Show TOC

Process documentationIntegration with Incentive and Commission Management (ICM)

 

If you have agents who process incoming payments, you can benefit from the integration of Incentive and Commission Management (ICM) with external cash desk services of Contract Accounts Receivable and Payable for calculating agent commissions. Commissions can be calculated, for example, on the total value of collected payments or on the number of processed payments.

Prerequisites

You are using Incentive and Commission Management (ICM).

You made the required settings in Customizing for Contract Accounts Receivable and Payable under Start of the navigation path Business Transactions Next navigation step Payments Next navigation step Processing Incoming/Outgoing Payments Next navigation step External Cash Desk Services End of the navigation path in the following activities:

  • Define Specifications for Agent Commissions

  • Define Master Data for External Cash Desk Services

    There you activated the integration with Incentive and Commission Management (ICM) by setting theComm.Act. (commissions active) indicator for the affected branches.

To establish the data exchange between Incentive and Commission Management (ICM) and Contract Accounts Receivable and Payable, you defined event 6217.

Process

If you are using Incentive and Commission Management (ICM) and you activated the integration, then the FI-CA system automatically transfers the necessary payment data to the ICM system. As a result, you can calculate the agent commissions (using the timing that suits you), and transfer the billing data back to the FI-CA system. The FI-CA system then automatically posts a credit to the agent's account.

The standard process flow consists of the following steps:

  1. An agent processes payments on behalf of your company.

  2. The agent reports the payment information to Contract Accounts Payable and Receivable at the end of the day using enterprise services.

  3. You post all incoming payments in FI-CA under a grouping key.

    You clarify any differences that may arise between the reported payments of the agent and the posted payments.

  4. As part of closing the cash desk in FI-CA, for instance at the end of the business day, you close the grouping key.

  5. After closing the cash desk successfully, you use the Post Agent Receivable transaction (on the SAP Easy Access screen, choose Start of the navigation path Payments Next navigation step External Cash Desk Services End of the navigation path) to post the receivables to the agent accounts.

    If integration with Incentive and Commission Management is active, the system automatically transfers the data entered under the grouping key to the ICM system.

  6. In the ICM system, you calculate the commission due to the agents for each grouping key. You can choose how often you want to make this calculation (daily, weekly, or monthly). You transfer the data back to FI-CA.

  7. In FI-CA, the system automatically posts a credit memo document to the agent's account. For determining the main and subtransaction and the document type, the system uses the Customizing activity Define Specifications for Agent Provisions.