Primary Entry

Definition

Documentation for all commission-relevant business transactions in the commission system. All systems and applications that want to communicate a commission case to the commission system deliver their data using the entry interface for the commission system. These are saved there in a primary entry and a commission case process is then triggered.

Use

The commission case is first saved as a primary entry without changes. The system uses various processing steps to construct a commission document to document the resulting value flow in the transactions for the commission contract, and all further relevant value reports (settlement, internal offsetting, statistics, Warehousing raw status, bonus raw status, and so on).

Structure

The following data is recorded in the primary entry, and various settings can be made in the processing parameters to control the process:

  • Mode: allowed values are park, direct posting, simulation . In direct posting mode, the commission case is accepted and the commission documents are created (as far as possible); if this takes place without any problems, the documents are posted and the commission case and the documents take the status “posted”. In park mode, processing takes place as for direct posting , but the commission case and its documents take the status “parked”, the documents cannot be settled and are marked as “provisional payables”. In simulation mode, the process runs as for direct posting , but no update is made to the database.

Commission case supplement: A commission case supplement is a data supplement for a commission case that has been reported, but not yet posted. In this case, the data for the activities, participation and object description is used to change the old commission case. For example, if the new participation for a commission case is not empty, the old one is discarded in favor of the new one. If the new participation is empty, the old one is retained (the same is true for activities and object data). No new commission transactions can be defined in a supplement. A commission case is pending if it was not reported as a supplement but the business transaction ID is already available in the commission system.

  • Designation: If a commission case is only designated, then the system only checks it for technical consistency and saves it as “accepted”. Processing continues when a corresponding processing job is scheduled. This indicator is used for relieving time-critical previous processes, it is only allowed in park and direct posting modes, but not in simulation .

  • Transaction operation category: allowed values are “create”, “change”, “reset”. A commission case can be created and then changed or reset after direct posting. “Change” and “reset” save new versions of the commission case and correction postings as the result in the transactions for the commission contract (new version created with direct posting).

  • Object operation category: allowed values are “create”, “change”, “reset”, “end”. An object (an object that triggers commission) can be created and then changes or ended later. It can also be completely reset. All of these operation categories create a new commission case.

  • For checking: This indicator can only be used in “direct posting” mode. In this case the commission case and its documents are posted with the status “for checking” and must be released by a second person with the appropriate authorization. If this second person rejects the commission case, it is returned to the clerk. The clerk must then correct the error and transfer the case back to the second person for checking (dual revision).

  • Processing date: This date accesses commission case processing. It is mainly used to determine the relevant commission contracts and the organizational structure.

  • Posting date: The commission document is posted to the commission case under this date. It corresponds to the date for payables and settlement items for the commission recipient.

The following combinations of processing parameters are allowed:

CommCaseSupplement

No CommCaseSupplement

“Park” mode

X

X

“Direct posting” mode

X

X

“Simulation” mode

X

Operation category “Create”

Operation category “Change”

Operation category “Reset”

“Park” mode

X

X

X

“Direct posting” mode

X

“Simulation” mode

X

X

The following values can appear as the result status in the return, dependent on the processing parameters:

Commission case result status

Commission document result status

Processing parameters

“Accepted”

--

User-defined, but not “simulation”

“Parked”

“Parked”

“Park” or “simulation” mode

“Incorrect”

“Incorrect”

“Direct posting” or “simulation” mode, errors have occurred

“For checking”

“For checking”

“Direct posting” mode, marked for checking, no processing problems have occurred

“Posted”

“Posted”

“Direct posting” mode or “simulation”, no processing problems have occurred, ready for settlement (if not in “simulation”)

The result statuses “accepted”, “parked”, “incorrect” and “for checking” are grouped under the synonym “pending”.

“Pending” means “not posted” and therefore also “not ready for settlement”.