Use

When creating broker reports, the system has different procedures for grouping open items to broker report items for web brokers and for non-web brokers.

If broker reports are created for non-web brokers, the system searches for open items for all categories that are permitted for the broker contract and groups these to broker report items. To do this, the system uses the grouping categoriesset up in Customizing, which can be defined individually for each category. This individual definition for each category means that the system cannot display premiums and commission in the same broker report item line.

However, in the web application for processing broker reports , you can display premiums/claims and the associated commission in the same broker report item. As the selection criteria for commission and premiums/claims are the same (same assigned broker, same customer, currency, and same flexible grouping category values), the system automatically assigns the commission to the associated premiums/claims. Commission does not appear as individual broker report items, as is the case when processing broker reports from non-web brokers. For web brokers, the commission appears in the same broker report item as the associated premium or the claim. This simplifies the situation for brokers as they often report both in one line in broker reports in paper form.

The detail view for the proposed items provides you with detailed information about the assigned commission.

Note that it is also possible to assign multiple commission types to a premium or a claim, if you have customized these as suitable subcategories in Customizing. Examples: Collection commission and sales commission. For more information, see Category and Subcategory for Broker Reports .

Prerequisites

The system groups the broker report items for all categories with the same grouping category. It differentiates between non-web brokers and web brokers. Therefore you have set up the web broker types in Customizing for Collections/Disbursements, under  Broker Collections Settings for Processing Broker Reports with Web Application Define and Set Up Web Broker Typeand assigned a uniform grouping category to each web broker type.

Features

When grouping open items to broker report items, two situations can occur in relation to the assignment of commission:

Example

In this example, the system has grouped the open items for a web broker in the web application to three broker report items.

When grouping open items for a non-web broker, the system has created seven individual broker report items in the SAP Easy Access menu, under  Broker Report Process.