Relations (tdcms0110s000)

Use this session to enter or maintain relations.

 

Relation
A shortened term for trade relation. Relation is a collective term for an employee or buy-from business partner that is entitled to a commission, and a sold-to business partner entitled to a rebate. Relations can be grouped in a relation team for the purpose of assigning the same agreement structure.
Relation Type
The relation type determines whether a commission or a rebate is involved, as well as how commissions or rebates are paid.
Employee
A person who works at your company who has a specific function such as sales representative, production planner, buyer, or credit analyst.
Buy-from Business Partner
The business partner from whom you order goods or services; this usually represents a supplier's sales department. The definition includes the default price and discount agreements, purchase-order defaults, delivery terms, and the related ship-from and invoice-from business partner.
Note

Commissions are not calculated on the basis of purchase orders.

Sold-to BP
The business partner who orders goods or services from your organization, who owns the configurations you maintain, or for whom you perform a project. Usually a customer's purchase department.

The agreement with the sold-to business partner can include:

  • Default price and discount agreements
  • Sales order defaults
  • Delivery terms
  • The related ship-to and invoice-to business partner
Invoice-from/to BP
The business partner that sends invoices to your organization. This usually represents a supplier's accounts receivable department. The definition includes the default currency and exchange rate, invoicing method and frequency, information about your organization's credit limit, the terms and method of payment, and the related pay-to business partner.
Purchase Type
The purchase type that is used for multiple control accounts for commissions.

You can only fill this field if the Relation Type field is set to Supplier.

Related topics

Sales Type
The sales type that is used for multiple control accounts for rebates.

You can only fill this field if the Relation Type field is set to Customer.

Related topics

Parent Relation
The parent in a parent-child relation relationship. The parent is one step higher in the hierarchy of relations.

With this field you can define a hierarchy of relations. When you link a sales order to a relation, that sales order is also linked to the parent relation.

Example

The sales organization of a company has the structure: William - Ben - Janet.

As a result:

  • The parent relation for Ben and Janet is William.
  • The relation and the parent relation must be of the same relation type.
Agreement Group
A group of relations to which the same commission/rebate agreements are linked.
Period Table
A table that consists of any number of time units, for example, months or weeks.

A period is used to define the time horizon during which, for example, a schedule is valid.

Payment Terms
Agreements about the way in which invoices are paid.

The payment terms include:

  • The period within which invoices must be paid.
  • The discount granted if an invoice is paid within a given period

The payment terms allow you to calculate:

  • The date on which the payment is due
  • The date on which the discount periods expire
  • The discount amount
Tax Code
The tax code used when you print a commission invoice, or a rebate invoice. If the relation is a buy-from business partner, the tax percentage of the country in which the business partner is located is used on the invoice.

The following rules apply to the selected tax code:

  • The Tax Type field must be set to Normal in the Tax Codes by Country (tcmcs0536m000) session.
  • The Singular Tax check box must be selected in the Tax Codes by Country (tcmcs0536m000) session.
Text
If this check box is selected, text exists for this relation.

Click Text Editor to create, copy, select, or view the text.

Currency for Invoicing
This field determines which currency is used on invoices.

Allowed values

Possible Values

Calculation Method
Use this field to control when the commissions/rebates are calculated.

For each relation, you can define when the calculation is performed, in which currency, and against which rate.

Default value

This field is defaulted from one of the following fields in the Commissions/Rebates Parameters (tdcms0100s000) session:

  • The Commission Calculation Method field if the relation is a Supplier, or an Employee.
  • The Rebate Calculation Method field if the relation is a Customer.
Calculation Method for Deliveries
Use this field to control how the commissions/rebates are calculated after sales order deliveries are executed.

The Calculation Method field determines the options you can select in this field.

  • Sales Order
    You can select Accumulate; Ordered or Separately.
  • Sales Invoice or Paid Sales Invoice
    You can select Accumulate; Fully Invoiced Line, Accumulate; Partially Invoiced Line, or Separately.
Rate used for Calculating/Invoicing
The rate/rate factor that is used for calculating and invoicing commissions/rebates.

Allowed values

Possible Values

Exchange Rate Type
The exchange rate type that is used to calculate and invoice commissions/rebates.

You cannot define this field if the Rate used for Calculating/Invoicing field is set to Sales Order Rate or Sales Invoice Rate. In this case, LN uses the exchange rate type as defined on the order.

Allowed values

Possible Values

Exchange Rate Type Used
If the Exchange Rate Type field is set to User Defined, you can enter an exchange rate type that is used to calculate and invoice commissions/rebates.