Screenshot:Commission

Back to Screens_Reference

Commission

Define how and when commissions are going to be calculated and to whom they are going to be paid.

Header

Define a sales commission to be used in the sales process.

• Organization : Organizational entity within client
• Name : A non-unique identifier for a record/document often used as a search tool.
• Business Partner / Sales Rep : Identifies a Business Partner (Sales Rep) receiving the Commission
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Frequency Type : Frequency of event
• Invoice Product : Product, Service, Item
• Basis Document : The basis Document to be used for the commission calculation.
• Description : A space to write additional related information.
• Copy Lines : Copy Commission Lines from other Commission
• Generate Commission : Generate Commission
• Last Run Date : The last specific time the process or task was run.
• Basis Status : The documents that will take into account to calculate the commission: all documents or fully paid documents)
• Basis Amount : The amount that will take into account to calculate the commission: net amount or margin. If margin is selected, only the invoices that have shipments will take into account.
• Active : A flag indicating whether this record is available for use or de-activated.
• List Details : List document details
• Cascade : If it is checked the commission will be calculated in cascade
• Commission : Commission Identifier
• Client : Client for this installation.

Lines

Edit the selected commission amount.

• Line No. : A line stating the position of this request in the document.
• Description : A space to write additional related information.
• Exclude : If exclude is checked, the lines that satisfied the conditions specified in the current line will be excluded in commission calculation. The check box Cascade must be checked for being able to exclude lines.
• Active : A flag indicating whether this record is available for use or de-activated.
• Based on Sales Rep. : Commission only Orders or Invoices, where this Sales Rep is entered
• Trx Organization : Organizational entity within client
• Business Partner Category : A classification of business partners based on defined similarities.
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Product Category : A classification of items based on similar characteristics or attributes.
• Product : An item produced by a process.
• Sales Region : A defined section of the world where sales efforts will be focused.
• Subtract Quantity : Quantity to subtract when generating commissions
• Multiplier Quantity : Value to multiply quantities by for generating commissions.
• Subtract Amount : Subtract Amount for generating commissions
• Multiplier Amount : Multiplier Amount for generating commissions
• Positive only : Do not generate negative commissions
• Organization : Organizational entity within client
• Commission Line : Commission Line
• Commission : Commission Identifier
• Client : Client for this installation.

Back to Screens_Reference