My Closed Deals (SAP Library - SAP CRM: Business Scenario and Business Process Configuration)

My Closed Deals

Technical Data

Runtime Technology	Java iView
Technical Name	com.sap.pct.crm.inc.my_closed_deals
Available from Portal (release)	Availability as specified in the business package
Data Source	SAP CRM 5.0 R/3 Enterprise 4.70 with mySAP Financials Extension 1.1
Languages	Available in the Business Package Languages
Support	CRM-ICM-UI
Visibility	This iView is visible: ● In the workset Incentive and Commission Management in the role for the Sales Manager ● In the workset Analysis in the role Sales Representative
Security Zone	-
Security Level	-

Features

You see an overview of your own closed deals and related commissions on this iView. Within the My Closed Deals iView:

● A deal is regarded as “closed” once a sales order or contract has been created in the SAP CRM system.

● You see all the sales deals in which you are involved.

● You see the status of the commission case, so that you understand where the commission is in the calculation process.

Note

For general information about Incentives and Commission Management in SAP CRM, see the SAP Library under mySAP Business Suite ® mySAP Customer Relationship Management ® Business Scenarios ® Enterprise Sales ® Incentive and Commission Management.

Options

You have the following options for displaying the data within the My Closed Deals iView:

● Time period

● Currency

● Sort Sequence

Time Period

You select the period for which you see the closed deals from the Time Period selection list:

● Free Selection

● Last Week

● Last 2 Weeks

● Last Month

● Last 3 Months

When you choose Free Selection from the Time Period selection list, you define the posting date range by entering the From and To dates. You can enter them manually or select them from the calendar popup. After you have entered the time period, choose Start.

Currency

When the iView is first displayed, the closed deals and the commission results as of today’s date appear in the deal currency.

Note

If you have defined a user default currency within SAP CRM, the iView is displayed using your default currency for all initial values.

You can then choose a currency for the iView. All values are converted into this currency using the exchange rate type. If you do not have a user default currency, you can select to view the closed deal information in the iView in either:

● The deal currency (which might not display totals if multiple deal currencies exist). Select the “blank” option from the currency selection list to use the deal currency.

● One common currency selected for all deals.

Note

If you select the default currency “blank,” either the deal currency is used for each individual line item or if there is a user default currency set in the user profile, all deals and related commissions are converted to this currency.

Sort Sequence

You can sort the data by most columns by selecting it from the selection list and indicating whether the report is to be sorted in ascending or descending order. After you select the sort order, the table refreshes in the selected order.

Features

The columns on the report include:

Column	Description
Posting Date	The date on which the closed deal was posted.
Deal ID	The number (ID) of the closed deal.
Sold-To Party	The sold-to party on the closed deal.
Commission Basis	The commission basis is the net value of the closed deal. For example if the closed deal is a sales order, the commission basis would represent the net value of the entire order.
Valuated Commission Basis	This is the amount used as the basis for the commission calculation. This amount comes from the commission basis of the closed deal. The commission basis is then valuated. This valuation is based on the business’ view of how much the items of the closed deal are worth.
Calculated Commission	This is the commission calculated for the user on the particular closed deal. This is calculated taking the Valuated Basis times the commission % from the commission contract. If an amount is shown in this column, it represents that the closed deal was processed and sent to ICM and a commission case was generated.
Status	This column represents the status of the commission case within ICM. For example the deal could have a status of: ● Released – the commission case has been generated and a commission document has been created. The commission case is ready for settlement. ● Parked - this means the deal was processed in ICM, but further action within ICM (such as workflow process steps) needs to take place before it is Released.