Customizing Basic Functions 
Use
Use this procedure to customize the basic functions of ICM for use within CRM-ICM.
Business partners and/or products contain data that is used for calculating commissions. Without business partners and/or products, the system would not able to perform commission calculations.
Prerequisites
You have created the application settings for the package.
Procedure
...
1. In the Implementation Guide (IMG) for the Commission System, select the following path to maintain business objects:
Commissions à Application Administration à Client Settings à Business Objects, Business SubObjects and Business Transactions à Maintain Business Object Types
Ensure at least the following business object exist for the CRM Pre-Configuration:
Object Type |
SobjTypeBus.Ob |
CombTypeNo. |
Effective From |
Effective Until |
1 |
00000 |
|
01/01/1900 |
12/31/9999 |
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 |
Within the table, business object:
§ 90900 – represents Incentives and Bonuses
§ 90111 – represents Sales Order line items
§ 90211 – represents Sales Contract line items
2. In the Implementation Guide (IMG) for the Commission System, select the following path to assign business transaction categories to business object types:
Commissions à Application Administration à Client Settings à Business Objects, Business SubObjects and Business Transactions à Assign Business Transaction Categories to Business Object Types
Make the following new entries for use with the CRM Pre-Configuration:
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 |
Within the table:
§ 900 – represents Incentives and Bonuses
§ 910 – represents Sales Orders
§ 920 – represents Sales Contracts
§ 1 – represents create
§ 2 – represents change
3. In the Implementation Guide (IMG) for the Commission System, select the following path to maintain contract categories:
Commissions à Basic and Master Data à Organizational Structure àEvaluation Paths of Indirect Participants and Commission Clerks, etc. àMaintain Contract Categories
Contract categories can include such entries as:
§ Standard Commission Contract
§ Commission Contract
§ Contract Bundle
Don’t
forget to click 
to save once you have made your
entries.
4. In the Implementation Guide (IMG) for the Commission System, select the following path to assign commission contract types to partner types:
Commissions à Basic and Master Data à Standard Commission Contract àAssign Commission Contract Types to Partner Types
You must assign a contract type in order to create a business partner in ICM this assignment must take place. The contract types are generated as part of the CRM-ICM pre-configuration.
The following entries are examples of what can be created for the CRM Pre-Configuration:
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 |
Within the table:
§ 9001 – can represent Sales Manager
§ 9002 – can represent Sales Representative
§ 9003 – can represent Sales Agent (external agent)
5. In the Implementation Guide (IMG) for the Commission System, select the following path to maintain entitlement categories for each business transaction/object category:
Commissions à Basic and Master Data à Standard Commission Contract àParticipation Agreement à Maintain Entitlement Categories for Each Business Transaction/Object Cat.
The following entries are examples of the entitlement categories that can be maintained using the CRM pre-configuration:
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 |
6. In the Implementation Guide (IMG) for the Commission System, select the following path to create standard contracts and assign standard agreements:
Commissions à Basic and Master Data à Standard Commission Contract àCreate Standard Contracts and Assign Standard Agreements
The following contract and standard agreement assignment entries are examples of what can be created for the CRM Pre-Configuration:
Contract |
Name |
90100 |
Contract for Sales Manager |
90200 |
Contract for Sales Representative |
90300 |
Agent Contract |
Don’t
forget to click to save once you have made your
entries.
7. In the Implementation Guide (IMG) for the Commission System, select the following path to maintain the update mode for total tables:
Commissions à Basic Functions à Preparation of Posting Processing and Parallel Processing à Commission Docs, Settlement Runs & Ref. In Dist. System à Maintain Update Mode for Total Tables
Make sure at a minimum that you have made the following entries 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 you have created. These tables are used for valuation, remuneration and settlement.
8. In the Implementation Guide (IMG) for the Commission System, select the following path to maintain the contents of condition tables for valuation:
Commissions à Basic and Master Data à Standard Commission Contract à Valuation Agreement à Maintain Contents of Condition Table
You are maintaining Condition Type 9000 in the CRM pre-configuration basing the valuation off of industry sector and/or industry sector/product category. Within this condition table, maintain:
Table |
Table Should be Maintained for… |
197 |
All the supported category IDs and industry sectors maintained within CRM |
198 |
All the industry sectors maintained for the application within CRM. |
Tables 197 and 198 contain what is available within the CRM pre-configuration. These tables are used for valuation. The CRM pre-configuration uses the industry sector from the business partner or industry sector from the business partner and product category from the product.
