Title: Work Instruction_Create a Pricing Agreement for

Intercompany Field Service

Stream Customer Relationship Management
Sub-Stream Field Services

Work Instruction_Create a Pricing Agreement for Intercompany Field

Service

n/a

Change History
Update the following table as necessary when this document is changed:
Date

Name

Change Description

20-Dec-2012

Sonja Rueffer

Create initial document

21-Apr-2016

Sonja Rueffer

Update document

Rockwell Automation

File name: 339711210

Reference Number: n/a

Proprietary Information

Version: Preliminary
Last Modified: 8/5/2016 3:14:00 PM

SAP Parent
Page 1 / 12

Trigger
Business Process Description Overview
If an RA legal entity requests a Field Service to be performed by another RA legal entity, the work is charged
over a Pricing Agreement. This work instruction describes how to create a Pricing Agreement used for
intercompany transactions in Field Service

Input - Required Fields

Field Value/Comments

RA Sold-to BP ID

PC + Sales Org ID, e.g. PC1000 for RA USA

Intercompany Rates to be charged

To be provided by FLD Manager or Finance

Output - Results
Pricing Agreement for intercompany Field Service

Tips and Tricks

Copy and paste product line items instead of typing in each product

Comments

Purpose
Use this procedure to create a Pricing Agreement used for intercompany Field Service.
Trigger
Perform this procedure when a RA legal entity requests a service to be performed by another
RA legal entity.
Prerequisites

RA Sold-to ID

Intercompany hourly rates

Menu Path
Use the following menu path(s) to begin this transaction:

Select Customer Relationship Management and then Contract Admin to open SAP CRM.

Select Create -> Svc Contract Pricing.

Transaction Code
n/a
Helpful Hints

See supporting documents for currencies to be used.

Procedure0

0.

Start the transaction using the menu path or transaction code.

Service Process

0.1

Click

in the assignment block Create.

Select Transaction Type -- Webpage Dialog

0.2

Select

Serv Cont Pricing to create a Pricing Agreement.

Serv Cont Pricing: New

0.3

As required, complete/review the following fields:

Field Name
Contact

R/O/C
R

Description
Description of the Contact.
Example:

Sold-To Party

Description of the Sold-To Party.

Example:

Ship-To Party

R
R
R

PC1000 for RA USA

Example of the Description.

Example:

Purchase Order
Number

PC1000 for RA USA

Description of the Ship-To Party.

Example:

Description

PC1000 for RA USA

RA USA_I/C PA w RA NL BV_FRANCE

Example of the Purchase Order Number.

Example:

Various or leave field blank

0.4

Click
to change the Contract Start Date if necessary. If you hit Enter the Contract End Date
will default to 1 year later. Typically Pricing Agreements for intercompany are valid for the fiscal
year 01-Oct to 30-Sep the next year.

0.5

Go to the assignment block Items and fill in the product IDs:

Field Name

R/O/C

Item 100 / Product ID

Description
Description of Product ID.
Example:

Item 200 / Product ID

PN-C01294

Description of Product ID.

Example:

PN-C01294

Field Name

R/O/C

Item 200 / Product ID

Description
Description of Product ID.
Example:

PN-C172004

Fill in all product IDs that are necessary for the Field Service Engineer to perform the
work and create a Service Confirmation. In a Pricing Agreement for intercompany
transaction the standard callout/on demand products and expenses are used.
You can use an Excel file and copy and paste the products.

0.6

Click

to go to the line item view for item 100.

Serv Cont Pricing Item: 100, Non-Contract Standard Labor Callout

0.7

Click

to add a new discount to the Price Details.

Price Element -- Webpage Dialog

0.8

Select

Approved Discount / ZD10.

Serv Cont Pricing Item: 100, Non-Contract Standard Labor Callout

0.9

As required, complete/review the following fields:

Field Name

R/O/C

Approved Discount %

Description
Description of the Approved Discount %.
Example:

54.860

In a Pricing Agreement for intercompany transaction, all labor and travel rates are
discounted to the same extended net price. No overtime is charged. In this example RA
France would charge RA USA with an hourly rate of 123,-USD for all labor and travel.

Serv Cont Pricing Item: 2000, On Demand Svc Overtime Travel (2.75)

0.10 Click

in the menu to go the next line item.

Perform the same step again and again until all labor and travel lines are discounted to
the same extended net price.

0.11 Click

to go back to the main screen

Serv Cont Pricing: New

0.12 Scroll down to the assignment block Notes

Serv Cont Pricing: New

0.13 Click

in the assignment block Notes to add some notes for the contract.

Serv Cont Pricing: New - Notes

0.14 As required, complete/review the following fields:

Field Name
Contract Scope

R/O/C
R

Description
Description of Contract Scope.
Example:

0.15 Click
0.16 Click

Intercompany Pricing Agreement between RA

NL BV and RA USA for services performed in
France

to add another notes type.

to open the drop down

0.17 Click

in the drop down.

0.18 As required, complete/review the following fields:

Field Name
Cntrct Price
Approval /Justific

0.19 Click

R/O/C
R

Description
Description of Cntrct Price Approval /Justific.
Example:

to return to the main screen

FY12 Rate for France = 123 USD

Serv Cont Pricing: New

Serv Cont Pricing: New

0.20 Select

from the drop down next

to the field User Status

0.21 Click

Serv Cont Pricing: 800060002, RA USA_I/C PA w RA NL BV_FRANCE

The system displays the message, " Serv Cont Pricing: 800060002, RA USA_I/C PA
w RA NL BV_FRANCE."

0.

You have completed this transaction.

Result
You have created a Pricing Agreement for intercompany Field Service transactions that is ready
for review.
Comments
The Pricing Agreement needs to be released by Billing before it is ready for use.
Make sure that currency is correct, it may be necessary to change the currency in the Service
Contract Details.
Check the Organizational Data for correctness. Sales Org, Service Org and Service Org Unit
have to be in synch