| # To calculate commissions and rebates In the calculation procedure of commissions and rebates, a number of sessions are involved. Before you can start the calculation procedure, you must define the master data. For more information, refer to Overview of commissions and rebates. The calculation of commissions and rebates procedure Step 1. Commission Agreements (tdcms0130m000)/ Rebate Agreements (tdcms1130m000) Define the commission agreements in the Commission Agreements (tdcms0130m000) session. Define the rebate agreements in the Rebate Agreements (tdcms1130m000) session. Step 2. Commission Agreement Parameters (tdcms0135s000)/ Rebate Agreement Parameters (tdcms1135s000) On the Specific menu of the Commission Agreements (tdcms0130m000) session, click Commission Parameters to maintain the parameters for the relevant commission agreement in the Commission Agreement Parameters (tdcms0135s000) session. On the Specific menu of the Rebate Agreements (tdcms1130m000) session, click Rebates Parameters to maintain the parameters for the relevant rebate agreement in the Rebate Agreement Parameters (tdcms1135s000) session. Make sure that you set the Invoice Direct/Reserve Comm. field in the Commission Agreement Parameters (tdcms0135s000) session or the Invoice or Reserve Rebate field in the Rebate Agreement Parameters (tdcms1135s000) session to Invoice. For information on reserved commission/rebates, refer to To reserve commissions and rebates. Step 3. Sales Order - Relations (tdcms0140m000)/ Sales Order Line - Relations (tdcms0141m000) Provide a link between a relation and sales orders. You can link a sales order (line) to a relation by clicking: Sales Order - Relations on the Specific menu of the Sales Orders (tdsls4100m000) session. As a result, the Sales Order - Relations (tdcms0140m000) session starts in which you can enter your data. Sales Order - Relations on the Specific menu of the Sales Order - Lines (tdsls4100m900) session. As a result, the Sales Order - Relations (tdcms0140m000) session starts in which you can enter your data. Sales Order Line - Relations on the Specific menu of the Sales Order Lines (tdsls4101m000) session. As a result, the Sales Order Line - Relations (tdcms0141m000) session starts in which you can enter your data. You must only perform this step manually if the Method of Linking Rels. to Order/ Order Lines field is set to Manually in the Commissions/Rebates Parameters (tdcms0100s000) session. Otherwise this step is executed Automatically, or Interactively. Step 4. Calculate Commissions/Rebates (tdcms0240m000) Calculate the commissions and rebates in the Calculate Commissions/Rebates (tdcms0240m000) session. As a result, the status of the commission/rebate is set to Calculated. You must only complete this step if the Calculate Commission not Based on Cum Sales after Order Entry and Calculate Rebates not Based on Cum Sales after Order Entry fields are set to Manually in the Commissions/Rebates Parameters (tdcms0100s000) session. Otherwise ERP LN calculates the commissions/rebates Automatically, or Interactively. Step 5. Calculate Commissions/Rebates on Cumulative Sales (tdcms1200m000) Instead of calculating commissions or rebates for each individual sales order (or order line), you can calculate commissions or rebates on the basis of the sum of all sales orders that are closed in a particular period. Cumulate the commission/rebate calculations for a certain period in the Calculate Commissions/Rebates on Cumulative Sales (tdcms1200m000) session. You must only complete this step: For the agreements that have the Cumulative Agreement [y/n] check box selected in the Commission Agreement Parameters (tdcms0135s000)/ Rebate Agreement Parameters (tdcms1135s000) sessions. If the Calculate Commissions/Rebates Based on Cum. Sales after Order Entry and Calculate Rebates based on Cum. Sales after Order Entry fields are set to Manually in the Commissions/Rebates Parameters (tdcms0100s000) session. Otherwise ERP LN calculates the commissions/rebates on cumulative sales Automatically, or Interactively. Step 6. Commissions Calculated by Order (tdcms0550m000)/ Rebates Calculated by Order (tdcms2550m000) and Commissions Calculated by Relation (tdcms1550m000)/ Rebates Calculated by Relation (tdcms3550m000) You can view the commissions and rebates that are calculated by sales order in the Commissions Calculated by Order (tdcms0550m000) and Rebates Calculated by Order (tdcms2550m000) sessions. You can change the calculated amounts in the details sessions. You can view the commissions and rebates that are calculated by relation in the Commissions Calculated by Relation (tdcms1550m000) and Rebates Calculated by Relation (tdcms3550m000) sessions. You can change the calculated amounts in the details sessions. Step 7. Global Approval of Commissions/Rebates (tdcms0250m000) Before you can process, invoice, or reserve the calculation, you must approve the commissions/rebates in the Global Approval of Commissions/Rebates (tdcms0250m000) session. As a result, the status is set to Approved. Step 8. Print Approved Commissions/Rebates (tdcms2402m000) Print the approved, unreserved commissions and rebates in the Print Approved Commissions/Rebates (tdcms2402m000). If the Link with Finance check box is selected in the Commissions/Rebates Parameters (tdcms0100s000) session, the status changes to Ready. If the Link with Finance check box is cleared, the status changes to Closed. Step 9. Release Commissions/Rebates to Invoicing (tdcms2201m000) If the Link with Finance check box is selected in the Commissions/Rebates Parameters (tdcms0100s000) session, you must release the commissions to Financials and the rebates to Central Invoicing in the Release Commissions/Rebates to Invoicing (tdcms2201m000) session. As a result, the status is set to Closed. Related topics Overview of commissions and rebates To reserve commissions and rebates To pay commissions to employees |