CRM Incentive and Commission Management

CRM INCENTIVE AND COMMISSION MANAGEMENT
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TABLE OF CONTENT
1 CRM Incentive and Commission Management 1.1 Getting Started with CRM Incentive and Commission Management 1.1.1 Getting Started with Configuring the CRM to ICM Document Interfa 1.1.1.1 Preconfiguring the ICM Engine 1.1.1.1.1 Initial ICM Configuration Setup 1.1.1.1.2 Setting Up the Commission Application 1.1.1.1.3 Customizing Basic Functions 1.1.1.1.4 Maintaining Number Ranges for the Commission Application 1.1.1.2 Setting Up the Application 1.1.1.3 Maintaining Fields for Customer Enhancement Extraction 1.1.1.4 General Settings for CRM 1.1.1.4.1 Entering Settings for ICM Engine Interface 1.1.1.4.2 Entering Settings When Using Payment Amount as a Commission Basi 1.1.1.4.3 Entering Settings for Extracting CRM Data 1.1.1.5 Integration with SAP BI for Reporting 1.1.1.5.1 Setting Up the ICM Extractor Append 1.1.2 Getting Started with Transferring BI Data to ICM Through a Gener 1.1.2.1 Initial Processes Performed in SAP BI 1.1.2.2 Activities in Customizing BI ICM Interface in SAP CRM 1.1.2.2.1 Troubleshooting 1.1.2.3 Activities in Customizing BI ICM Interface in ERP (ICM) 1.1.2.4 Activities to Complete Customizing for BI ICM Interface in SAP C 1.1.2.4.1 Troubleshooting 1.2 Application Menu for Commission System 1.3 Running the Commission Simulator 1.4 Extraction of Sales Documents to Commission System 1.5 CRM Incentives: Admin Log for Extraction Interface to ICM 1.6 Portal-Based Output
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1 CRM Incentive and Commission Management

CRM Incentive and Commission Management provides your company with a flexible solution to motivate partners and employees with monetary incentives and to align your activities to fit your business strategy. It maps all types of variable remuneration such as bonuses and brokerage.
Implementation Considerations
In Customizing for Customer Relationship Management (CRM), you have completed the activities in Incentive and Commission Management.
Integration
CRM Incentive and Commission Management is designed as an encapsulated product with open interfaces. This means it can be integrated with any SAP or non-SAP upstream or downstream system.
Features
CRM Incentive and Commission Management enables you to do the following: Develop commission contracts for different groups of recipients such as managers, account executives, and service technicians. You assign the contracts to individual commission recipients and individualize the calculation rules as appropriate. Manage employees and partners by mapping your enterprise organization in the system based on areas of responsibility such as sales territories. You also implement commission splits by automatically determining immediate supervisors and superior managers throughout the organizational hierarchy. Calculate and process commissions according to your companys product and service offerings. You determine bonuses by comparing planned targets with actual figures. Commission recipients can display the current status of their earned and anticipated remuneration.
1.1 Getting Started with CRM Incentive and Commission Management

CRM Incentive and Commission Management (CRM ICM), is a cross-industry solution that processes variable compensation, such as commissions and incentives, for employees and partners. The following diagram provides a general overview of the CRM ICM landscape:
Based on your processing requirements, your implementation may differ from this general view. For complete business scenario information, see CRM Incentive and Commission Management. As shown within the overview, CRM ICM includes two standard means of transferring data to ICM for the purpose of driving your incentive processing: Transferring CRM documents to ICM through a configured document interface
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Transferring BI data to ICM through a general BI transfer interface Although these interfaces are part of CRM ICM, the ICM engine is not limited to these two interfaces. The ICM commission case interface allows you to connect to any legacy system as a source for data. For more information about the ICM engine and the ICM commission case interface, see the documentation available in the SAP Help Portal by selecting SAP R/3 Enterprise, and choosing: SAP Library SAP R/3 Enterprise Application Components Financials Incentives and Commission Management Administration Tools Interfaces and Data Transfer in The Commission System . For more information about getting started when using one of the supplied CRM ICM interfaces, see: Getting Started with Configuring the CRM to ICM Document Interface Getting Started with Transferring BI Data to ICM Through a General BI Interface
1.1.1 Getting Started with Configuring the CRM to ICM Document Interface
This section provides a quick overview of the steps necessary for configuring and setting up the CRM-ICM solution when transferring CRM documents to ICM through a configured interface.
Activities
1.
Configure the ICM Engine ICM functionality is contained within SAP ERP. You perform all Customizing for ICM within ERP. Step See Initial ICM Configuration Setup Initial ICM Configuration Set up Commission Application Creation Maintain Additional Customizing Tables Maintain Valuation and Remuneration Tables Maintain Number Ranges for Commission Application
1.
Setting Up the Commission Application Customizing Basic Functions Customizing Basic Functions Maintaining Number Ranges for the Commission Application
Configure the CRM Server You perform all Customizing for the CRM-ICM to ICM interface in the SAP CRM system. Step See Setting up the RFC to ICM Initial ICM Configuration Setup Settings for the ICM Engine Interface The Implementation Guide (IMG) for CRM-ICM under Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM Entering Settings for ICM Engine Interface
1.
Set up ICM master data After you have completed all ICM Customizing, you set up all your master data within ICM. Step See Set up all master data within ICM Setting Up the Application
1.
Set up the CRM master data and transactions You set up CRM master data and transactions by following standard CRM Sales processes. Step See Map CRM business partners to ICM Entering Settings for ICM Engine Interface How you set up the master data depends upon how your valuation is calculated. Within the CRM pre-configuration within ICM, valuation is based one of the following: Industry sector of the sold-to party Industry sector and the product category Mapping the CRM business partners can take place when you are creating or maintaining the CRM business partners by using standard CRM business partner processes.
Caution
Transactions (sales orders/contracts) must include the sales representatives and/or sales managers who you have set up in CRM as business partners and mapped to ICM.
1.
Maintain Commission Case After the transfer of sales order or contract from CRM to ICM, you maintain the commission case within ICM. The system creates a commission case for each transaction or commission event transferred to ICM. Step See Log into ICM to maintain the commission case ICM documentation for SAP R/3 Enterprise Release 4.70 under SAP Library SAP R/3 Enterprise Application Components Financials Incentives and Commission Management.
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1.1.1.1 Preconfiguring the ICM Engine

This section contains all Customizing settings required for preconfiguring the ICM Engine.
1.1.1.1.1 Initial ICM Configuration Setup

The CRM ICM preconfiguration provides a set of ICM configuration settings required for a basic commission and bonus scenario for internal sales staff and external sales agents. These steps guide you through setting up the CRM preconfiguration within the ICM engine. You can access an overview of the steps you use for preconfiguring the ICM engine for CRM within Customizing, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM ICM engine - General Settings How to Extend Preconfiguration of the ICM Engine .
Note
Typically, you will only use this preconfiguration as a demonstration example of how to configure incentive and commission plans within ICM.
Prerequisites
You have successfully installed the required components. For Installation Guides, see SAP Service Marketplace at: http://service.sap.com/, alias instguides .
Procedure
In Customizing for CRM, you can set up an RFC destination for ICM, by choosing: Customer Relationship Management Incentive and Commissions Management CRM-ICM Transfer of CRM Documents to ICM Display and Maintain RFC Destinations When creating the RFC destination for the ICM engine (ERP), be sure to enter the required information for the process, including the description, target system, message server, group, logon, and so on.
Note
This is a standard procedure for setting up any other RFC destination within CRM. In Customizing for CRM, after you have set up the RFC destination, you assign the RFC destination to ICM, by choosing: Customer Relationship Management Incentive and Commissions Management CRM-ICM Transfer of CRM Documents to ICMICM Engine General Settings Global Settings Related to the ICM Engine. When in the table, enter the RFC destination you defined in the previous step.
Note
The system maintains only one RFC destination for the ICM engine. Create a development class for the new application. This is also referred to as creating a new package. Menu Path Transaction Code SAP Menu Basis Tools ABAP Workbench Overview SE80 Application Hierarchy Object Navigator The name of the development class here must begin with Z or Y, because these are the only classes available for external use. Choose Enter and complete the fields as required. After you save the data, create a transport order that collects data for a possible later transport.
Recommendation
To provide the most effective development environment, differentiate between generating and customizing development classes by developing a separate class for each.
Example
YCRM01_Generating YCRM01_Customizing
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Create the root organization. You must have at least one root organization with posts for a commission clerk and mediator. Menu Path Transaction Code SAP Menu Master Data Organizational Model Maintain PPOME Organizational Model It is possible that your enterprise has already established an organization. If so, you must create sample entries because currently there is no interface available to the organization from CRM ICM.
Note
After you have created the organization, you can allocate roles either through the commissions application (via allocation of contracts) or by using transaction PPSM .
Result
You have created a development class for the new application, ensured that an organization is available for use by ICM, and set the RFC entry for communicating from CRM to ICM.
1.1.1.1.2 Setting Up the Commission Application

