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Procedure documentationEntering Settings When Using Payment Amount as a Commission Basis Locate this document in the navigation structure

 

The standard CRM-ICM preconfiguration does not support use of the payment amount as a commission basis. When using payment amount as a commission basis, you must use this procedure to make the changes to the preconfiguration . When you are setting up the configuration in ICM to create commission cases using any other available commission basis that calculates based on the item level of a CRM document, you can ignore this step.

Caution Caution

When you use payment amount as a commission basis, you create commission cases at a header level in ICM. However, when using payment amount as a commission basis, you must configure ICM to create commission cases on a header level. Item level calculation is not supported.

End of the caution.

To allow commissions to be calculated from a header, use the configuration steps outlined in this section (in addition to the remaining steps in the Getting Started Guide).

Prerequisites

You have configured ICM to create commission cases based on the CRM preconfiguration.

Procedure

  1. In Customizing for the Commission System, you construct the application, by choosing:   Commissions  Application AdministrationGeneral Settings Design Adjustment of Commission Application - Commission Application Construction Commission Application Construction.

    Note Note

    This activity is client-independent.

    End of the note.

    The commission basis value field is only available in the sales order item object and sales contract item object as defined within the standard CRM-ICM preconfiguration.

    You must add the sales order and sales contract header object to allow for valuation and remuneration for just the header object and no item objects. This is in addition to the activities performed in Setting up the Commission Application.

    Example Example

    To use the payment amount as the commission basis in CRM, perform the following tasks:

    End of the example.

    1. Maintain the sales order header object.

      1. Enter the commission application you are maintaining.

      2. Locate the structure to be changed for sales order header, under   Commission Case   Business Objects   Commission Object Data: VCRM01_OBJ91  .

        Note Note

        If you expand this structure, you will notice that the field Total Common Value (COMM_BAS_VAL) does not exist.

        End of the note.

      3. In the field selection panel, expand the CRM-Specific Attributes (Additional CRM Fields) .

      4. Select Total Common Value (COMM_BAS_VAL) and drag it to the order header structure (VCRM01_OBJ91).

      5. Save your entries.

    2. Maintain the sales contract header object.

      1. Enter the commission application you are maintaining.

      2. Locate the structure to be changed for sales contract header, under Commission Case Business Objects Commission Object Data: VCRM01_OBJ93

        Note Note

        If you expand this structure, you will notice that the field Total Common Value (COMM_BAS_VAL) does not exist.

        End of the note.

      3. In the field selection panel, expand the CRM-Specific Attributes (Additional CRM Fields).

      4. Select Total Common Value (COMM_BAS_VAL) and drag it to the order header structure (VCRM01_OBJ93).

      5. Save your entries.

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

    Note Note

    This activity is client-independent.

    End of the note.

    Because you have made changes to the application structures, you must regenerate the application so that these changes can be included in tables, interfaces, views, or other areas. You regenerate the application by selecting it and choosing Execute.

    Caution Caution

    You perform this step in addition to the construction maintained in step 4 of the procedure Setting Up the Commission Application.

    End of the caution.

  3. In Customizing for the Commission System, you maintain valuation types, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Valuation Agreement   Maintain Valuation Types  .

    The valuation types created using this step provide valuation based on the header of the object rather than the item object.

    Example Example

    If you use payment amount as the commission basis in CRM, you must perform the following tasks:

    End of the example.

    1. Add two new entries for the sales order header object (90110) and the sales contract header object (90210).

      The following illustrates an example of the new entries:

      Val. Type

      PobjTyp

      Valuation Result Type

      Effective From

      Effective Until

      Name

      9003

      90110

      Difference Valuation

      01/01/1900

      12/31/9999

      Valuation for Sales Order Header

      9004

      90210

      Difference Valuation

      01/01/1900

      12/31/9999

      Valuation for Sales Contract Header

    2. Save your entries.

    3. Assign a tool for each new valuation type.

      1. Highlight the new valuation type created, for example, 9003.

      2. In the dialog structure, double-click Assign Tool .

      3. Use the F4 help (for example, VALUATION_STANDARD) and validity dates to enter a tool .

      4. Save your entries.

    4. Maintain the parameters for the tool assigned.

      1. From the Assign Tool dialog box from the above step, choose Maintain Params.

      2. Enter a procedure.

      3. Enter effective dates for the procedure.

      4. Save your entries.

    Example Example

    This example uses the CRM preconfiguration package:

    End of the example.

    Procedure

    Effective From

    Effective Until

    91000

    01/01/1900

    12/31/9999

    Note Note

    Repeat these steps for every new valuation type that you create.

    End of the note.

  4. In Customizing for the Commission System, you maintain remuneration types, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract  Remuneration Agreements Agreement for Activity-Dependent RemunerationsMaintain Remuneration Type Activity

    Caution Caution

    You perform this step only when using Payment Amount as the commission basis in CRM.

