Describing the Revenue Sharing & Partner Settlement Customizing

Objectives

After completing this lesson, you will be able to:

Understand activation of interfaces in consumption item and billable item classes
Understand the customizing of Partner Settlement Rules
Understand the Customizing of the Partner CIT creation
Understand Customizing in FI-CA for Adjustments

Activation of interfaces in Consumption Item and Billable Item Classes

Lesson Overview

The lesson gives an overview about the customizing Revenue Sharing & Partner Settlement.

Business Example

Print Service Corporation has a Partner Agreement with Design Software Corporation about the provisioning of graphical software. Customer can use the software in context of printing and pay a usage fee to Print Service Corporation. Print Service Corporation has to share 10 % of Revenue for usage of the software with Design Software Corporation.

Customizing for Partner settlement Category APDL Application Download with creation of Consumption Items for Partner Agreement.

Interface Activation in Consumption and Billable Item Classes

The basis for partner settlement are the customer items and the partner items linked to them. The customer items are viewed as primary items and partner items as secondary items; partner items contain a reference to the customer items that they belong to.

You need the following interface components in order to use partner settlement.

Activate in Customer Billable Item Class:

1. In the billable item class of the customer, the interface component Partner Settlement: Basic Data of Customer Item (CUST_ITEM). This interface includes the field Partner Settlement Category.

2. The interface component Primary Items links Customer BIT with Partner CIT.

3. The interface Partner Settlement of Royalities (Example) are optional fields for a template Partner process.

4. The interface Partner Settlement for Service Number (Example) are optional fields for a template Partner process.

Activate in Partner Consumption Item Class:

1. The Interface secondary links the partner consumption Item with the customer billable item.

2. If you do Rating and Charging in Convergent Charging: In the consumption item class of the partner, the interface component Partner Settlement: Basic Data of Partner Item (PARTNER_ITEM). In this interface component the fields relevant for the access determination in the partner CIT are provided: ACCESS_USERID and ACCESS_SERVICEID.

Activate in Partner Billable Item Class:

1. The Interface secondary links the partner consumption Item are linked with the billable items.

2. In the billable item class of the partner, the interface component Partner Settlement: Basic Data of Partner Item (PARTNER_ITEM) includes the field Partner Settlement Rule and Adjustment Amount for Partner Settlement.

3. Two more interface are delivered as templates.

If you activate these interface components, the system automatically adds the necessary fields to the structures of customer and partner items.

Customizing of Partner Settlement Rules

You can define keys for Partner Settlement Categories in Customizing to suit your requirements: Financial Accounting → Contract Accounts Receivable and Payable → Convergent Invoicing → Partner Settlement → Define Categories of Transactions to Be Billed.

Additionally one or more Reasons for Partner Settlement have to be assigned to each partner settlement category.

These reasons are created in Customizing, where also a function module is assigned to each reason: Financial Accounting → Contract Accounts Receivable and Payable → Convergent Invoicing → Partner Settlement → Define Reasons for Partner Settlement.

The function module decides if a partner CIT is to be created and how the main characteristics of this item are populated (Determine the "Access"): In order to rate a partner CIT SAP Convergent Charging has to determine the partner agreement the consumption items belongs to. Therefore a consumer ID (or partner ID or access-user ID) and a service ID have to be set in the partner CIT.This procedure is technically equivalent to the rating and charging of end customers where for instance the telephone number of the caller is used as the consumer ID and the service ID of the consumption item is a category such as SMS or VOICE.

Once categories and reasons are defined, you assign them in an assignment table. With this assignment, one or more reasons can be considered for one Partner Settlement Category. This means that from one customer service usage event one or more different partner shares can be split off.

Events for Consumption Item Creation

It is also possible to populate additional fields in the partner consumption item as needed. For instance, many price models require that the amount charged to the end customer has to be adopted as information in the Consumption Item for Partner Settlement. You can adopt further attributes in the Consumption Item for Partner Settlement according to your individual requirements using the new event 0561.

It can be the case that you use your own program logic for generating consumption items for partner settlement and are not able to use the described examples for your processes. In that case, you can implement a customer-specific function module that you can register for the new event 0560. In that case, using the Partner Settlement Category as the starting point is optional.

Customizing of the Partner CIT Creation

Customizing in FI-CA for Adjustments

An adjustment trigger is only created if the open item (overdue, written-off, contained in a payment agreement) contains value 'A' in the Status of Partner Settlement Using Billable Items field, which means that third-party revenue sharing is possible and adjustments are allowed. For open items to be written-off, a trigger is generated in any case (if partner adjustments are generally allowed). For overdue items currently in dunning a customizing setting decides if and in what timely horizon (the minimum number of days that an open item has to be overdue) an overdue item can be subject to partner adjustments. Finally, open items that are part of a payment agreement are not assessed as being in default if the indicator Ignore Installment Plan and / or Ignore Promise to Pay is set in customizing. In that case no trigger is created for such items.

The IMG activity for these partner adjustment specifications is under Contract Accounts Receivable and Payable→Convergent Invoicing→Partner Settlement→Make Specifications for Adjustment of Partner Settlement.