For example: Table 198 says that industry sector TEXT will valuate with 110%. This means that if the sales order net value is brought over with $10,000, the valuated amount is $11,000. The valuated amount is then used for the commission calculation.
9. In the Implementation Guide (IMG) for the Commission System, select the following path to maintain the remuneration type activity:
Commissions à Basic and Master Data à Standard Commission Contract à Remuneration Agreement à Agreement for Activity-Dependent Remunerations à Maintain Remuneration Type Activity
For remuneration types 9030 and 9040 you will need to assign the REMUNERATION_STANDARD tool assigned. The calculation procedure 9001 should be specified as a parameter to 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 |
10. In the Implementation Guide (IMG) for the Commission System, select the following path to maintain the store remuneration determination criteria:
Commissions à Basic and Master Data à Standard Commission Contract à Remuneration Agreements à Agreement for Activity-Dependent Remunerations à Store Determination Criteria
You will be making entries within SELTABA90 and SELTABA98
a. For SELTABA90 entries should be maintained at a minimum for the TrigObTy and participant that will be used in the CRM pre-configuration as shown by the following example:
TrigObTy |
SelNo |
90111 |
9010 |
90211 |
9020 |
90900 |
9090 |
b. For SELTABA98 entries should be maintained at a minimum for the TrigObTy and participant that will be used in the CRM pre-configuration as shown by the following example:
Role |
TrigObTy |
SelNo |
901 |
90211 |
9300 |
902 |
90111 |
9100 |
902 |
90211 |
9200 |
902 |
90900 |
9090 |
11. In the Implementation Guide (IMG) for the Commission System, select the following path to configure the determination combinations/combination assignments:
Commissions à Basic and Master Data à Standard Commission Contract à Remuneration Agreements à Agreement for Activity-Dependent Remunerations à Configure Determination Combinations/Combination Assignments
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 |
Additionally, add the following Combination Assignment for Combination Type No. 900:
Sel. Table |
SelNr |
KombArtNr |
VCRM01_SELTAB98 |
9300 |
912 |
12. In the Implementation Guide (IMG) for the Commission System, select the following path to maintain the contents of the remuneration condition table:
Commissions à Basic and Master Data à Standard Commission Contract à Remuneration Agreement à Agreement for Activity-Dependent Remunerations à Maintain Contents of Condition Tables
You are maintaining Condition Table 9001. Below is an example of entries for standard agreements:
Agreement |
Name |
S00000000000000009201 |
Std. Agreement for Sales Manager |
S00000000000000009202 |
Std. Agreement for Sales Representative |
S00000000000000009203 |
Std. Agreement for Agent (external) |
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.
13. In the Implementation Guide (IMG) for the Commission System, select the following path to maintain the contents of the remuneration condition table for incentives:
Commissions à Basic and Master Data à Standard Commission Contract à Remuneration Agreement à Agreement for Activity-Dependent Remunerations à Maintain Contents of Condition Tables
You are maintaining Condition Table 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.
You enter a percentage if you are using the CRM pre-configuration. Incentives are similar to bonuses and are periodic calculations.
14. In the Implementation Guide (IMG) for the Commission System, select the following path to maintain business objects for additional commission cases:
Commissions à Basic and Master Data à Standard Commission Contract à Agreement for Add’l Commission Cases à Business Cases and Business Objects à Maintain Business Object Types
The following entries are examples of additional commission cases that can be maintained using the CRM pre-configuration:
Object Type |
Version |
SobjType Bus.Ob |
BOR Object Type |
CombTypNo |
1 |
2 |
00000 |
|
|
900 |
1 |
90900 |
|
990 |
910 |
5 |
90111 |
|
|
920 |
5 |
90211 |
|
|
Additional Commission cases include incentives and bonuses. These will be run periodically within ICM and only need to be maintained when required by your business.
15. In the Implementation Guide (IMG) for the Commission System, select the following path to assign quantifying authorizations:
Commissions à Authorizations à Quantifying Authorizations à Create Quantifying Authorization Groups
...
a. Add a new entry for your commission application.
b. Provide a group ID and description.
c.
Click to save
once you have completed your entries.
Result
You have customized the basic functions of ICM for use within CRM-ICM.