    End of the caution.

    The remuneration types created using this step provide valuation based on the header of the object rather than the item object.

    These new remuneration types are in addition to the remuneration types created in step 12 of Customizing Basic Functions.

    1. Add four new entries: Two for the sales order header object (90110) and two for the sales contract header object (90210).

      Example Example

      The following table illustrates an example of the new entries:

      Remun. Type

      Remun. Grp

      VobjTyp

      Val. Type

      Name

      9050

      9010

      90110

      9003

      Remuneration Type Mgmt - Ord Header

      9060

      9000

      90110

      9003

      Remuneration Type Sales - Ord Header

      9070

      9010

      90210

      9004

      Remuneration Type Mgmt - Cnt Header

      9080

      9000

      90210

      9004

      Remuneration Type Sales - Cnt Header
      End of the example.

    2. Save your entries.

    3. Assign a tool for each new valuation type created.

      1. Highlight the new remuneration type created, for example, 9050.

      2. In the dialog structure, double-click Assign Tool .

      3. Use the F4 help (for example, REMUNERATION_STANDARD) and validity dates to enter a tool .

      4. Save your entries.

    4. Maintain the parameters for the tool assigned.

      1. From the above step, choose Maintain Params from the Assign Tool dialog box.

      2. Enter a procedure.

      3. Enter effective dates for the procedure.

      4. Save your entries.

    Example Example

    The following table uses the CRM preconfiguration package:

    Procedure

    Effective From

    Effective Until

    9001

    01/01/1900

    12/31/9999
    End of the example.

    Note Note

    Repeat these steps for every new remuneration type created.

    End of the note.

  5. In Customizing for the Commission System, you store determination criteria, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Remuneration Agreements   Agreement for Activity-Dependent Remunerations   Store Determination Criteria  

    Caution Caution

    You perform this step only if using Payment Amount as the commission basis in CRM.

    End of the caution.

    Update the selection tables for the header objects, because currently they consist only of the item objects to support the standard preconfiguration.

    Caution Caution

    These table updates are in addition to the updates being maintained in step 13 of Customizing Basic Functions.

    End of the caution.

    You make entries in SELTABA90 and SELTABA98.

    1. Ensure that the following entries at least exist within SELTABA90 for the Triggering Subobject Type and participant used in the CRM preconfiguration for header remuneration.

      TrigObTy

      SelNo

      90110

      9050

      90210

      9070

    2. Ensure that the following entries at least exist within SELTABA98 for the Triggering Subobject Type and participant used in the CRM preconfiguration for header remuneration.

      Role

      TrigObTy

      SelNo

      901

      90110

      9500

      901

      90210

      9700

      902

      90110

      9600

      902

      90210

      9800

      903

      90110

      9600

      903

      90210

      9800

  6. In Customizing for the Commission System, you configure the determination combinations/combination assignment, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Remuneration Agreements   Agreement for Activity-Dependent Remunerations   Configure Determination Combinations/Combination Assignment  

    Caution Caution

    You perform this step only when using Payment Amount as the commission basis in CRM.

    End of the caution.

    This determination procedure is used to determine the remuneration type to be used when calculating remuneration. You must create four new remuneration types to support the four new remuneration types for the header objects.

    Caution Caution

    These combinations are in addition to the combinations being maintained in the step 14 of Customizing Basic Functions.

    End of the caution.

    1. If you use the CRM preconfiguration package, add the following entries to the table :

      Comb Type No

      Effect From

      Effect Until

      ClC Object type

      Clc Obj

      915

      01/01/1900

      12/31/9999

      01 - Performance Related Remuneration

      9050

      916

      01/01/1900

      12/31/9999

      01 - Performance Related Remuneration

      9060

      917

      01/01/1900

      12/31/9999

      01 - Performance Related Remuneration

      9070

      918

      01/01/1900

      12/31/9999

      01 - Performance Related Remuneration

      9080

    2. Update the Combination Assignment for Combination Type Number 900 for the new Combination Type Numbers created for sales:

      Sel. Table

      SelNr

      KombArtNr

      VCRM01_SELTAB98

      9500

      915

      VCRM01_SELTAB98

      9600

      916

      VCRM01_SELTAB98

      9700

      917

      VCRM01_SELTAB98

      9800

      918

    3. Update the Combination Assignment for Combination Type Number 910 for the new Combination Type Numbers created for management:

      Sel. Table

      SelNr

      KombArtNr

      9050

      900

      VCRM01_SELTAB90

      9050

      900

      VCRM01_SELTAB99

      9050

      900

      9070

      900

      VCRM01_SELTAB90

      9070

      900

      VCRM01_SELTAB99

      9070

      900

    4. Save your entries.

Result

You have entered the settings for using payment amount as a commission basis.