<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000409" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To calculate commissions and rebates</Title>
		<Keyword><Level1>commissions</Level1>
		</Keyword>
		<Keyword><Level1>rebates</Level1>
		</Keyword>
	</Header>
	<AimSection><Paragraph>In the calculation procedure of <Link href="/baanerp/td/glossary/glossary#Commission.td" role="glossary" Update="No">commissions</Link> and <Link href="/baanerp/td/glossary/glossary#Rebate.td" role="glossary" Update="No">rebates</Link>, a number of sessions are involved. Before you can start the calculation procedure, you must define the master data. For more information, refer to <Link href="/baanerp/td/onlinemanual/000408" role="manual">Commissions and rebates</Link>.</Paragraph>
	</AimSection>
	<ProcedureSection><SectionTitle>The calculation of commissions and rebates procedure</SectionTitle>
		<Steps><Step><StepTitle><GUIRef href="/baanerp/td/cms/tdcms0130m000" role="session">Commission Agreements (tdcms0130m000)</GUIRef>/ <GUIRef href="/baanerp/td/cms/tdcms1130m000" role="session">Rebate Agreements (tdcms1130m000)</GUIRef>
				</StepTitle>
				<List><ListItem>Define the <Link href="/baanerp/td/glossary/glossary#CommisAgreem.td" role="glossary" Update="No">commission agreements</Link> in the <Link href="/baanerp/td/cms/tdcms0130m000" role="session">Commission Agreements (tdcms0130m000)</Link> session.</ListItem>
					<ListItem>Define the <Link href="/baanerp/td/glossary/glossary#RebateAgreem.td" role="glossary" Update="No">rebate agreements</Link> in the <Link href="/baanerp/td/cms/tdcms1130m000" role="session">Rebate Agreements (tdcms1130m000)</Link> session.</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/cms/tdcms0135s000" role="session">Commission Agreement Parameters (tdcms0135s000)</GUIRef>/ <GUIRef href="/baanerp/td/cms/tdcms1135s000" role="session">Rebate Agreement Parameters (tdcms1135s000)</GUIRef>
				</StepTitle>
				<List><ListItem>On the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/cms/tdcms0130m000" role="session">Commission Agreements (tdcms0130m000)</GUIRef> session, click <GUIRef href="/baanerp/td/cms/tdcms0130m000#exec.user.0" role="formcommand">Commission Parameters</GUIRef> to maintain the parameters for the relevant commission agreement in the <Link href="/baanerp/td/cms/tdcms0135s000" role="session">Commission Agreement Parameters (tdcms0135s000)</Link> session.</ListItem>
					<ListItem>On the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/cms/tdcms1130m000" role="session">Rebate Agreements (tdcms1130m000)</GUIRef> session, click <GUIRef href="/baanerp/td/cms/tdcms1130m000#exec.user.0" role="formcommand">Rebates Parameters</GUIRef> to maintain the parameters for the relevant rebate agreement in the <Link href="/baanerp/td/cms/tdcms1135s000" role="session">Rebate Agreement Parameters (tdcms1135s000)</Link> session.</ListItem>
				</List>
				<Paragraph>Make sure that you set the <GUIRef href="/baanerp/td/cms/tdcms0135s000#tdcms035.pyrs" role="formfield">Invoice Direct/Reserve Comm.</GUIRef> field in the <GUIRef href="/baanerp/td/cms/tdcms0135s000" role="session">Commission Agreement Parameters (tdcms0135s000)</GUIRef> session or the <GUIRef href="/baanerp/td/cms/tdcms1135s000#tdcms035.pyrs" role="formfield">Invoice or Reserve Rebate</GUIRef> field in the <GUIRef href="/baanerp/td/cms/tdcms1135s000" role="session">Rebate Agreement Parameters (tdcms1135s000)</GUIRef> session to <GUIRef href="/baanerp/td/domains/cms.pyrs#invoice" role="enum">Invoice</GUIRef>. For information on reserved commission/rebates, refer to <Link href="/baanerp/td/onlinemanual/000410" role="manual">To reserve commissions and rebates</Link>
				</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/cms/tdcms0140m000" role="session">Sales Order - Relations (tdcms0140m000)</GUIRef>/ <GUIRef href="/baanerp/td/cms/tdcms0141m000" role="session">Sales Order Line - Relations (tdcms0141m000)</GUIRef>
				</StepTitle>
				<Paragraph>Provide a link between a relation and sales orders.</Paragraph>
