The core objective in field sales is to get an order from the customer, and ordering revolves around the best prices offered. Pricing being an important ingredient for business processes, we introduced capabilities to calculate price while you do your business offline!
Until 1702 we offered simple offline pricing in sales order. These prices were based on Customer, Sales Area and Product.
With the 1705 release, we have delivered a new pricing engine. The new offline pricing engine support price determination based on pricing procedure with condition types supporting access sequences.
The good news is that you do not have to define the pricing procedure and further price customizations details all over again in SAP Hybris Cloud for Customer -. We have built a tool which allows you to transfer your pricing procedure from SAP ERP with the supported condition types and use it when placing orders in SAP Hybris Cloud for Customer
We are delivering the feature in phases. Therefore, to enable the feature you need to raise a message in the component: LOD-CRM-PRC
1. Step involved in the Setup
A. Pricing Customisation from SAP ERP to C4C
Using the pre-delivered report program, you can download the pricing procedure along with the step, condition types and corresponding access sequences into an excel worksheet.
Upload the excel to C4C. This creates the corresponding Pricing Procedure, condition types, access sequence and condition tables in C4C moving the pricing customisation to C4C. You can check the data in the ‘Offline Pricing using External Pricing’ fine tuning activity.
B. Price Master Data Exchange from SAP ERP to C4C
Along with our ERP integration add-on we have provided a report ‘RCOD_CONDITIONS_EXTRACT’ to trigger the exchange of price master data from ERP to C4C. This moves the prices stored in the condition table for the selected pricing procedure to C4C. As of 1705, we support five key combinations in the condition table, which is planned to be enhanced in future.
C. Pricing Procedure Determination for Document Types
To simplify things, we have provided you with the flexibility to define rules for pricing procedure determination, for transaction types. The rules can be defined for sales area and documents types combinations to initiate the appropriate pricing procedure determination.
D. Offline download of pricing relevant data
As a last step of setup, we need to assign the authorisation such that the pricing data is downloaded for offline usage. In the Offline settings under data download rules the Price Master data WorkCentre needs to be assigned. With this authorisation, offline pricing shall be enabled for the given user role.
Sales order and offline pricing
User now can synchronise their device and go offline. In offline mode when they create new sales orders they can use the action “Estimate price” to get the prices determined offline and see the price breakdown based on the condition types defined in the relevant pricing procedure.
The fields that are supported from Sales Order for defining the condition tables are:
- Sales organization
- Distribution Channel
- Order type
- Document Currency
- Customer Group of Sold-to-party
- Country of Sold-to-party
We also allow the manual condition for absolute and percentage discounts.
A few limitations as of 1705: Currency conversion, Quantity conversion, Exclusion processing, User exits, Data field in condition table, Structure conditions, Tax calculation