Calculating commissions and rebates

If commissions and rebates are used, the calculation of commissions and rebates is a mandatory procedure.

Complete the following steps in the calculation procedure of commissions and rebates:

Step 1. Commission Agreement - Grades (tdcms0635m000)/ Rebate Agreement - Grades (tdcms0635m100)

Make sure that you set the Invoice Direct/Reserve field in these sessions to Invoice. For information on reserved commission/rebates, refer to Reserving commissions and rebates.

Step 2. Sales Order - Relations (tdcms0140m000)/ Sales Order Line - Relations (tdcms0141m000)

Provide a link between a relation and sales orders.

You can link a sales order (line) to a relation by clicking:

  • Sales Order - Relations on the appropriate menu of the Sales Orders (tdsls4100m000) session. As a result, the Sales Order - Relations (tdcms0140m000) session starts in which you can enter your data.
  • Sales Order - Relations on the appropriate menu of the Sales Order - Lines (tdsls4100m900) session. As a result, the Sales Order - Relations (tdcms0140m000) session starts in which you can enter your data.
  • Sales Order Line - Relations on the appropriate menu of the Sales Order Actual Delivery Lines (tdsls4106m000) session. As a result, the Sales Order Line - Relations (tdcms0141m000) session starts in which you can enter your data.

You must only perform this step manually if the Method of Linking Rels. to Order/ Order Lines field is set to Manually in the Commissions/Rebates Parameters (tdcms0100s000) session. Otherwise this step is executed Automatically, or Interactively.

Step 3. Calculate Commissions/Rebates (tdcms0240m000)

Calculate the commissions and rebates in the Calculate Commissions/Rebates (tdcms0240m000) session.

As a result, the status of the commission/rebate is set to Calculated.

You must only complete this step if the Calculate Commission not Based on Cum Sales after Order Entry and Calculate Rebates not Based on Cum Sales after Order Entry fields are set to Manually in the Commissions/Rebates Parameters (tdcms0100s000) session. Otherwise LN calculates the commissions/rebates Automatically, or Interactively.

Step 4. Calculate Commissions/Rebates on Cumulative Sales (tdcms1200m000)

Instead of calculating commissions or rebates for each individual sales order (or order line), you can calculate commissions or rebates on the basis of the sum of all sales orders that are closed in a particular period.

Cumulate the commission/rebate calculations for a certain period in the Calculate Commissions/Rebates on Cumulative Sales (tdcms1200m000) session.

You must only complete this step:

  • For the agreements that have the Cumulative Agreement check box selected in the Commission Agreement - Grades (tdcms0635m000)/ Rebate Agreement - Grades (tdcms0635m100) sessions.
  • If the Calculate Commission Based on Cum. Sales after Order Entry and Calculate Rebates based on Cum. Sales after Order Entry fields are set to Manually in the Commissions/Rebates Parameters (tdcms0100s000) session. Otherwise LN calculates the commissions/rebates on cumulative sales Automatically, or Interactively.
Step 5. Commissions Calculated by Order (tdcms0550m000)/ Rebates Calculated by Order (tdcms2550m000) and Commissions Calculated by Relation (tdcms1550m000)/ Rebates Calculated by Relation (tdcms3550m000)

You can view the commissions and rebates that are calculated by sales order in the Commissions Calculated by Order (tdcms0550m000) and Rebates Calculated by Order (tdcms2550m000) sessions. You can change the calculated amounts in the details sessions.

You can view the commissions and rebates that are calculated by relation in the Commissions Calculated by Relation (tdcms1550m000) and Rebates Calculated by Relation (tdcms3550m000) sessions. You can change the calculated amounts in the details sessions.

Step 6. Global Approval of Commissions/Rebates (tdcms0250m000)

Before you can process, invoice, or reserve the calculation, you must approve the commissions/rebates in the Global Approval of Commissions/Rebates (tdcms0250m000) session.

As a result, the status is set to Approved.

Step 7. Print Approved Commissions/Rebates (tdcms2402m000)

Print the approved, unreserved commissions and rebates in the Print Approved Commissions/Rebates (tdcms2402m000).

  • If the Link with Finance check box is selected in the Commissions/Rebates Parameters (tdcms0100s000) session, the status changes to Ready.
  • If the Link with Finance check box is cleared, the status changes to Closed.
Step 8. Release Commissions/Rebates to Invoicing (tdcms2201m000)

If the Link with Finance check box is selected in the Commissions/Rebates Parameters (tdcms0100s000) session, you must release the commissions to Financials and the rebates to Invoicing in the Release Commissions/Rebates to Invoicing (tdcms2201m000) session.

As a result, the status is set to Closed.

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