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Procedure documentationSetting Up the Commission Application Locate this document in the navigation structure

 

Use this procedure to create the application settings for the new package created by the previous procedure.

Prerequisites

You have created the new application package and established the RFC destination from CRM to ICM.

After you have created the RFC destination for the ICM engine, you can access customizing within the ERP (ICM) system through Customizing for the CRM system, by choosing:   Customer Relationship Management   Incentive and Commissions Management   CRM-ICM Transfer of Documents to ICM   ICM Engine General Settings   ICM Engine Settings   .

Procedure

  1. In Customizing for the Commission System, you install the Commission Application, by choosing:   Commissions   Application Administration   General Settings   Installation of Commission Application   Name Commission Application  .

    Note Note

    Your entry must begin with Y or Z.

    End of the note.

    After you completed it, you named your application.

    Note Note

    This is a client-independent setting.

    End of the note.

  2. In Customizing for the Commission System, you select the application package, by choosing:   Commissions   Application Administration   General Settings   Installation of Commission Application   Select Packages  .

    Note Note

    This is a client-independent setting.

    End of the note.

    1. Select the commission application that you created in the previous step.

    2. From the Package Pool list, select the appropriate packages and move them to the Application Packages list.

      Note Note

      You must select packages CACS00 and CRM001 for use within the CRM preconfiguration. If you are implementing settlement from ICM you will need to select additional packages.

      End of the note.

    3. Choose Save.

      You see the Development Package dialog box.

    4. Enter either $TMP or the name of the new development package.

      Note Note

      You can return to the Select Packages activity at any time to add additional packages.

      End of the note.

      After this is complete, you have created the application package.

  3. In Customizing for the Commission System, you copy cross-client customizing from the template, by choosing:   Commissions   Application Administration   General Settings  Copy Cross-Client Customizing from Template

    Note Note

    This is a client-independent setting.

    End of the note.

    Enter the commission application you created in a previous step.

    The system copies the business object listed below from the selected packages to your commission application.

    Subobject Type

    Subobject Type ID

    Sales Order Header (01)

    90110

    Sales Order Position (02)

    90111

    Sales Contract Header (03)

    90210

    Sales Contract Position (04)

    90211

    Incentive (05)

    90900

  4. In Customizing for the Commission System, you generate the commission application, by choosing:   Commissions   Application Administration   General Settings   Commission Application Generation  .

    Note Note

    This is a client-independent setting.

    End of the note.

    1. Enter the application packages you created in step 1.

    2. Choose Execute.

    This process can take several minutes.

    After you have completed this, you have generated the commission application.

  5. In Customizing for the Commission System, you assign the application to a client, by choosing:   Commissions   Application Administration   General Settings   Release Commission Applications for Clients  .

    Note Note

    This is a client-independent setting.

    End of the note.

    1. Select the commission application created in step 1.

    2. Assign the designated clients for which the commission application is available.

    After you have completed this, you have assigned the application to a client.

  6. In Customizing for the Commission System, you copy client-specific customizing from the template, by choosing:   Commissions   Application Administration   Client Settings   Copy Client-Specific Customizing from Template  .

    1. Enter the application packages you created in step 1.

    2. Choose Execute.

      This process can take several minutes.

    After you have completed this, you have copied the client-specific customizing from the template.

  7. You can optionally add additional CRM fields for use within ICM.

    In Customizing for the Commission System, you can integrate CRM specific fields into the ICM application, by choosing:   Commissions   Application Administration   General Settings   Design Adjustment of Commission Application   Commission Application Construction  

    Note Note

    This is a client-independent setting.

    End of the note.

    The left-hand pane contains the CRM structure with the relevant fields for the commission calculation. The right-hand pane contains the newly created commission application.

    If you add fields to the commission application, you must also add them to the customer enhancement within the CRM configuration for the ICM interface so that CRM sends over these additional fields.

    If you add additional CRM fields for use within ICM and later re-generate your commission application, you will have to add additional CRM fields for use within ICM again because the generation process restores the original settings based on the selected packages.

  8. To return commission calculations, you must remove the industry sector field from the DOCRE structure within ICM for your commission application.

    Note Note

    You perform this step only if using the supplied CRM-ICM preconfiguration for a system running SAP R/3 Enterprise 4.70 with mySAP Financials Extension 1.1 SP12 or lower.

    End of the note.

    In Customizing for the Commission System, you adjust the commission application construction, by choosing:   Commissions   Application Administration   General Settings   Design Adjustment of Commission Application   Commission Application Construction  .

    1. Enter the application package you want to change (from those installed in step 1).

    2. Locate the structure to be changed, under   Commission Document   DB Document   Remunerations in DB Document   Commission Document, Remuneration and Liability  

      YCRMXX_DOCRE (where YCRMXX represents your commission application).

    3. Expand the YCRMXX_DOCRE structure and locate the industry sector field (with the Technical Name INDUSTRY) to be removed from the structure.

    4. In transaction SE11, delete the Industry field from view YCRMXX_V_HD_RE and activate the view.

    5. In transaction SE11, delete the Industry field from view YCRMXX_DOCRE and activate the view.

    6. In transaction SE11, view structure/data type TCACS_DESFIELDS.

      This displays the structures associated with the application. The RELPOS field must also be adjusted reflect the deletion of this field.

Result

You have created the application settings for the new CRM-ICM commission application.