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Procedure documentationCustomizing Basic Functions Locate this document in the navigation structure

 

Use this procedure to customize the basic functions of Incentive and Commission Management (ICM) in ERP for use within CRM-ICM.

Prerequisites

You have created the application settings for the package.

You have made business partners and/or products data available to ICM for calculating commissions. Without business partners and/or products, ICM would not able to perform commission calculations.

Procedure

  1. In Customizing for the Commission System, you maintain business objects, by choosing:   Commissions   Application Administration   Client Settings   Business Objects, Business Subobjects and Business Transactions   Maintain Business Object Types  

    Ensure at least the following business objects exist for the CRM Preconfiguration:

    Object Type

    SobjTypeBus.Ob

    CombTypeNo.

    Effective From

    Effective Until

    900

    90900

    990

    01/01/1900

    12/31/9999

    910

    90111

    01/01/1900

    12/31/9999

    920

    90211

    01/01/1900

    12/31/9999

    In the table, the numbers represent the following business objects:

    • 90900 - Incentives and Bonuses

    • 90111 - Sales Order items

    • 90211 - Sales Contract items

  2. In Customizing for the Commission System, you assign business transaction categories to business object types, by choosing:   Commissions   Application Administration   Client Settings   Business Objects, Business Subobjects and Business Transactions   Assign Business Transaction Categories to Business Object Types  

    Make the following entries for use with the CRM Preconfiguration:

    Object Type

    Business Transaction

    Effective From

    Effective Until

    900

    900

    01/01/1900

    12/31/9999

    910

    1

    01/01/1900

    12/31/9999

    910

    2

    01/01/1900

    12/31/9999

    920

    1

    01/01/1900

    12/31/9999

    920

    2

    01/01/1900

    12/31/9999

    In the table, the numbers represent the following business objects and activities:

    • 900 - Incentives and Bonuses

    • 910 - Sales Orders

    • 920 - Sales Contracts

    • 1 - Create

    • 2 - Change

  3. In Customizing for the Commission System, you maintain contract categories, by choosing:   Commissions   Basic and Master Data   Organizational Structure   Evaluation Paths of Indirect Participants and Commission Clerks, etc.   Maintain Contract Categories  

    Contract categories include the following:

    • Standard Commission Contract

    • Commission Contract

    • Contract Bundle

  4. In Customizing for the Commission System, you assign commission contract types to partner types, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Assign Commission Contract Types to Partner Types  

    To create a business partner in ICM, you must assign a contract type . The system generates the contract types as part of the CRM-ICM Preconfiguration.

    The following entries are examples of what you can create for the CRM Preconfiguration:

    Contract Type

    Business Partner Type

    Effective From

    Effective Until

    901

    9001

    01/01/1900 00:00:00

    12/31/9999 00:00:00

    902

    9002

    01/01/1900 00:00:00

    12/31/9999 00:00:00

    903

    9003

    01/01/1900 00:00:00

    12/31/9999 00:00:00

    In the table, numbers can represent the following business partner types:

    • 9001 - Sales Manager

    • 9002 - Sales Representative

    • 9003 - Sales Agent (external agent)

  5. In Customizing for the Commission System, you assign commission contract types to participation roles, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Participation Agreement   Assign Commission Contract Types to Participation Roles  

    You complete this activity if you are planning to include an external agent in your commission case in the role of an agent. These changes come from the CRM-ICM preconfiguration package that is currently available in ICM.

    1. Select the contract type for Agent (903) and go to Role Contract Type Assignment Active Versions.

    2. Copy the existing item and change Role from 902 to 903 for sales agent.

    3. Save your entries.

    4. Delete the original item that was for role 902.

    5. Save your entries.

  6. In the Customizing for the Commission System, you maintain participation constellations, by choosing:   Commission   Basic and Master Data   Standard Commission Contract   Participation Agreement   Maintain Participant Constellations  

    You complete this activity if you plan to include an external agent in your commission case in the role of an agent. These changes come from the CRM Preconfiguration package available in ICM.

