<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/cms/tdcms0635m000" xml:lang="en">
   <Header>
      <Title>Commission Agreement - Grades (tdcms0635m000)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph>Use this session to view, enter, and
		  maintain <Link href="/baanerp/td/glossary/glossary#CommisAgreem_td" role="glossary">commission agreements</Link>, which are used to calculate <Link href="/baanerp/td/glossary/glossary#Commission_td" role="glossary">commissions</Link>.</Paragraph>
      </AimSection>
      <GeneralSection>
         <List>
            <ListItem>You can start this session from the <GUIRef href="/baanerp/td/cms/tdcms0135m000" role="session">Commission Agreements (tdcms0135m000)</GUIRef> overview session, by double-clicking a
			 record, or by entering a new comission agreement. You can also start this
			 session stand-alone.</ListItem>
            <ListItem>To view the details of the commission agreement, click <GUIRef href="" role="manual">Commission Agreement Details</GUIRef> on the <GUIRef href="" role="menu">File</GUIRef> menu of the current
			 session. As a result, the <GUIRef href="/baanerp/td/cms/tdcms0135m000" role="session">Commission Agreements (tdcms0135m000)</GUIRef> details session starts.</ListItem>
         </List>
      </GeneralSection>
      <GeneralSection>
         <SectionTitle>Agreement Grades</SectionTitle>
         <Paragraph>The lines on the <GUIRef href="" role="manual" Update="No">Agreement Grades</GUIRef> tab refer to the <Link href="/baanerp/td/cms/tdcms0130m000" role="session">Commission Agreements (tdcms0130m000)</Link> session, in which
		  you can specify the grades for the agreement.</Paragraph>
      </GeneralSection>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListItem>LN uses the <Link href="/baanerp/td/glossary/glossary#000255" role="glossary">search priorities</Link> of the <GUIRef href="/baanerp/td/cms/tdcms0100s000" role="session">Commissions/Rebates Parameters (tdcms0100s000)</GUIRef> session.</ListItem>
            <ListItem>The <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.lnrp" role="manual">Linking of Relations On</GUIRef> field in the <GUIRef href="/baanerp/td/cms/tdcms0100s000" role="session">Commissions/Rebates Parameters (tdcms0100s000)</GUIRef> session determines whether relations must
			 be linked to the complete order, or to individual order lines. An <Link href="/baanerp/td/glossary/glossary#AgreemGroup_td" role="glossary">agreement group</Link>, which is linked to the <Link href="/baanerp/td/glossary/glossary#Relation_td" role="glossary">relation</Link>, is used for linking relations on order level. A <Link href="/baanerp/td/glossary/glossary#CommisGroup_td" role="glossary">commission/rebate group</Link>, which is linked to the item, is used for linking relations on
			 order line level. If you change the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.lnrp" role="manual">Linking of Relations On</GUIRef> parameter after you defined <Link href="/baanerp/td/glossary/glossary#CommisAgreem_td" role="glossary"
                     Update="No">commission agreements</Link>, LN might not find valid
			 agreements. As a result, you must correct the agreements. To avoid this, do not
			 change the parameter after agreements are defined.</ListItem>
            <ListItem>If you change agreements, the changes take effect
			 immediately on all subsequent calculations of commissions and rebates.
