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Portfolio Assignment 2 Locate this document in the navigation structure

 

Technical Data

Technical Name of Business Function

EA_ICM_PFO_CORE_04

Type of Business Function

Enterprise Business Function

Available From

SAP enhancement package 3 for SAP ERP 6.0

Technical Usage

Central Applications

Application Component

Incentive and Commission Management (ICM)

Required Business Function

Not relevant

You can use this business function to allow the Portfolio Assignment (PFO) solution of Incentive and Sales Force Management (ISF) to support universal succession.

With this business function, you can do the following:

  • Handle more complex business scenarios, especially the universal succession scenario

  • Easily integrate with the entitlement and liability transfer (ELT) scenario

Integration

Portfolio Assignment is integrated with SAP Incentive and Commission Management (ICM) and SAP Policy Management (FS-PM). However, it is a separate component. The PFO component has the following features:

  • Can be connected to any external system

  • Manages the relationships between objects, but not the objects themselves

  • Provides period and version management

  • Allows the enhancement of data structures for object relationships through the addition of customer attributes

  • Provides an exit technology that supplements standard SAP administration methods

Prerequisites

  • You have installed the following components as of the version mentioned:

    Type of Component

    Component

    Required for the Following Features Only

    Software Component

    SAP_APPL 603

    EA-APPL 603

Features

Universal Succession

You can assign the portfolio of an old commission participant to a new commission participant based on the following business scenarios:

  • Universal Succession

  • Time-Dependent Succession

If the portfolio assignment is based on universal succession, an agent takes over the portfolio of a previous agent, with all rights and obligations. If a business object associated with the transferred portfolio is changed and the effective date of change is a date prior to or after the date of portfolio assignment, the universal successor (the 'new' agent) is taken into account.

For the PFO solution to support universal succession, a new method SSWITCH_US is available.

More Information

  • Entitlement and Liability Transfer

  • Universal and Time-Dependent Succession