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Maintain Absolute and Percentage based Overall Discounts in CRM documents

SAP Business ByDesign offers flexible pricing strategy through configurable pricing in Customer Relationship Management(CRM), with the new feature Maintain Absolute and Percentage based Overall Discounts in CRM will empowers  sales representative to maintain Fixed value and Percentage based additional overall discounts in CRM documents like sales, service and invoice documents. before 2002 releases it would not be possible to maintain both Percentage based overall discount and Fixed value overall discounts together in CRM document. user has to choose either one of the discount but not both percentage and fixed value discounts.

Note: we are delivering the feature as BETA version in 2002 release. To enable the feature please raise incident with prefix Requesting Additional Discount requesting for the feature in 2002.

Business Scenario:

Companies provide discounts in sales process, the discounts could be in the form of a fixed price off and a percentage off. how often you have seen sales representatives doing discount negotiations with the customers are done using fixed amounts and percentages, its very common scenario we come across in the sales and invoicing process.

Before 2002 release standard price component Overall Discount on the document header level could be Overall Discount (fixed amount) or Overall Discount (%).

However it is not possible to mix both Overall Discount options (fixed amount and percentage) in the sales documents, only one selection is supported at a time. Also, once one option is used, it cannot be changed anymore to the other option.

For example, in customer use case, the system is live with Overall Discount (%) but new sales activity requires Overall Discount (fixed amount) to be used in sales order header level, which unfortunately is disabled for use anymore in Configure Price Strategy of business configuration.

Prerequisite to enable the feature:

To enable the new feature Absolute and Percentage based Additional Overall Discounts user has to enable the business configure option Do you want additional discounts at document level, which is in questions section (step 4) of business configuration, under General Business Data -> Product and Service Pricing -> Sales Price Specification .

Note: we are delivering the feature as BETA version in 2002 release. To enable the feature please raise incident with prefix Requesting Additional Discount requesting for the feature in 2002.

 

Note: please make sure Sales Price Specification is scoped, which is in scoping (step 3) of business configuration.

Steps to use the feature:

  • Create Sales document like Sales Order (Net Pricing)
    • Navigate to Sales Order work center
    • Click on New Sales Order
    • Select the Price In option to be Net (which uses at net pricing procedure of configure price strategy in business configuration)
    • Enter Account and Product, navigate to sales order detailed screen by clicking on button View All
    • Navigate to Pricing and Invoicing tab
    • Click on Add Row in Total Pricing section
    • user can view two new type of discounts Additional Overall Discount and Additional Overall Discount(%)
    • add both kind of discounts into sales document
    • Note: check the Price Component Value is being calculated accordingly.
  • Create Sales document like Sales Order (Gross Pricing)
    • Navigate to Sales Order work center
    • Click on New Sales Order
    • Select the Price In option to be Gross (which uses at gross pricing procedure of configure price strategy in business configuration)
    • Enter Account and Product, navigate to sales order detailed screen by clicking on button View All
    • Navigate to Pricing and Invoicing tab
    • Click on Add Row in Total Pricing section
    • user can view two new type of discounts Gross Additional Overall Discount and Gross Additional Overall Discount(%)
    • add both kind of discounts into sales document
    • Note: check the Price Component Value is being calculated accordingly.

 

Note: new feature of Additional Overall Discount and Additional Overall Discount(%) is available for CRM document like Sales Order, Service Order, Over the Counter Sales, Contracts, Project Invoicing, Manual Invoice Request and Customer Invoice documents

New Capabilities

  • CRM documents can have Percentage based overall discount and Fixed Value overall discount in one document
  • CRM documents like Sales Order, Service Order, Over the Counter Sales, Contracts, Project Invoicing, Manual Invoice Request and Customer Invoice documents
  • New Manual Price components Additional Overall Discount, Additional Overall Discount (%), Gross Additional Overall Discount, Gross Additional Overall Discount (%) is available in CRM documents and Pricing Analytical reports

Following Customer Improvement Request 208051,118431, 207446 is been addressed with the new feature.

1 Comment
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  • Dear Murthy,

     

    is it possible to change the description of the overall discounts.

    Many customers want to maintain different types of overall discounts, but also want different descriptions on the invoice form.

     

    E.g.

    5% Warehouse Discount

    10% Black Friday Discount

     

    Thanks for your Help.

     

    Best regards,

    Markus