<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000409" xml:lang="en">
   <Header>
      <Title>To calculate commissions and rebates</Title>
      <Keyword type="header" order="d1e1300062">
         <Level1>Commission</Level1>
         <Level2>calculating</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1300067">
         <Level1>Rebate</Level1>
         <Level2>calculating</Level2>
      </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">Overview of commissions and rebates</Link>.</Paragraph>
   </AimSection>
   <ProcedureSection>
      <SectionTitle>The calculation of commissions and rebates
		procedure</SectionTitle>
      <Steps>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/td/cms/tdcms0635m000" role="session">Commission Agreement - Grades (tdcms0635m000)</GUIRef>/ <GUIRef href="/baanerp/td/cms/tdcms0635m100" role="session">Rebate Agreement - Grades (tdcms0635m100)</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/tdcms0635m000" role="session">Commission Agreement - Grades (tdcms0635m000)</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/tdcms0635m100" role="session">Rebate Agreement - Grades (tdcms0635m100)</Link> session.</ListItem>
            </List>
            <Paragraph>Make sure that you set the <GUIRef href="/baanerp/td/cms/tdcms0635m000#tdcms035.pyrs" role="manual">Invoice Direct/Reserve</GUIRef> field in these sessions to <GUIRef href="/baanerp/td/domains/cms.pyrs#invoice" role="option">Invoice</GUIRef>. For information on <Emphasis>reserved</Emphasis> 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="command">Sales Order - Relations</GUIRef> on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> 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="command">Sales Order - Relations</GUIRef> on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> 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/tdsls4106m000#tdcms0141m000" role="manual">Sales Order Line - Relations</GUIRef> on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/td/sls/tdsls4106m000" role="session">Sales Order Actual Delivery Lines (tdsls4106m000)</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="manual">Method of Linking Rels. to Order/ Order Lines</GUIRef> field
			 is set to <GUIRef href="/baanerp/td/domains/cms.mlrp#manually" role="option">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="option">Automatically</GUIRef>, or <GUIRef href="/baanerp/td/domains/cms.mlrp#interactive" role="option">Interactively</GUIRef>.</Paragraph>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/td/cms/tdcms0240m000" role="session">Calculate Commissions and Rebates (tdcms0240m000)</GUIRef>
            </StepTitle>
            <Paragraph>Calculate the commissions and rebates in the <Link href="/baanerp/td/cms/tdcms0240m000" role="session">Calculate Commissions and 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="option">Calculated</GUIRef>.</Paragraph>
            <Paragraph>You must only complete this step if the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.calc" role="manual">Calculate Commission not Based on Cum Sales after Order Entry</GUIRef> and <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.calc.r" role="manual">Calculate Rebates not Based on Cum Sales after Order Entry</GUIRef> fields are set to <GUIRef href="/baanerp/td/domains/cms.mlrp#manually" role="option">Manually</GUIRef> in the <GUIRef href="/baanerp/td/cms/tdcms0100s000" role="session">Commissions/Rebates Parameters (tdcms0100s000)</GUIRef> session. Otherwise LN calculates the
			 commissions/rebates <GUIRef href="/baanerp/td/domains/cms.mlrp#automatic" role="option">Automatically</GUIRef>, or <GUIRef href="/baanerp/td/domains/cms.mlrp#interactive" role="option">Interactively</GUIRef>.</Paragraph>
         </Step>
         <Step>
            <StepTitle>
               <GUIRef href="/baanerp/td/cms/tdcms1200m000" role="session">Calculate Commissions/Rebates on Cumulative Sales (tdcms1200m000)</GUIRef>
            </StepTitle>
            <Paragraph>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.</Paragraph>
            <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/tdcms0635m000#tdcms035.cuag" role="manual">Cumulative Agreement</GUIRef> check box selected in the <GUIRef href="/baanerp/td/cms/tdcms0635m000" role="session">Commission Agreement - Grades (tdcms0635m000)</GUIRef>/ <GUIRef href="/baanerp/td/cms/tdcms0635m100" role="session">Rebate Agreement - Grades (tdcms0635m100)</GUIRef> sessions.</ListItem>
               <ListItem>If the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.cucl" role="manual">Calculate Commissions/Rebates Based on Cum. Sales after Order Entry</GUIRef> and <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.cucl.r" role="manual">Calculate Rebates based on Cum.  Sales after Order Entry</GUIRef> fields are set to <GUIRef href="/baanerp/td/domains/cms.mlrp#manually" role="option">Manually</GUIRef> in the <GUIRef href="/baanerp/td/cms/tdcms0100s000" role="session">Commissions/Rebates Parameters (tdcms0100s000)</GUIRef> session. Otherwise LN calculates the
				commissions/rebates on cumulative sales <GUIRef href="/baanerp/td/domains/cms.mlrp#automatic" role="option">Automatically</GUIRef>, or <GUIRef href="/baanerp/td/domains/cms.mlrp#interactive" role="option">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="option">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="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, the status changes to <GUIRef href="/baanerp/td/domains/cms.cmst#ready" role="option">Ready</GUIRef>.</ListItem>
               <ListItem>If the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.lnfn" role="manual">Link with Finance</GUIRef> check box is cleared, the status changes to <GUIRef href="/baanerp/td/domains/cms.cmst#closed" role="option">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="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, you must release the commissions
			 to <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef> and the
			 rebates to <GUIRef href="/baanerp/ci" role="package">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="option">Closed</GUIRef>.</Paragraph>
         </Step>
      </Steps>
   </ProcedureSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000408" role="manual">Overview of 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>