Commission Management - Functionalities

Here is rough overview about all application / functions used by Commission Management solution. Click on the link to get to the right item:

Some of the Commission Management customer functionalities can be called by using the single transactions / the DBM|E user menu. Others happen in background, e.g. like create commission out of the invoice by message.

• Here we describe the following maintenance transactions:
• Create commission based on source document invoice
• Create cancellation commission based on source document invoice
• Create manual commission
• Application “commission maintenance report” – ALV
• Application “commission maintenance report” – detail
• Report “mass redetermination”
• Report / interface “transfer to HR”
• Interface “maintenance in external frontend"

Creating commission based on source document invoice

Functional Requirements

The trigger for the creation of a commission based on source document invoice, is the standard message handling of an invoice. In order to setup this process, just create an individual SD invoice message type (application V3) with all corresponding steps (access sequence, message schema, message condition) and assign the “printing” program, which call the creation of commission.

As result, the commission is created automatically in the background, when the message is processed successful. The status of the processing and also the created commission number, you can see in the message protocol / log of the invoice.

Create commission - successful invoice message log

Relevant for a successful creation, is that all customizing settings have been done, like commission type definition and determination, number range definition, item type definition and determination, etc.

To ensure, that there is for each invoice always only one commission, a corresponding check is processed during commission creation.

Create commission - invoice message log with error

If you want to reprocess the creation and start an additional message, you first must delete the existing commission with the reference to this invoice.

During the processing all defined values of the settings, the source invoice, the VSS order the invoice is coming from and the vehicle that is assigned to the VSS order (both only in case VSS 2.0 package is installed), are stored in the corresponding commission tables. Also, some admin stuff like created by, creation date, etc. are stored.

Create commission - detail view

The commission date (in DBM|E standard) initial will be the creation date of the commission. But this date is especially important, because it is used also for the complete calculation as basis date, e.g. for determination of price conditions, and also to check validity of relevant employee. So, in case the customer defines here different dates as relevant calculation basis, e.g. invoicing date or selling date of the car / car contract date, this date should be updated with BAdI during commission creation.

Concerning the register / table “conditions” nothing happens during the automatic creation. Register and table are initial empty.

Create commission - register "conditions"

Also during the creation, the partner verification and determination is done. Based on the determined commission type definition (main partner) there is a check that corresponding partner role is assigned within the invoice. If the partner role is not in the invoice, no commission will be created.
Is the partner role assigned, the creation checks the settings of “relevant employee”.
Is the partner number not assigned here, the commission will also be created, but with the status, that is assigned to the business operation “CRNR” (Create inactive commission) in the status schema settings, e.g. in proaxia example case this is “0008” (not relevant for HR transfer). In that case the commission result automatically is zero.

Create commission - info & register "participants" when partner is not assigned

Is the partner number assigned in the relevant employee settings, the commission will be created normally with the status that is marked as “initial”, e.g. in proaxia example case this is “0001” (new). In that case the creation checks in addition, if the main partner is part of a valid pool definition. If he is, also all additional partners from pool will be added with the defined pool partner role from commission type definition.

Create commission - info & register "participants" when partner is assigned

When all data of the commission is determined, finally the calculation in formula builder is called and the result is returned to the commission calculation table.
The main idea to show relevant values of the calculation and also the calculation result, is to display them in the HTML view of tab / register “price/commission”.

Create commission - register "price/commission"

Creating cancellation commission based on source document invoice

Functional Requirements

The trigger for the creation of a cancellation commission based on source document cancellation invoice, is the standard message handling of an invoice – like the normal commission / invoice.

The main difference between creation of a normal commission and creation of a cancellation commission is, that cancellation commission must be connected to the original commission. So, during creation the cancellation commission determines the original commission based on information in the invoice field VBRK-SFAKN (Cancelled Bill.Doc.). When the original commission is determined, the cancellation commission is created depending on the case based on the values of the original commission and the status of the original commission maybe will be changed.

During the creation processing also here defined values are taken from the settings and the source documents (invoice, VSS order, vehicle). But especially the commission values are not calculated new by formula builder. To ensure, that commission value result is 100% like the original commission, they are transferred “1:1” from the original commission. So the following main values are taken from original commission:

• Commission date
• All entries of commission participant table
• All entries of the commission calculation table

Also, if these entries are copied from original commission most likely “1:1”, there could be small differences, because creation of cancellation commission must happen case depended, based on the actual status of the original commission.

• Case A: Original commission is up to now not transferred to HR – “is open”
  • Commission date is copied 1:1; this is relevant because of “steering meaning” concerning the check of the employee’s validity
  • Partner entries are copied 1:1, just the flag “calculation relevant” always will be initial and the administration data will be updated with actual values
  • Calculation entries are copied 1:1, just the administration data will be updated with actual values
  • Status of the cancellation commission will be directly set to the target status of business operation CRCA (or function module logic) which should be a status from type “canceled”
  • Status of the original commission will be changed to the target status of business operation CANC (or function module logic) which should be a status from type “canceled”

• The objective is that cancellation commission has the same value results, both commissions are no longer changeable and both commissions are not relevant for the transferred to HR

• Case B: Original commission is already transferred to HR – “is in HR”
  • Commission date is copied 1:1; this is relevant because of “steering meaning” concerning the check of the employee’s validity
  • Partner entries are copied 1:1, just the administration data will be updated with actual values
  • Calculation entries are copied 1:1, just the posting information will be cleared and the administration data will be updated with actual values
  • Status of the cancellation commission will be directly set to the target status of business operation CRCA (or function module logic), which should be a status from type “ready to transfer to HR”
  • Status of the original commission will not be changed and so still is from type “already transferred to HR”
• The objective is that cancellation commission has same value results, cancellation commission in best case should be no longer changeable, cancellation commission will be ready for transfer to HR and original commission is not changed in any way

So, the header information of a cancellation commission most likely is similar to a normal commission. There is just an additional checkbox, showing that it is a cancellation.

Create cancelation commission - detail view

Concerning the register / table “conditions” also for cancellation commission nothing happens during the automatically creation. Register and table are initial empty.

Create cancelation commission - register “conditions”

Concerning the register / table “participants”, we have case depended the situation described above.

• Case A: Original commission is up to now not transferred to HR – “is open”

Create cancelation commission - register “participants” in case original commission is still open

• Case B: Original commission is already transferred to HR – “is in HR”

Create cancelation commission - register “participants” in case original commission is already transferred

Concerning the register / table “price/commission”, we should see the same information like in the original commission (because of copy all entries of commission calculation table 1:1.

Create cancelation commission - register “price/commission”

Note: Because in some cases the cancellation commission also has to update the original commission, the original commission must be changeable during cancellation commission creation. If this is not possible (e.g. original is locked by a user) the processing of the cancellation invoice message fails and must be reprocessed

Figure 35: Create cancelation commission - log in case of error