Use this procedure to create the application settings for the new package created by the previous procedure.
Prerequisites
You have created the new application package and established the RFC destination from CRM to ICM. After you have created the RFC destination for the ICM engine, you can access customizing within the ERP (ICM) system through Customizing for the CRM system, by choosing: Customer Relationship Management Incentive and Commissions Management CRM-ICM Transfer of Documents to ICM ICM Engine General Settings ICM Engine Settings .
Procedure
1.
In Customizing for the Commission System, you install the Commission Application, by choosing: Commissions Application Administration General Settings Installation of Commission Application Name Commission Application .
Note
Your entry must begin with Y or Z. After you completed it, you named your application.
Note
This is a client-independent setting.
2.
In Customizing for the Commission System, you select the application package, by choosing: Commissions Application Administration General Settings Installation of Commission Application Select Packages .
Note
This is a client-independent setting.
1. 2.
Select the commission application that you created in the previous step. From the Package Pool list, select the appropriate packages and move them to the Application Packages list.
Note
You must select packages CACS00 and CRM001 for use within the CRM preconfiguration. If you are implementing settlement from ICM you will need to select additional packages.
3.
Choose Save. You see the Development Package dialog box. 4. Enter either $TMP or the name of the new development package.
Note
You can return to the Select Packages activity at any time to add additional packages. After this is complete, you have created the application package.
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3.
In Customizing for the Commission System, you copy cross-client customizing from the template, by choosing: Application Administration General Settings Copy Cross-Client Customizing from Template
Commissions
Note
This is a client-independent setting. Enter the commission application you created in a previous step. The system copies the business object listed below from the selected packages to your commission application. Subobject Type Subobject Type ID Sales Order Header (01) 90110 Sales Order Position (02) Sales Contract Header (03) Sales Contract Position (04) Incentive (05)
4.
90111 90210 90211 90900 Commissions Application
In Customizing for the Commission System, you generate the commission application, by choosing: Administration General Settings Commission Application Generation .
Note
This is a client-independent setting. Enter the application packages you created in step 1. Choose Execute. This process can take several minutes. After you have completed this, you have generated the commission application. 5. In Customizing for the Commission System, you assign the application to a client, by choosing: Administration General Settings Release Commission Applications for Clients .
1. 2.
Commissions Application
Note
This is a client-independent setting. Select the commission application created in step 1. Assign the designated clients for which the commission application is available. After you have completed this, you have assigned the application to a client. 6. In Customizing for the Commission System, you copy client-specific customizing from the template, by choosing: Commissions Application Administration Client Settings Copy Client-Specific Customizing from Template . 1. Enter the application packages you created in step 1. 2. Choose Execute. This process can take several minutes. After you have completed this, you have copied the client-specific customizing from the template. 7. You can optionally add additional CRM fields for use within ICM. In Customizing for the Commission System, you can integrate CRM specific fields into the ICM application, by choosing: Commissions Application Administration General Settings Design Adjustment of Commission Application Commission Application Construction
1. 2.
Note
This is a client-independent setting. The left-hand pane contains the CRM structure with the relevant fields for the commission calculation. The right-hand pane contains the newly created commission application. If you add fields to the commission application, you must also add them to the customer enhancement within the CRM configuration for the ICM interface so that CRM sends over these additional fields. If you add additional CRM fields for use within ICM and later re-generate your commission application, you will have to add additional CRM fields for use within ICM again because the generation process restores the original settings based on the selected packages. 8. To return commission calculations, you must remove the industry sector field from the DOCRE structure within ICM for your commission application.
Note
You perform this step only if using the supplied CRM-ICM preconfiguration for a system running SAP R/3 Enterprise 4.70 with mySAP Financials Extension 1.1 SP12 or lower. In Customizing for the Commission System, you adjust the commission application construction, by choosing: Commissions Application Administration General Settings Design Adjustment of Commission Application Commission Application Construction . 1. Enter the application package you want to change (from those installed in step 1). 2. Locate the structure to be changed, under Commission Document DB Document Remunerations in DB Document Commission Document, Remuneration and Liability YCRMXX_DOCRE (where YCRMXX represents your commission application).
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3.
Expand the YCRMXX_DOCRE structure and locate the industry sector field (with the Technical Name INDUSTRY) to be removed from the structure. 4. In transaction SE11, delete the Industry field from view YCRMXX_V_HD_RE and activate the view. 5. In transaction SE11, delete the Industry field from view YCRMXX_DOCRE and activate the view. 6. In transaction SE11, view structure/data type TCACS_DESFIELDS. This displays the structures associated with the application. The RELPOS field must also be adjusted reflect the deletion of this field.
Result
You have created the application settings for the new CRM-ICM commission application.
1.1.1.1.3 Customizing Basic Functions

Use this procedure to customize the basic functions of Incentive and Commission Management (ICM) in ERP for use within CRM-ICM.
Prerequisites
You have created the application settings for the package. You have made business partners and/or products data available to ICM for calculating commissions. Without business partners and/or products, ICM would not able to perform commission calculations.
Procedure
1.
In Customizing for the Commission System, you maintain business objects, by choosing: Commissions Application Administration Client Settings Business Objects, Business Subobjects and Business Transactions Maintain Business Object Types Ensure at least the following business objects exist for the CRM Preconfiguration: Object Type SobjTypeBus.Ob CombTypeNo. Effective From Effective Until 900 90900 990 01/01/1900 12/31/9999 910 920 90111 90211 01/01/1900 01/01/1900 12/31/9999 12/31/9999
In the table, the numbers represent the following business objects: 90900 - Incentives and Bonuses 90111 - Sales Order items 90211 - Sales Contract items 2. In Customizing for the Commission System, you assign business transaction categories to business object types, by choosing: Commissions Application Administration Client Settings Business Objects, Business Subobjects and Business Transactions Assign Business Transaction Categories to Business Object Types Make the following entries for use with the CRM Preconfiguration: Object Type Business Transaction Effective From Effective Until 900 900 01/01/1900 12/31/9999 910 910 920 920 1 2 1 2 01/01/1900 01/01/1900 01/01/1900 01/01/1900 12/31/9999 12/31/9999 12/31/9999 12/31/9999
In the table, the numbers represent the following business objects and activities: 900 - Incentives and Bonuses 910 - Sales Orders 920 - Sales Contracts 1 - Create 2 - Change 3. In Customizing for the Commission System, you maintain contract categories, by choosing: Commissions Basic and Master Data Organizational Structure Evaluation Paths of Indirect Participants and Commission Clerks, etc. Maintain Contract Categories Contract categories include the following: Standard Commission Contract Commission Contract Contract Bundle 4. In Customizing for the Commission System, you assign commission contract types to partner types, by choosing: Commissions Basic and Master Data Standard Commission Contract Assign Commission Contract Types to Partner Types To create a business partner in ICM, you must assign a contract type . The system generates the contract types as part of the CRMICM Preconfiguration. The following entries are examples of what you can create for the CRM Preconfiguration:
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Contract Type 901 902 903
Business Partner Type 9001 9002 9003
Effective From 01/01/1900 00:00:00 01/01/1900 00:00:00 01/01/1900 00:00:00
Effective Until 12/31/9999 00:00:00 12/31/9999 00:00:00 12/31/9999 00:00:00
In the table, numbers can represent the following business partner types: 9001 - Sales Manager 9002 - Sales Representative 9003 - Sales Agent (external agent) 5. In Customizing for the Commission System, you assign commission contract types to participation roles, by choosing: Commissions Basic and Master Data Standard Commission Contract Participation Agreement Assign Commission Contract Types to Participation Roles You complete this activity if you are planning to include an external agent in your commission case in the role of an agent. These changes come from the CRM-ICM preconfiguration package that is currently available in ICM. 1. Select the contract type for Agent (903) and go to Role Contract Type Assignment Active Versions. 2. Copy the existing item and change Role from 902 to 903 for sales agent. 3. Save your entries. 4. Delete the original item that was for role 902. 5. Save your entries. 6. In the Customizing for the Commission System, you maintain participation constellations, by choosing: Commission Basic and Master Data Standard Commission Contract Participation Agreement Maintain Participant Constellations You complete this activity if you plan to include an external agent in your commission case in the role of an agent. These changes come from the CRM Preconfiguration package available in ICM. 1. Select the constellation type for Agent (9031) and then choose the Constellation Element Active Versions folder from the Dialog Structure pane 2. Copy the existing item and change Role from 902 to 903 for sales agent. 3. Save your entries. 4. Delete the original item that was for Role 902. 5. Save your changes. 6. Select the constellation type for Agent + Manager (9032) and choose the Constellation Element Active Versions folder from the Dialog Structure pane 7. Copy the existing item and change Role from 902 to 903 for sales agent. 8. Save your entries. 9. Delete the original item that was for Role 902. 10. Save your entries. 7. In Customizing for the Commission System, you maintain standard participation agreements, by choosing: Commissions Basic and Master Data Standard Commission Contract Participation Agreement Maintain Standard Participation Agreements You complete this activity if you plan to include an external agent in your commission case in role of an agent. 1. Select the standard agreement for Agent (9823) and choose the Participant roles in agreements active versions folder from the Dialog Structure pane. 2. Copy the row for constellation 9031 and role 902, and change the Role to 903 (agent). 3. Copy the row for constellation 9032 and role 902, and change the role to 903 (agent). 4. Save your entries. 5. Delete the rows for constellations 9031 and 9032 with role 902 This data is no longer necessary. 6. Save your entries. 8. In Customizing for the Commission System, you maintain entitlement categories for each business transaction/object category, by choosing: Commissions Basic and Master Data Standard Commission Contract Participation Agreement Maintain Entitlement Categories for Each Business Transaction/Object Cat.
Example
The following entries are examples of the entitlement categories that can be maintained by using the CRM Preconfiguration: Object Type Business Transaction Entitlement Category Effective From Effective Until 900 900 Activities (direct 01/01/1900 12/31/9999 entitlement) 910 910 920 920 1 2 1 2 Activities (direct entitlement) Activities (direct entitlement) Activities (direct entitlement) Activities (direct entitlement) 01/01/1900 01/01/1900 01/01/1900 01/01/1900 12/31/9999 12/31/9999 12/31/9999 12/31/9999
9.
In Customizing for the Commission System, you create standard contracts and assign standard agreements, by choosing: Commissions Basic and Master Data Standard Commission Contract Create Standard Contracts and Assign Standard Agreements
Example
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The following entries are examples of the contract and standard agreement assignments that can be created for the CRM Preconfiguration: Contract Name 90100 Contract for Sales Manager 90200 90300 Contract for Sales Representative Agent Contract
10.
In Customizing for the Commission System, you maintain the update mode for total tables, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Docs, Settlement Runs & Ref. In Dist. System Maintain Update Mode for Total Tables . Ensure that at least the following entries exist for your new commission application: Table Mode VCRM01_SUMRE 1 Update Mode V1 VCRM01_SUMRE91 VCRM01_SUMSE VCRM01_SUMSE91 VCRM01_SUMVA VCRM01_SUMVA91 1 Update Mode V1 1 Update Mode V1 1 Update Mode V1 1 Update Mode V1 1 Update Mode V1
VCRM01 represents the newly created commission application that you have created. These system uses these tables for valuation, remuneration, and settlement. 11. In Customizing for the Commission System, you maintain the contents of condition tables for valuation, by choosing: Commissions Basic and Master Data Standard Commission Contract Valuation Agreement Maintain Contents of Condition Table You are maintaining Condition Type 9000 in the CRM Preconfiguration, basing the valuation on industry sector and/or industry sector/product category. In this condition table, maintain: Table Entries 197 All the supported category IDs and industry sectors maintained within CRM 198 All the industry sectors maintained for the application within CRM
Note
The system uses tables 197 and 198 for valuation. They contain the industry sector data available within the CRM Preconfiguration.
Caution
Table 198 states that industry sector TEXT valuates with 110%. This means that if the sales order net value is brought over with USD 10,000, the valuated amount is USD 11,000. The valuated amount is then used for the commission calculation.
12.
In Customizing for the Commission System, you maintain the remuneration type activity, by choosing: Commissions Basic and Master Data Standard Commission Contract Remuneration Agreement Agreement for Activity-Dependent Remunerations Maintain Remuneration Type Activity For remuneration types 9030 and 9040, you will need to assign the REMUNERATION_STANDARD tool. Calculation procedure 9001 is to be specified as a parameter for the tool for both remuneration types. The following is a list of standard remuneration types: Remuneration Type Description 9010 Remuneration Type Management (Sales & Resale Order) 9020 9021 9040 9090 Remuneration Type Sales Rep. (Sales & Resale Order) Remuneration Type Management (Sales Contract) Remuneration Type Sales Rep. (Sales Contract) Bonus Remuneration
13.
In Customizing for the Commission System, you maintain the store remuneration determination criteria, by choosing: Commissions Basic and Master Data Standard Commission Contract Remuneration Agreements Agreement for Activity-Dependent Remunerations Store Determination Criteria You maintain entries in SELTABA90 and SELTABA98. 1. Ensure at least the following entries exist for SELTABA90 for the Triggering Subobject Type and participant to be used in the CRM Preconfiguration: TrigObTy SelNo 90111 9010 90211 90900
2.
9020 9090
Ensure at least the following entries exist for SELTABA98 for the Triggering Subobject Type and participant to be used in the CRM Preconfiguration:
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Role 901 902 902 902 903 903