Perform Revenue Sharing and Partner Settlement

After completing this exercise, you will be able to:

Check Partner Agreement for Revenue Sharing & Partner Settlement
Create Customer Billable Items
Analyze Partner Consumption Items
Rate Partner Consumption Items
Invoice Customer Items
Credit Partner with Shared Revenue

Business Example:

Your Customer uses for printing of marketing flyers a special software for graphical designing by Design Software Corporation. Print Service Corporation has a Partner Agreement with Design Software Corporation about the provisioning of graphical software. Customer can use the software in context of printing and pay a usage fee to Print Service Corporation. Print Service Corporation has to share 10 % of Revenue for usage of the software with Design Software Corporation.

Your Customer XXX has printed 20 marketing flyer with a price of 25,00 Euro per flyer. Shared Revenue of 10 % out of 500 Euro equal to 50 Euro has to be credited to partner Design Software Corporation of Print Service Corporation.

Exercise Options

To perform this exercise, you have two options:

Watch the simulation: to start the simulation, choose Start Exercise in the figure below.
Perform the steps, as described below.

ExerciseStart Exercise

Task 1: Analyze Partner Contract

Partner Agreement 2065 was already created by sales agent in SAP S/4HANA SOM. Check in S/4, if the partner agreement is replicated and check all necessary information (Business partner number, Partner Contract account, Partner Product).

Steps

Please answer the following questions:
- Select Partner Agreement
- Analyse Partner Agreement Structure
1. In the SAP Fiori launchpad search section Master Data: Contracts & Agreements and choose the tile Maintain Partner Agreement (Corresponding back-end transaction FP_PV2).
2. Enter Partner Agreement number 2065.
3. Press Enter.
  - Which business partner number has the partner?
    BP 1100000013
  - Which contract account number has the partner?
    CA 210000000002
The Partner Agreement has the same structure as a provider contract.
Which partner settlement Rule does your partner agreement have?
1. Select Tab Items: General Data
2. Go to field Partner Settlement Rule
3. The partner settlement Rule is YN01 Payment immediately, No Partner Adjustments.
Which partner product does your partner agreement have?
1. Go to field Product.
2. The partner product is PNR_DOWNLOAD.

Task 2: Create Billable Items for Customer

Create 2 billable items with billable item type H270 Applications for your Customer with your master data used in Exercise 18 Master Data Provider Contract in FI-CA.

Steps

Run program RFKKBIXBITSAMPLE with variant UNIT11_Partner to generate Customer usage.

Change the following fields:

Field	Value
Contract Account	XXX
Provider Contract	YYY

User	Business Partner	Contract Account	Provider Contract
00	1100000042	110000000042	92
01	1100000047	110000000047	97
02	1100000052	110000000052	102
03	1100000057	110000000057	107
04	1100000062	110000000062	112
05	1100000067	110000000067	117
06	1100000072	110000000072	122
07	1100000077	110000000077	127
08	1100000082	110000000082	132
09	1100000087	110000000087	137
10	1100000092	110000000092	142
11	1100000097	110000000097	147
12	1100000102	110000000102	153
13	1100000107	110000000107	158
14	1100000112	110000000112	163
15	1100000117	110000000117	168
16	1100000122	110000000122	173
17	1100000127	110000000127	178
18	1100000132	110000000132	183
19	1100000137	110000000137	188
20	1100000142	110000000142	193
21	1100000292	110000000292	324
22	1100000297	110000000297	2430
23	1100000302	110000000302	2431
24	1100000307	110000000307	2432
25	1100000312	110000000312	2433
26	1100000317	110000000317	2434
27	1100000322	110000000322	2435
28	1100000327	110000000327	2436
29	1100000332	110000000332	2437
30	1100000337	110000000337	2438
31	1100000342	110000000342	2439
32	1100000347	110000000347	2440
33	1100000352	110000000352	2441
34	1100000357	110000000357	2442
35	1100000362	110000000362	2443
36	1100000367	110000000367	2444
37	1100000372	110000000372	2445
38	1100000377	110000000377	2446
39	1100000382	110000000382	2447
40	1100000387	110000000387	2448
41	1100000392	110000000392	2449
42	1100000397	110000000397	2450
43	1100000402	110000000402	2451
44	1100000407	110000000407	2452
45	1100000412	110000000412	2453
46	1100000417	110000000417	2454
47	1100000422	110000000422	2455
48	1100000427	110000000427	2456
49	1100000432	110000000432	2457
50	1100000437	110000000437	2458
51	1100000442	110000000442	2459
52	1100000447	110000000447	2460
53	1100000452	110000000452	2461
54	1100000457	110000000457	2462
55	1100000462	110000000462	2463
56	1100000467	110000000467	2464
57	1100000472	110000000472	2465
58	1100000477	110000000477	2466
59	1100000482	110000000482	2467
60	1100000487	110000000487	2468
61	1100000492	110000000492	2469
62	1100000497	110000000497	2470
63	1100000502	110000000502	2471
64	1100000507	110000000507	2472
65	1100000512	110000000512	2473
66	1100000517	110000000517	2474
67	1100000522	110000000522	2475
68	1100000527	110000000527	2476
69	1100000532	110000000532	2477
70	1100000537	110000000537	2478
71	1100000542	110000000542	2479
72	1100000547	110000000547	2480
73	1100000552	110000000552	2481
74	1100000557	110000000557	2482
75	1100000562	110000000562	2483
76	1100000567	110000000567	2484
77	1100000572	110000000572	2485
78	1100000577	110000000577	2486
79	1100000582	110000000582	2487
80	1100000587	110000000587	2488
81	1100000592	110000000592	2489
82	1100000597	110000000597	2490
83	1100000602	110000000602	2491
84	1100000607	110000000607	2492
85	1100000612	110000000612	2493
86	1100000617	110000000617	2494
87	1100000622	110000000622	2495
88	1100000627	110000000627	2496
89	1100000632	110000000632	2497
90	1100000637	110000000637	2498
91	1100000642	110000000642	2499
92	1100000647	110000000647	2500
93	1100000652	110000000652	2501
94	1100000657	110000000657	2502
95	1100000662	110000000662	2503
96	1100000667	110000000667	2504
97	1100000672	110000000672	2505
98	1100000677	110000000677	2506
99	1100000682	110000000682	2507

