
Working with Contract Bundles
Use
You can use the contract bundle to group together single commission contracts. Bundling is done at contract level. You can use the contract bundle for collective processing for more than one commission contract partner for a contract. You do not have to include all contracts for this commission contract partner in the bundle. A commission contract can be assigned to more than one contract bundle, but not more than once to the same contract bundle. You can create, change or display contract bundles.
Prerequisites
You have entered the required settings in Customizing: Commissions à Maintain Settings for Contract Bundle.
Features
The following functions are available for working with the contract bundles (in the commission menu, under Master data à ComnContract à Contract Bundle à Create/Change/Display):
Displaying a Commission Contract/Contract Bundle in the BDT
Contract bundle type
This enables you to categorize the contract bundles.
Switching contract bundles
You can switch contract bundle type once the expiry date has been reached.
Multilevel relationships
It is possible to have multilevel relationships between contract bundles, in which there are more than one commission contract and contract bundle, which also bundle other commission contracts.
Contract bundle evaluations
You can use the SAP
drilldown for evaluation purposes. For more information, see the SAP Library under IS-IS Industry Solution Insurance -> IS-IS-CS – Commissions -> Specialist Overview of the Commission System -> Commission Account in the Commission System -> Drilldown in Commission Account -> General Drilldown Manual.
Transfer mode
You can use this mode to navigate to the corresponding commission contracts. For more information, see the SAP Library under IS-IS Industry Solution Insurance -> IS-IS-CS – Commissions -> Specialist Overview of the Commission System -> Master Data -> Commission Contract -> Information on the Commission Contract -> Commission Contract Display in the BDT -> Business Data Toolset.
You can use customer-specific exits, for example, object data collection for additional commission cases or letters or documents.
Activities
In the commission system, choose Master data à Contract Bundle à Create/ Change/ Display.