14.
TrigObTy 90211 90111 90211 90900 90111 90211
SelNo 9300 9100 9200 9090 9100 9200
In Customizing for the Commission System, you configure the determination combinations/combination assignments, by choosing: Commissions Basic and Master Data Standard Commission Contract Remuneration Agreements Agreement for ActivityDependent Remunerations Configure Determination Combinations/Combination Assignments 1. Add the following entries to the table: Comb Type No Version Effect From Effect Until Sel Clc Object Type Clc Obj 912 1 01.01.2002 31.12.9999 01 9030 Performance Related Remuneration 913 1 01.01.2002 31.12.9999 01 Performance Related Remuneration KombArtNr 912 913 KombArtNr 912 9040
2.
Add the following Combination Assignment for Combination Type No. 900: Sel. Table SelNr VCRM01_SELTAB98 9300 VCRM01_SELTAB98 9200
3.
Add the following Combination Assignment for Combination Type 910: Sel. Table SelNr VCRM01_SELTAB90 9030
15.
In Customizing for the Commission System, you maintain the contents of the remuneration condition type, by choosing: Commissions Basic and Master Data Standard Commission Contract Remuneration Agreement Agreement for ActivityDependent Remunerations Maintain Contents of Condition Tables You are maintaining Condition Type 9001.
Example
The following are example entries for standard agreements: Agreement S00000000000000009201 S00000000000000009202 S00000000000000009203 Name Std. Agreement for Sales Manager Std. Agreement for Sales Representative Std. Agreement for Agent (external)
Note
You can maintain remuneration percentages either for standard agreements or within the individual commission agreements. When maintained for individual commissions, the percentages (or amounts) maintained for the standard agreement can be used as the guideline.
16.
In Customizing for the Commission System, you maintain the contents of the remuneration condition table for incentives, by choosing: Commissions Basic and Master Data Standard Commission Contract Remuneration Agreement Agreement for ActivityDependent Remunerations Maintain Contents of Condition Tables You are maintaining Condition Type 9090. Enter the agreements (such as standard agreements) upon which you want to base your incentives, and the percentage of the amount as the basis of the incentive.
Note
You enter a percentage if you are using the CRM preconfiguration. Incentives are similar to bonuses and are periodic calculations.
17.
In Customizing for the Commission System, you assign quantifying authorizations, by choosing: Quantifying Authorizations Create Quantifying Authorization Groups 1. Add a new entry for your commission application. 2. Provide a group ID and description. 3. Save your entries.
Commissions Authorizations
Result
You have customized the basic functions of ICM in ERP for use within CRM-ICM.
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1.1.1.1.4 Maintaining Number Ranges for the Commission Application

You use this procedure to maintain the number ranges for the commission application.
Prerequisites
You have customized the basic functions of Incentive and Commission Management (ICM) in ERP for use within CRM ICM.
Procedure
1.
In Customizing for the Commission System, you create commission partner number ranges, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Contract Partner Store Number Ranges
Note
This table is maintained for the entire client, not for a specific commission application.
1. 2.
Choose Add Interval. Add the number intervals you want to maintain.
Example
No. 01 02 From Number 0000000001 2000000000 To Number 1999999900 2999999999 Current Number 220 External X
2.
Save your entries. In Customizing for the Commission System, you create commission contract and bundle number ranges, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Contracts and Contract Bundles Commission Contracts and Contract Bundles: Store Number Ranges . Create the number ranges as needed for your commission application.
3.
Example
This shows commission contract and bundle number ranges assigned both internally and externally that you can maintain by using the CRM preconfiguration: No. 01 02 03
3.
From Number To Number Current Number 000000000000000000 000000000000009999 0 01 99 A 000000000000010000 00 ZZZZZZZZZZ 000000000000099999 99 0
External
In Customizing for the Commission System, you assign commission contract numbers, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Contracts and Contract Bundles Commission Contract: Control Number Assignment Category .
Note
You assign a commission contract for each number range created in the previous step.
1. 2.
Choose New Entries. Assign a commission contract number for each number range created in the previous step.
Example
No. 01 02 03 Short Name Int. No Assignment (mech.) External No. Assignment Contract Bundle (mech.)
4.
Save your entries. In Customizing for the Commission System, you create number range for individual agreements in the commission contract, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Contracts
3.
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and Contract Bundles Contract: Maintain Number Ranges for Ind. Agreement . 1. Add three number ranges for your specific commission application. 2. Make one of your number ranges an external number assignment
Example
No. 01 02 03 From Number 000000000001 A 000001000000 To Number 000000999999 ZZZZZZZZZZ 000009999999 0 Current Number 0 External X
5.
Save your entries. In Customizing for the Commission System, you define commission case number ranges, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Cases and Triggering Objects Commission Cases: Define Number Ranges . 1. Enter an interval for the current year for the number range to be used for the commission cases.
3.
Example
No. 01 Year 2008 From Number 0000000001 To Number 0009999999 Current Number 0 External
2. Save your entries. In Customizing for the Commission System, you assign commission case number ranges to process categories, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Cases and Triggering Objects Commission Cases: Assign Number Ranges to Process Categories . Add a new entry for the commission case number interval created in a previous step. 7. In Customizing for the Commission System, you define imported variant number ranges for commission cases, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Cases and Triggering Objects Commission Cases: Specify Number Ranges for Imported Variants . 1. Create a new entry specifying the number range. 6.
Example
No. 01 From Number 000000000001 To Number 000009999999 Current Number 0 External
8.
2. Save your entries. In Customizing for the Commission System, you define triggering object number ranges, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Cases and Triggering Objects Triggering Objects: Define Number Ranges . 1. Create a new entry specifying the number range.
Example
No. 01 From Number 000000000001 To Number 000009999999 Current Number 0 External
2. Save your entries. In Customizing for the Commission System, you assign the triggering object number range to process categories, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Cases and Triggering Objects Triggering Objects: Assign Number Ranges to Process Categories . Add a new entry for the triggering object number interval created in a previous step. 10. In Customizing for the Commission System, you define the number range for commission document, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Documents, Settlement Runs and References in Disbursement System Commission Documents: Define Number Ranges . 1. Enter a number range for the current year for the number range to be used for the commission documents. 9.
Example
No. 01 Year 2008 From Number 0000000001 To Number 0009999999 Current Number 0 External
2. Save your entries. In Customizing for the Commission System, assign commission document number ranges to process categories, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Documents, Settlement Runs and References in Disbursement System Commission Documents: Assign Number Ranges to Process Categories . Add a new entry for the commission document number range created in a previous step. 12. In Customizing for the Commission System, you define number ranges for settlement runs, by choosing: Commissions Basic 11.
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Functions Preparation of Posting Processing and Parallel Processing Commission Documents, Settlement Runs and References in Disbursement System Settlement Runs: Define Number Ranges
Note
This step is optional and used only when you plan to perform settlement processing. Add a new entry to specify the number ranges for settlement runs identified in a previous step. In Customizing for the Commission System, you define number ranges to reference in the payment system, by choosing: Commissions Basic Functions Preparation of Posting Processing and Parallel Processing Commission Documents, Settlement Runs and References in Disbursement System References in the Payment System: Define Number Ranges . To specify the number ranges to reference in the payment system, add a new entry.
13.
Result
You have set up all applicable number ranges for your application.
1.1.1.2 Setting Up the Application

