Effectively Ending Commission Contracts

Use

Commission contracts that are legally ended must still be effectively valid in the system so that any existing commission entitlements can be disbursed or liability scenarios settled.

When the prerequisites for the effective validity of contracts are no longer met, you can effectively end these contracts. You have the following option:

Effectively ending commission contracts manually

Effectively ending commission contracts automatically

You can also define your own system checks.

Integration

Contracts can be archived once they have been effectively ended.

Archiving of old data frees up the database and considerably improves system performance.

You can schedule the effective ending of commission contracts and have them flagged for archiving as a low-priority background job.

Prerequisites

The commission contracts are legally ended.

You have made the necessary settings in the Implementation Guide (IMG) under Incentive and Commission ManagementToolsArchivingEnd and Archive Commission Contracts Automatically.

All contract types that are to be automatically ended must be assigned to an archiving group; this archiving group must be assigned to function module CACS_CHECK_ARCH_DATE. The minimum retention period ensures that all entitlements, such as liabilities, have been taken into account.

Activity: Define Parameters for ExitFunction Module: CACS_CHECK_ARCH_DATE; Set date indicator.

Activity: Assign Exit to Date CheckAssignment key must exist (abbreviation of any length). Select function module (must already exist). Date Field for Archiving Check: CTRTBU_EDATE must be specified.

Activity: Define Minimum Retention Period for Commission ContractsSelect contract types. Assign contract types to archiving group(s) created above. Enter the required minimum waiting period in days.

You have written the function modules required for your own tests and stored them in Customizing.

Features

Effectively End Commission Contracts Automatically

Test Run

You can choose processing type Test Run to check the results before the update run. You can display your selected commission contracts in a list based on the following parameters and check each one individually:

List Output of all Contracts

Only Contracts That Can Be Ended

Only Contracts That Can’t Be Ended

Update RunThe system assigns all commission contracts that have been successfully checked the current date as the end of their effective validity ( New Effective-To Date of Contract ).

In the update run you can choose from the following settings:

Update Run Without Archiving Flag

Update Run With Archiving Flag

You can choose to display the contracts that the system has effectively ended in a list. To do so, set the Only Output Ended Contracts indicator.

Examination Period

The system checks all commission contracts effective up to and including the specified date.