Einführung in das Geschäftsszenario
Die Abrechnung im Datenmodell von SAP Utilities verstehen
Abrechnungsstammdaten verstehen
Erkunden von Rabatten und Zuschlägen
Analyse der Fakturierung
Manuelle Abrechnung erkunden
Fakturierung erläutern
Die Verrechnungssteuerung verstehen
Abschläge verstehen
Rechnungsdruck erläutern
Besonderheiten der Abrechnung erläutern
Verkaufsstatistik verstehen – Integration von Daten und Analysen
IS-U-Abrechnung und -Fakturierung – Erweiterung und Erweiterbarkeit
Nachberechnung verstehen – Empfehlung für das Abrechnungsschema
Einführung in die Sammelrechnung
Die Real-Time-Pricing-Abrechnung erläutern
Vorauszahlung verstehen
Prozess Zähler bis Kasse der Versorgungsindustrie ausführen

Understanding Discounts and Surcharges

Objective

After completing this lesson, you will be able to explain the discount and surcharge options, including their associated master data and their impact on the rate structure.

Discounts and Surcharges

Flowchart illustrating Discount and Surcharge Options in SAP Utilities, highlighting different bases and types, leading to example discounts like community discount, kWh quantity discount, price discount, and transformation loss.

  • A discount or surcharge can refer to the following objects: amounts, prices, quantities, or demands.
  • A discount or surcharge can be either absolute or a percentage.
  • A discount or surcharge has to have a suitable operand so that this can be taken care of in the facts with the values.
  • A discount or surcharge has to have a suitable operand so that this can be taken care of in the facts with the values.

Diagram showing Discount/Surcharge at the center with connections to Rate Facts and Rate Category Facts under General Data and Installation Facts and Installation Structure Register Discount under Individual Data.

A discount/surcharge key can be stored in the master data objects above, depending upon the use of the discount/surcharge.

Effects on the Rate Structure

SAP infographic titled Effects on the Rate Structure. Showing various discount variants impacting rate steps, then rate facts, leading to final discounted price. Includes a list of discount types, icons, and flow arrows.

  • After the discount/surcharge key has been defined, the appropriate variant programs must be entered in the rate steps.
  • The operands are given discount/surcharge keys in the rate facts.
  • The operands are given discount/surcharge keys in the rate facts.
  • Quantity, price, and demant discount variants must be positioned before the evaluation variants.
  • Amount discount variants are always used after the evaluation variants.

Discount and Surcharges Summary

  • Discounts and surcharges can apply to prices, quantities, demands, and amounts.
  • Discounts/surcharges can be calculated as a fixed value or a percentage.
  • Discounts/surcharges can be calculated as a fixed value or a percentage.
  • The discount or surcharge variants must be included in the rate steps.

Assign a Discount to a Business Partner

Your company has agreed to grant a customer a special discount on the energy price. The discount is entered in the customer services department and assigned to the business partner.

Prerequisites

Create the master data by SAP Fiori App: Create Master Data RES (Z_DATA_RES). Use the data from the table.

Data

FieldValue
CountryUS
Electricity ContractTrue
Move/in_DateJanuary 1st of the current year
GenderMale/Female/Empty
First NameYour name
Last NameYour last name
E-mail IDany name before the @

Note

Take note of the Installation IDs created.
  • a) On HOME page, select Display Installation App.
  • b) Enter the installation created in the previous step and press Enter.
  • c) Take note of the rate category U-E-R-STD assigned to the installation.
  • d) Click on the Devices button and take note of the Rate Type KWH assigned to the register 01.

Steps

  1. The business partner is granted a special discount on the energy price. Create a new discount key in the system using the information from the following tables.

    Header

    FieldValue
    DiscountD-CARE##
    Valid fromJanuary 1st, current year
    Transaction currencyUSD
    TemplateDiscount D-CARE

    Data

    FieldValue
    TextDiscount ##
    Division01 Electricity
    Billing class0001 Residential Customers
    Discount categoryDiscount
    Reference baseAmount
    Discount typePercentage rate
    Time-Dependent DataDiscount percentage equal 30

    1. On HOME page, select User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Customizing – Execute Project (enter) (SPRO transaction)→SAP Reference IMG→SAP Utilities→Contract Billing→Billing Master Data→Discounts/ Surcharges→Define Discounts/Surcharges.

    2. Select Create Discounts/Surcharges and complete the Header fields from the Header table.

    3. Press Enter.

    4. Complete the Data fields from the Data table.

    5. Save your entries.

      Note

      If a transport popup appears, create a new transport request and save.

  2. Assign the rate U-E-R-CARE to the rate determination for the rate category. If this rate is already assigned, skip this step.

    1. On HOME page, select User Profile icon→App Finder→SAP Menu→Search in SAP Menu→Customizing – Execute Project (enter) (SPRO transaction)→SAP Reference IMG→SAP Utilities→Contract Billing→Billing Master Data→Rate Structure→Define Rate Determination.

    2. Enter the Rate Category U-E-R-STD and Rate Type KWH, and click on the Change Rate Determination button.

    3. Select the first line of Time-Dependent Data, and click on the Maintain Period button.

    4. Enter the rate U-E-R-STD and click the Transfer button.

    5. Save your entries.

  3. To process the special discount that you created for your customer, you must include a discount operand in the installation. It means that the 25% normal discount configured into the rate U-E-R-CARE will be replaced by the special discount of 30%.

    1. On HOME page select Display Installation App (transaction ES31).

    2. Enter the installation created in the previous step, then choose Change and press Enter.

    3. Click the Facts button, enter the operand U-E-R-STD and January 1st, current year in Maint. Date field.

    4. Click Create.

    5. Enter 31.12.9999 in the Valid to field and select the discount D-CARE## that you just created.

    6. Press Enter and click the Transfer button.

    7. Go back to the installation screen and save your entries.

      Note

      To verify the 25% discount configured to the rate U-E-R-CARE, you can display the installation. To do that, double-click the Rate Category field. Then, double-click the Billing Schema field. Click the Schema Steps button. On the U-E-R-CARE rate line, in the column InputOp.2, select D-CARE and click the Operand value from rate/ rate category button. You can see the 25% discount configured.

  4. In the next step, you want to test this discount simulating a billing document. Create a meter reading order for the installation. Estimate the meter reading. Simulate the bill document. Use the data from the following table:

    Header

    FieldValue
    InstallationCreated in the previous step
    MR reason01
    Scheduled MRDJanuary 31st, current year
    Billing Simulation31.12.9999

    1. On HOME page, select Meter Reader Order App (transaction EL01).

    2. Complete the Installation, MR reason, and Scheduled MRD fields with the data from the table.

    3. Click the Execute button.

      Result

      An MR order is created.

    4. On HOME page, select Meter Reading Results App (transaction EL28), enter the installation, and press Enter.

    5. Click the Estimate button and save your entries.

    6. On HOME page, select Billing Simulation App (transaction EA00).

    7. Complete the Billing Simulation and Installation fields based on the table.

    8. Click the Bill/Simulate button.

    9. Click the Display document button.

    10. Open the document and verify that the discount was applied.

Learning
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