    1. Select the constellation type for Agent (9031) and then choose the Constellation Element Active Versions folder from the Dialog Structure pane

    2. Copy the existing item and change Role from 902 to 903 for sales agent.

    3. Save your entries.

    4. Delete the original item that was for Role 902.

    5. Save your changes.

    6. Select the constellation type for Agent + Manager (9032) and choose the Constellation Element Active Versions folder from the Dialog Structure pane

    7. Copy the existing item and change Role from 902 to 903 for sales agent.

    8. Save your entries.

    9. Delete the original item that was for Role 902.

    10. Save your entries.

  7. In Customizing for the Commission System, you maintain standard participation agreements, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Participation Agreement   Maintain Standard Participation Agreements  

    You complete this activity if you plan to include an external agent in your commission case in role of an agent.

    1. Select the standard agreement for Agent (9823) and choose the Participant roles in agreements active versions folder from the Dialog Structure pane.

    2. Copy the row for constellation 9031 and role 902, and change the Role to 903 (agent).

    3. Copy the row for constellation 9032 and role 902, and change the role to 903 (agent).

    4. Save your entries.

    5. Delete the rows for constellations 9031 and 9032 with role 902

      This data is no longer necessary.

    6. Save your entries.

  8. In Customizing for the Commission System, you maintain entitlement categories for each business transaction/object category, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Participation Agreement   Maintain Entitlement Categories for Each Business Transaction/Object Cat.  

    Example Example

    The following entries are examples of the entitlement categories that can be maintained by using the CRM Preconfiguration:

    Object Type

    Business Transaction

    Entitlement Category

    Effective From

    Effective Until

    900

    900

    Activities (direct entitlement)

    01/01/1900

    12/31/9999

    910

    1

    Activities (direct entitlement)

    01/01/1900

    12/31/9999

    910

    2

    Activities (direct entitlement)

    01/01/1900

    12/31/9999

    920

    1

    Activities (direct entitlement)

    01/01/1900

    12/31/9999

    920

    2

    Activities (direct entitlement)

    01/01/1900

    12/31/9999
    End of the example.

  9. In Customizing for the Commission System, you create standard contracts and assign standard agreements, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Create Standard Contracts and Assign Standard Agreements  

    Example Example

    The following entries are examples of the contract and standard agreement assignments that can be created for the CRM Preconfiguration:

    Contract

    Name

    90100

    Contract for Sales Manager

    90200

    Contract for Sales Representative

    90300

    Agent Contract
    End of the example.

  10. In Customizing for the Commission System, you maintain the update mode for total tables, by choosing:   Commissions   Basic Functions   Preparation of Posting Processing and Parallel Processing   Commission Docs, Settlement Runs & Ref. In Dist. System   Maintain Update Mode for Total Tables  .

    Ensure that at least the following entries exist for your new commission application:

    Table

    Mode

    VCRM01_SUMRE

    1 Update Mode V1

    VCRM01_SUMRE91

    1 Update Mode V1

    VCRM01_SUMSE

    1 Update Mode V1

    VCRM01_SUMSE91

    1 Update Mode V1

    VCRM01_SUMVA

    1 Update Mode V1

    VCRM01_SUMVA91

    1 Update Mode V1

    VCRM01 represents the newly created commission application that you have created. These system uses these tables for valuation, remuneration, and settlement.

  11. In Customizing for the Commission System, you maintain the contents of condition tables for valuation, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Valuation Agreement   Maintain Contents of Condition Table  

    You are maintaining Condition Type 9000 in the CRM Preconfiguration, basing the valuation on industry sector and/or industry sector/product category. In this condition table, maintain:

    Table

    Entries

    197

    All the supported category IDs and industry sectors maintained within CRM

    198

    All the industry sectors maintained for the application within CRM

    Note Note

    The system uses tables 197 and 198 for valuation. They contain the industry sector data available within the CRM Preconfiguration.

    End of the note.

