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Explaining SAP SuccessFactors Learning (LMS) Commerce Functionality

Objective

After completing this lesson, you will be able to explain how SAP SuccessFactors can track the cost of delivering training and track the cost for a user to take a course.

Commerce

SAP SuccessFactors Learning can track the cost of delivering training and track the cost for a user to take a course (prices/tuition).

This section is intended for customers who want to implement the Commerce functionality that is built into the LMS.

Key Commerce Terms and Definitions

Term	Definition
Resource Cost	The amount charged for the use of a resource during a class.
Price	The amount charged (tuition) for a user to enroll in a class or launch an online item.
Account Code	A code used to track chargeback information of a financial transaction in SAP SuccessFactors Learning. Account codes are used with the following: Users Organizations User Groups Items Classes
Cost Center	The account code(s) that incurs the expense (credits) of delivering the training event or paying the tuition and cost for a user to attend/launch a training event.
Profit Center	The account code(s) that receives the revenue (debits) from the training event or the tuition and expenses for a user that attends/launches a training event.
Cost Center	The account code(s) that incurs the expense (credits) of delivering the training event or paying the tuition and cost for a user to attend/launch a training event.
Cost Name	An administratively defined reference used to track specific costs against an item, class, or resource. Examples: Instructor travel User transportation Lodging

Commerce Functionality

By implementing the LMS Commerce functionality, customers can:

Use libraries to differentiate pricing for different user groups
Establish the currency (or currencies) for the price of items and classes
Track course development and delivery costs, including resource costs
Track user tuition
Control chargebacks to internal accounts, including distributions across multiple accounts
Assign costs to profit centers and cost centers for internal accounting
Enable external users to shop and purchase items
Create free-of-charge subscriptions and discount coupons that offer incentives to users
Support an administrator's ability to shop and purchase items on an internal user’s behalf
Transfer financial transaction data to a third-party Financial Information System (FIS)

Support for Multiple Currencies

The LMS supports exchange rates for 15 popular world currencies including:

UAE Dirham
Australian Dollar
Brazilian Real
Canadian Dollar
Swiss Franc
Yuan Renminbi
Euro
Pound Sterling
Yen
Won
Mexican Peso
Swedish Krona
Singapore Dollar
New Taiwan Dollar
US Dollar

If training requests (in Training Planner) are submitted in more than one currency, the requests will be converted to one currency for totals.

Defining Resource Costs

Resource costs may be set for a particular currency. Prices of items and classes may be set with one or more currencies. Users will see their preferred currency unless it is not listed. In this case, users see the default currency for the item or class.

Tasks include:

Add a base cost to an instructor entity
Add a custom resource (such as catering or printing) with a base cost
Include a default price for an item entity and define the chargeback policy

Setting Up Purchasing Options

Purchasing options include:

No Charge: Displays the price but does not charge the user for an item.
Charge to Authorized Account Code: The LMS automatically populates the Chargeback field with that code if the user has an account code entered in their user entity. The user may enter the code if authorized to use their organization’s codes.
Charge to specified Account Code: The user may enter any valid account code.
Distribute Charges: The LMS automatically distributes the charges to the cost and profit centers designated by the administrator in the item entity.

Setting Up Discount Coupons

Coupons offer incentives to user groups for classes being offered. For example, coupons can be created for all new items as a way to market and increase participation in a course.

Tasks include:

Create a new coupon entity and define coupon display settings
Associate the coupon with one or more items.
Assign coupons to user(s) via assignment profile.
Notify users when coupons are available.
User applies coupon to one or more items

Creating Free-of-Charge Subscriptions

Administrators identify the organizations that should be granted free access to specific libraries. Free-of-charge subscriptions override all pricing within the library. Administrators may apply expiration dates and renewals for free-of-charge subscriptions.

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