Use

You use settlement scheduling in the commission contract to schedule payment of remuneration entitlements. If you implement actual commission, settlement scheduling is a requirement.

The system creates a settlement schedule for each remuneration line based on the defined scheduling rules. Remuneration scheduling distributes the entire remuneration entitlement into individual settlement schedule items.

If you wish to have an overview of the settlement schedules, you can view them with the display function.

As soon as the settlement schedule items of a settlement schedule have the released status, they can be converted into settlement items in a separate settlement schedule run.

Carrying Out the Settlement Schedule Run

Resetting the Settlement Schedule Run

Integration

You can display the settlement schedules in the following ways:

Initial Screen of Document Display for Business Objects , Documents and Contracts

SAP Easy Access menu: Incentive and Commission Management → Commission Document → Settlement Schedule

Main menu for Incentive and Commission Management: Choose Document → Settlement Schedule

Initial Screen for Displaying a Specific Object

Commission contract: Tab page Settlement Scheduling → Settlement Schedule pushbutton

Commission case: Tab page Documents → Settlement Schedule pushbutton

Commission document: Settlement Schedule pushbutton

In the initial screen of the specific display of these objects, only the selection criteria relevant for the commission contract , commission case or document are available.

Prerequisites

In the Implementation Guide (IMG), you have selected package CACS25 (settlement scheduling) under Incentive and Commission Management → Application Administration → Installation of Commission Application → Select Commission Packages

Activities

To display settlement schedules, the system selects remuneration documents with their corresponding settlement schedules that contain the individual settlement schedule items.

You can restrict the display of the settlement schedule data in various ways. The following three tab pages are displayed with their own specific selection criteria:

Business Objects: Selection criteria for business object data are business object type, business object ID, business object version, business object start, contract number and remuneration type. The business object type and business object ID fields are required entry fields.

Documents: You can select remuneration documents by document identification (posting year in the transactions for the commission contract and document ID), posting date , contract number and remuneration type . You can also select a settlement schedule by its year of creation and settlement schedule number ( Settlement Schedule Year/Number field). To select a settlement schedule, either fill the Posting Year/Doc.No and Contract Number fields or the Settlement Schedule Year/Number field. You must fill at least one of these fields.

Contracts: Here you can select settlement schedules by their contract number , due date and remuneration type , settlement schedule item status and actual commission release status . The Contract Number is a required entry field.

When you have entered your selection criteria and executed the program, the system selects the remuneration documents for which a settlement schedule has been created, on the basis of your selection criteria. These are displayed in an ALV grid control.

You can then display the settlement schedules for the individual remuneration documents by selected the required remuneration line and pressing the Settlement Schedule pushbutton or simply by double-clicking on the line. Multiple selection is also possible if you select the lines while holding your finger on the Ctrl button and pressing the Settlement Schedule button. The settlement schedule items are displayed in a second ALV grid control. If actual commission is specified, the fulfillment level and fulfillment level period are included in the settlement schedule data.

You cannot change the settlement schedules in the display view. If you wish to change a settlement schedule, you do this in settlement rescheduling .