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The customer maintenance of ommission Management can be done by business department or business administration, but also by the IT department.
Which department does the single maintenance depends on the organisation and the individual definition of the single customer.

The Commission Management customer maintenance can be called by using the single transactions or by using the VSS user menu.

Here we describe the following maintenance transactions:

  • Posting calendar
  • Employee and pool
  • Calculation logic (formula builder)


The master data part consist of:

Maintain Posting Calendar

Usage

Definition of single dates within the commission posting calendar, which is assigned to each commission type.

In the posting calendar itself, the dates for transfer of the commission values to HR is defined.

The idea behind the calendar is, to plan a daily job for the transfer of commission values to HR, but process the transfer only at defined days.

  • T-Code: /DBME/PMA_PCLND
  • Selection screen

Maintain posting calendar - entry screen


Choose the corresponding calendar ID and the year for definition of transfer days. For initial setting of the calendar ID there is the user parameter /DBME/PMA_PCALND available.

  • Calendar maintenance

Maintain posting calendar - main screen


Show the calendar of the selected year with the corresponding information:

  • day is a no working day (based on factory calendar) without / with  transfer of commission data to HR
  • day is a public holyday (based on holyday calendar) without / with  transfer of commission data to HR
  • day is a working day (based on factory calendar) without  / with  transfer of commission data to HR


  • Calendar functions
  • To switch between without / with transfer of commission data to HR process a single click at the date 
  • Icons
  • “refresh” - refresh displayed information in case of change of factory / holiday calendar
  • “clear all” - remove all marked transfer dates from current year
  • “copy days” - copy transfer dates from another calendar to this calendar  (show an additional popup to select source calendar ID)
  • “previous year” - switch to year before; changes must be saved before
  • “next year” - switch to next year; changes must be saved before
  • “legend” - show color legend


Authority check

  • Authority object “/DBME/P_PC” for activity and calendar ID


Maintain Employee and Pool

Usage

Definition of commission relevant employee within the commission processing.

Not all employee of a company should get a commission based salary e.g. they have a defined fix salary and so, they should not get additional commission. And so it is necessary to announce the commission relevant employees to the system.
During commission creation, the standard logic checks the main partner role (e.g. sales man) again the settings done within this employee maintenance and decide, if a commission is created in initial status (e.g. new) or in denied status (e.g. not relevant for HR).

Additionally, here we have the possibility to build a so called “pool”.
A pool is a group of employees participating of each commission of a main employee of the group. The complete commission value in such a pool case is distributed to all employees of the pool based on defined percentages.

  • T-Code: /DBME/PMA_PEMPL
  • Selection screen

Maintain employee and pool - entry screen


Normally you choose here the corresponding plant for definition of relevant employees.

If in some cases the employee could work for several (all) plants, you can also define them “without plant assignment”.

If you just want to handle a single / a reduced group of employees, you also can enter here directly their personel number(s).

In addition, there is the information functionality called by the icon . Pressing the icon, an ALV list with all maintained employee is displayed, depending on the corresponding selection criteria:

  • No selection criteria are entered → show all entries from table /DBME/PMA_APERN
  • Only Plant is entered → show all entries from table /DBME/PMA_APERN where the plant is equal to selection
  • Flag “without plant” is active → show all entries from table /DBME/PMA_APERN where the plant is empty
  • One PERNR is entered → show all entries from table /DBME/PMA_APERN where the PERNR is equal
  • One PERNR and plant is entered → show all entries from table /DBME/PMA_APERN where the PERNR and plant is equal


 If no corresponding entry was found, empty ALV list is shown.


  • Employee maintenance

Maintain employee and pool - employee assignment


The list shows all already assigned employees and their validation (concerning criteria at the selection screen). In addition, you see if an employee is assigned to a pool or not.

  • To add new employee, press icon or  and enter personal number and validity dates
  • To remove an employee, mark the corresponding line and press icon 
  • To duplicate an existing employee, mark the corresponding line and press icon 
  • All other icons are standard ALV functions like sort, search, filter, etc.
  • If you want to change to the general pool screen, press icon in the header function list 
  • If you want to change to a specific pool, press icon  in the corresponding employee line
  • If you want to check consistence of the actual data, press icon in the header function list; here are some general checks processed, like:
    • All pools must have a total of 100%
    • Validity of a single employee should not be shorter, than validity of a pool he is assigned to
    • Only employees can be assigned to a pool, that are also in the list of relevant employees


  • Pool functions – pool definition

Maintain employee and pool - pool overview


The list shows the general view all already created pools and their validity periods. In addition, the number of assigned employees and the pool status (ok / not ok) is shown.

In case you enter the pool screen for a special employee, only the pools are show, where the employee is assigned.

The pool definition (left side ALV) and the pool employee assignment (right side ALV) are together at the same screen.

  • To add a new pool, press icon and enter pool description and validity period dates
  • To change existing pool values, mark corresponding line and press icon 
  • To remove a pool, mark the corresponding line and press icon 
  • To duplicate an existing pool, make the corresponding line and press icon 
  • All other icons are standard ALV functions like sort, search, filter, etc.
  • If you want to check consistence of the actual data, press icon in the header function list (similar functionality like in employee maintenance)


  • Pool functions – pool employee assignment

Maintain employee and pool - employee pool assignment


The list shows all assigned employees concerning the selected pools (depends on how you enter to pool view).

The pool definition (left side ALV) and the pool employee assignment (right side ALV) are together at the same screen.

