ICM Config Sched Agreement

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  • 7/27/2019 ICM Config Sched Agreement

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

    SAP ParentPage 1 / 16

    Customizing Guide - Scheduling

    Change History

    Update the following table as necessary when this document is changed:

    Date Name Change Description

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

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    Purpose

    Use this procedure to set up the scheduling process.

    Trigger

    Perform this procedure when you need the scheduling functionality.

    Prerequisites

    ICM Master Data

    ICM basis customizing and set up

    ICM Valuation Calculation

    ICM Remuneration Calculation

    Menu Path

    Use the following menu path(s) to begin this transaction: ICM Main Menu (TA ): Administration System Administration Customizing

    Transaction Code

    CACSIMG (ICM Customizing)

    CACS_APPL_BT (Define Scheduling Rules)

    CACS_APPL_40 (Configure Determination Combinations/Combination Assignments)

    CACS_APPL_BS (Process Standard Agreement for Settlement Scheduling)

    Helpful Hints

    http://help.sap.com/erp2005_ehp_04/helpdata/en/9b/084736be07e421e10000009b38f889/frameset.htm

    Incentive and Sales Force Management --> Processes --> Commission Case --> ProcessSteps --> Remuneration Scheduling

    http://help.sap.com/erp2005_ehp_04/helpdata/en/9b/084736be07e421e10000009b38f889/frameset.htmhttp://help.sap.com/erp2005_ehp_04/helpdata/en/9b/084736be07e421e10000009b38f889/frameset.htmhttp://help.sap.com/erp2005_ehp_04/helpdata/en/9b/084736be07e421e10000009b38f889/frameset.htmhttp://help.sap.com/erp2005_ehp_04/helpdata/en/9b/084736be07e421e10000009b38f889/frameset.htm
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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

    SAP ParentPage 3 / 16

    Procedure

    1. Start the transaction using the menu path or transaction code.

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

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    Incentive and Commission Management

    2. As required, complete/review the following fields:

    Field Name R/O/C Description

    Transaction Code R ICM Customizing.

    Example: CACSIMG

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

    SAP ParentPage 5 / 16

    Display IMG ( Incentive and Commission Management)

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

    SAP ParentPage 6 / 16

    Display IMG (Basis and Master Data)

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

    SAP ParentPage 7 / 16

    Display IMG ( Standard Commission Contract)

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

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    Display IMG ( Agreement for Remuneration Scheduling)

    3. ClickAgreement for Settlement Scheduling.

    4. Click Scheduling Rules.

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

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    View " Active Scheduling Rules": Press button

    5. As required, complete/review the following fields:

    Field Name R/O/C Description

    Scheduling Rule(Number)

    R Scheduling Rule IDExample: Z25

    Changeable OMark this scheduling rule as changeable if you want to makere-scheduling possible

    Example: X

    Effective from R Example: 01.01.1900

    Effective until R Example: 31.12.9999

    Name of SchedulingRule

    RDescription

    Example: My first Scheduling Rule

    6. Click .

    7. Click

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

    SAP ParentPage 10 / 16

    New Entries: Overview of Added Entries

    8. As required, complete/review the following fields:

    Field Name R/O/C Description

    Tool RUse the standard Scheduling Tool

    Example: Settlement_Scheduling

    Effective from R Example: 01.01.1900

    Effective until R Example: 31.12.9999

    9. Click .

    10.Click .

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

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    Change View "Object-Related Parameters of Settlement Scheduling Tool" :

    11. As required, complete/review the following fields:

    Field Name R/O/C Description

    TimeUNitPer R This determines together with the field thePeriod

    Example: Month

    NoTimeUnit RThis determines together with the field thePeriod

    Example: 3

    RndDiffAss RYou could use a standard entryExample: Assign on first due date

    Periods SchedHoriz. RDetermines how many periods should be used

    Example: 4

    Effective from R Example: 01.01.1900

    Effective until R Example: 31.12.9999

    12. Click .

    13. Click .

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

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    Display IMG (Agreement for Sett lement Scheduling Configure DeterminationCombinations/Combination Assignments)

    14. Click .

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

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    View "Combination Active Versions" : Press button

    15. As required, complete/review the following fields:

    Field Name R/O/C Description

    CombTypeNo R StartPoint for the determination process to find the SchedulingRule.

    Example: 25

    OT (Object Type) RUse standard object type

    Example: 25

    ObjID RSchedulung Rule IDExample: Z25

    Effective from R Example: 01.01.1900

    Effective until R Example: 31.12.9999

    16. Click .

    17. Click .

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

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    Display IMG (Agreement for Sett lement Scheduling Process Standard Agreementfor Settlement Scheduling)

    18. Click .

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

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    Change View "Std Agreement Comn Contract Active Versions" : Overview

    19. Assign the CombTypeNo (for the scheduling rules) to your scheduling agreement.

    Field Name R/O/C Description

    CombTypeNo RStartPoint for the determination process to find the schedulingrule.

    Example: 25

    20. Click .

    21. Click .

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    Title: Customizing Guide - SchedulingCategory 1 : ICM Commission CaseCategory 2 : Customizing Sub-Process SCHEDULING

    File name: PROCESSCOMMISSIONCASEReference Number:

    Version: Not StartedLast Modified: 1/22/2010 10:19:00 AM

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    22. You have completed the customizing for the scheduling agreement.

    Result

    You have now made the scheduling functionality available in your system.

    Comments

    The next step is configuring the release agreements for actual commission.