| # Relations (tdcms0110s000) Use this session to enter or maintain relations. Related topics Overview of commissions and rebates Calculating commissions and rebates Relation 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. Relation Type The relation type determines whether a commission or a rebate is involved, as well as how commissions or rebates are paid. Employee A person who works at your company who has a specific function such as sales representative, production planner, buyer, or credit analyst. Buy-from Business Partner The business partner from whom you order goods or services; this usually represents a supplier's sales department. The definition includes the default price and discount agreements, purchase-order defaults, delivery terms, and the related ship-from and invoice-from business partner. Note Commissions are not calculated on the basis of purchase orders. Sold-to BP 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. The agreement with the sold-to business partner can include the following: Default price and discount agreements Sales order defaults Delivery terms The related ship-to and invoice-to business partner Invoice-from/to BP The business partner that sends invoices to your organization. This usually represents a supplier's accounts receivable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about your organization's credit limit, the terms and method of payment, and the related pay-to business partner. Related topics invoice-to business partner Purchase Type The purchase type that is used for multiple control accounts for commissions. You can only fill this field if the Relation Type field is set to Supplier. Related topics Control accounts Sales Type The sales type that is used for multiple control accounts for rebates. You can only fill this field if the Relation Type field is set to Customer. Related topics Control accounts Parent Relation The parent in a parent-child relation relationship. The parent is one step higher in the hierarchy of relations. With this field you can define a hierarchy of relations. When you link a sales order to a relation, that sales order is also linked to the parent relation. Example The sales organization of a company has the structure: William - Ben - Janet. As a result: The parent relation for Ben and Janet is William. The relation and the parent relation must be of the same relation type. Agreement Group A group of relations to which the same commission/rebate agreements are linked. Period Table A table that consists of any number of time units, for example, months or weeks. A period is used to define the time horizon during which, for example, a schedule is valid. Payment Terms Agreements about the way in which invoices are paid. The payment terms include: The period within which invoices must be paid. The discount granted if an invoice is paid within a given period The payment terms allow you to calculate: The date on which the payment is due The date on which the discount periods expire The discount amount Tax Code The tax code used when you print a commission invoice, or a rebate invoice. If the relation is a buy-from business partner, the tax percentage of the country in which the business partner is located is used on the invoice. The following rules apply to the selected tax code: The Tax Type field must be set to Normal in the Tax Codes by Country (tcmcs0536m000) session. The Singular Tax check box must be selected in the Tax Codes by Country (tcmcs0536m000) session. Text If this check box is selected, text exists for this relation. Click Text Editor to create, copy, select, or view the text. Currency for Invoicing This field determines which currency is used on invoices. Allowed values Possible Values Calculation Method Use this field to control when the commissions/rebates are calculated. For each relation, you can define when the calculation is performed, in which currency, and against which rate. Default value This field is defaulted from one of the following fields in the Commissions/Rebates Parameters (tdcms0100s000) session: The Commission Calculation Method field if the relation is a Supplier, or an Employee. The Rebate Calculation Method field if the relation is a Customer. Allowed values Comm/Rebt Calculation Method Calculation Method for Deliveries Use this field to control how the commissions/rebates are calculated after sales order deliveries are executed. The Calculation Method field determines the options you can select in this field. Sales Order You can select Accumulate; Ordered or Separately. Sales Invoice or Paid Sales Invoice You can select Accumulate; Fully Invoiced Line, Accumulate; Partially Invoiced Line, or Separately. Allowed values Calculation Method for Deliveries Rate used for Calculating/Invoicing The rate/rate factor that is used for calculating and invoicing commissions/rebates. Allowed values Possible Values Exchange Rate Type The exchange rate type that is used to calculate and invoice commissions/rebates. You cannot define this field if the Rate used for Calculating/Invoicing field is set to Sales Order Rate or Sales Invoice Rate. In this case, ERP Enterprise uses the exchange rate type as defined on the order. Allowed values Possible Values Exchange Rate Type Used If the Exchange Rate Type field is set to User Defined, you can enter an exchange rate type that is used to calculate and invoice commissions/rebates. |