Relations (tdcms0110s000)
Use this session to enter or maintain relations.
Field Information
- Relation
- Relation Type
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The relation type determines whether a commission or a rebate is involved, as well as how commissions or rebates are paid.
- Employee
- Buy-from Business Partner
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Note: Commissions are not calculated on the basis of purchase orders.
- Sold-to BP
- Invoice-from/to BP
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- Purchase Type
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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
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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
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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
- Period Table
- Payment Terms
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terms of payment
- Tax Code
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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
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If this check box is selected, text exists for this relation.
Click
to create, copy, select, or view the text. - Currency for Invoicing
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This field determines which currency is used on invoices.
Allowed values
- Company
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LN uses the home currency on invoices.
- Relation
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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
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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
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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
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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
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The commissions/rebates can be approved or calculated as soon as the sales order is generated.
- Sales Invoice
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The commissions/rebates can be approved as soon as the sales invoice is generated.
The commissions/rebates can be calculated only if the delivered sales order is processed in the Process Delivered Sales Orders (tdsls4223m000) session.
- Paid Sales Invoice
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The commissions/rebates can be calculated only if the delivered sales order is processed in the Process Delivered Sales Orders (tdsls4223m000) session.
The commissions/rebates can be approved as soon as the sales invoice is paid for.
- Calculation Method for Deliveries
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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.
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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
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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
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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
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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
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The calculation of commissions and rebates is based on the ordered amount of each individual sales order delivery line or invoice line.
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- Rate used for Calculating/Invoicing
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The rate/rate factor that is used for calculating and invoicing commissions/rebates.
Allowed values
- Sales Order Rate
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LN uses the sales order's rate/rate factor to calculate and invoice commissions/rebates.
- Sales Invoice Rate
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LN uses the sales invoice's rate/rate factor on the current date to calculate and invoice commissions/rebates.
- Sales Invoice Date
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LN uses the sales invoice's rate/rate factor that is valid on the invoice date to calculate and invoice commissions/rebates.
- Calculation Date
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LN uses the rate/rate factor that is valid on the calculation date to calculate and invoice commissions/rebates.
- Exchange Rate Type
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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
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LN uses the exchange rate type as defined on the sales order.
- CMS Parameter
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LN uses the exchange rate type as defined in the Commissions/Rebates Parameters (tdcms0100s000) session.
- User Defined
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LN uses an exchange rate type that is defined by the user.
- Exchange Rate Type Used
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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.