  • To add new employee, press icon  or and enter personal number and percentage; take case that total of percentage over all assigned employee must be 100% (per pool)
  • To remove an employee, mark the corresponding line and press icon 
  • To duplicate an existing employee, mark the corresponding line and press icon 
  • All other icons are standard ALV functions like sort, search, filter, etc.
  • If you want to check consistence of the actual data, press icon  in the header function list (similar functionality like in employee maintenance)


Authority check

  • Authority object “/DBME/P_PE” for activity and plant


Maintain Predefined Condition Text Entries

Usage

Definition of predefined text entries for a single manual price condition within the commission.

  • T-Code: /DBME/PMA_ACNDR

Maintenance screen:

Maintenance view for predefined condition text entries


  • If here for a manual price condition no entry exist, the text in the condition is open for free text entry.
  • If here for a manual price condition only one entry exist, this text entry automatically is set for the condition in the commission.
  • If here for a manual price condition are several entries exist, the user must choose one of this text entries from provided list. Only these entries are allowed.

To enter translation for the text entries, choose in the menu “Goto -> Translation”.


Authority check

No specific authority check.


Maintain calculation logic (formula builder)

Usage

The main calculation of final commission value should happen within the SAP standard “formula builder”, used by commission management.

Because each formula builder logic / calculation is fix assigned to a single calculation type, the point of entry to the corresponding formula builder application is done via a button in calculation type customizing (by pressing icon formula builder).

 Maintain calculation logic - entry formula builder via settings


In general, there are no preconditions required to use the formula builder, just a calculation type must be defined. However, each customer requirement concerning commission calculation will be very different and in most cases we expect some additional values / enhancements will be required.
To get this additional values / enhancements, there are a various of different possibilities within commission management. But some are maybe not the best way to do and so we set here some general rules to get a proper solution:

  • All values from commission based documents (e.g. invoice, VSS order, vehicle), that should be used for calculation and could be changed within these documents after commission creation, should be copied to commission header structure extension during commission creation.
  • All values that should be used for calculation and can be determined already before formula builder, should be enhanced by own parameter structure and values should be filled by own BAdI implementation (in case fields are not already in the commission header enhancement)
  • All values that should be used for calculation, but determination is based on results of the formula builder logic, should be enhanced by own function class and own methods within this class
  • The result structure of the formula builder should only hold information, that are calculated during formula builder logic and which could not be determined later on e.g. name of salesman for displaying in HTML calculation sheet makes no sense to transfer


Entered to the formula builder maintenance screen, the shown areas are always the same -just the provided values could be different, depending on the calculation type and the provided enhancements.

To learn in detail, how to work with formula builder application, we refer to the SAP standard documentation in SAP help portal.
However, here we will give a short overview about the main areas of the application:

Maintain calculation logic - formula builder overview


  • Area 1 - “overview”


The overview shows all for the own calculation defined steps.
Here we make difference between step types “conditions” and “substitutions”.

  • condition if condition with result true / false
  • substitution single logic line


To add a new step, mark the corresponding line after that you want to enter new step and press right mouse button to pen context menu and choose condition / substitution.

Maintain calculation logic - create new condition / substitution


In addition, you have by calling the context menu also the possibility to move a single step up / down (also possible by drag&drop), to copy or to delete marked step.

  • Area 2 - “step”
    Here you define description of your step, shown in the overview screen.
    The description itself is obligatory, but we recommend to do it, to keep better overview about your calculation logic.
  • Area 3 - “parameter”
    Shows a list of fields, which could your result value. It doesn’t matter if this is a final result or just a “help result for handling”. So for each substitution entry you must define a parameter as target of your calculation logic. The following parameter values are provided: 
    • Total commission value - transferred to commission header
    • Some DBM|E standard work fields from type text - no transfer
    • Some DBM|E standard work fields from type value - no transfer
    • Fields of customer enhancement “substitution structure” – transferred to commission calculation
  • Areas 4 - “value type”
    Here you define if your result should be a fix value or a formula result.
  • Areas 5 - “logic definition”
    In case you choose in the area before the value formula result, you must enter here your formula. To build up your formula you can use the available fields and functions (see next areas).
    Using the icon  you can switch here between “description mode” and “technical mode” (expert mode).


Examples for logic definition:

  • Using standard functions
    • Value Item Type 01 + Value Item Type 02
    • ABS( Value Item Type 04 / Base value vehicle ) * 100


  • Using DBM|E functions
    • LOOKUP_PROVISION_ITEM_VALUE( PROV_DATA-PRNUM, '01' )
    • LOOKUP_CONDITION( 'ZPVE', Document Date, Percentage discount of vehicle value, 'VKORG', Sales Organization, 'VTWEG', '00', 'PMATN', Material, '', '', '', '' )
  • Areas 6 - “available field”
    Shows a list of fields, which could be used to build up the formula logic. So for each condition / substitution entry you can use this fields in combination with the available functions to create condition or to fill the chosen parameter. The following available fields are provided:
    • Standard  commission header data
    • DBM|E standard work fields from type text (see also parameter)
    • DBM|E standard work fields from type value (see also parameter)
    • Some standard SYST data
    • Fields of customer enhancement “parameters”
    • Fields of customer enhancement “substitution structure”
  • Areas 7 - “available function”
    Shows a list of functions, which could be used to build up the formula logic. So for each condition / substitution entry you can use this fields in combination with the available fields to create condition or to fill the chosen parameter. The following available fields are provided:
    • Arithmetic functions
    • Logical functions
    • Character functions
    • DBM|E standard functions
    • DBM|E customer enhanced functions (by class / methods)


Because the description in some cases is not so clear, the complete handling of formula builder can be switched to expert mode.

Maintain calculation logic - switch to expert mode


In that case, the single steps in the overview area shown with the technical names, like in the following screen:

Maintain calculation logic - formula builder example logic in expert mode


Authority check

No specific authority checks


Customer Enhancement

Formula builder logic itself is the enhancement

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