<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/cms/tdcms1135s000" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Rebate Agreement Parameters (tdcms1135s000)</Title>
	</Header>
	<HelpTopic><AimSection><Paragraph>Use this session to maintain parameters for <Link href="/baanerp/td/glossary/glossary#RebateAgreem.td" role="glossary" Update="No">rebate agreements</Link>.</Paragraph>
		</AimSection>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/td/onlinemanual/000408" role="manual">Commissions and rebates</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="tdcms035.cuag"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Cumulative Agreement</Title>
			</Header>
			<FuncDesc>If this check box is selected, this is an agreement to calculate rebates based on cumulative sales. SSA ERP records all sales for which this agreement is applicable in a separate file. At the end of the current period, you can calculate the rebate based on the total sales in this period with the <Link href="/baanerp/td/cms/tdcms1200m000" role="session">Calculate Commissions/Rebates on Cumulative Sales (tdcms1200m000)</Link> session.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdcms035.pyrs"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Invoice or Reserve Rebate</Title>
			</Header>
			<FuncDesc>This field controls how SSA ERP settles the calculated rebate.</FuncDesc>
			<SimpleSection><List><ListIntro>The following restrictions apply to this function:</ListIntro>
					<ListItem>If an <GUIRef href="/baanerp/td/domains/cms.rtyp#employee" role="enum">Employee</GUIRef> relation type is specified in the agreement, this field is always <GUIRef href="/baanerp/td/domains/cms.pyrs#reserve" role="enum">Reserve</GUIRef>.</ListItem>
					<ListItem>If the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.lnfn" role="formfield">Link with Finance</GUIRef> check box is selected in the <GUIRef href="/baanerp/td/cms/tdcms0100s000" role="session">Commissions/Rebates Parameters (tdcms0100s000)</GUIRef> session and no <GUIRef href="/baanerp/td/domains/cms.rtyp#employee" role="enum">Employee</GUIRef> relation type is specified in the agreement, this field is <GUIRef href="/baanerp/td/domains/cms.pyrs#invoice" role="enum">Invoice</GUIRef>.</ListItem>
				</List>
			</SimpleSection>
			<Note><SectionTitle>Note</SectionTitle>
				<List><ListItem>Payments to employees will not be invoiced directly, because of legal requirements concerning taxation.</ListItem>
					<ListItem>When no relation is entered in the agreement, SSA ERP checks the relation type when rebates are posted to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef>. If the relation is an employee, the calculated rebate will always be accumulated, even if this field has the value <GUIRef href="/baanerp/td/domains/cms.pyrs#invoice" role="enum">Invoice</GUIRef>.</ListItem>
				</List>
			</Note>
			<AllowedValues><SectionTitle>Allowed values</SectionTitle>
				<Paragraph><Link href="/baanerp/td/domains/cms.pyrs" role="domain">Invoice directly/reserve</Link>
				</Paragraph>
			</AllowedValues>
		</FieldHelp>
		<FieldHelp ID="tdcms035.kogr"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Grade by Quantity/Amount</Title>
			</Header>
			<FuncDesc>This field determines the basis for the grades.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdcms035.ccur"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Currency</Title>
			</Header>
			<FuncDesc><Link href="/baanerp/tc/glossary/glossary#Currency.tc" role="glossary">currency</Link>