Use this procedure to set up the CRM-ICM application for processing.
Prerequisites
You have customized the basic functions of ICM in ERP for use within CRM-ICM and maintained the number ranges for the commission application. You can access the Commission System by using the transaction CACS.
Process
On the SAP Easy Access screen of the SAP ERP system, choose Tools Administration Current Settings Assign Authorization Groups . Assign users to the appropriate user group. 2. On the SAP Easy Access screen of the SAP ERP system, choose Master Data Commission Clerk Create . Create the business partner role Commission Clerk. The Commission Clerk within an organization is responsible for maintaining the business partner master data, the commission contracts and the commission case processing. Regardless of your internal titles, anyone working within ICM (creating commission contracts, for example) must be set up in the Business Partner role Commission Clerk with their user ID set up as a Commission Clerk. You must assign the role to an Organizational unit in SAP Organizational Management (PD-ORG), preferably at the root.
1.
Example
These steps provide an example of how to set up a business partner in the role commission clerk:
1. 2. 3. 4. 5. 6. 7.
Enter a Grouping. This is the number range used for your business partner, for example an internal number assignment means you do not need to enter an ID in the business partner field. Complete the address information on the Address tab. Select the Identification tab and enter your user ID in the User field. Select the Control tab and enter 0002 in the BP Type field. Enter the required data on any additional tabs. Save your entries.
Note
Once you have completed entering the business partner in the commission clerk role, ensure that the commission clerk can connect to the system via LOGIN.
3.
Use the transaction PPSM to assign the Commission Clerk to the PD-ORG. 1. Enter O at the Object Type field. 2. Display the structures at the Object ID field and select the correct structure from the drop down list. 3. Enter the appropriate value in the Evaluation path and choose Enter. 4. Drill down until you reach the Commission Clerk branch. 5. Select the Commission Clerk branch. 6. Choose Create Relationship. 7. Double-click Holder. 8. Highlight the commission clerk you just created. 9. Save your entries.
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Recommendation
The assignment occurs within the organizational hierarchy. We recommend that you create admin commission clerks in the PDORG to enterprise level to provide them with user rights for the complete hierarchy.
4.
On the SAP Easy Access screen of the SAP ERP system, choose Master Data Commission Contract Partner Create Create a commission contract partner. You must maintain one commission contract partner for every commission recipient. You make the assignment between the contract partner, the organization and the commission agreements within the commission contract.
Example
1. 2. 3.
4. 5.
6. 7. 5.
Select a person, organization, or group. The most common example in a sales scenario is a "person" for the sales manager and sales representative. Ensure you are creating the business partner using the Commission Contract Partner Role (CACSA1). Enter a Grouping. This is the number range that will be used for your business partner, for example an internal number assignment means you do not need to enter an ID in the business partner field. Complete the address information on the Address tab. Click the Control tab and enter the value 9001 in the BP Type field. This relates to the business partner type that was assigned to contract types. Business partner types with the CRM Preconfiguration include: 9001 - Sales Manager 9002 - Sales Rep 9003 - Agent Enter the required data on any additional tabs. Save your entries.
On the SAP Easy Access screen of the SAP ERp system, choose Master Data Commission Contract Create . Create a commission contract. You must create one commission contract for every commission contract partner for which you intend to calculate commissions. For the CRM-ICM interface, only one commission contract can exist for a commission contract partner. 1. At Number Assignment, enter the internal assignment for the number range created earlier in the configuration process, for example, 01. 2. At ComnContPart., enter the number of the commission contract partner that was set up using business partner type 9001 for Sales Manager.
Note
The steps here cover creating a commission contract for a Sales Manager. While the Sales Representative and Agent have different contract types than a Sales Manager, you can use the procedure described here as a model for the steps necessary for creating a commission contract for a Sales Representative and Agent. At Effective Date, enter the date in which you wish the commission contract to take effect. At Std.Contr.No:, enter a search using 901 as the contract type for Sales Manager and select 90100 for standard Sales Manager. 5. Choose Enter. 6. Choose Staff Assignment. 7. At Staff Assignt, enter s. 8. Display the staff assignments at the StassAssgt and then choose Sales Manager from the dropdown list. 9. Double click Sales Manager. 10. Choose Enter. 11. Click the Performance-Related Remun. tab. 12. Display the standard agreements at the Standard Agreementfield and then select an agreement created earlier in the preconfiguration process, for example 000000009201. You can select the agreement and in the bottom portion of the screen individualize the remuneration calculation. 13. Unless you are using incentives, continue at the next step. If you are using additional commission cases (incentives), click the Trigger Commission Case tab and enter the information. 14. Click the Global Agreement tab and review the Valuations. 15. Choose Activate. Commission contracts are only available for use in commission calculations after you activate them. 16. Save your entries. 6. On the SAP Easy Access screen of the SAP ERP system, choose Tools Administration Current Settings Maintain Period Rules . Maintain period rules. While period rules are delivered as part of the ICM-CRM preconfiguration, some of these rules are combined with commissions, for example, and these must be activated.
3. 4.
Note
When you change period rules you will also have to change the information within the triggers. For more information about triggers, seeMaintaining Number Ranges for the Commission Application.
Result
You are able to run the CRM-ICM application.
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1.1.1.3 Maintaining Fields for Customer Enhancement Extraction

If your organization requires additional customizing support, you can add additional fields for the commission application you have created using the CRM ICM preconfiguration . 1. You can enhance the standard offering of CRM fields so that they can be used inside the ICM engine for your organization's specific requirements. You do this in Customizing in CRM, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM ICM Engine General Settings Maintain Fields for Customer Enhancement of Transfer . 2. After you have established your organization's specific requirements to ICM in ERP, you will need to do the same in CRM. You do this in Customizing in CRM, by choosing: Customer Relationship Management Incentive and Commission Management CRMICM Transfer of CRM Documents to ICM CRM - General Settings Maintain Fields for Customer Enhancement of Transfer .
1.1.1.4 General Settings for CRM
1.1.1.4.1 Entering Settings for ICM Engine Interface

You use this procedure to enter the settings for the ICM engine interface to CRM.
Prerequisites
You have completed the CRM-ICM preconfiguration within ICM.
Procedure
1.
In Customizing for CRM, you maintain settings for obtaining payment information, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Global Settings for the Transfer from Financial System to CRM
Note
You use this step only if you are obtaining payment information (for commission trigger and/or commission basis) from SAP Financials or from some other financial system. If you use SAP Financials, you also need to select an RFC destination so that the Transfer program knows where to obtain the SAP Financials information (when you use another financial system you do not have to enter an RFC destination). If you use another financial system, you need to implement a Business Add-In (CRM_ICM_IP_BADI). 1. In Customizing for CRM, you maintain transaction categories, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Settings Related to the CRM to ICM Engine Interface Maintain Transaction Categories for Participation This transaction lets you perform the following tasks: Establish the different CRM business objects tol be used for commission calculation Define the ICM commission application you use to send the business object Determine whether business objects are extracted from CRM or from SAP BI 2. In Customizing for CRM, you maintain partner functions, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Settings Related to the CRM to ICM Engine Interface Maintain Partner Functions for Participation This activity maps the CRM partner function to the ICM role for processing of the commission calculation, so that CRM-ICM knows the ICM role to be used through the interface between CRM and ICM. 3. In Customizing for CRM, you assign transaction categories, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Settings Related to the CRM to ICM Engine Interface Assign Transaction Categories/Subcategories to ICM Subobject Types This activity maps the CRM object types to the ICM triggering objects. 4. In Customizing for CRM, you maintain triggering options, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Settings Related to the CRM to ICM Engine Interface Maintain Transaction Category/Partner Function Related to ICM Parameters
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This activity determines the trigger and basis for each partner function/transaction category combination.
Note
If you use resale order transaction category BUS20401, set the trigger to Fully Invoiced. Then, for optimal results, use the order net value as the commission basis.
5.
6.
7.
8.
9.
10.
In Customizing for CRM, you assign transaction activities, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Settings Related to the CRM to ICM Engine Interface Assign Transaction Activities to ICM Triggering Methods This activity maps the CRM transaction activity type to the ICM trigger method for each CRM transaction category. In Customizing for CRM, you assign transaction activities for subobject types, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Settings Related to the CRM to ICM Engine Interface Assign Subobject Activities to ICM Activity Types This activity maps the CRM transaction activity type to the IC trigger method for each CRM subobject type. These steps are optional and are only required when you want to add additional fields to the extraction interface with ICM. 1. In Customizing for CRM, you set up CRM fields from the business documents used within the object data, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Settings Related to the CRM to ICM Engine Interface Assign Customer Subobject Activities to ICM Activity Types Set Up CRM Fields from the Business Documents Used within the Object Data . 2. In Customizing for CRM, you set up CRM fields from the business documents used for the valuation, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM General Settings Settings Related to the CRM to ICM Engine Interface Assign Customer Subobject Activities to ICM Activity Types Set Up CRM Fields from the Business Documents Used for the Valuation 3. In Customizing for CRM, you set up CRM fields from the business documents used for remuneration, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM General Settings Settings Related to the CRM to ICM Engine Interface Assign Customer Subobject Activities to ICM Activity Types Set Up CRM Fields from the Business Documents Used for the Remuneration . In Customizing for CRM, you provide a customer enhancement to the extraction process by providing a sales object extraction, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Settings Related to the Transfer of CRM Data to BI Business Add-In for Customer Enhancement: Sales Object Transfer . In Customizing for CRM, you create an identification category, by choosing: Cross-Application Components SAP Business Partner Business Partner Basic Settings Identification Numbers Define Identification Categories . Create a new entry for CRM003, External System Indicator for ICM. Within the entry, perform the following tasks: Ensure that this is applicable for the organization, persons and groups. Assign this to identification category CRM003. You use this identification category when maintaining business partners in CRM and mapping them to ICM business partners if they have different identification numbers. In Customizing, you maintain the CRM business partner for ICM, by choosing: Master Data Business Partners Maintain Business Partner .
Note
A business partner can be a person or organization. You perform this step only if the business partner identification numbers used in CRM and ICM in the ERP system are not identical. When business partners do not have the same business partner numbers in both systems, follow these steps to map the CRM business partner to the ICM commission contract partner: Go to the Identification tab of the CRM business partner (using role business partner). In the identification type External System Identifier for ICM, enter CRM003 3. In the Identification Number field, enter the ICM business partner number 11. If you handle resale orders, you must also maintain a number range for the CRM-ICM Resale Order Grouping by using transaction SNRO. When you are in the transaction, use object CRM_ICM_RO and choose Number Range.
1. 2.
Note
Delivered as part of this release, the resale orders are grouped by tracking partner (distributor), end customer, and currency. If you require different or more specialized groupings, use a BAdI to modify the groupings.
Result
You have entered the settings for the ICM engine interface to CRM and can use this within a production environment.
1.1.1.4.2 Entering Settings When Using Payment Amount as a Commission Basis

