Calculating 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 must only manually perform this step if the Method of Linking Rels. to Order/ Order Lines field is 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.

After calculation, the status of the commission/rebate is Calculated.

You must complete this step only 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 based on the sum of all sales orders that are closed in a particular period.

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

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 of the commission/rebate is Approved.

Step 7. Print Approved Commissions/Rebates (tdcms2402m000)

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

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, status of the commission/rebate is Closed.