the organizational level when creating condition records. In the case of condition records for price groups, freight charges, and customer-specific prices and discounts, you must also enter the division. As a result, you can create conditions according to product groups with these price elements.

Creating Condition Records With Reference

If you want to create condition records based on records that already exist in the system, you can create condition records with reference. Creating condition records with reference reduces the data entry effort considerably. This method of creating condition records is especially useful for creating records that have similar data to the reference but have different validity periods.

Using create with reference, however, you can only create new condition records that have the same condition type and use the same condition table as the reference condition record. In addition, you can only create new records one at a time. If you want to create multiple new condition records from existing condition records that perhaps have different condition types and condition tables, you should use the copy function. For more information about creating condition records, see Copying Condition Records.

To create a condition record for a material price with reference to an existing record, choose Material price ® Create w/reference. On the following data screen, you select either a certain material or a range of materials. The system presents one or more selected condition records, including default values for scale values and validity periods.

You can overwrite any of the specifications of a condition record, thus using it as a reference. When you save an altered condition record, the system creates a new condition record.

Fast Entry

You can create and maintain pricing elements on a single screen - one of the fast entry screens. On the overview screen on which you create a material price, for example, you can create further prices for other materials at the same time - provided these have the same sales data. The system creates a separate condition record for each of the entered material prices.

If you want to enter additional data for individual materials such as pricing scales or upper and lower limits, you can branch to the detail screens.

Notes About Creating Condition Records

When you create condition records for certain kinds of pricing elements, you should bear the following information in mind.

Creating Material Prices

You can create material prices in two ways:

• Using the procedure described above, you can create a condition record for a material price via master record maintenance,
• or you go to the material master recor and select Extras
® SD extras ® Sales price on the Sales:Sales Organization Data screens 1 or 2, or on the Sales text screen. (You must select the appropriate screen beforehand).

Maintaining Related Master Data

During sales order processing the system can process some condition records only if corresponding data is maintained in the material or customer master records. If, for example, you want to apply discounts to certain customers by creating condition records for different price list types, you must maintain data in each of the relevant customer master records. For further information on master data screens relevant to pricing, see Requirements for Automatic Pricing.

See also:

Creating Condition Records

Creating Tax Records

Working with the Copying Function for Condition Records