Pre-Determined Pricing Engine 1.0

Transcription

1 SAP Custom Development Pre-Determined Pricing Engine 1.0 User Guide Version Status Date 1.0 Final June 19, 2012

2 Typographic Conventions Icons Type Style Example Text Example text EXAMPLE TEXT Example text Example text <Example text> EXAMPLE TEXT Description Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Cross-references to other documentation Emphasized words or phrases in body text, graphic titles, and table titles Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE. Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. Keys on the keyboard, for example, F2 or ENTER. Icon Meaning Caution Example Note Recommendation Syntax Additional icons are used in SAP Library documentation to help you identify different types of information at a glance. For more information, see Help on Help General Information Classes and Information Classes for Business Information Warehouse on the first page of any version of SAP Library. Page 2 of 17

3 Content 1 Overview Prerequisites Assumptions Login and Site Authorization Authorizations Special Notes Glossary User Roles within Pre-Determined Pricing Engine Pre-Determined Pricing Engine Functionality Enhancements That Do Not Impact the User Interface Enhancements That Impact the User Interface Introduction Details and Execution Area Menu Options under Application PDP Engine Browser PDP Engine Output Profile Maintenance Display Output Sensitivity Index Activation and Deactivation Page 3 of 17

4 1 Overview 1.1 Prerequisites Please ensure that your system has the following release level, as this is required to run the predetermined pricing engine 1.0 application: SAP ERP 6.0 EHP4, components SAP_APPL 604, SP 7 and EA-APPL 604, SP Assumptions This guide assumes that you have some level of familiarity with the terminology and functionality associated with pre-determined pricing. This guide is intended to provide you with all the information you need to navigate through the predetermined pricing engine application. It is recommended that this guide be used in conjunction with hands-on operation of the application. 1.3 Login and Site Authorization Authorizations Pre-determined pricing engine functionality is executed from enhancements within standard SAP ERP transactions (such as VK11 and VK12 for maintaining SD pricing conditions). Since no separate screens are provided, no special logon procedures apply Special Notes Graphics are used throughout this guide to highlight and illustrate various details. The detail displayed in the graphics may differ from the detail you see in the same areas in your working session. Similarly, this guide may also define working areas and functions to which you do not have access. Your specific access depends on your specific authorization. This document has been created from the pre-determined pricing engine perspective, as this is the system on which all application features and functions are available. 1.4 Glossary Term SAP application Definition SAP software that serves a specific business area for example, SAP ERP, SAP Relationship Management, SAP Product Lifecycle Maintenance, SAP Supplier Relationship Management, and SAP Supply Chain Management. Page 4 of 17

5 Term Business scenario CDM delay Change detection Change detection registry Definition From a microeconomic perspective, a business scenario is a cycle that consists of several interconnected logical processes in time. Typically, a business scenario includes several company departments and involves other business partners. From a technical point of view, a business scenario needs at least one SAP application (SAP ERP, SAP SCM, or others) for each cycle and possibly other third-party systems. A business scenario is a unit that can be implemented separately and reflects the customer s prospective course of business. Defines the object- or subobject-specific delay parameter used when PDP engine data maintenance processes a PDP engine worklist. The delay is defined in seconds. It is recommended that this setting is set higher than the profile parameter rdisp/bufref time for buffered objects. It can be left blank/zero for unbuffered objects. This component of the PDP engine detects master data changes and captures the structures and tables that contain the old and the new values of the master data object. A generic interface is then implemented to pass the data to the PDP engine, which encodes and dispatches the data to the change relevance determination. A list of objects and fields that are tracked for change in the PDP engine data change detection service. Relevance determination This component of the PDP engine determines if the change to the master data object is relevant for further processing.. This service also determines if processing must be executed immediately (known as active change), be deferred into the future (known as passive change), or both. The scope of the change is assigned at this point in the process. Change relevance Change collector This functionality within data maintenance identifies if a tracked change requires further processing by the change collector service and whether the subsequent collector service processing should occur immediately or should be delayed. This component of the PDP engine is used to expand or reduce the worklist of possible PDP engine entries that can be reevaluated based on the detected change. The change collector also persist the data to worklist storage for the data maintenance service to further process the worklist. Change collector service The PDP engine functionality that provides pre-processing of change events before PDP engine data maintenance is invoked. Change collector worklist A list of PDP engine data changes that is returned to the collector service. Collector service profile The identifier used when assigning object class-specific worklist expansion and reduction function modules. These function modules provide object-specific context handling and scope and span determination of a detected data change. They are used to build a change collector worklist for the PDP engine. Page 5 of 17