				<List><ListIntro>You can link a sales order (line) to a relation by clicking:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4100m000#tdcms0140m000" role="formcommand">Sales Order - Relations</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/sls/tdsls4100m000" role="session">Sales Orders (tdsls4100m000)</GUIRef> session. As a result, the <Link href="/baanerp/td/cms/tdcms0140m000" role="session">Sales Order - Relations (tdcms0140m000)</Link> session starts in which you can enter your data.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4100m900#tdcms0140m000" role="formcommand">Sales Order - Relations</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/sls/tdsls4100m900" role="session">Sales Order - Lines (tdsls4100m900)</GUIRef> session. As a result, the <GUIRef href="/baanerp/td/cms/tdcms0140m000" role="session">Sales Order - Relations (tdcms0140m000)</GUIRef> session starts in which you can enter your data.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls4101m000#tdcms0141m000" role="formcommand">Sales Order Line - Relations</GUIRef> on the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session. As a result, the <Link href="/baanerp/td/cms/tdcms0141m000" role="session">Sales Order Line - Relations (tdcms0141m000)</Link> session starts in which you can enter your data.</ListItem>
				</List>
				<Paragraph>You must only perform this step manually if the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.mlrp" role="formfield">Method of Linking Rels. to Order/ Order Lines</GUIRef> fields are set to <GUIRef href="/baanerp/td/domains/cms.mlrp#manually" role="enum">Manually</GUIRef> in the <GUIRef href="/baanerp/td/cms/tdcms0100s000" role="session">Commissions/Rebates Parameters (tdcms0100s000)</GUIRef> session. Otherwise this step is executed <GUIRef href="/baanerp/td/domains/cms.mlrp#automatic" role="enum">Automatically</GUIRef>, or <GUIRef href="/baanerp/td/domains/cms.mlrp#interactive" role="enum">Interactively</GUIRef>.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/cms/tdcms0240m000" role="session">Calculate Commissions/Rebates (tdcms0240m000)</GUIRef>
				</StepTitle>
				<Paragraph>Calculate the commissions and rebates in the <Link href="/baanerp/td/cms/tdcms0240m000" role="session">Calculate Commissions/Rebates (tdcms0240m000)</Link> session.</Paragraph>
				<Paragraph>As a result, the status of the commission/rebate is set to <GUIRef href="/baanerp/td/domains/cms.cmst#calculated" role="enum">Calculated</GUIRef>.</Paragraph>
				<Paragraph>You must only complete this step if the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.calc" role="formfield">Calculate Commission not Based on Cum Sales after Order Entry</GUIRef> and <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.calc.r" role="formfield">Calculate Rebates not Based on Cum Sales after Order Entry</GUIRef> fields are set to <GUIRef href="/baanerp/td/domains/cms.mlrp#manually" role="enum">Manually</GUIRef> in the <GUIRef href="/baanerp/td/cms/tdcms0100s000" role="session">Commissions/Rebates Parameters (tdcms0100s000)</GUIRef> session. Otherwise SSA ERP calculates the commissions/rebates <GUIRef href="/baanerp/td/domains/cms.mlrp#automatic" role="enum">Automatically</GUIRef>, or <GUIRef href="/baanerp/td/domains/cms.mlrp#interactive" role="enum">Interactively</GUIRef>.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/cms/tdcms1200m000" role="session">Calculate Commissions/Rebates on Cumulative Sales (tdcms1200m000)</GUIRef>
				</StepTitle>
				<Paragraph>Cumulate the commission/rebate calculations for a certain period in the <Link href="/baanerp/td/cms/tdcms1200m000" role="session">Calculate Commissions/Rebates on Cumulative Sales (tdcms1200m000)</Link> session.</Paragraph>
				<List><ListIntro>You must only complete this step:</ListIntro>
					<ListItem>For the agreements that have the <GUIRef href="/baanerp/td/cms/tdcms0135s000#tdcms035.cuag" role="formfield">Cumulative Agreement</GUIRef> check box selected in the <GUIRef href="/baanerp/td/cms/tdcms0135s000" role="session">Commission Agreement Parameters (tdcms0135s000)</GUIRef>/ <GUIRef href="/baanerp/td/cms/tdcms1135s000" role="session">Rebate Agreement Parameters (tdcms1135s000)</GUIRef> sessions.</ListItem>