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved. Page 17 of 32
The standard CRM-ICM preconfiguration does not support use of the payment amount as a commission basis. When using payment amount as a commission basis, you must use this procedure to make the changes to the preconfiguration . When you are setting up the configuration in ICM to create commission cases using any other available commission basis that calculates based on the item level of a CRM document, you can ignore this step.
Caution
When you use payment amount as a commission basis, you create commission cases at a header level in ICM. However, when using payment amount as a commission basis, you must configure ICM to create commission cases on a header level. Item level calculation is not supported. To allow commissions to be calculated from a header, use the configuration steps outlined in this section (in addition to the remaining steps in the Getting Started Guide).
Prerequisites
You have configured ICM to create commission cases based on the CRM preconfiguration.
Procedure
1.
In Customizing for the Commission System, you construct the application, by choosing: Commissions Application AdministrationGeneral Settings Design Adjustment of Commission Application - Commission Application Construction Commission Application Construction.
Note
This activity is client-independent. The commission basis value field is only available in the sales order item object and sales contract item object as defined within the standard CRM-ICM preconfiguration. You must add the sales order and sales contract header object to allow for valuation and remuneration for just the header object and no item objects. This is in addition to the activities performed in Setting up the Commission Application.
Example
To use the payment amount as the commission basis in CRM, perform the following tasks:
1.
Maintain the sales order header object. 1. Enter the commission application you are maintaining. 2. Locate the structure to be changed for sales order header, under Object Data: VCRM01_OBJ91 .
Commission Case Business Objects Commission
Note
If you expand this structure, you will notice that the field Total Common Value (COMM_BAS_VAL) does not exist. In the field selection panel, expand the CRM-Specific Attributes (Additional CRM Fields) . Select Total Common Value (COMM_BAS_VAL) and drag it to the order header structure (VCRM01_OBJ91). 5. Save your entries. 2. Maintain the sales contract header object. 1. Enter the commission application you are maintaining. 2. Locate the structure to be changed for sales contract header, under Commission Case Business Objects Commission Object Data: VCRM01_OBJ93
3. 4.
Note
If you expand this structure, you will notice that the field Total Common Value (COMM_BAS_VAL) does not exist. In the field selection panel, expand the CRM-Specific Attributes (Additional CRM Fields). Select Total Common Value (COMM_BAS_VAL) and drag it to the order header structure (VCRM01_OBJ93). 5. Save your entries. 2. In Customizing for the Commission System, you generate the application, by choosing: Commissions Application Administration General Settings Commission Application Generation .
3. 4.
Note
This activity is client-independent. Because you have made changes to the application structures, you must regenerate the application so that these changes can be included in tables, interfaces, views, or other areas. You regenerate the application by selecting it and choosing Execute.
Caution
You perform this step in addition to the construction maintained in step 4 of the procedure Setting Up the Commission Application.
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3.
In Customizing for the Commission System, you maintain valuation types, by choosing: Commissions Basic and Master Data Standard Commission Contract Valuation Agreement Maintain Valuation Types . The valuation types created using this step provide valuation based on the header of the object rather than the item object.
Example
If you use payment amount as the commission basis in CRM, you must perform the following tasks:
1.
Add two new entries for the sales order header object (90110) and the sales contract header object (90210). The following illustrates an example of the new entries: Val. Type PobjTyp Valuation Result Effective From Effective Until Name Type 9003 90110 Difference 01/01/1900 12/31/9999 Valuation for Sales Valuation Order Header 9004 90210 Difference Valuation 01/01/1900 12/31/9999 Valuation for Sales Contract Header
3.
Save your entries. Assign a tool for each new valuation type. 1. Highlight the new valuation type created, for example, 9003. 2. In the dialog structure, double-click Assign Tool . 3. Use the F4 help (for example, VALUATION_STANDARD) and validity dates to enter a tool . 4. Save your entries. 4. Maintain the parameters for the tool assigned. 1. From the Assign Tool dialog box from the above step, choose Maintain Params. 2. Enter a procedure. 3. Enter effective dates for the procedure. 4. Save your entries.
2.
Example
This example uses the CRM preconfiguration package: Procedure 91000 Effective From 01/01/1900 Effective Until 12/31/9999
Note
Repeat these steps for every new valuation type that you create.
4.
In Customizing for the Commission System, you maintain remuneration types, by choosing: Commissions Basic and Master Data Standard Commission Contract Remuneration Agreements Agreement for Activity-Dependent RemunerationsMaintain Remuneration Type Activity
Caution
You perform this step only when using Payment Amount as the commission basis in CRM. The remuneration types created using this step provide valuation based on the header of the object rather than the item object. These new remuneration types are in addition to the remuneration types created in step 12 of Customizing Basic Functions. 1. Add four new entries: Two for the sales order header object (90110) and two for the sales contract header object (90210).
Example
The following table illustrates an example of the new entries: Remun. Type Remun. Grp VobjTyp 9050 9010 90110 9060 9070 9080 9000 9010 9000 90110 90210 90210 Val. Type 9003 9003 9004 9004 Name Remuneration Type Mgmt - Ord Header Remuneration Type Sales - Ord Header Remuneration Type Mgmt - Cnt Header Remuneration Type Sales - Cnt Header
3.
Save your entries. Assign a tool for each new valuation type created. 1. Highlight the new remuneration type created, for example, 9050. 2. In the dialog structure, double-click Assign Tool . 3. Use the F4 help (for example, REMUNERATION_STANDARD) and validity dates to enter a tool . 4. Save your entries. 4. Maintain the parameters for the tool assigned.
2.
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From the above step, choose Maintain Params from the Assign Tool dialog box. Enter a procedure. 3. Enter effective dates for the procedure. 4. Save your entries.
1. 2.
Example
The following table uses the CRM preconfiguration package: Procedure Effective From 9001 01/01/1900 Effective Until 12/31/9999
Note
Repeat these steps for every new remuneration type created.
5.
In Customizing for the Commission System, you store determination criteria, by choosing: Commissions Basic and Master Data Standard Commission Contract Remuneration Agreements Agreement for Activity-Dependent Remunerations Store Determination Criteria
Caution
You perform this step only if using Payment Amount as the commission basis in CRM. Update the selection tables for the header objects, because currently they consist only of the item objects to support the standard preconfiguration.
Caution
These table updates are in addition to the updates being maintained in step 13 of Customizing Basic Functions. You make entries in SELTABA90 and SELTABA98. 1. Ensure that the following entries at least exist within SELTABA90 for the Triggering Subobject Type and participant used in the CRM preconfiguration for header remuneration. TrigObTy SelNo 90110 9050 90210
2.
9070
Ensure that the following entries at least exist within SELTABA98 for the Triggering Subobject Type and participant used in the CRM preconfiguration for header remuneration. Role TrigObTy SelNo 901 90110 9500 901 902 902 903 903 90210 90110 90210 90110 90210 9700 9600 9800 9600 9800
6.
In Customizing for the Commission System, you configure the determination combinations/combination assignment, by choosing: Commissions Basic and Master Data Standard Commission Contract Remuneration Agreements Agreement for ActivityDependent Remunerations Configure Determination Combinations/Combination Assignment
Caution
You perform this step only when using Payment Amount as the commission basis in CRM. This determination procedure is used to determine the remuneration type to be used when calculating remuneration. You must create four new remuneration types to support the four new remuneration types for the header objects.
Caution
These combinations are in addition to the combinations being maintained in the step 14 of Customizing Basic Functions.
1.
If you use the CRM preconfiguration package, add the following entries to the table :
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Comb Type No 915 916 917 918

2.
Effect From 01/01/1900 01/01/1900 01/01/1900 01/01/1900
Effect Until 12/31/9999 12/31/9999 12/31/9999 12/31/9999
ClC Object type Clc Obj 01 - Performance 9050 Related Remuneration 01 - Performance Related Remuneration 01 - Performance Related Remuneration 01 - Performance Related Remuneration 9060 9070 9080
Update the Combination Assignment for Combination Type Number 900 for the new Combination Type Numbers created for sales: Sel. Table SelNr KombArtNr VCRM01_SELTAB98 9500 915 VCRM01_SELTAB98 VCRM01_SELTAB98 VCRM01_SELTAB98 9600 9700 9800 916 917 918
3.
Update the Combination Assignment for Combination Type Number 910 for the new Combination Type Numbers created for management: Sel. Table SelNr KombArtNr 9050 900 VCRM01_SELTAB90 VCRM01_SELTAB99 VCRM01_SELTAB90 VCRM01_SELTAB99 9050 9050 9070 9070 9070 900 900 900 900 900
4.
Save your entries.
Result
You have entered the settings for using payment amount as a commission basis.
1.1.1.4.3 Entering Settings for Extracting CRM Data

This procedure is only required when you are using SAP BI as the source system for the sales orders and contracts.
Prerequisites
The system has been configured and you are using SAP BI as the source system for your sales orders and contracts.
Procedure
In Customizing for CRM, you prepare SAP BI for extracting data into CRM, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Settings Related to the Transfer of CRM Data to BI How to Prepare BI to Transfer to ICM . 2. In Customizing for CRM, you establish the RFC destination for SAP BI, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM Display and Maintain RFC Destinations . Simply create a new RFC destination for the SAP BI system from which you extract sales documents. Within this setup, ensure that you enter the required information for the process, including the description, target system, message server, group, logon, and so on. CRM-ICM uses the RFC destination you create through the transaction for processing data, such as commission calculations. 3. In Customizing for CRM, you create the global settings for extracting data from SAP BI to CRM, by choosing: Customer Relationship Management Incentive and Commission Management CRM-ICM Transfer of CRM Documents to ICM CRM - General Settings Settings Related to the Transfer of CRM Data from BI Global Settings for Transfer from BI System . You use this transaction to take the RFC destination that you set up in the previous step and enter it as the SAP BI RFC destination. This definition provides CRM with the SAP BI location from which it extracts the commission data.
1.
Result
You are able to use SAP BI as the source system for sales orders and contracts.
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1.1.1.5 Integration with SAP BI for Reporting

