Relations (tdcms0110s000)

Use this session to enter or maintain relations.

Field Information

Relation

relation

Relation Type

The relation type determines whether a commission or a rebate is involved, as well as how commissions or rebates are paid.

Employee

employee

Buy-from Business Partner

buy-from business partner

Note: Commissions are not calculated on the basis of purchase orders.
Sold-to BP

sold-to business partner

Invoice-from/to BP

invoice-from 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.

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.

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

agreement group

Period Table

period table

Payment Terms

terms of payment

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

Company

LN uses the home currency on invoices.

Relation

LN uses the currency that is linked to:

  • The sold-to business partner if the relation type is set to Customer.
  • The buy-from business partner if the relation type is set to Supplier.
  • The order if the relation type is set to Employee.
Sales Order

LN uses the order currency on invoices.

You can only select this value if the Relation Type is set to Customer or Supplier, because invoices are only generated for customers (rebates) and suppliers (commissions).

Agreement

LN uses the currency as defined in the Commission Agreements (tdcms0135m000)/ Rebate Agreements (tdcms0135m100) sessions on invoices and converts other currencies to this agreement currency.

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.

Allowed values

Sales Order

The commissions/rebates can be approved or calculated as soon as the sales order is generated.

Sales Invoice

The commissions/rebates can be approved or calculated as soon as the sales invoice is generated.

Paid Sales Invoice

The commissions/rebates can be calculated as soon as the sales invoice is generated.

The commissions/rebates can be approved as soon as the sales invoice is paid for.

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.

Allowed values

Accumulate; Fully Invoiced Line

The calculation of commissions and rebates is based on the sum of the invoiced amounts of all deliveries for a specific sales order line and is not executed before all deliveries are processed for the sales order line.

Accumulate; Partially Invoiced Line

The calculation of commissions and rebates is based on the sum of the invoiced amounts of all processed deliveries for a specific sales order line.

Accumulate; Ordered

The calculation of commissions and rebates is based on the sum of the ordered amounts of all deliveries for a specific sales order line.

Separately

The calculation of commissions and rebates is based on the ordered amount of each individual sales order delivery line or invoice line.

Rate used for Calculating/Invoicing

The rate/rate factor that is used for calculating and invoicing commissions/rebates.

Allowed values

Sales Order Rate

LN uses the sales order's rate/rate factor to calculate and invoice commissions/rebates.

Sales Invoice Rate

LN uses the sales invoice's rate/rate factor on the current date to calculate and invoice commissions/rebates.

Sales Invoice Date

LN uses the sales invoice's rate/rate factor that is valid on the invoice date to calculate and invoice commissions/rebates.

Calculation Date

LN uses the rate/rate factor that is valid on the calculation date to calculate and invoice commissions/rebates.

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

Sales Order

LN uses the exchange rate type as defined on the sales order.

CMS Parameter

LN uses the exchange rate type as defined in the Commissions/Rebates Parameters (tdcms0100s000) session.

User Defined

LN uses an exchange rate type that is defined by the user.

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.