Calculation Schema for Purchase Orders

Contents Introduction .................................................................................................................................................. 2 Configuration Steps....................................................................................................................................... 2 Maintain condition tables ......................................................................................................................... 2 Field Catalog .......................................................................................................................................... 6 Define Access Sequence ........................................................................................................................... 8 Define condition type ............................................................................................................................. 11 Define calculation Schema ...................................................................................................................... 13 Define Schema Group ............................................................................................................................. 14 Schema Groups: Vendor ..................................................................................................................... 14 Schema Groups for Purchasing Organizations .................................................................................... 15 Assignment of Schema Group to Purchasing Organization ................................................................ 16 Define Schema Determination ................................................................................................................ 17 Assign vendor schema group to vendor master ......................................................................................... 18 Create condition master records ................................................................................................................ 19 System Demo .............................................................................................................................................. 21 How prices got determined in the purchase order? ................................................................................... 23

Introduction In order to calculate the cost of the purchase order, SAP has provided functionality called "Calculation Schema". The famous "Condition Technique" is used for this as well. (Click here to see more information on the "condition technique"). The same technique is used in SD Pricing as well. Let's see how this works in SAP for purchase orders.

Configuration Steps The complete configuration is done in the below IMG Path; IMG Path:

Maintain condition tables Under this IMG node you can create a new condition table to store your pricing condition records. You can choose your own field combinations based on business requirements. If you cannot use SAP standard delivered condition tables, then you can create your own tables. In that case, you have to choose a table number between 501 and 999.

IMG Path:

-> 

In order to create a new condition table, enter the table number and press enter key to proceed



All available fields for your condition table can be found under . Fields which needs to be used for the table generation has to be added sequentially by double clicking on the name. For example, let's say I want to create a new condition table with fields Purchasing organization / Vendor and Material, then I need to double click on each field in the same sequence. You can go up and down in the

section using "Page Up / Page Down” buttons in the key board.

When you double click on the each field, it will be moved to the

section



Table name will be automatically created based on the fields which you have added. If you want to change the name of the table, you can click on the

button. Then the field will be editable

Note: 

The Flag gives you a permission to have a release strategy for these condition records. This will allow the business to have a release procedure for the condition master record before they used in the purchase order. Please click here to see more detail on this.



By clicking on the button chosen.

, you can see the technical names of the fields you have

The column creation 

determine where the field should appear in the condition master record

Once all fields are added to the table, you can generate the new condition table by clicking button. In order to transport the table to another client you will have to select relevant development package, which will then generate a work bench transport request. When the table generation is successfully completed, system will issue a message as below;



In the same manner for my testing, I will generate another condition table with number 889. (This will have Purch.Org./Material fields)



You can view these condition tables in the transaction SE11, with a prefix "A"

Eg:

For SD condition tables, this logic (Prefix "A") is same, but the application is "M" for MM condition tables, where as application is "V" for SD condition tables. Field Catalog You can find all available fields for your condition table generation under below IMG Path:

You have an opportunity of adding new fields to this field catalog using

Button.

But in such a case, you have to fill KOMG, KOMK or KOMP structure during purchase order processing o o o

KOMK - Price determination communication header KOMP - Price determination communication item KOMG - Allowed fields for condition structures

You need to use below function modules to fill these fields; o o

Header Data - EXIT_SAPLMEKO_001 Item Data - EXIT_SAPLMEKO_002

For further information on how exactly you can do this, please refer the below SAP help.