			 Therefore, it is advisable to calculate the commissions and rebates for all
			 outstanding orders before you change an agreement.</ListItem>
            <ListItem>Use the <Link href="/baanerp/td/cms/tdcms0430m000" role="session">Print Commission/Rebate Agreements (tdcms0430m000)</Link> session to print agreement
			 information.</ListItem>
         </List>
      </Note>
      <RelatedTopics>
         <SectionTitle>Related topics</SectionTitle>
         <RelTopic>
            <Link href="/baanerp/td/onlinemanual/000408" role="manual">Overview of commissions and rebates</Link>
         </RelTopic>
      </RelatedTopics>
   </HelpTopic>
   <Fields>
      <FieldHelp ID="tdcms035.ofbp" OtherIDs="bp.name">
         <Header>
            <Title>Sold-to Business Partner</Title>
         </Header>
         <FuncDesc>Usually a customer's purchase department, the business partner
		who orders goods or services from your organization, that owns the
		configurations you maintain, or for whom you perform a project.</FuncDesc>
         <SimpleSection>
            <List>
               <ListIntro>Details of the agreement with the sold-to business partner
			 can include the following:</ListIntro>
               <ListItem>Default price and discount agreements</ListItem>
               <ListItem>Sales order defaults</ListItem>
               <ListItem>Delivery terms</ListItem>
               <ListItem>The related ship-to and invoice-to business partner</ListItem>
            </List>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdcms035.reln" OtherIDs="relation.name">
         <Header>
            <Title>Relation</Title>
         </Header>
         <FuncDesc>A shortened term for trade relation. Relation is a collective
		term for an employee or buy-from business partner that is entitled to a
		commission, and a sold-to business partner entitled to a rebate. Relations can
		be grouped in a relation team for the purpose of assigning the same agreement
		structure.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="relation.type">
         <Header>
            <Title>Relation Type</Title>
         </Header>
         <FuncDesc>A classification that determines whether a commission or a
		rebate is involved, as well as how commissions are to be paid. The relation is
		a sold-to business partner to whom a rebate is granted, or a buy-from business
		partner (agent) or an employee (representative) to whom commission is paid.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdcms035.chag">
         <Header>
            <Title>Child Agreement</Title>
         </Header>
         <FuncDesc>If this check box is selected, the agreement is a child
		  agreement. You can only access this field if the <GUIRef href="/baanerp/td/cms/tdcms0635m000#tdcms035.reln" role="manual">Relation</GUIRef> field is
		  filled and if the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.pcfc" role="manual">Parent Commission for Child</GUIRef> check box in the <GUIRef href="/baanerp/td/cms/tdcms0100s000" role="session">Commissions/Rebates Parameters (tdcms0100s000)</GUIRef> session is selected.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdcms035.agrp" OtherIDs="tdcms015.dsca">
         <Header>
            <Title>Agreement Group</Title>
         </Header>
         <FuncDesc>A group of relations to which the same commission/rebate
		agreements are linked.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdcms035.cprj" OtherIDs="tcmcs052.dsca">
         <Header>
            <Title>Project</Title>
         </Header>
         <FuncDesc>An endeavour with a special objective to be met within the
		prescribed time and money limitations and that has been assigned for definition
		or execution.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdcms035.item" OtherIDs="tcibd001.dsca">
         <Header>
            <Title>Item</Title>
         </Header>
         <FuncDesc>In LN,
		the raw materials, subassemblies, finished products, and tools that can be
		purchased, stored, manufactured, sold, and so on.</FuncDesc>
         <SimpleSection>
            <Paragraph>An item can also represent a set of items handled as one
		  (kit), or exist in multiple product variants.</Paragraph>
            <List>
               <ListIntro>You can also define nonphysical items, which are not held
			 in inventory but can be used to post costs or to invoice services to customers.
			 Examples of nonphysical items:</ListIntro>
               <ListItem>Cost items (for example, electricity)</ListItem>
               <ListItem>Service items</ListItem>
               <ListItem>Subcontracting services</ListItem>
               <ListItem>List items (menus/options)</ListItem>
            </List>
         </SimpleSection>
         <RelatedTopics>
            <SectionTitle>Related topics</SectionTitle>
            <RelTopic>
               <Link href="/baanerp/ti/glossary/glossary#CustomItem_ti" role="glossary">customized item</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="tdcms035.cmgp" OtherIDs="tdcms018.dsca">
         <Header>
            <Title>Commission Group</Title>
         </Header>
         <FuncDesc>A set of items that is grouped and then linked to an agreement.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdcms035.efdt">
         <Header>
            <Title>Effective Date</Title>
         </Header>
         <FuncDesc>The date from which the agreement is valid and effective.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdcms035.exdt">
         <Header>
            <Title>Expiry Date</Title>
         </Header>
         <FuncDesc>The date from which the agreement is no longer valid and
		  effective.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdcms035.cuag">
         <Header>
            <Title>Cumulative Agreement</Title>
         </Header>
         <FuncDesc>If this check box is selected, this is an agreement to
		  calculate commissions based on cumulative sales. LN records all sales for
