Maintaining account usage - pricing element mapping

A summary of the activity

Unified Glossary

Basics of using a typical web page

Using Online Help

The “Maintain Account Usage – Pricing Element Mapping” page appears.

Customer #

 

The customer with whom the contract is entered. You can enter the number in full or specify it partially using the "*" character. The system displays all the customer numbers that are similar to the number entered here.

Ensure that this field is left bank if “General” is selected as the contract type.

Search facility enabled.

Contract #

The unique number to identify the contract made with or without the customer for which you wish to retrieve details. You can enter the number in full or specify it partially using the "*" character. The system displays all the contract numbers that are similar to the number entered here.

Additional Search

 

Use the drop-down list box to specify the basis of additional search. The system lists the following options:

  • Pricing Element

  • Accounting Usage

By default the system leaves this field blank

 

In the combo field alongside use the drop-down list box to specify the value corresponding to the value specified as the Additional Search. The system lists the values as follows:

  •  If Pricing Element is specified then the system lists the active and Inactive Category Codes as defined under the Pricing Element Category Type.

  •  If Accounting Usage is specified then the system lists all the accounting usages as defined for the Sales function in Account Rule Definition business component for Transaction Type "Customer Service order" as available under 'Assign Usage to Event' screen in the 'Create Additional Account Definition' activity of 'Account Rule Definition' component under 'Book Keeping' BPC.

Status

Use the drop-down list box to select the status of the contract you wish to retrieve. The system lists the following options:

  •  Active

  • Inactive

By default the system leaves this field blank

Customer #

The number identifying the customer with whom the contract is entered.

Contract #

The unique number identifying the contract for which the definitions are being made

Pricing Element

Use the drop-down list box to select the Pricing Element to which account usage is to be mapped. Mandatory. The system lists all the active Category Codes as defined for the Pricing Element Category Type.

Note that the system lists all the inactive Category if there are any existing definitions available.

By default the system leaves this field blank

Accounting Usage

Use the drop-down list box to select the accounting usages to be associated with the pricing elements. Mandatory The system lists all the accounting usages that are defined for Sales in the Account Rule Definition business component applicable for the Transaction Type "Customer Service order" available under 'Assign Usage to Event' UI under 'Create Additional Account Definition' activity of 'Account Rule Definition' component under 'Book Keeping' BPC.

Status Use the drop-down list box to specify the status of the contract which could be Active or Inactive. Mandatory

By default the system displays ‘active’ in this field.

Note that Customer # and Contract # is not mandatory for pricing element – account usage mapping.

However if for pricing element – account usage mapping, once the specific definitions are made with customer # or contract #, then general definitions (without customer # or contract#) cannot be provided.

The Accounting Usage with the Pricing Element with Customer # - Contract should be a unique combination.

The system displays the following in the “Mapping Details” multiline:

Created by  

The login user id or name of the person who created the quotation.

Created Date

The date on which the quote was created.

Last Mod. by

The login user id or name of the person who modified the quote recently.

Last Modified Date

The date on which the quote was modified recently.

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