			</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>If the <GUIRef href="/baanerp/td/cms/tdcms0110s000#tdcms010.cupf" role="formfield">Currency for Invoicing</GUIRef> is set to <GUIRef href="/baanerp/td/domains/cms.cupf#agreement" role="enum">Agreement</GUIRef> in the <GUIRef href="/baanerp/td/cms/tdcms0110s000" role="session">Relations (tdcms0110s000)</GUIRef> session, you can use this field to specify the <Link href="/baanerp/ci/glossary/glossary#000006" role="glossary">invoice currency</Link> for a relation. However, if the agreement applies to an <Link href="/baanerp/td/glossary/glossary#AgreemGroup.td" role="glossary">agreement group</Link>, you cannot define an invoice currency. In this case, the <Link href="/baanerp/tc/glossary/glossary#000017" role="glossary">reference currency</Link> is used.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="tdcms035.grun"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Grade Unit</Title>
			</Header>
			<FuncDesc>The unit that is used to determine the grade. A grade unit only applies to agreements defined for items.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>You must first fill in the <GUIRef href="/baanerp/td/cms/tdcms0130m000#tdcms030.item" role="formfield">Item</GUIRef> field or the <GUIRef href="/baanerp/td/ipu/tdipu0101m000#tdipu001.item" role="formfield">Item</GUIRef> field in the <GUIRef href="/baanerp/td/cms/tdcms1130m000" role="session">Rebate Agreements (tdcms1130m000)</GUIRef> session. Then choose <GUIRef href="/baanerp/tc/domains/kogr#quantity" role="enum">Quantity</GUIRef> in the <GUIRef href="/baanerp/td/cms/tdcms0135s000#tdcms035.kogr" role="formfield">Grade by Quantity/Amount</GUIRef> field, so you can fill in the grade unit.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="tdcms035.grcl"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Grade Calculation</Title>
			</Header>
			<FuncDesc>This field determines the basis for the grade calculation.</FuncDesc>
			<SimpleSection><SectionTitle>Example</SectionTitle>
				<Paragraph>If an item is ordered:</Paragraph>
				<TABLE border="1"><THEAD><TR><TD>Quantity</TD>
							<TD>Unit Price</TD>
							<TD>Commission</TD>
						</TR>
					</THEAD>
					<TBODY><TR><TD>100</TD>
							<TD>20</TD>
							<TD>1 %</TD>
						</TR>
					</TBODY>
				</TABLE>
				<Formula><Paragraph UserLevel="Novice" UserType="Taskuser">Result: 

<GUIRef href="/baanerp/tc/domains/gnpr#gross" role="enum" version="default" Update="Yes">Gross</GUIRef> 
The commission is 100 * 20 * 1% = 20 
<GUIRef href="/baanerp/tc/domains/gnpr#nett" role="enum" version="default" Update="Yes">Net</GUIRef> 
The commission is 100 * 20 * 1% = 20
The remainder amount is 2000 - 20 = 1980 
The final commission amount is 1% *	1980 = 19.80 </Paragraph>
				</Formula>
			</SimpleSection>
			<RelatedTopics><SectionTitle>Related topics</SectionTitle>
				<RelTopic><Link href="/baanerp/td/onlinemanual/000101" role="manual">Commission/rebate calculation examples</Link>
				</RelTopic>
			</RelatedTopics>
		</FieldHelp>
		<FieldHelp ID="tdcms035.fagu"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Fixed Amount on</Title>
			</Header>
			<FuncDesc>This field determines how the rebates are calculated if a fixed amount is entered.</FuncDesc>
			<AllowedValues><SectionTitle>Allowed values</SectionTitle>
				<Paragraph><Link href="/baanerp/td/domains/cms.fagu" role="domain">Fixed Amount on grade or Unit</Link>
				</Paragraph>
			</AllowedValues>
		</FieldHelp>
		<FieldHelp ID="tdcms035.cmgt"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Rebate over</Title>
			</Header>
			<FuncDesc>The basis on which rebates are calculated.</FuncDesc>