		  which this agreement is applicable in a separate file. At the end of the
		  current period, you can calculate the commission 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.kogr">
         <Header>
            <Title>Grade by Quantity/Amount</Title>
         </Header>
         <FuncDesc>This field determines the basis for the grades.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdcms035.ccur" OtherIDs="tcmcs002.dsca">
         <Header>
            <Title>Currency</Title>
         </Header>
         <FuncDesc>A generally accepted medium of exchange (such as: coins,
		treasury notes, and banknotes).</FuncDesc>
         <SimpleSection>
            <List>
               <ListIntro>LN distinguishes two currency types:</ListIntro>
               <ListItem>Home currency, used internally by companies for example, to
			 calculate costs, to record budgets, and to register tax amounts</ListItem>
               <ListItem>Transaction currency, used in transactions with business
			 partners, such as orders and invoices</ListItem>
            </List>
         </SimpleSection>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>If the <GUIRef href="/baanerp/td/cms/tdcms0110s000#tdcms010.cupf" role="manual">Currency for Invoicing</GUIRef> is set to <GUIRef href="/baanerp/td/domains/cms.cupf#agreement" role="option">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" OtherIDs="tcmcs001.dsca">
         <Header>
            <Title>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/tdcms0635m000#tdcms035.item" role="manual">Item</GUIRef> field and then choose <GUIRef href="/baanerp/tc/domains/kogr#quantity" role="option">Quantity</GUIRef> in the <GUIRef href="/baanerp/td/cms/tdcms0635m000#tdcms035.kogr" role="manual">Grade by Quantity/Amount</GUIRef> field, so you can fill in
			 the grade unit.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdcms035.grcl">
         <Header>
            <Title>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" borderstyle="default" space-and-orientation="indented-estimated">
               <THEAD noTR="1">
                  <TR no="1" isLast="true">
                     <TD rowspan="1" colspan="1">Quantity</TD>
                     <TD rowspan="1" colspan="1">Unit Price</TD>
                     <TD rowspan="1" colspan="1">Commission</TD>
                  </TR>
               </THEAD>
               <TBODY noTR="1">
                  <TR no="1" isLast="true">
                     <TD rowspan="1" colspan="1">100</TD>
                     <TD rowspan="1" colspan="1">20</TD>
                     <TD rowspan="1" colspan="1">1 %</TD>
                  </TR>
               </TBODY>
            </TABLE>
            <Formula space-and-orientation="indented-estimated">
               <Paragraph>Result: 

<GUIRef href="/baanerp/tc/domains/gnpr#gross" role="option" Update="Yes">Gross</GUIRef> 
The commission is 100 * 20 * 1% = 20 
<GUIRef href="/baanerp/tc/domains/gnpr#nett" role="option" 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">Commissions and rebates calculation examples</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="tdcms035.fagu">
         <Header>
            <Title>Fixed Amount On</Title>
         </Header>
         <FuncDesc>This field determines how the commissions 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>Commission Over</Title>
         </Header>
         <FuncDesc>The basis on which commissions are calculated.</FuncDesc>
         <SimpleSection>
            <List>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/cms.grtl#grade" role="option">Grade</GUIRef>
               </ListItemHead>
               <ListItem>The commission is based on the amount or quantity in this
				grade.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/cms.grtl#total" role="option">Total</GUIRef>
               </ListItemHead>
               <ListItem>The commission 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" borderstyle="default" space-and-orientation="indented-estimated">
               <TBODY noTR="5">
                  <TR no="1" isLast="false">
                     <TH rowspan="1" colspan="1">Up
					 to</TH>
                     <TH rowspan="1" colspan="1">%</TH>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1">$10,000</TD>
                     <TD rowspan="1" colspan="1">0</TD>
                  </TR>
                  <TR no="3" isLast="false">
                     <TD rowspan="1" colspan="1">$20,000</TD>
                     <TD rowspan="1" colspan="1">1</TD>
                  </TR>
                  <TR no="4" isLast="false">
                     <TD rowspan="1" colspan="1">$30,000</TD>
                     <TD rowspan="1" colspan="1">2</TD>
                  </TR>
                  <TR no="5" isLast="true">
                     <TD rowspan="1" colspan="1">$999,999</TD>
                     <TD rowspan="1" colspan="1">3</TD>
                  </TR>
               </TBODY>
            </TABLE>
            <Paragraph/>
            <List>
               <ListIntro>If the percentage is based on <GUIRef href="/baanerp/td/domains/cms.grtl#grade" role="option">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="option">Total</GUIRef>,
			 the commission is calculated as follows:</Paragraph>
            <Paragraph>$25,000 * 2% = $500</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdcms035.gcgt">
         <Header>
            <Title>Grow Commission Over</Title>
         </Header>
         <FuncDesc>The basis on which the growing commissions are calculated.</FuncDesc>
         <SimpleSection>
            <SectionTitle>Example</SectionTitle>
            <Paragraph>A sales order is placed for $50,000. The normal commission
			 is based on <GUIRef href="/baanerp/td/domains/cms.grtl#total" role="option">Total</GUIRef>. The growing commission is based on <GUIRef href="/baanerp/td/domains/cms.grtl#grade" role="option">Grade</GUIRef>.
