Sales Agent Determination

Use

This function is used if sales agents who are responsible for a particular business transaction are to be determined by the system automatically and assigned to a sales document with the respective contract requirement.

Integration

This function is part of document processing and is available to you as follows during creation, modification and billing of sales documents:

Prerequisites

Customizing settings are made to define whether the system determines contract requirements for a billing dataset automatically when you create, change or bill a sales document.

Prerequisite

Menu path

Indicator

Perform sales agent determination for all clients

Start of the navigation path SAP Media Next navigation step Master Data Next navigation step Business Partner Next navigation step Business Partner in Advertising Management Next navigation step Sales Agent Contract Next navigation step Maintain Basic Settings for Commission/Sales Agent Assignment Next navigation step Maintain sales agent determination and conditions for sales agent remuneration End of the navigation path

The Det.deactivated indicator has not been selected.

Restrict sales agent determination to one or more sales areas

Start of the navigation path SAP Media Next navigation step Master Data Next navigation step Business Partner Next navigation step Business Partner in Advertising Management Next navigation step Sales Agent Contract Next navigation step Maintain Basic Settings for Commission/Sales Agent Assignment Next navigation step Maintain settings for sales agent determination (sales area dependent) End of the navigation path

The Det.deactiv. indicator has been selected for the sales areas to be excluded.

Make sales agent determination admissible for particular item categories only and thus determine the following:

  1. Whether sales agent determination is performed in document processing when the system generates billing datasets.

  2. Whether sales agent determination is performed in document processing when the system generates billing datasets and in billing before billing is performed for the sales documents.

Start of the navigation path SAP Media Next navigation step Advertising Management Next navigation step Sales Next navigation step Order Next navigation step Sales Documents Next navigation step Sales Document Item Next navigation step Define Item Categories End of the navigation path

The respective key has been entered in the Det.deactivat . field.

The key that you specify when you define the item category has the following implications for sales agent determination:

Prerequisite

Assignment of contract requirement

If you change an order to which a contract requirement has been assigned, the system triggers sales agent determination again when it generates the billing datasets

If the existing assignment no longer applies, the system deletes the assignment logically. The system determines the contract requirement that is suitable for the changed order data. Certain circumstances may cause additional assignments to be determined.

If you bill an order to which a contract requirement has been assigned without changing the order data, the manner in which you have defined the item category determines whether the system triggers sales agent determination again.

If you have defined the item category so that:

  1. The system does not trigger sales agent determination, the existing assignment is retained.

  2. The system triggers sales agent determination in the order , the existing assignment is retained.

  3. The system determines sales agent determination in the order and in billing , the assignment is deleted logically if the existing assignment no longer applies. The system determines the contract requirement that is suitable for the changed order data. Certain circumstances may cause additional assignments to be determined.

Example Example

A sales agent is responsible for a particular carrier route. An advertiser whose organization is based in this carrier route places an ad. The system assigns the sales agent to this order automatically.

The organization moves to a city district that is outside the sales agent carrier route before the order is billed. The sales agent is to receive commission for the order.

End of the example.
  • If you have defined the commission type so that sales agent determination is only performed in the order, the sales agent receives commission.

  • If you have defined the commission type so that sales agent determination is performed in the order and in billing, the sales agent does not receive commission.