6 Term Component Data maintenance Eligibility Object class Output profile Output sensitivity Passive change Passive detection span PDP management framework Price layering Price verification Pricing Definition The smallest individual unit considered within the Solution Development Lifecycle. Components are separately produced, delivered, installed, and maintained. The data maintenance tier processes the collector service work list and updates the PDP engine data such as the customer s current price for a material. The ability of the PDP engine to use a configured set of rules and functions to determine if a material should be included or excluded for sale or distribution to a specific customer, such as a sold-to party. A group of master data objects that are monitored by PDP engine change detection for any transactional changes to the master data. A container for technical parameters that are used by the Format and Delivery service. These parameters control various aspects of PDP engine format rendering and distribution. The retrieval API provides output profile details. Output profiles are assigned to customers using the customer master maintenance transaction. A component of the PDP engine used to identify business object-level table name and field name combinations that are relevant for customer-specific PDP engine output generation. Output sensitivity is only relevant for delta outputs. The deferred processing of change relevant master data objects in the PDP engine. A value, less than 25 years, that specifies the maximum time span for passive change to be effective in the PDP engine. After the specified time, a worklist entry is not triggered for this passive change. A framework that provides the ability to flexibly assign an independent flow of business logic for a particular object or process across all PDP engine processing subsystems. The PDP management framework uses sequenced activity sets to control the processing logic. Decides whether or not the price should be recalculated for a customer/material combination in the PDP engine. The rules implemented in the Price Layering BAdI are intended to reduce the number of customer/material combinations that need to be re-priced and therefore improve PDP engine performance. A tool that looks at discrepancies that arise over time in the prices in sales orders compared with the prices in the PDP engine for quality management purposes. The process for determining price information. The system uses condition techniques for pricing to determine the relevant price information that a customer pays for a material. Page 6 of 17

7 Term Pre-determined pricing engine Scope Usage Worklist expansion Worklist reduction Definition An SAP ERP-resident engine that calculates in near-real time, and stores the customer s current price data. As changes to the sources of master data occur during the course of business operations the PDP engine identifies master data changes relevant for pricing, recalculates the effected customer s prices and updates the customer s current price data within the PDP engine. The scope identifies which activities must be performed for the data maintenance component for example, price determination or output sensitivity. A purchase history based on sales and distribution billing functionality that creates customer invoice documents. The process of calling the worklist expansion function module, which performs the scope and relevancy determination. The process of using coding and configuration provided by the customer to optimize processing of data changes that are not business relevant. In this way, it is possible to bypass data maintenance activities that are resource or processing intensive (for example, pricing and eligibility check). 1.5 User Roles within Pre-Determined Pricing Engine A single user role is delivered as part of pre-determined pricing engine. This role is required to set up a specific user for configuring background RFC (bgrfc). The role is not created for use with an end user ID. 2 Pre-Determined Pricing Engine Functionality Pre-determined pricing engine functionality is executed from enhancements within standard SAP ERP transactions. The following sections describe these enhancements and give details of how to use the functionality they provide. The pre-determined pricing engine comprises the following: Enhancements that do not impact the user interface Enhancements that impact the user interface Area menu options under Application 2.1 Enhancements That Do Not Impact the User Interface The following standard SAP ERP transactions contain pre-determined pricing engine enhancements that do not impact the user interface. These enhancements take a snapshot of the transaction data before and after a change. The before and after data is then passed to PDP engine for further processing. PDP engine processing then determines whether the change is relevant for pricing and whether a delta output change is required. Page 7 of 17