Choose Program→Execute.

Task 3: Analyze Partner Consumption Items

Check, if partner consumption items were created by billable items for your customer.

Steps

For search, use your customer master data as Primary Business Partner, primary Contract Account, primary Provider Contract. You can either use the SAP Fiori app Display Consumption items or the back-end transaction FKKBIXCIT_MON.
1. Choose Adapt Filter.
  In the section Further setting choose More Filters.
  Scroll down an select Primary Bus. Partner.

Task 4: Billing and Invoicing of Customer Billable Items

Steps

Create a billing document for your billable items with your Business Partner. Use the contract account from the previous task
Use Billing Process YNAL
Use Invoicing process YN
1. In the SAP Fiori launchpad search section Billing and choose the tile Execute Billing - Business Partner (Corresponding back-end transaction FKKBIX_S).
  Billing Process YNAL Business
  Partner Your Business Partner from the previous task
  Contract Account Your Business Partner from the previous task
2. In the SAP Fiori launchpad search section Invoicing and choose the tile Execute Invoicing - Business Partner (Corresponding back-end transaction FKKINV_S).
  Invoicing Process: YN
  Business Partner: Your Business Partner from the previous task
  Contract Account: Your Business Partner from the previous task

Task 5: Rate Partner Consumption Items

Rate your Partner consumption items that re related to your Business Partner Billable Items. Therefor select consumption items with other selections Primary Contract see 1. Table Provider Contract for your provider Contract, for example for User 01 the Primary Contract for the Partner consumption Items is 97.

Steps

Check in Consumption Item Monitor that you have consumption Items to your partner Business Partner. Perform Rating for partner consumption items related to your Customer Contract.
Make the following entries:
Rating Group: RPAR
Created On: today
Selection:
Primary Contract = Provider Contract from your customer billable item
Business Partner = 1100000013 (Design Software Corporation)
1. In the SAP Fiori launchpad search section Rating and choose the tileExecute Rating - Business Partner (Corresponding back-end transaction FKKBIX_RATE_S).
2. Start the rating process.

Result

The partner consumption items are rated. You can check the consumption items by using app Display Consumption Items or via transaction FKKBIXCIT_MON.

Task 6: Billing and Invoicing of Partner Billable Items

Steps

Create billing documents for Partner Contract Account.
Billing Process YNRY
Billing Date end of month (for example 31.12.2020)
Business Partner 1100000013
Primary Contract the end customer’s provider contract
1. In the SAP Fiori launchpad search section Billing and choose the tileExecute Billing - Business Partner (Corresponding back-end transaction FKKBIX_S). Use Business Partner 1100000013 and add further selections select your primary contract, enter you customer provider contract and start the billing process.
  Without this additional selection you run billing for all other participants as well.
Create invoicing documents for your contract account:
Invoicing Process YP
Document Date end of month (for example 31.12.2020)
Posting Date end of month (for example 31.12.2020)
Business Partner 1100000013
Created by Your User BR245-##
1. In the SAP Fiori launchpad search section Invoicing and choose the tile Execute Invoicing - Business Partner(Corresponding back-end transaction FKKINV_S). Use the parameters above and execute the invoicing process.

Continue to quiz

Billing Process	YNAL Business
Partner	Your Business Partner from the previous task
Contract Account	Your Business Partner from the previous task

Invoicing Process:	YN
Business Partner:	Your Business Partner from the previous task
Contract Account:	Your Business Partner from the previous task

Billing Process	YNRY
Billing Date	end of month (for example 31.12.2020)
Business Partner	1100000013
Primary Contract	the end customer’s provider contract

Invoicing Process	YP
Document Date	end of month (for example 31.12.2020)
Posting Date	end of month (for example 31.12.2020)
Business Partner	1100000013
Created by	Your User BR245-##