<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/cms/tdcms0635m100" xml:lang="en">
   <Header>
      <Title>Rebate Agreement - Grades (tdcms0635m100)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph>Use this session to view, enter, and
		  maintain <Link href="/baanerp/td/glossary/glossary#RebateAgreem_td" role="glossary"
                  Update="No">rebate agreements</Link>, which are
		  used to calculate <Link href="/baanerp/td/glossary/glossary#Rebate_td" role="glossary">rebates</Link>.</Paragraph>
      </AimSection>
      <GeneralSection>
         <List>
            <ListItem>You can start this session from the <GUIRef href="/baanerp/td/cms/tdcms0135m100" role="session">Rebate Agreements (tdcms0135m100)</GUIRef> overview session, by double-clicking a record, or by
			 entering a new rebate agreement. You can also start this session stand-alone.</ListItem>
            <ListItem>To view the details of the rebate agreement, click <GUIRef href="" role="manual">Rebate 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/tdcms0135m100" role="session">Rebate Agreements (tdcms0135m100)</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/tdcms1130m000" role="session">Rebate Agreements (tdcms1130m000)</Link> session, in which you
		  can specify the grades for the agreement.</Paragraph>
      </GeneralSection>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListItem>ERP Enterprise 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.r" 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.r" role="manual">Linking of Relations On</GUIRef> parameter after you defined <Link href="/baanerp/td/glossary/glossary#RebateAgreem_td" role="glossary"
                     Update="No">rebate agreements</Link>, ERP Enterprise 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>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="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/tdcms0635m100#tdcms035.reln" role="manual">Relation</GUIRef> field is filled and if the <GUIRef href="/baanerp/td/cms/tdcms0100s000#tdcms000.prfc" role="manual">Parent Rebate 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 ERP Enterprise,
		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.
			 The following are 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>Rebate 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 rebates based on cumulative sales. ERP Enterprise records all sales for
		  which this agreement is applicable in a separate file. At the end of the
		  current period, you can calculate the rebate 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>The following currency types are available in ERP Enterprise:</ListIntro>
               <ListItem>Home currency, which is used internally by companies to
			 calculate costs, record budgets, and register tax amounts</ListItem>
               <ListItem>Transaction currency, which is 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 determines 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/ipu/tdipu0101m000#tdipu001.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/tdcms0635m100#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 rebates 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>Rebate Over</Title>
         </Header>
         <FuncDesc>The basis on which rebates are calculated.</FuncDesc>
         <SimpleSection>
            <List>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/cms.grtl#grade" role="option">Grade</GUIRef>
               </ListItemHead>
               <ListItem>The rebate 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 rebate 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 rebate is calculated as follows:</Paragraph>
            <Paragraph>$25,000 * 2% = $500</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdcms035.gcgt">
         <Header>
            <Title>Grow Rebate Over</Title>
         </Header>
         <FuncDesc>The basis on which the growing rebates are calculated.</FuncDesc>
         <SimpleSection>
            <SectionTitle>Example</SectionTitle>
            <Paragraph>A sales order is placed for $50,000. The normal rebate is
			 based on <GUIRef href="/baanerp/td/domains/cms.grtl#total" role="option">Total</GUIRef>. The growing rebate 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">Rebate</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 ERP Enterprise settles the calculated
		  rebate.</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 will not be invoiced directly,
				because of legal requirements concerning taxation.</ListItem>
               <ListItem>When no relation is entered in the agreement, ERP Enterprise checks the relation
				type when rebates are posted to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>. If the relation is an employee, the
				calculated rebate will always be accumulated, even if this field has the value <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>