8 Transaction XD01/VD01 XD02/VD02 VDH1N VB01 VB02 VF01 VF02 VK11/VK31 VK12/VK32 MM01 Functionality Sales and Distribution: Create Sales and Distribution: Change Sales and Distribution: Hierarchy Sales and Distribution: Product Listing/Exclusion Create Sales and Distribution: Product Listing/Exclusion Change Sales and Distribution: Billing Create Sales and Distribution: Billing Change Sales and Distribution: Pricing Create Sales and Distribution: Pricing Change Material Master: Material Create This is merely an example of a generic transaction; special material transactions also use the material enhancement for pre-determined pricing. MM02 Material Master: Material Change This is merely an example of a generic transaction; special material transactions also use the material enhancement for pre-determined pricing. ME01 ME04/ME0M MK01/XK01 Purchasing: Vendor Source List Create Purchasing: Vendor Source List Maintain Purchasing: Vendor Create This is merely an example of a generic transaction; special purchasing transactions also use the purchasing enhancement for pre-determined pricing. MK02/XK02 Purchasing: Vendor Create 2.2 Enhancements That Impact the User Interface Introduction In addition to the enhancements that do not impact the user interface, the following transactions contain functionality that is visible to the user in the form of an extra pushbutton: XD01/VD01 Sales and Distribution: Create XD02/VD02 Sales and Distribution: Change Page 8 of 17

9 The Pre-determined Pricing for customer pushbutton is visible if the PDP engine is installed in the SAP ERP system. This functionality enables the user to see whether the activation switch for the PDP engine is turned on for a particular customer. It also allows the user to maintain the appropriate output profiles required for the customer when the PDP engine output sensitivity functionality is implemented. Figure 1: Pre-determined Pricing for customer Pushbutton Page 9 of 17

10 2.2.2 Details and Execution When you choose the Pre-determined Pricing for customer pushbutton, the system displays the Predetermined pricing for Sales Area tab page below the customer data. This tab page contains the PDPE Active for customer checkbox, which is always grayed out on this screen. This checkbox is only selected if PDP engine functionality has been activated for the customer in the sales area shown. The tab page also shows which output profiles have been defined for the customer using the Activate Output Profile for option (transaction /n/pdpeng/actv_outprof) available from the Pre- Determined Pricing Engine Menu (transaction /n/pdpeng/) under Application. For more information about the Activate Output Profile for option, see Section of this document. Figure 2: Pre-determined pricing for Sales Are Tab Page 2.3 Area Menu Options under Application You use the options in this section of the area menu to display information about particular customer/material combinations, display and maintain output profiles, and activate and deactivate the PDP engine functions for specific customer/material combinations PDP Engine Browser You use this option to display various types of information about a particular customer/material combination. Page 10 of 17

11 You can access this option from the Pre-Determined Pricing Engine area menu under Application PDP Engine Browser or directly by entering /n/pdpeng/cat_browser in the transaction field at the top of the screen. On the initial screen, you must enter values for all parameters in the screen area. You can also enter a material if required. Figure 3: Initial Screen of PDP Engine Browser When you choose the Execute icon or press F8, the system displays the information recorded for the customer you have specified: Figure 4: Result Screen of PDP Engine Browser Page 11 of 17

