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Function documentation Condition Technique  Locate the document in its SAP Library structure

Use

You use the condition technique to calculate remuneration, valuation and liability for commission cases. The results are transported to the commissions system in the field transport.

The condition technique method is mainly the same as the method used in the standard system.

For more information on the condition technique in the standard system, see:

Pricing and Conditions

Introduction to the Condition Technique

Condition Types

Condition Tables

Access Sequences

Pricing Procedures

How Condition Technique Elements Work Together

Caution

There is a new version of the field transport from Release 4.64 that has additional functions.

This graphic is explained in the accompanying text

* The process is the same for valuation.

The result of the KWERT field is copied to the remuneration amount (CONVALEDANMT). The process is the same for valuation.

Prerequisites

You have

1.       Edited agreements for valuation, remuneration or liability in Customizing under Incentive and Commission Management Basic and Master Data Standard Commission Contract Valuation Agreement or Liability Agreement or Remuneration Agreement.

2.       Maintained each agreement in the commission contract.

3.       Assigned a logical service to the remuneration type.

4.       Assigned a calculation procedure and a calculation type to the remuneration type.

5.       Created a condition type in Customizing under Incentive and Commission Management Basic and Master Data Standard Commission Contract Valuation Agreement or Liability Agreement or Remuneration Agreement.

6.       Assigned an access sequence to the condition type in Customizing under Commissions.

7.       The field catalog is a field selection for the key fields in the condition tables for remuneration. You process this in Customizing under Incentive and Commission Management Basic and Master Data Standard Commission Contract Valuation Agreement or Liability Agreement or Remuneration Agreement Agreements for Performance-Related Remuneration Condition Tables Field Transports Maintain Condition Technique.In the data dictionary, you need to use your append structure to assign the fields that are not in the field catalog to the CACS_S_CUST_COND structure.

Features

Transport of Standard Conditions

The Customizing data is transferred from a consolidation system into the productive system using a batch input. This is done in Customizing in three steps under Tools Transport System. Choose the following steps:

1.       Conditions: Create Sequential File

2.       Conditions: Create Batch Input Session

3.       Conditions: Run Batch Input Session

You use the commission contract to maintain the master data.

This graphic is explained in the accompanying text

(See also: Processing Agreements for Performance-Related Remuneration)

To maintain the standard condition records, go to Customizing and choose Incentive and Commission Management Basic and Master Data Standard Commission Contract Valuation Agreement Maintain Contents of Condition Table. (See also: Processing Standard Scales)

The following example shows the processes that a sales manager has in the condition technique:

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Conditions in the Commission Contract

When a commission contract is created, the contract is assigned condition records sapurl_link_0005_00011_0010 from the standard contract.

You can define the condition records for the standard contract in Customizing: Incentive and Commission Management Basic and Master Data Standard Commission Contract Remuneration Agreements Agreement for Activity-Dependent Remuneration Standard Agreement for Performance-Related Remuneration.

Each standard contract can contain different standard individual conditions. If a commission contract partner has different conditions from the standard, these can be changed individually by choosing Commission Contract Change on the tab page Performance-Related Remuneration.

Individual Conditions

In the commission contract, individual conditions are displayed on the tab page Performance-related remuneration using an overview tree.

You can assign condition records for different condition types by using the access sequence.

The condition records to be assigned can depend on different characteristics. Characteristics are assigned using calculation procedure Customizing.

You can change the field sequence in which the characteristics are to be sorted by going to Customizing and choosing Incentive and Commission Management Basic and Master Data Commission Contract Contract Elements Change Sort Order of Remuneration Criteria.

You can set up the field sequence using the commission contract under the Performance-Related Remuneration tab page on the Individual Agreements screen by choosing the button Specify Field Sequence.

If you double click on a row in the overview tree, a dialog box is displayed on the screen. In this window you will see the selection criteria, the standard commission rates and their validity periods. You can now replace the standard commission rates with individual ones.

Standard Individual Conditions

Standard individual conditions are displayed on the Standard Agreement for Performance-Related Remuneration view. The values shown are for information purposes only, and cannot be changed.

Activities

Creating and Editing Condition Types

SAP delivers remuneration types 8000 and 9000 in the Standard System. When you create a condition type, you can enter the following:

Control Data

         Condition class B

         Calculation type

Scales

         Scale base type

         Check

         Scale type

Creating and Editing Condition Tables

Condition Table for Remuneration*

The following fields require entries when you create a condition table for remuneration:

Short Description

Key

Row Field

Field Name

Commission application

X

 

P_CACSAPPL

Agreement number

X

X

P_CTRT_XL

Customer field**

X

X

Customer field*

Version date

 

X

X

P_VERSION

Status

 

 

P_STATE

Customer data field**

 

 

Customer data field**

*The condition table for valuation is the same as the one for remuneration without the agreement number row.

Caution

Valuation is a global agreement, not a standard one.

**You can insert your own fields here, to include your own particular requirements.

Caution

In the remuneration table or valuation table, do not select the Release Status indicator.

Example

A contract partner from the sales area South sells a life insurance with an insurance sum of 100 000 USD.

To calculate the remuneration, the system uses the following key fields:

         LoB (Life)

         Sales area (South)

and uses the condition basis (KAWRT) of 100 000 USD as a calculation basis.

Process Flow

1.       Process Step: Participant Determination
You determine the standard agreements in this step.

2.       Process Step: Remuneration Remuneration Calculation
You determine the remuneration type.

3.       Process Step: Calculate Remuneration
In this step, you determine the price for SD.

a.       Determination of condition schema 8000.

b.       Determination of condition type 8000.

c.       Determination of condition table 196.

i.         Standard Scale:
Determination of key fields (line of business: Life, Sales area: South) and the standard agreement: 15% (KBETR).

ii.       Individual Scale:
Determination of key fields (line of business: Life, Sales area: South) and the standard agreement: 45%.

d.       The document is transferred. The contract partner receives 45% of the 100 000 USD, thus 4500 USD (KWERT).

 

 

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