Setting Up the Application

Use this procedure to set up the CRM-ICM application for processing.

Prerequisites

You have customized the basic functions of ICM in ERP for use within CRM-ICM and maintained the number ranges for the commission application.

You can access the Commission System by using the transaction CACS.

Process

On the SAP Easy Access screen of the SAP ERP system, choose Tools Administration Current Settings Assign Authorization Groups .
Assign users to the appropriate user group.
On the SAP Easy Access screen of the SAP ERP system, choose Master Data Commission Clerk Create .
Create the business partner role Commission Clerk.

The Commission Clerk within an organization is responsible for maintaining the business partner master data, the commission contracts and the commission case processing.

Regardless of your internal titles, anyone working within ICM (creating commission contracts, for example) must be set up in the Business Partner role Commission Clerk with their user ID set up as a Commission Clerk. You must assign the role to an Organizational unit in SAP Organizational Management (PD-ORG), preferably at the root.

Example
These steps provide an example of how to set up a business partner in the role commission clerk:

End of the example.
1. Enter a Grouping.
2. This is the number range used for your business partner, for example an internal number assignment means you do not need to enter an ID in the business partner field.
3. Complete the address information on the Address tab.
4. Select the Identification tab and enter your user ID in the User field.
5. Select the Control tab and enter 0002 in the BP Type field.
6. Enter the required data on any additional tabs.
7. Save your entries.
  
  Note
  Once you have completed entering the business partner in the commission clerk role, ensure that the commission clerk can connect to the system via LOGIN.
  
  End of the note.
Use the transaction PPSM to assign the Commission Clerk to the PD-ORG.
1. Enter O at the Object Type field.
2. Display the structures at the Object ID field and select the correct structure from the drop down list.
3. Enter the appropriate value in the Evaluation path and choose Enter.
4. Drill down until you reach the Commission Clerk branch.
5. Select the Commission Clerk branch.
6. Choose Create Relationship.
7. Double-click Holder.
8. Highlight the commission clerk you just created.
9. Save your entries.
  
  Recommendation
  The assignment occurs within the organizational hierarchy. We recommend that you create admin commission clerks in the PD-ORG to enterprise level to provide them with user rights for the complete hierarchy.
  
  End of the recommendation.
On the SAP Easy Access screen of the SAP ERP system, choose Master Data Commission Contract Partner Create

Create a commission contract partner. You must maintain one commission contract partner for every commission recipient. You make the assignment between the contract partner, the organization and the commission agreements within the commission contract.
Example
1. Select a person, organization, or group.
  The most common example in a sales scenario is a "person" for the sales manager and sales representative.
2. Ensure you are creating the business partner using the Commission Contract Partner Role (CACSA1).
3. Enter a Grouping.
  This is the number range that will be used for your business partner, for example an internal number assignment means you do not need to enter an ID in the business partner field.
4. Complete the address information on the Address tab.
5. Click the Control tab and enter the value 9001 in the BP Type field.
  This relates to the business partner type that was assigned to contract types. Business partner types with the CRM Preconfiguration include:
  9001 - Sales Manager
  
  9002 - Sales Rep
  
  9003 - Agent
6. Enter the required data on any additional tabs.
7. Save your entries.
End of the example.
On the SAP Easy Access screen of the SAP ERp system, choose Master Data Commission Contract Create .
Create a commission contract. You must create one commission contract for every commission contract partner for which you intend to calculate commissions. For the CRM-ICM interface, only one commission contract can exist for a commission contract partner.
1. At Number Assignment, enter the internal assignment for the number range created earlier in the configuration process, for example, 01.
2. At ComnContPart., enter the number of the commission contract partner that was set up using business partner type 9001 for Sales Manager.
  
  Note
  The steps here cover creating a commission contract for a Sales Manager. While the Sales Representative and Agent have different contract types than a Sales Manager, you can use the procedure described here as a model for the steps necessary for creating a commission contract for a Sales Representative and Agent.
  
  End of the note.
3. At Effective Date, enter the date in which you wish the commission contract to take effect.
4. At Std.Contr.No:, enter a search using 901 as the contract type for Sales Manager and select 90100 for standard Sales Manager.
5. Choose Enter.
6. Choose Staff Assignment.
7. At Staff Assignt, enter s.
8. Display the staff assignments at the StassAssgt and then choose Sales Manager from the dropdown list.
9. Double click Sales Manager.
10. Choose Enter.
11. Click the Performance-Related Remun. tab.
12. Display the standard agreements at the Standard Agreementfield and then select an agreement created earlier in the preconfiguration process, for example 000000009201.
  
  You can select the agreement and in the bottom portion of the screen individualize the remuneration calculation.
13. Unless you are using incentives, continue at the next step. If you are using additional commission cases (incentives), click the Trigger Commission Case tab and enter the information.
14. Click the Global Agreement tab and review the Valuations.
15. Choose Activate.
  Commission contracts are only available for use in commission calculations after you activate them.
16. Save your entries.
On the SAP Easy Access screen of the SAP ERP system, choose Tools Administration Current Settings Maintain Period Rules .
Maintain period rules. While period rules are delivered as part of the ICM-CRM preconfiguration, some of these rules are combined with commissions, for example, and these must be activated.

Note
When you change period rules you will also have to change the information within the triggers. For more information about triggers, seeMaintaining Number Ranges for the Commission Application.

End of the note.

Result

You are able to run the CRM-ICM application.