			<SimpleSection><List><ListItem><GUIRef href="/baanerp/td/domains/cms.grtl#grade" role="enum">Grade</GUIRef>: The rebate is based on the amount or quantity in this grade.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/domains/cms.grtl#total" role="enum">Total</GUIRef>: The rebate is based on the total amount of an order, or order line.</ListItem>
				</List>
			</SimpleSection>
			<SimpleSection><SectionTitle>Example</SectionTitle>
				<Paragraph>An order is placed for $25,000, using the following scale:</Paragraph>
				<TABLE border="1"><TBODY><TR><TH>Up to</TH>
							<TH>%</TH>
						</TR>
						<TR><TD>$10,000</TD>
							<TD>0</TD>
						</TR>
						<TR><TD>$20,000</TD>
							<TD>1</TD>
						</TR>
						<TR><TD>$30,000</TD>
							<TD>2</TD>
						</TR>
						<TR><TD>$999,999</TD>
							<TD>3</TD>
						</TR>
					</TBODY>
				</TABLE>
				<Paragraph></Paragraph>
				<List><ListIntro>If the percentage is based on <GUIRef href="/baanerp/td/domains/cms.grtl#grade" role="enum">Grade</GUIRef>, the following applies:</ListIntro>
					<ListItem>$10,000 * 0% = $0</ListItem>
					<ListItem>$10,000 * 1% = $100</ListItem>
					<ListItem>$5,000 * 2% = $100</ListItem>
					<ListItem>Total = $200</ListItem>
				</List>
				<Paragraph>If the percentage is based on <GUIRef href="/baanerp/td/domains/cms.grtl#total" role="enum">Total</GUIRef>, the rebate is calculated as follows:</Paragraph>
				<Paragraph>$25,000 * 2% = $500</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdcms035.gcgt"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Grow Rebate over</Title>
			</Header>
			<FuncDesc>The basis on which the growing rebates are calculated.</FuncDesc>
			<SimpleSection><SectionTitle>Example</SectionTitle>
				<Paragraph>A sales order is placed for $50,000. The normal rebate is based on <GUIRef href="/baanerp/td/domains/cms.grtl#total" role="enum">Total</GUIRef>. The growing rebate is based on <GUIRef href="/baanerp/td/domains/cms.grtl#grade" role="enum">Grade</GUIRef>. The following scale is used:</Paragraph>
				<TABLE border="1"><TBODY><TR><TH>Up to</TH>
							<TH>Normal %</TH>
							<TH>Growing %</TH>
						</TR>
						<TR><TD>$10,000</TD>
							<TD>0</TD>
							<TD>0</TD>
						</TR>
						<TR><TD>$20,000</TD>
							<TD>1</TD>
							<TD>0</TD>
						</TR>
						<TR><TD>$30,000</TD>
							<TD>2</TD>
							<TD>1</TD>
						</TR>
						<TR><TD>$999,999</TD>
							<TD>3</TD>
							<TD>3</TD>
						</TR>
					</TBODY>
				</TABLE>
				<Paragraph></Paragraph>
				<TABLE border="1"><TBODY><TR><TH>Rebate</TH>
							<TH>Calculation</TH>
						</TR>
						<TR><TD>Normal</TD>
							<TD>$50,000 * 3% = $1,500</TD>
						</TR>
						<TR><TD>Growing</TD>
							<TD><List><ListItem>$10,000 * 0% = $0</ListItem>
									<ListItem>$10,000 * 0% = $0</ListItem>
									<ListItem>$10,000 * 1% = $100</ListItem>
									<ListItem>$20,000 * 3% = $600</ListItem>
									<ListItem>Total = $700</ListItem>
								</List>
							</TD>
						</TR>
						<TR><TD>Total</TD>
							<TD>= $1,500 + $700 = $2,200</TD>
						</TR>
					</TBODY>
				</TABLE>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdcms035.exdt"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Exp.Date</Title>
			</Header>
			<FuncDesc>The expiration date and time for the agreement.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdcms035.crtp"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Discount Code</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#DiscouCodes.tc" role="glossary">discount code's</Link> type must correspond with the agreement's type ( <GUIRef href="/baanerp/td/domains/cms.type#commission" role="enum">Commission</GUIRef> or <GUIRef href="/baanerp/td/domains/cms.type#rebate" role="enum">Rebate</GUIRef> ), and must be suitable for use in an agreement.</FuncDesc>
		</FieldHelp>
	</Fields>
</Session>
