Friday, 2 January 2015

Pricing Agreements (Contracts) in Salesforce.com CRM

Pricing, in Salesforce CRM, is one of the most interesting and complex process to set up and to integrate it with SAP.
Going through lots of discussion regarding redesigning the Pricing process in the on-going project and then converting it into the SAP requirements for creating Pricing Agreements in SAP.
Being as one of the sensitive data, Pricing/or Contract calls for an extra attention psychologically.   :P 

Pricing is the Contract Agreement between Customer and the Company. It could include the Reference Prices, Base Prices, Pricing Exceptions, Rebates, Payment Terms, different kinds of Surcharges at various levels for a product being purchased. 

For sending these info to SAP, each pricing record is mapping to corresponding Condition Types and Condition Tables (these are SAP Terminologies) which fetch key fields in SAP to create the corresponding SAP records.

This agreement could be later used to generate Contracts in pdf format using apps like Conga Merge or Thunderhead and then later could be sent for signature using apps like Docusign.

I hope I explained succinctly.    ;)

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