Commissions and rebates agreement selection
To calculate the commissions or rebates that can be awarded to a relation for closing a sales order, first the applicable commission/rebate agreement must be found, which you can specify in the Commission Agreement (tdcms0635m000) and Rebate Agreement (tdcms0635m100) sessions.
If more than one commission/rebate agreement is applicable for a combination of sales order and relation, a commission/rebate agreement is selected based on the priorities specified in the Priority 5 fields of the Commissions/Rebates Parameters (tdcms0100s000) session.
Example
The following commission agreements apply:
- | Agreement A | Agreement B | Agreement C |
Sold to BP | - | - | - |
Relation | John | John | |
Relation Group | - | G01 | - |
Project | - | - | - |
Item | - | - | X05 |
Commission Group | - | - | - |
Commission Percentage | 2% | 1.5% | 3% |
Growing Commission | 0% | 0% | 0% |
- Agreement A specifies the commission for relation John.
- Agreement B specifies the commission for relation group G01.
- Agreement C specifies the commission for the combination of John and item X05.
If John is a member of relation group G01 and he sells an item X05, all three agreements can be applied.
Suppose the following commission search priorities are specified in the Commissions/Rebates Parameters (tdcms0100s000) session:
- Priority 1: Custom/Rel /Projec/Item
- Priority 2: Rel /Item / /
- Priority 3: Rel / / /
- Priority 4: Rel.Gr/ / /
The resulting priorities of the commission agreements will be:
Commission Agreement | Type | Priority |
---|---|---|
A | Rel | 3 |
B | Rel.Gr | 4 |
C | Rel / Item | 2 |
Commission agreement C has the highest priority and will be applied: John gets 3% commission.
If John sells an item Y07, only agreement A or B can be applied. Since agreement A has a higher priority than B, John will receive 2%.