					<ListItem>If the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.cucl" role="formfield">Calculate Commission Based on Cum. Sales after Order Entry</GUIRef> and <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.cucl.r" role="formfield">Calculate Rebates based on Cum. Sales after Order Entry</GUIRef> fields are set to <GUIRef href="/baanerp/td/domains/cms.mlrp#manually" role="enum">Manually</GUIRef> in the <GUIRef href="/baanerp/td/cms/tdcms0100s000" role="session">Commissions/Rebates Parameters (tdcms0100s000)</GUIRef> session. Otherwise SSA ERP calculates the commissions/rebates on cumulative sales <GUIRef href="/baanerp/td/domains/cms.mlrp#automatic" role="enum">Automatically</GUIRef>, or <GUIRef href="/baanerp/td/domains/cms.mlrp#interactive" role="enum">Interactively</GUIRef>.</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/cms/tdcms0550m000" role="session">Commissions Calculated by Order (tdcms0550m000)</GUIRef>/ <GUIRef href="/baanerp/td/cms/tdcms2550m000" role="session">Rebates Calculated by Order (tdcms2550m000)</GUIRef> and <GUIRef href="/baanerp/td/cms/tdcms1550m000" role="session">Commissions Calculated by Relation (tdcms1550m000)</GUIRef>/ <GUIRef href="/baanerp/td/cms/tdcms3550m000" role="session">Rebates Calculated by Relation (tdcms3550m000)</GUIRef>
				</StepTitle>
				<Paragraph>You can view the commissions and rebates that are calculated by sales order in the <Link href="/baanerp/td/cms/tdcms0550m000" role="session">Commissions Calculated by Order (tdcms0550m000)</Link> and <Link href="/baanerp/td/cms/tdcms2550m000" role="session">Rebates Calculated by Order (tdcms2550m000)</Link> sessions. You can change the calculated amounts in the details sessions.</Paragraph>
				<Paragraph>You can view the commissions and rebates that are calculated by relation in the <Link href="/baanerp/td/cms/tdcms1550m000" role="session">Commissions Calculated by Relation (tdcms1550m000)</Link> and <Link href="/baanerp/td/cms/tdcms3550m000" role="session">Rebates Calculated by Relation (tdcms3550m000)</Link> sessions. You can change the calculated amounts in the details sessions.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/cms/tdcms0250m000" role="session">Global Approval of Commissions/Rebates (tdcms0250m000)</GUIRef>
				</StepTitle>
				<Paragraph>Before you can process, invoice, or reserve the calculation, you must approve the commissions/rebates in the <Link href="/baanerp/td/cms/tdcms0250m000" role="session">Global Approval of Commissions/Rebates (tdcms0250m000)</Link> session.</Paragraph>
				<Paragraph>As a result, the status is set to <GUIRef href="/baanerp/td/domains/cms.cmst#approved" role="enum">Approved</GUIRef>.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/cms/tdcms2402m000" role="session">Print Approved Commissions/Rebates (tdcms2402m000)</GUIRef>
				</StepTitle>
				<Paragraph>Print the approved, unreserved commissions and rebates in the <Link href="/baanerp/td/cms/tdcms2402m000" role="session">Print Approved Commissions/Rebates (tdcms2402m000)</Link>.</Paragraph>
				<List><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, the status changes to <GUIRef href="/baanerp/td/domains/cms.cmst#ready" role="enum">Ready</GUIRef>.</ListItem>
					<ListItem>If the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.lnfn" role="formfield">Link with Finance</GUIRef> check box is cleared, the status changes to <GUIRef href="/baanerp/td/domains/cms.cmst#closed" role="enum">Closed</GUIRef>.</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/cms/tdcms2201m000" role="session">Release Commissions/Rebates to Invoicing (tdcms2201m000)</GUIRef>
				</StepTitle>
				<Paragraph>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, you must release the commissions to <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef> and the rebates to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef> in the <Link href="/baanerp/td/cms/tdcms2201m000" role="session">Release Commissions/Rebates to Invoicing (tdcms2201m000)</Link> session.</Paragraph>
				<Paragraph>As a result, the status is set to <GUIRef href="/baanerp/td/domains/cms.cmst#closed" role="enum">Closed</GUIRef>.</Paragraph>
			</Step>
		</Steps>
	</ProcedureSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000408" role="manual">Commissions and rebates</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000410" role="manual">To reserve commissions and rebates</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000411" role="manual">To pay commissions to employees</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