CRM ICM is a cross-industry solution that processes variable compensation for employees and partners, such as commissions and incentives. For reporting purposes, SAP BI combines CRM sales data with its corresponding ICM data.
Integration
The SAP BI extractor for the ICM engine is generated automatically, based on the configuration of the commission application. You can also access an ICM InfoSource, created by the Financials group, that contains the following: The four most important result key figures of the calculation process: Calculated commission/incentive Commission/incentive to be paid The corresponding InfoObjects already exist inside the standard content for the ICM engine, but are to be renamed (these new InfoObjects reference the existing InfoObjects), because the current names are not fully compatible with CRM. All CRM reference information that enables a combination of CRM and ICM content, including the technical key (order header GUID, order item GUID). This information is transferred from CRM to the ICM engine, and from there is extracted into SAP BI.
Prerequisites
Before ICM can begin its calculations, it requires context data (for example, product details, such as product category; and customer details, such as region) to drive the commission creation process effectively. This data is obtained by reading the CRM sales documents from the corresponding SAP BI ODS table. The information in the ODS tables is stored at item level as well. In addition to the status fields and the key figures, these tables already provide a lot of master data information (for example, customer hierarchy) that is not read from the CRM master data tables. Critical information is also extracted into SAP BI after the calculation process. The SAP BI content of the CRM ICM solution is based on the existing content of CRM Sales and the content of FIN ICM. For more information, see SAP Help Portal under: Business Information Warehouse BI Content Customer Relationship Management CRM Incentive and Commission Management. .
1.1.1.5.1 Setting Up the ICM Extractor Append

CRM-ICM leverages the existing ICM Data Source developed for the ERP system. When you are using the CRM preconfiguration that supports the CRM to ICM document interface, you must append the required CRM fields to the ICM Extractor to use the ICM Data Source for commission results in BI. You typically determine whether you require additional fields for BI during implementation. If you require additional fields, you also need to append them to the ICM data source.
Prerequisites
This BI Extractor setup is performed once for all commission applications in the ICM system that use the CRM preconfiguration supporting the CRM to ICM document interface.
Procedure
1.
In the Commission System, to create the Append structure, enter the ERP transaction RSA5 .
Note
This is a client-independent activity.
1. 2. 3. 4. 5. 6.
Locate the data source 0CACS_DOCRE_01 within the Insurance area. To view the DataSource:Business content display, double-click the data source 0CACS_DOCRE_01 . To select the structure, double-click the extract structure CACS_S_DOCRE_BI . Choose Append Structure. You see the Append Structure popup. In the Append Structure popup, choose Create. You see the Append for table popup. In the Append for table popup, enter a name for the append structure.
Example
ZACACS_S_DOCRE_BI. Choose Enter. You see the Dictionary: Maintain Append Structure popup. 8. Enter a short description for the append structure.
7.
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Example
CRM-ICM BI Append Fields.
9.
Choose the Components tab and enter the following fields for the include: Component Component Type Data Type Length INCENTIVE_BAS_ INCENTIVE_BASIS CURR 15 R _ COMM_BAS_VAL_ CACS_CRM_COM CURR R MBASIS GUID_R ITEM_GUID_R CURRENCY_R COMM_TRI_DATE _R CACS_CRM_PRO ZESS CACS_CRM_PRO ZESS CACS_CRM_CUR RENCY CHAR CHAR CUKY 15 32 32 5 8
Decimal Places 2 2 0 0 0 0
Short Description Bonus Basis Value Commission Basis Value Transaction GUID Transaction GUID Currency Date of Commission Run Start
CACS_CRM_COM DATS MISSION
10.
Choose the Currency/quantity fields tab and enter the following Reference table and Reference field currency/quantity fields: Component Component Type Data Type Reference Table Ref. Field INCENTIVE_BAS_R INCENTIVE_BASIS_ CURR CACS_S_DOCRE_BI CURRENCY_R COMM_BAS_VAL_R CACS_CRM_COMMB ASIS CURR CACS_S_DOCRE_BI CURRENCY_R
Choose Append. You might see information messages within the Checktable/structure popup that refer to the fields you entered in a previous step. The messages are warnings and the table can be checked successfully with these warnings. 12. Choose Activate. 13. Save your entries. 2. In the Commission System, to add the Append structure to the additional BI structure, enter the ERP transaction SE80 .
11.
Note
This is a client-independent activity.
1. 2. 3. 4. 5. 6.
In the Object Navigator, enter the package CACSBW and choose Search. In the Object Name list, expand the CACSBW package and locate the structure CACS_S_BI_DOCRE. To select the structure, double-click the structure CACS_S_BI_DOCRE . Choose Append Structure You see the Append Structure popup. In the Append Structure popup, choose Create. You see the Append for table popup. In the Append for table popup, enter a different name for the append structure than that used in the previous step.
Example
ZDCACS_S_DOCRE_BI. Choose Enter. You see the Dictionary: Maintain Append Structure popup. 8. Enter a different short description for the append structure than that used in the previous step.
7.
Example
CRM-ICM BI Additional Append Fields.
9.
Choose the Components tab and enter the following fields for the include (the same fields as entered for the previous step):
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Component Component Type Data Type INCENTIVE_BAS_ INCENTIVE_BASIS CURR R _ COMM_BAS_VAL_ CACS_CRM_COM CURR R MBASIS GUID_R ITEM_GUID_R CURRENCY_R COMM_TRI_DATE _R
10.
Length 15 15 32 32 5 8
Decimal Places 2 2 0 0 0 0
Short Description Bonus Basis Value Commission Basis Value Transaction GUID Transaction GUID Currency Date of Commission Run Start
CACS_CRM_PRO ZESS CACS_CRM_PRO ZESS CACS_CRM_CUR RENCY
CHAR CHAR CUKY
CACS_CRM_COM DATS MISSION
Choose the Currency/quantity fields tab and enter the following Reference table and Reference field currency/quantity fields (the same fields as entered for the previous step): Component Component Type Data Type Reference Table Ref. Field INCENTIVE_BAS_R INCENTIVE_BASIS_ CURR CACS_S_DOCRE_BI CURRENCY_R COMM_BAS_VAL_R CACS_CRM_COMMB ASIS CURR CACS_S_DOCRE_BI CURRENCY_R
Choose Activate. Enter either your package or $TMP. 13. Save your entries. 3. In the Commission System, to generate the Data Source, enter the ERP transaction RSA6 .
11. 12.
Note
This is a client-independent activity. Locate the data source 0CACS_DOCRE_01 within the Insurance area. Highlight the data source. 3. Choose Edit. 4. Add the new fields in the Append structure (entered from the previous step) to the Data structure, by choosing: Generate . 5. Deselect Hide fieldfor any new fields. 6. Generate the Data structure, by choosing: DataSource Generate . 4. In the Commission System, to test the transaction Extractor, enter the ERP transaction RSA3 .
1. 2.
DataSource
Note
This is an optional, client-dependent activity. Locate the data source 0CACS_DOCRE_01 within the Insurance area. Choose Enter. 3. To test the extractor, enter the commission application and client. 4. Choose Execute. Review that you have access to data. If you do not, review the steps for possible errors. 5. In the Commission System, to transfer the Data Source, enter the ERP transaction RSA5.
1. 2.
Note
This is a client-dependent activity.
1. 2.
Locate the data source 0CACS_DOCRE_01 within the Insurance area. Choose Transfer Data Sources.
Result
You have appended the CRM fields required for CRM-ICM to the ERP ICM BI extractor.
1.1.2 Getting Started with Transferring BI Data to ICM Through a General BI Interface
The General BI Interface to ICM allows you to leverage the powerful analytic capabilities of the SAP Business Intelligence (BI) with ICM to drive your incentive processes more effectively. The General BI Interface to ICM provides an easy means to transfer virtually any data
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drive your incentive processes more effectively. The General BI Interface to ICM provides an easy means to transfer virtually any data from BI to ICM by using the query as the data source. This portion of the Getting Started Guide provides a quick overview of the steps necessary to configure and set up the CRM ICM solution when transferring BI data to ICM through a general BI interface.
Prerequisites
You have performed the following tasks: Designed your ICM application to meet the requirements of your incentive compensation plan. Implemented BI content to drive the ICM application design.
Activities
The following graphic illustrates the steps necessary to configure CRM ICM to transfer BI data to ICM through a general BI interface:
More Information
Initial Processes Performed in SAP BI Activities in Customizing BI ICM Interface in SAP CRM Activities in Customizing BI ICM Interface in ERP (ICM) Activities to Complete Customizing for BI ICM Interface in SAP CRM
1.1.2.1 Initial Processes Performed in SAP BI

The initial step is to ensure that the various BI InfoSources are in place along with the queries that you ultimately select for use with the general BI interface. These are either current or new InfoSources required to support the predesigned incentive plans you implement in ICM.
Caution
You can use as many queries as necessary to support your incentive scenarios. You must follow the guidelines listed here for each query that you plan to use to drive your ICM application. When you select queries, be aware of the following restrictions: Performance (SAP BI, SAP CRM, and ERP ICM) Restrictions of the API used to execute the queries The ODBO interface The technical difficulty in implementing the solution in this version of the interface When developing your design to support the BI interface to CRM ICM, the interface has the following features: Support for characteristics in the header and/or rows of the query, but support for KPIs only in the columns of the query. No support for hierarchies. No support for compound objects (country and region). Volume limit of 50,000 records with 10 KPI
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No support for queries that use the operators CT, RT, and GT, as well as %CT, %RT, and %GT in calculated key figures. No support for queries that use replacement path variables while the reference query uses variables that are open for input. Support for user exit variables. Characteristics in queries to be defined as upper case only. The ODBO interface does not support the following: Filter and variable values that contain special characters, accents, or characters in lower case. More than 19 characteristics in a query. Additionally: Default values of variables cannot be changed when the query is executed. If a default value is defined for a variable, the ODBO interface always applies this value, even if it had been explicitly deleted manually in the variable dialog box. We recommend that you do not use default values. When the query results are written to tables, the characteristics of a query are used as key fields in the generated table. Due to the restrictions imposed by the Data Dictionary, the combined width of all key fields must not exceed 255 bytes. A query cannot be changed and reused. To change a query, you must copy it under a new name and then change it, because BI does not support multiple versions of the same query.
1.1.2.2 Activities in Customizing BI ICM Interface in SAP CRM

