My Closed Deals 

Technical Data

Provider/Homepage	SAP
Application type	Java iView
Application category	BW report: No
Technical name	com.sap.pct.crm.inc.my_closed_deals
Available for Portal (Release)	SAP EP 6.0
Data origin	SAP CRM 4.0 R/3 Enterprise 4.70 with mySAP Financials Extension 1.1
Languages	Available in the business package languages
Support	CRM-ICM-UI
Visibility	·        This iView is visible in the workset Incentives and Commissions in the role for Sales Manager. ·        This iView is visible in the workset Analysis in the role for Sales Representative.

Features

You see an overview of your own closed deals and related commissions on this iView. Within the My Closed Deals iView:

·        A deal is regarded as “closed” once a sales order or contract has been created in the CRM system.

·        You see all the sales deals in which you are involved.

·        You see the status of the commission case, so that you understand where the commission is in the calculation process.

For general information about Incentive and Commission Management, see SAP Library under mySAP Business Suite ® mySAP Customer Relationship Management ® Field Applications ® Field Sales ®Incentive and Commission Management.

Options

You have the following options for displaying the data within the My Closed Deals iView:

·        Time period

·        Currency

·        Sort order

Time Period

You select the period for which you see the closed deals from the Time Period dropdown box:

·        Free Selection

·        Last Week

·        Last 2 Weeks

·        Last Month

·        Last 3 Months

When you choose Free Selection from the Time Period drop down list, you define the posting date range by entering the From and To dates. You can enter them manually or select them from the calendar dialog box. Once you have entered the date range, click .

Currency

When the iView is first displayed, the closed deals and the commission results as of today’s date appear in the deal currency.

If you have defined a user default currency within CRM, the iView is displayed using your default currency for all initial values.

You can then select a currency for the iView and all values are converted to this currency using the average exchange rate type. If you do not have a user default currency, you can select to view the closed deal information in the iView in either:

·        The deal currency (which might not display totals if multiple deal currencies exist). Select the “blank” option from the currency dropdown box to use the deal currency.

·        One common currency selected for all deals.

If you select the default currency “blank,” either the deal currency is used for each individual line item. If there is a user default currency set in the user profile, all deals and related commissions are converted to this currency.

Sorting the Data

You can sort the data by most columns by selecting it from the drop down list and indicating whether the report is to be sorted in ascending or descending order. Once you select the sort order, the table refreshes in the selected order.

Features

The columns in the report include:

Column	Description
Posting Date	The date on which the closed deal was posted.
Deal ID	The number (ID) of the closed deal.
Sold-To Party	The sold-to party of the closed deal.
Commission Basis	The commission basis is the net value of the closed deal. For example, if the closed deal is a sales order, the commission basis would represent the net value of the entire order.
Valuated Commission Basis	This is the amount used as the basis for the commission calculation. This amount comes from the commission basis of the closed deal. The commission basis is then valuated based on the business’ view of how much the items of the closed deal are worth.
Calculated Commission	This is the commission calculated for the user on the particular closed deal. This is calculated by taking the Valuated Basis multiplied by the commission % from the commission contract.  If an amount is shown in this column, it represents that the closed deal was processed and sent to ICM and a commission case was generated.
Status	This column represents the status of the commission case within ICM. For example the deal could have a status of: ·        Released: This shows the commission case is generated and a commission document was created and is ready for settlement processing. ·        Parked: This means the deal was processed in ICM, but further action within ICM (such as workflow process steps) needs to take place before can have the status Released.