Defining Characteristics of Standard Commission Contract for Agent

Use

To post and settle an agent that does not have their own contract , you need to enter the following settings.

Prerequisites

You need to define a commission contract typefor the agent. You do this in the Implementation Guide (IMG) under Start of the navigation path Incentive and Commission Management Next navigation step Basic and Master Data Next navigation step Standard Commission Contract Next navigation step Define Commission Contract Types. End of the navigation path

Procedure

  1. Define commission contract types.

  2. You do this in the Implementation Guide (IMG) under Start of the navigation path Incentive and Commission Management Next navigation step Basic and Master Data Next navigation step Standard Commission Contract Next navigation step Define Commission Contract Types. End of the navigation path

    Example Example

    Define commission contract types.

    End of the example.

    Commission Contract Type

    Short Description

    Agent

    801

    Manager

    803

    Main agent

    804

    Subagent

    P

    805

    Agent

    P

Result

You have now defined the type of commission contract an agent without their own commission contract can use in the commission system.

  1. Create Standard Commission Contracts and Assign Standard Agreements

    In Customizing choose Start of the navigation path Incentive and Commission Management Next navigation step Basic and Master Data Next navigation step Standard Commission Contract Next navigation step Create Standard Contracts and Assign Standard Agreements. End of the navigation path

    Here you can assign the following subagreements:

    Performance-related remuneration

    Valuation

    Liability

    Participation

    Settlement and disbursement (no cancellation reserve or disbursement to HR possible)

    Correspondence remains the same (does not have to be assigned in the standard commission contract).

    Note Note

    Guarantee and flat rates must not be assigned.

    End of the note.
Result

You have assigned the standard commission contract the relevant standard agreements and agreement categories.

  1. Assign Standard Commission Contract to Business Partner in BP Role: Agent

    In the main menu choose Start of the navigation path Master Data Next navigation step Commission Contract Next navigation step Create End of the navigation path to assign the agent to a commission contract .

    Enter the number of the commission contract partner. (See Agent as Business Partner in the BP Role: Create Agent and Enter Bank Details .)

    Enter the number of the standard commission contract with contract type agent .

    Caution Caution

    If the standard commission contract is changed, Incentive and Commission Management ensures that the contract type Agent is not changed since a check is run via the BP role: agent (CACSA3).

    End of the caution.
Result

You have assigned the standard commission contract an agent. Now you can make your settings for the standard commission contract. Note the following points:

Note Note

HR settlement types are not offered when you enter the settlement type.

You need to make an entry in the account of the commission recipient in the payment system as before. You can describe the account in the payment system as, for example, Agent without contract, inland .

For further checks, the standard BDT exits are provided for you.

End of the note.

You need to define the relevant accounts as the target for settlement.

- FI-APSettlement in Accounts Payable

- FS-CD Settlement in Collections/Disbursements of the insurance solution

  1. If you post a commission case for an agent who does not have their own commission contract then you need to specify the business partner number of the agent in the commission case.

    Start of the navigation path To do this, in the main menu choose Next navigation step Commission Case Next navigation step Create End of the navigation path and enter the data relevant for the commission case.

    Note Note

    If you have not yet created a BP in the role of agent without a commission contract, you can choose to switch to business partner maintenance and create the business partner in role CACSA3 here.

    End of the note.

    Note Note

    You can also process an agent without a commission contract in the commission case .

    End of the note.

    Note Note

    Settlement is not based on individual agents but on commission contracts.

    End of the note.

    Caution Caution

    Locking Disbursement to Agents

    If the data is incomplete for some of the agents, you can lock these out of the settlement run. Next time data is settled, the system takes account of any updated data. For more information, see Locking Disbursement for Agents .

    End of the caution.

Result

You have now carried out all the necessary steps for posting and settling data for an agent without their own commission contract.