    Caution Caution

    Table 198 states that industry sector TEXT valuates with 110%. This means that if the sales order net value is brought over with USD 10,000, the valuated amount is USD 11,000. The valuated amount is then used for the commission calculation.

    End of the caution.

  12. In Customizing for the Commission System, you maintain the remuneration type activity, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Remuneration Agreement   Agreement for Activity-Dependent Remunerations   Maintain Remuneration Type Activity  

    For remuneration types 9030 and 9040, you will need to assign the REMUNERATION_STANDARD tool. Calculation procedure 9001 is to be specified as a parameter for the tool for both remuneration types.

    The following is a list of standard remuneration types:

    Remuneration Type

    Description

    9010

    Remuneration Type Management (Sales & Resale Order)

    9020

    Remuneration Type Sales Rep. (Sales & Resale Order)

    9021

    Remuneration Type Management (Sales Contract)

    9040

    Remuneration Type Sales Rep. (Sales Contract)

    9090

    Bonus Remuneration

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

    You maintain entries in SELTABA90 and SELTABA98.

    1. Ensure at least the following entries exist for SELTABA90 for the Triggering Subobject Type and participant to be used in the CRM Preconfiguration:

      TrigObTy

      SelNo

      90111

      9010

      90211

      9020

      90900

      9090

    2. Ensure at least the following entries exist for SELTABA98 for the Triggering Subobject Type and participant to be used in the CRM Preconfiguration:

      Role

      TrigObTy

      SelNo

      901

      90211

      9300

      902

      90111

      9100

      902

      90211

      9200

      902

      90900

      9090

      903

      90111

      9100

      903

      90211

      9200

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

    1. Add the following entries to the table:

      Comb Type No

      Version

      Effect From

      Effect Until

      Sel

      Clc Object Type

      Clc Obj

      912

      1

      01.01.2002

      31.12.9999

      01 - Performance Related Remuneration

      9030

      913

      1

      01.01.2002

      31.12.9999

      01 - Performance Related Remuneration

      9040

    2. Add the following Combination Assignment for Combination Type No. 900:

      Sel. Table

      SelNr

      KombArtNr

      VCRM01_SELTAB98

      9300

      912

      VCRM01_SELTAB98

      9200

      913

    3. Add the following Combination Assignment for Combination Type 910:

      Sel. Table

      SelNr

      KombArtNr

      VCRM01_SELTAB90

      9030

      912

  15. In Customizing for the Commission System, you maintain the contents of the remuneration condition type, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Remuneration Agreement   Agreement for Activity-Dependent Remunerations   Maintain Contents of Condition Tables  

    You are maintaining Condition Type 9001.

    Example Example

    The following are example entries for standard agreements:

    Agreement

    Name

    S00000000000000009201

    Std. Agreement for Sales Manager

    S00000000000000009202

    Std. Agreement for Sales Representative

    S00000000000000009203

    Std. Agreement for Agent (external)
    End of the example.

    Note Note

    You can maintain remuneration percentages either for standard agreements or within the individual commission agreements. When maintained for individual commissions, the percentages (or amounts) maintained for the standard agreement can be used as the guideline.

    End of the note.

  16. In Customizing for the Commission System, you maintain the contents of the remuneration condition table for incentives, by choosing:   Commissions   Basic and Master Data   Standard Commission Contract   Remuneration Agreement   Agreement for Activity-Dependent Remunerations   Maintain Contents of Condition Tables  

    You are maintaining Condition Type 9090.

    Enter the agreements (such as standard agreements) upon which you want to base your incentives, and the percentage of the amount as the basis of the incentive.

    Note Note

    You enter a percentage if you are using the CRM preconfiguration. Incentives are similar to bonuses and are periodic calculations.

    End of the note.

  17. In Customizing for the Commission System, you assign quantifying authorizations, by choosing:   Commissions   Authorizations   Quantifying Authorizations   Create Quantifying Authorization Groups  

    1. Add a new entry for your commission application.

    2. Provide a group ID and description.

    3. Save your entries.

Result

You have customized the basic functions of ICM in ERP for use within CRM-ICM.