Setup contract lines

From the Customer Bonus List (SPB) select a card by clicking on the Code field:

The bonus card can contain an indefinite number of terms (contract lines). The contractual terms determine the calculation logic to be applied to the entries and its method of settlement.

Bonus Card Header
It is only possible to modify a contract if it is in the "Under Development" status and it is possible to calculate and apply the accrued bonuses only if it is in a "Certified" status

 

Field	Description
Class	field related to bonus class table
Description	free description
Value Type	specifies in what form the bonus is paid
Value (% o LCY)	enter amounts / percentages related to the Value Type indicated or the threshold ranges based on the valued Threshold Type
Base Calculation	indicates the basic calculation logic of the premium / bonus - Period Value: based on starting date and ending date - Thresh. Comp. Period Value Diff.: percentage or fixed-amount premium based on thresholds in the Value field (% or LCY) - Thresh. Bound Diff.: calculates different amounts or percentages based on the threshold ranges entered - Margin (item unit cost): premium on the basis of the sales margin
Settle-to Type	Customer if the bonus is fully settled to a single customer card Each if you settle to individual customers who have sales documents issued to Vendor if the premium is settled by receiving a vendor invoice
Settlement periodicity	where there is no settlement plan, you can indicate how periodically the bonuses are settled (e.g. if monthly (1M) the system will generate a document each month settled)
Thresh. Type	units of measure of the threshold values entered

 

Note
The inclusion / exclusion of customers, items, hierarchies, or clusters can be defined through the filter fields of the same name

 

 

 

 

 

 

See also:  

 

Introduction

Setup

Bonus Ledger Entries Calculation

Bonus Allocation Entries Calculation

Bonus Settlement