Use this procedure to perform the CRM configuration activities necessary to transfer BI data to ICM through a general BI interface.
Prerequisites
You have defined your BI InfoSources.
Procedure
1.
Define RFC Destination Definitions 1. In Customizing for the CRM system, you set up an RFC destination for ICM, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Display and Maintain RFC Destinations When you create the RFC destination for the ICM engine (ERP system), ensure that you enter the required information for the process, including the description, target system, message server, group, logon, and so on.
Note
This is a standard SAP procedure for setting up any other RFC destination within CRM. You perform this step in this procedure only if you have not already set the RFC destination to support any other processing. In Customizing for the CRM system, you set up the RFC destination for the ICM engine and the BI logical system, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Set up RFC Destinations for ICM Engine and BI System On the RFC Destination for ICM Engine and BI System page, enter the following: 1. The ICM RFC destination. 2. The BI system destination. This is client-specific. You can connect to more than one BI system by entering multiple BI system destinations, separated by a comma or space. The queries selected from the BI system(s) provide the DataSource for the transfer interface generated in a later step. 2. Define Transfer Application In Customizing for the CRM system, you define a BI-ICM transfer application, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Define Transfer Application You use this step to specify the name of a new transfer application. A transfer application is a generated application that transfers extracted BI query results to the ICM commission case interface to drive the commission process in ICM. Whereas you can define only one transfer application per ICM application, one transfer application can support multiple queries. Although you enter an ICM application name, the purpose at this stage is to create the map between the applications and, in most cases, the application does not yet exist. On the BI-ICM Transfer Application page: 1. Choose New Entries. 2. Enter the BI-ICM Transfer Application. 3. Enter the ICM Commission Application. 4. Enter short and long descriptions to help you identify the Transfer Application. 5. Save your entries.
2.
Note
After you have completed other steps in the procedure, you return to this activity to make it productive, by choosing Transfer Application productive? .
3.
Select Query and Customize Query Results 1. In Customizing for the CRM system, you identify the BI ODS or InfoCube and Query, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Query Selection and
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Customization Identify BI Infoprovider and Query . You can specify one or more BI Queries and Infoproviders (InfoCube or ODS tables) as sources of data for a BI-ICM Transfer Application. The BI interface relies on the query as its data source for ICM. On the Identify Infoprovider and BI Query page: 1. Choose New Entries. 2. Choose the BI-ICM Transfer Application. 3. Choose the BI query. 4. Choose Get Query Text to complete the remainder of the field entries 5. Save your entries. 2. In Customizing for the CRM system, you populate the CRM selection table with all fields available for selection from the BI query, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Query Selection and Customization Customize Query Results Fields (Subset and Grouping) . You select the BI query fields that you want to include in the field offering structure which is ultimately available to ICM. The choices you make during this activity determine the data that is passed on to the ICM Commission Case interface. On the BI-ICM BI Query Field Customizing page: 1. Choose the BI-ICM Transfer Application. 2. Choose the BI query 3. Choose Get Query Metadata. 4. This populates the table BI-ICM with data from the selected query. 5. Choose Used in ICM App next to each field that you want to include in the extract. Within the BI-ICM BI Query Field Customizing table: Field type is the type of info object from the BI query. InfoObjects are subdivided into characteristics, key figures, units, time characteristics, and technical characteristics. This is a read-only field. Data type is the data type of the field in the ABAP data dictionary. Although it is retrieved from the data definition in BI, it can be modified. When objects are generated in CRM for this BI field, the data type specified here is used. Example data types include currency field stored as DEC, floating point number, and character string (this is the technical definition of the field). Ref. field (reference field) must contain the appropriate currency and unit of measure values to ensure that the structure is generated correctly. Group by allows you to group multiple BI records into a single commission case. For example, if your BI data is comprised of header records of an order and separate line item records of an order, the header records and line item records can be grouped together into a single commission case. ChooseDisplay for each key figure field that you want to make available in the BI Extraction Log tab generated in a later process. The Commission Clerk sees this tab when executing the transaction, by choosing: SAP Menu Sales Incentive and Commission Management Extraction of BI Data to Commission System .
Caution
Unless you choose Used in ICM App for a field, it is not included in the data extracted for use with ICM (not all data may be transferred directly, in some cases the extracted data may be used in a user exit or with the function module to derive the value(s) for fields in the ICM commission case interface.)
3.
In Customizing for the CRM system, you specify a subset from query result fields, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Query Selection and Customization Generate Query Result Structure This generates the query result structure corresponding to the BI query within the transfer application. On the Generate Query Result Structurepage: 1. Choose the BI-ICM Transfer Application. 2. Choose the technical name of the BI Query providing the ICM data. 3. Choose Execute. For more information about verifying this activity, see Trouble Shooting. 4. In Customizing for the CRM system, you identify commission case grouping criteria, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Query Selection and Customization Generate ICM Field Offering This generates the field offering structure in the ERP Data Dictionary. After you generate the field offering structure, you can select it within the ICM application construction tool. After ICM generates a field offering structure, you can place it into a development class, which is used to contain all development objects that must be developed, maintained, and transported together. Typically, the objects that make up a transaction belong to one development class. Customer development classes begin with Y or Z. This field is a placeholder for that class. Currently, you can create the objects in the $TMP class, which cannot be transported.
Note
This is a client-dependent activity. On the Generate Field Offering in ICM page: 1. Choose the BI-ICM Transfer Application. 2. Choose the Technical name of the BI query. 3. Enter the ICM Package/Development Class (or use the temporary package $TMP. 4. Choose Execute.
Note
This generates the field offering only within the ERP system. The field offering within CRM is generated in a previous step.
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For more information about verifying this activity, see Trouble Shooting.
Caution
When you review the Application Log (as described in Troubleshooting) check the last line of the log for the field offering structure name because you use the name during activities in Activities in Customizing BI ICM Interface in ERP (ICM). Note the field offering structure name because it is possible that this log can be deleted.
4.
In Customizing for the CRM system, you set up number ranges unless the business object ID in the query exists, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Set up Number Range Intervals for Business Object ID You use this activity only when you must establish the number range limit when relying on the interface to assign values to the field business object ID. This typically occurs when the query you are using to transfer data to CRM-ICM returns aggregated data. Unless the business object ID exists, the BI-ICM Interface generates a business object ID using the number range intervals.
Result
You have completed the CRM configuration activities required prior to generating or regenerating your ICM application. These are the initial steps required for CRM Customizing. You typically complete the remaining CRM configuration steps after you have completed setting up your ICM application.
1.1.2.4.1 Troubleshooting
You can use the standard SAP log created for this generation activity as a means to troubleshoot this process either by choosing Display Application Log directly from the activity or Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Analyze Application Log. When selecting the activity Analyze Application Log: 1. Enter the BI-ICM Transfer App. 2. Enter the date range of the generation run(s). 3. the date range for the log. 4. Choose the information you want to see: Query Result Structure Field Offering Structure ICM Interface Parameters Transfer Application 5. Choose Execute. By following the activities to create either the Query Result or Field Offering structures, you can verify the CRM-ICM structure additions to the CRM data dictionary: 1. While in the CRM system, enter the transaction SE80. 2. Choose Repository Browser. 3. Expand the Structures folder. 4. Select the results structure generated by CRM-ICM Generic Interface.
1.1.2.3 Activities in Customizing BI ICM Interface in ERP (ICM)

You must create an ICM application that references the CRM and BI data objects created in earlier steps. You create an ICM application as part of the ICM application construction process. This process allows you to associate selected business objects/subjects and fields to specific processes within ICM. When you generate the ICM application, tables that are specific to the fields you selected are generated internally within ICM. In essence, this process creates an application that is specific to your implementation. This application then "lives" within the framework of ICM.
Prerequisites
You have performed the following activities: Defined the BI InfoCube or ODS table and query. Completed the necessary CRM configuration activities prior to creating your ICM application necessary to transfer BI data to ICM. If you previously created the RFC destination for the ICM engine, you can access Customizing within the ERP (ICM) system through Customizing for the CRM system, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM ICM Engine Settings.
Procedure
1.
In Customizing for the ERP (ICM) system, construct the commission application by choosing:
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Commissions Application Administration General Settings Design Adjustment of Commission Application Commission Application Construction The CRM Transfer Application process only generates the field offering in the ERP Data Dictionary. It does not automatically offer the fields in the ICM application construction view. You use this step to drag and relate the fields in the Object Type and Field Selection view. 1. In the Display Design of Application, choose Increase Selection. This allows you to enter the field offering structure name written to the ERP Data Dictionary. The field offering structure name has the format: ICM application name_CRM transfer application name_query ID
Note
There is one structure per ICM application and query. You can find the structure name at the end of the field offering generation log. See Activities in Customizing BI ICM Interface in SAP CRM. Enter the structure name and choose Enter. ICM populates the view with all of the fields of the structure. 3. Drag and relate the various ICM processes shown on the right-hand panel of the ICM application construction tool. 2. In Customizing for the ERP (ICM) system, generate the commission application, by choosing: Commissions Application Administration General Settings Commission Application Generation You use the ICM application construction tool to generate the commission application. For more information about commission applications, refer to the SAP Help Portal for SAP ERP, by choosing: SAP Library SAP R/3 Enterprise Applications Financials Incentive and Commission Management . 3. In Customizing for the ERP (ICM) system, configure the ICM application, by choosing : Commissions Application Administration General Settings To configure the ICM application to meet your implementation requirements, see the Customizing information in the IMG .
2.
Result
You have successfully implemented and configured your ICM application for use within the transfer of BI data to ICM.
1.1.2.4 Activities to Complete Customizing for BI ICM Interface in SAP CRM

