Retroactive Case Processing

Use

Retroactive case processing (RCP)is a tool that automates the processing of commission cases that have to be changed; these commission cases are referred to as initial commission cases.

RCP takes account of all the commission cases that are dependenton the initial commission case. Dependent commission cases are the cases that may have to be recalculated as a result of the recalculation of the initial commission case.

This automated process reduces the commission clerk’s workload. RCP performs the time-consuming search of initial and dependent commission cases. If the commission clerk determines that a commission case has been posted incorrectly, for instance on the basis of the wrong Customizing settings, he or she can use RCP to correct it.

Note Note

The initial commission case is reposted in the correction run, which may lead to a different calculation result.

End of the note.

The initial commission case may only be reposted under certain circumstances. For instance, it is not possible to post a higher version of the same business object. The system runs tests to ensure that the conditions are met since changing an incorrectly posted initial commission case generally leads to changes in the calculation results of the dependent commission cases.

The following graphic demonstrates how RCP implements a change in a chain of commission cases.

Example

The business object in question is a cell phone contract for which the initial commission case 4812 undergoes a subsequent change using RCP.

Historic creation of business object versions

- Commission case 4812 for cell phone contract “ABC” (business object version 1) was created.

- Commission case 4913: tariff change (business object version 2)

- Commission case 5014: another tariff change (business object version 3)

The commission clerk notices that the contract term was incorrectly entered when the business object was created.

Rolling back commission case to initial commission case

Start of the navigation path RCP start: Rolling back of commission cases 5014 Next navigation step 4913 Next navigation step 4812 End of the navigation path

Correction of initial commission case

The contract term is corrected.

Rolling forward commission case chain

Start of the navigation path After being corrected, the commission case chain is rolled forward again: 4812 Next navigation step 4913 Next navigation step 5014 End of the navigation path

Commission case chain

The system automatically recognizes a chain of commission cases that are related from a business point of view and recalculates them. The commission case versions are rolled back one after another in the correct sequence (= set to inactive) and then they are rolled forward again, starting from the initial commission case (= recalculated and set to active).

Changes to the valuation/remuneration of a commission case in the chain are most likely to have an effect on the valuation/remuneration of one or more other commission case. Consequently these dependent commission cases must be taken into account by retroactive case processing.

Possible reasons for creating commission case chains based on dependent commission cases:

  • Rebundling of subobjects

  • Remuneration corrections

  • Commission cases that have a higher business object version

Prerequisites

In Customizing for Incentive and Commission Management , you have selected package CACSCP in the Commission Application Construction activity.

Features

In the context of retroactive case processing, the commission case that has to be changed is referred to as the “initial commission case”. The commission cases that may also be subject to change as a result of the new calculation are referred to as “dependent commission cases”.

The worklist that is created for an initial commission case represents all the processing rules for the commission cases of a commission case chainthat has been determined on the basis of an initial commission case. The type of processing of a commission case is referred to as the task of a worklist. The following graphic illustrates how retroactive case processing works.

Activities

RCP processing takes place in the following three steps:

  1. Select initial commission cases

    The commission clerk must first identify the initial commission cases that have to be recalculated. After calling the program through the menu or transaction CACSRCPFRAME ( RCP: Selection of Commission Cases) you enter your criteria for selecting commission cases. The commission cases selected by the commission clerk are registered as initial commission cases with RCP.

  2. Determine dependent commission cases and create worklist based on an initial commisison case

    Next the commission cases that are dependent on the initial commission case are determined. In this step the worklist for the initial commission caseis also created.

    Note Note

    The worklist for the initial commission case is also a processing rule.

    End of the note.

  3. Process worklist

    Processing the worklists triggers the recalculation of the initial commission case and all its dependent cases on the basis of the processing rule.

    The processing rule determines the method used to process the commission cases (logical service) and the sequence.

    Each commission case that is contained in the worklist is assigned a method of the tool of the logical service (LOS) and consequently a function module. The commission case is processed according to the function module.

    Example

    Method: Role back initial commission case

    (function module <APPL>_RCP_PENDING_INIT)

    The method determines when the commission case is processed in the worklist.The function module determines how the commission case is processed.

    Note Note

    All these steps – selecting the initial commission cases, and creating and processing the worklist according to the processing rules – can be carried out at different times.

    End of the note.