Define Access Sequence IMG Path:

Under this IMG Path, you can assign your new condition tables to an access sequence. The condition tables should be assigned from the most specific to most generic sequence. If I take my example tables, it has to be;

 

o 888 - Purch.Org./Vendor/Material o 889 - Purch.Org./Material It is advisable to keep a gap between step numbers. This will allow you to add a new condition table in between in future Click on

button to create your new access sequence



Highlight the new access sequence and double click on the node condition tables



Click on button to add tables in to the access sequence. Add those tables from the most specific to most generic manner with a gap in between step numbers

to add your

If you want to check any specific requirement against these condition tables, you can assign it under column Note: You can create your own requirement routines in the transaction VOFM (Menu -> Requirements / Pricing)

You can create a new requirement routine under application "M" for purchase order pricing Eg:



Once all tables are added to your access sequence, you need to select each table and double click on the node . This will generate the field assignment for this table,. Otherwise system will not able to find a condition record for this table. Finally you should be see the table like this;

Table 888:

Table 889:



Save the access sequence

Define condition type Under this IMG node, you can create a new condition type to store your pricing and assign it to your access sequence IMG Path:

-> 

Copy a standard price condition and create your own one. Later you can make the adjustments

Eg: J3AP (Gross Pr.& Dim.)

Assign the new access sequence under field " Access seq:"

Note: Please note, the condition "J3AP" which you get in SD area is different for this. If you look at the table T685A, where these conditions are stored, you will see 2 conditions with ID "J3AP" for 2 different modules



Save your new condition type

Define calculation Schema Under this IMG Path, you can define a new calculation schema for purchase orders. This will contain all condition types relevant for purchase order pricing. IMG Path:

You can create your own schema by copying an existing one



Add your condition types according to your business requirements. For testing purpose, I have created a simple calculation schema as follows;

There are 16 fields in this calculation schema. Please click here to see the definitions and functionality of each field 

Save your new calculation schema

Define Schema Group When you create a purchase order in SAP, the calculation schema is determined based on the schema group which is assigned to vendor and the purchase organization. Schema Groups: Vendor Under below IMG Path, you can create a new schema groups for vendors. IMG Path:

-> You can create your own schema group for vendors



Save the new schema group

This schema group has to be assigned to the vendor master Schema Groups for Purchasing Organizations Under below IMG Path, you can create a new schema groups for purchasing organization.

-> 

Create a new entry for the schema group



Save the record

Assignment of Schema Group to Purchasing Organization Under below IMG path, you can assign the newly created schema group to your purchasing organization. IMG Path:

->

If not you remove this assignment, then system will use the BLANK schema group during calculation schema determination 

If you made any assignment, save the record

Define Schema Determination Now you need to define how the calculation schema is determined during purchase order creation. This can be done in the below IMG path; IMG Path:

Based on my above configuration, I have to maintain below entry



Save the record

Assign vendor schema group to vendor master Transaction: XK02 Easy Access Menu Path:

I will use and existing vendor to assign my new schema group. Under "Purchasing Data" you can assign it to the vendor



Save the vendor master

Create condition master records Transaction: MEK1 Easy Access Menu Path:



Enter your condition type and press enter key



Based on the access sequence you have attached to this condition type, system will give a popup. The options represent the tables you have added to the access sequence



Select the access level you want to maintain, and press enter key. I will select the "Purch org / Vendor / Material" level as an example. Based on the field in that condition table (888), below will appear. You can maintain your condition record with the correct price and save



Fields are appearing in the header or footer is based on the condition table setup. Therefore based on the business requirement, you have to generate the table accordingly

 

Save your condition record Now if you check the table "A888" (Application "M"), you can see this record

System Demo Now let's create a purchase order for the vendor "A400" in the purchase organization "A300" for the material "AW01" to see how the price is determined Transaction: ME21N When you go to the item conditions tab, you can clearly see my new condition has been determined in to the purchase order



If you click on the

button, the condition analysis can be seen



Under that option, you will see the condition schema which is determined as well as from which access level the price was determined

How prices got determined in the purchase order? The below illustration can be used to explain how the price value was determined to the purchase order. The explanation is based on the sequence of data you have used to create your purchase order

As shown above, based on the access level which you have maintained these prices (In other words, which condition table), system will insert in to the purchase order.

Author: Anupa Wijesinghe E-Mail: [email protected] / [email protected] Website: www.learnsaptips.com View my profile in LinkedIn Follow me on Twitter

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