After you have completed implementing your ICM application to match your CRM and BI requirements, you must complete your CRM customization.
Prerequisites
You have successfully implemented and configured your ICM application for use within the transfer of BI data to ICM.
Procedure
1.
In Customizing for the CRM system, map the ICM-CRM data elements used in the batch interface, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICMICM-CRM Data Elements Used in Batch Interface. You use the ICM-CRM Data Elements Used in Batch Interface table to map CRM data elements to ICM data elements. You must do this only when the ICM application already exists and is not required when starting with the BI content before the ICM application has been generated.
Caution
You must enter the data element names manually. There is no automatic list or selection function. This is a cross-client table and is not specific to a single transfer application or ICM application. You can import the CRM to ICM field mapping from a .csv file by using transaction CRM_ICM_BWIF_007. For more information, refer to the IMG activity documentation . 2. In Customizing for the CRM system, generate the ICM interface parameters in CRM, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Generate ICM Interface Parameters . This reads the ICM commission case interface structure and generates a matching interface structure in CRM that becomes part of the transfer application. To perform this action: 1. Choose the BI-ICM Transfer Application. 2. Choose Execute to generate the structures for the named transfer application. After processing is complete, you see the name of the name of the generated structure on the status line of the window. If the named transfer application has already generated programs: You see the popup Overwrite Existing yes or no when the generation process is run in the foreground and the productive flag is not set. In the background, it overwrites the generated program with no warning but checks for the productive flag.
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3.
For information about verifying this activity, see Trouble Shooting. In Customizing for the CRM system, assign the source of information for ICM fields, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Assign Source Information for ICM Batch Interface Parameter . This represents the mandatory field mapping required to map query fields to mandatory ICM commission case interface fields. When using this activity, you can do one of the following: Specify different mapping for the header and the detail records. Enter the data element names manually or use the supplied import utility (transaction CRM_ICM_BWIF_007. For more information, refer to the IMG activity documentation. 4. In Customizing for the CRM system, generate the transfer report and selection screens within CRM-ICM, by choosing: Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Generate Transfer Application . This generates the selected transfer application and associated selection and logging screens accessible when running the transfer by selecting the SAP Easy Access Menu path from the CRM system SAP Menu Sales Incentive and Commission Management Transfer SAP BI Data to ICM . For more information about verifying this activity, seeTroubleshooting.
Result
You have completed all customizing activities and can transfer BI Data to ICM within CRM-ICM.
1.1.2.4.1 Troubleshooting
You can use the standard SAP log created for this generation activity as a means to troubleshoot this process either by choosing Display Application Log directly from the activity or Customer Relationship Management Incentive and Commissions Management BI-ICM Transfer of BI Data to ICM Analyze Application Log. When selecting the activity Analyze Application Log: 1. Enter the BI-ICM Transfer App. 2. Enter the date range of the generation run(s). 3. the date range for the log. 4. Choose the information you want to see: Query Result Structure Field Offering Structure ICM Interface Parameters Transfer Application 5. Choose Execute. By following the activities to create either the Query Result or Field Offering structures, you can verify the CRM-ICM structure additions to the CRM data dictionary: 1. While in the CRM system, enter the transaction SE80. 2. Choose Repository Browser. 3. Expand the Structures folder. 4. Select the results structure generated by CRM-ICM Generic Interface.
1.2 Application Menu for Commission System

Use this transaction to access the Incentive and Commission System in ERP to perform commission maintenance in the ICM system.
Activities
You have direct access to the Incentive and Commission System by selecting Sales Incentive and Commission Management Application Menu for Commission System from the SAP menu. After you make this selection, you see the initial screen of the Commission System.
1.3 Running the Commission Simulator

You access the Commission Simulator iView from the Portal. You use the Commission Simulator to determine the potential commission value of either a possible sale or a completed sale that has not yet made its way through the commission system. The commission simulation can be based on any of the following commissionable objects or activities:
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Sales Order Sales Contract Opportunity Product. You can change the parameters and launch the calculation cycle multiple times to view how changes to the sales scenario would affect commissions on the possible sale.
1.4 Extraction of Sales Documents to Commission System

You identify the CRM transaction documents that you are using to drive your commission process. For each of the supported sales document types, you can select from a list of supported triggering statuses, which can differ for each of the transaction types. The supported CRM documents include: Sales Orders Sales Contracts Resale Order You can use any of these supported types. To run manual simulations of a specific transaction, choose Simulation Flag .
Activities
When you enter dates, the posting date contains the date on which the business transaction actually took place. This date is derived from the date of entry, not when the business transactions were entered directly, but, for example, when they are entered in the system retroactively. This is relevant for statistical purposes, because business transactions can, for example, be assigned to the quarter in which they occurred, and not to the quarter in which they were entered in the system.
Note
You typically create a report variant and execute this program in batch, using standard SAP batch processes and procedures.
1.5 CRM Incentives: Admin Log for Extraction Interface to ICM

The administrative log stores data about the last executions for each report variant. It is based on the last run end date and the last changed end date from the run previous to this last run.
Activities
The last changed end date is the date from the most recent execution of the report Extraction of Sales Documents to Commission System with a particular variant.
Example
If a report is executed with the Last Change Dates of 01-APR to 04-APR, only those documents that were changed between these dates are considered, and this Last Change End Date of 04-APR is saved in the administrative log.
1.6 Portal-Based Output

CRM ICM data can be accessed through the following portal-based output: The output is displayed as iViews within the Sales Representative portal, based on data extracted from BI and CRM online.
Features
Portal-Based Output Commissions Simulator My Closed Deals My Sales and Commissions My Team: Sales and Commissions Closed Deals per sales office or representative
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Outperformers/Subperformers: MTD Commissions Outperformers/Subperformers: YTD Commissions The output is displayed as iViews, based on data extracted from BI and CRM online. Commissions Simulator This iView has been designed to provide sales employees with an easy-to-use calculator for calculating the commissions they receive for a particular sale: For a specific product Related to an existing opportunity Arising from a deal that has already been closed, but has not yet been transferred to the commissions system My Closed Deals This iView provides users with an overview of their own closed deals and the related commissions. A deal is regarded as closed after a sales order or contract has been created in the CRM system. All the sales deals in which the user is involved are displayed. My Sales and Commissions This iView provides the user with an overview of his or her own sales deals (that is, sales orders or contracts that have been created in the CRM system) and commissions for the month or year to date. The figures are displayed for both the current as well as previous year, so that the user can compare actual performance with past performance. My Team: Sales and Commissions This iView provides sales managers with an overview of the sales deals and commissions created by the sales representatives in his or her team for the month or year to date. The values are displayed for each sales office and sales representative that have been assigned to the sales manager's area of responsibility Closed Deals per sales office or representative This iView provides sales managers with an overview of his or her team's closed deals and the related commissions. A deal is regarded as closed after a sales order or contract has been created in the CRM system. Outperformers/Subperformers: MTD Commissions This iView provides sales managers with an overview of the sales representatives in his or her team who have made the most and least commissions in the current month to date (MTD), that is: Outperformers who have made the most commissions in the current month to date. Subperformers who have earned the least commissions in the current month to date. Outperformers/Subperformers: YTD Commissions This iView provides sales managers with an overview of the sales representatives in his or her team who have made the most commissions in the current year to date (YTD), that is: Outperformers who have made the most commissions in the current year to date. Subperformers who have earned the least commissions in the current year to date.
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CRM Incentive and Commission Management

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CRM Incentive and Commission Management

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CRM INCENTIVE AND COMMISSION MANAGEMENT

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1 CRM Incentive and Commission Management

1.1 Getting Started with CRM Incentive and Commission Management

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.1.1 Preconfiguring the ICM Engine

1.1.1.1.1 Initial ICM Configuration Setup

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.1.1.2 Setting Up the Commission Application

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

90111 90210 90211 90900 Commissions Application

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.1.1.3 Customizing Basic Functions

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

Contract Type 901 902 903

Business Partner Type 9001 9002 9003

Effective From 01/01/1900 00:00:00 01/01/1900 00:00:00 01/01/1900 00:00:00

Effective Until 12/31/9999 00:00:00 12/31/9999 00:00:00 12/31/9999 00:00:00

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

Role 901 902 902 902 903 903

TrigObTy 90211 90111 90211 90900 90111 90211

SelNo 9300 9100 9200 9090 9100 9200

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.1.1.4 Maintaining Number Ranges for the Commission Application

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.1.2 Setting Up the Application

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.1.3 Maintaining Fields for Customer Enhancement Extraction

1.1.1.4 General Settings for CRM

1.1.1.4.1 Entering Settings for ICM Engine Interface

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.1.4.2 Entering Settings When Using Payment Amount as a Commission Basis

Commission Case Business Objects Commission

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

Comb Type No 915 916 917 918

Effect From 01/01/1900 01/01/1900 01/01/1900 01/01/1900

Effect Until 12/31/9999 12/31/9999 12/31/9999 12/31/9999

Save your entries.

1.1.1.4.3 Entering Settings for Extracting CRM Data

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.1.5 Integration with SAP BI for Reporting

1.1.1.5.1 Setting Up the ICM Extractor Append

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

CACS_CRM_COM DATS MISSION

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

CACS_CRM_PRO ZESS CACS_CRM_PRO ZESS CACS_CRM_CUR RENCY

CHAR CHAR CUKY

CACS_CRM_COM DATS MISSION

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.2.1 Initial Processes Performed in SAP BI

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.2.2 Activities in Customizing BI ICM Interface in SAP CRM

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

PUBLIC 2013 SAP AG or an SAP affiliate company. All rights reserved.

1.1.2.3 Activities in Customizing BI ICM Interface in ERP (ICM)

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1.1.2.4 Activities to Complete Customizing for BI ICM Interface in SAP CRM