12 The first table shows the materials for which the customer is eligible. When you select a row from this table, the system displays further details about this material in the second table on the screen. Figure 5: Detailed Information in PDP Engine Browser This table is divided into the following tab pages: Tab Page Pricing Usage Item EANs (from MEAN) Description Shows pricing information for the customer-material combination, for example, the pricing type and the currency used. Shows information about the last time the material was sold to the customer, for example, the billing document number, billing date, and price. Shows the International Article Numbers of the materials PDP Engine Output Profile Maintenance You use this option to view and maintain output profiles, which you can then assign to customers using the Activate Output Profile for option (for more information, see Section of this document). Output profiles contain technical parameters that control various aspects of catalog format rendering and distribution. You can access this option from the Pre-Determined Pricing Engine area menu under Application PDP Engine Output Profile Maintenance or directly by entering /n/pdpeng/op_maintain in the transaction field at the top of the screen. On the initial screen, you specify the output profile that you want to display, edit, or delete; alternatively, you can choose the New icon to create a new output profile. Figure 6: Initial Screen of PDP Engine Output Profile Maintenance Page 12 of 17

13 If you choose to display an output profile, the system displays the criteria that have been configured for the output profile and gives you the option to change these by choosing the Edit icon: Figure 7: Result Screen of PDP Engine Output Profile Maintenance Display Output Sensitivity Index You use this option to view the changes that have occurred since the last time the customer requested data. Once the customer confirms that they have received the new data, the delta cache is cleared and the system starts collecting new changes. You can access this option from the Pre-Determined Pricing Engine area menu under Application Display Output Sensitivity Matrix or directly by entering /n/pdpeng/d_osdindx in the transaction field at the top of the screen. You must enter a value for each of the fields and then specify whether the delta index is to be ready from the delta cache or recovery cache. To view the results, choose Execute or press F8. The recovery cache is a temporary file that is updated at the start of the process that transmits the delta cache information to a customer. If the information is transmitted to the customer successfully, the recovery cache records are deleted. Page 13 of 17

14 Figure 8: Initial Screen of Display Output Sensitivity Index Figure 9: Result Screen of Display Output Sensitivity Index Page 14 of 17

15 Below is an explanation of the fields in the output display: Field O/P Profile Material Action Total count Description number that you entered on the initial screen Output profile that you entered on the initial screen Material affected by the delta change Type of change; possible values: A: Add D: Delete U: Update Number of delta records that exist for the selection; customer, sales area, output profile Activation and Deactivation You use the options in this section to activate and deactivate the PDP engine functions for specific customers and to assign and unassign predefined output profiles to specific customers Activate PDP Engine for You use this option to activate the PDP engine functions for a particular customer in a specific sales area. When the PDP Engine functions are activated, pricing changes for this customer are recorded. You can access this option from the Pre-Determined Pricing Engine area menu under Application Activation / Deactivation Activate PDP Engine for or directly by entering /n/pdpeng/cat_act in the transaction field at the top of the screen. If you select the Test Mode checkbox, the changes you make are not committed to the database. Figure 10: PDP Engine Activation Page 15 of 17

16 Deactivate PDP Engine for You use this option to deactivate the PDP engine functions for a particular customer. When the PDP Engine functions are deactivated, pricing changes for this customer are not recorded. You can access this option from the Pre-Determined Pricing Engine area menu under Application Activation / Deactivation Deactivate PDP Engine for or directly by entering /n/pdpeng/cat_deact in the transaction field at the top of the screen. If you select the Test Mode checkbox, the changes you make are not committed to the database. Figure 11: PDP Engine Deactivation Activate Output Profile for You use this option to activate a defined output profile for a customer. For more information about output profiles, see Section of this document. You can access this option from the Pre-Determined Pricing Engine area menu under Application Activation / Deactivation Activate Output Profile for or directly by entering /n/pdpeng/actv_outprof in the transaction field at the top of the screen. Figure 12: Activate Output Profile for Page 16 of 17

17 Deactivate Output Profile for You use this option to deactivate a defined output profile for a customer. For more information about output profiles, see Section of this document. You can access this option from the Pre-Determined Pricing Engine area menu under Application Activation / Deactivation Deactivate Output Profile for or directly by entering /n/pdpeng/cat_pdeact in the transaction field at the top of the screen. Figure 13: Deactivate Output Profile for Page 17 of 17