ACC - Sales Representative Commission Settlement

Meta Process

This process describes the commission settlement procedure. Employed representatives or independent commercial agents often receive a commission when they handle the sale of goods. Their typical activities include customer acquisition, presentation of the goods to the customer or in a showroom, customer consulting up to order placement, order entry, and customer care or customer support. Representatives play an especially important role in the wholesale business.

Representatives are assigned to the orders for which they are responsible. As a rule, the representative is already stored in the customer master record and inherited from there to the sales order. Commission rates can be stored in the system for the representative, which generate commission lines after the sales order is released. When the order is invoiced, meaning the corresponding sales invoice is posted, commission entries are written from it.

All required information is stored on the entries:

• Representative, commission code
• Invoice and credit memo information
• Item number and variant
• Amounts in net and gross
• “Commission recorded” flag

This means that the posted documents no longer need to be accessed for commission determination. Commission lines from the order are stored as “Posted Commission Lines”.

Likewise, negative commission lines and commission entries are created for sales complaints and the resulting credit memos.

graph LR;

%% Nodes
A(ACC<br>Sales Representative<br>Commission Settlement)
B(ACC-0010<br>Create commission document)
C(ACC-0020<br>Calculate commission)
D(ACC-0030<br>Edit and complete document)
E(ACC-0040<br>Create settlement document)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive

ACC-0010 - Create commission document

The commission settlement is created using a function. The system takes the document number from a stored number series. The representative to be settled is selected in the header. This retrieves all related master data. The settlement period is specified in the form of a date filter.

Incoming processes:

• CIN - Customer Invoice Processing
• PAM - Payment Transactions

ACC-0020 - Calculate commission

The lines to be calculated from the commission entries are generated using the function “Determine commission”. The representative selected in the settlement header and the settlement period are taken into account. Optionally, the user can decide whether only already paid invoices and credit memos should be considered. The system calculates the commission based on the stored commission rates and the commission entries of the respective representative.

ACC-0030 - Edit and complete document

The document can be edited. Individual lines can be excluded from commission settlement. After the editing is complete, it is ended using the function “Release”.

ACC-0040 - Create settlement document

To create the commission invoice, the function “Create settlement document” is used and a commission settlement is generated either in the form of a sales credit memo or a purchase invoice. This depends on whether the representative was created as a customer or as a vendor.

Outgoing processes:

• CIN - Customer Invoice Processing
• VIN - Vendor Invoice Processing

Instances

ACC-VEN - Sales Representative Commission Settlement Vendor

This process instance describes how the commission settlement process works when the representative has been created as a vendor. In this case, a purchase invoice is created for them.

graph LR;

%% Nodes
A(ACC-VEN<br>Commission Settlement<br>Representative Vendor)
B(ACC-VEN-0010<br>Create commission document)
C(ACC-VEN-0020<br>Calculate commission)
D(ACC-VEN-0030<br>Edit and complete document)
E(ACC-VEN-0040<br>Create settlement document)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive

ACC-VEN-0010 - Create commission document

The commission settlement is created using a function. The system takes the document number from a stored number series. The representative to be settled is selected in the header. This retrieves all related master data. The settlement period is specified in the form of a date filter.

Incoming processes:

• PAM - Payment Transactions

ACC-VEN-0020 - Calculate commission

The lines to be calculated from the commission entries are generated using the function “Determine commission”. The representative selected in the settlement header and the settlement period are taken into account. Optionally, the user can decide whether only already paid invoices and credit memos should be considered. The system calculates the commission based on the stored commission rates and the commission entries of the respective representative.

ACC-VEN-0030 - Edit and complete document

The document can be edited. Individual lines can be excluded from commission settlement. After the editing is complete, it is ended using the function “Release”.

ACC-VEN-0040 - Create settlement document

The commission settlement is carried out in the form of a purchase invoice.

Outgoing processes:

• VIN - Vendor Invoice Processing

ACC-CUS - Sales Representative Commission Settlement Customer

This process instance describes how the commission settlement process works when the representative has been created as a customer. In this case, a sales credit memo is created for them.

graph LR;

%% Nodes
A(ACC-CUS<br>Commission Settlement<br>Representative Customer)
B(ACC-CUS-0010<br>Create commission document)
C(ACC-CUS-0020<br>Calculate commission)
D(ACC-CUS-0030<br>Edit and complete document)
E(ACC-CUS-0040<br>Create settlement document)

%% Flow
A -.- B
linkStyle 0 stroke:#ffffff
B ==> C
C ==> D
D ==> E

%% Classes
class A btProcessTitle
class B,C,D,E btProcessActive

ACC-CUS-0010 - Create commission document

The commission settlement is created using a function. The system takes the document number from a stored number series. The representative to be settled is selected in the header. This retrieves all related master data. The settlement period is specified in the form of a date filter.

Incoming processes:

• CIN - Customer Invoice Processing
• PAM - Payment Transactions

ACC-CUS-0020 - Calculate commission

The lines to be calculated from the commission entries are generated using the function “Determine commission”. The representative selected in the settlement header and the settlement period are taken into account. Optionally, the user can decide whether only already paid invoices and credit memos should be considered. The system calculates the commission based on the stored commission rates and the commission entries of the respective representative.

ACC-CUS-0030 - Edit and complete document

The document can be edited. Individual lines can be excluded from commission settlement. After the editing is complete, it is ended using the function “Release”.

ACC-CUS-0040 - Create settlement document

A commission settlement is generated in the form of a sales credit memo.

Outgoing processes:

• CIN - Customer Invoice Processing