			 The following scale is used:</Paragraph>
            <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
               <TBODY noTR="5">
                  <TR no="1" isLast="false">
                     <TH rowspan="1" colspan="1">Up to</TH>
                     <TH rowspan="1" colspan="1">Normal %</TH>
                     <TH rowspan="1" colspan="1">Growing
					 %</TH>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1">$10,000</TD>
                     <TD rowspan="1" colspan="1">0</TD>
                     <TD rowspan="1" colspan="1">0</TD>
                  </TR>
                  <TR no="3" isLast="false">
                     <TD rowspan="1" colspan="1">$20,000</TD>
                     <TD rowspan="1" colspan="1">1</TD>
                     <TD rowspan="1" colspan="1">0</TD>
                  </TR>
                  <TR no="4" isLast="false">
                     <TD rowspan="1" colspan="1">$30,000</TD>
                     <TD rowspan="1" colspan="1">2</TD>
                     <TD rowspan="1" colspan="1">1</TD>
                  </TR>
                  <TR no="5" isLast="true">
                     <TD rowspan="1" colspan="1">$999,999</TD>
                     <TD rowspan="1" colspan="1">3</TD>
                     <TD rowspan="1" colspan="1">3</TD>
                  </TR>
               </TBODY>
            </TABLE>
            <Paragraph/>
            <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
               <TBODY noTR="4">
                  <TR no="1" isLast="false">
                     <TH rowspan="1" colspan="1">Commission</TH>
                     <TH rowspan="1" colspan="1">Calculation</TH>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1">Normal</TD>
                     <TD rowspan="1" colspan="1">$50,000 * 3% =
					 $1,500</TD>
                  </TR>
                  <TR no="3" isLast="false">
                     <TD rowspan="1" colspan="1">Growing</TD>
                     <TD rowspan="1" colspan="1"> 
                        <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 no="4" isLast="true">
                     <TD rowspan="1" colspan="1">Total</TD>
                     <TD rowspan="1" colspan="1">= $1,500 + $700 =
					 $2,200</TD>
                  </TR>
               </TBODY>
            </TABLE>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdcms035.pyrs">
         <Header>
            <Title>Invoice Direct/Reserve</Title>
         </Header>
         <FuncDesc>This field controls how LN settles the calculated
		  commission.</FuncDesc>
         <SimpleSection>
            <List>
               <ListIntro>The following restrictions apply to this function:</ListIntro>
               <ListItem>If an <GUIRef href="/baanerp/td/domains/cms.rtyp#employee" role="option">Employee</GUIRef> relation type is specified in the agreement, this
				field is always <GUIRef href="/baanerp/td/domains/cms.pyrs#reserve" role="option">Reserve</GUIRef>.</ListItem>
               <ListItem>If the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.lnfn" role="manual">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="option">Employee</GUIRef> relation type is specified in the agreement, this
				field is <GUIRef href="/baanerp/td/domains/cms.pyrs#invoice" role="option">Invoice</GUIRef>.</ListItem>
            </List>
         </SimpleSection>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>Payments to employees are not invoiced directly, because of
				legal requirements concerning taxation.</ListItem>
               <ListItem>When no relation is entered in the agreement, LN checks the relation
				type when commissions are posted to <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef>. If the relation is <GUIRef href="/baanerp/td/domains/cms.rtyp#employee" role="option">Employee</GUIRef>, the calculated
				commission is always accumulated, even if this field is <GUIRef href="/baanerp/td/domains/cms.pyrs#invoice" role="option">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.crtp" OtherIDs="tcmcs021.dsca">
         <Header>
            <Title>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="option">Commission</GUIRef> or <GUIRef href="/baanerp/td/domains/cms.type#rebate" role="option">Rebate</GUIRef>), and must be
		  suitable for use in an agreement.</FuncDesc>
      </FieldHelp>
   </Fields>
</Session>