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This panel displays all commission records, created from sales order lines, in the system. Commission records can be created automatically by the system when entering a sales order line, or they can be manually added in the Sales order entry routine. The Commission field in the Sales order type table has to be set to YES for the order type, to be able to create sales commission.
The parameters used to calculate the commission for a salesman, sales manager or sales area manager, are defined in the Salesman commission table.
The commissions calculated for each sales person can be printed, using the Print commissions menu item. The printout can then be used as the basis for paying the commission to the sales person. Note: Paying the commissions to the sales persons is handled manually.
Before paying the commission to the sales person, you might need to change, or add, information, which can be done from this panel.
To be able to keep track of the commissions that have been paid to the salesmen, you should enter the payment date in this program as soon as the commission has been paid.
Note: Commissions which are defined as not changeable in the Salesman commission table cannot be changed. In addition, if authority control is implemented, you have to be authorised to be able to delete a commission, as well as enter payment information.
Options
| Pay | Select this option to mark the commission as paid.
Note: This option is only allowed if the commission record is not paid yet. In addition, if authority control is implemented, you have to be authorised to be able to enter payment information. |
| Remove payment | Select this option to undo the payment.
Note: This option is only allowed if the commission record is paid. In addition, if authority control is implemented, you have to be authorised to be able to enter payment information. |
- Salesman
- Displays a signature from the Signature table, indicating the salesman to which the commission should be paid.
- Customer
- Displays the customer on the sales order which created the commission record.
- Item
- Displays the item on the sales order line which created the commission record.
- Order
- Displays the order number which created the commission.
- Invoice
- Displays an invoice number, if the sales order is invoiced.
- P
- Indicates if the invoice is paid.
Selection fields
- Customer
- Enter a customer to only view commission records created from sales orders with this customer.
- Item
- Enter an item to only view commission records created from sales order lines with this item.
- Order
- Enter an order number to only view commission records created from this sales order.
- Invoice
- Enter an invoice number to only view commission records created from this invoice.
- P
- Set this field to YES to only view commission records which are paid. Set it to NO to only view commission records which are not paid.
Work with commissions (DIR38204)
This panel displays detailed information about the commission record.
Function keys
- Salesman
- Displays a signature from the Signature table, indicating the salesman for which the commission applies.
- Customer
- Displays the customer on the sales order which created the commission record.
- Order
- Displays the order number which created the commission.
- Order date
- Displays the date the order was entered.
- Order line
- Displays the number of the order line which created this commission.
- Item
- Displays the item for which the commission applies.
- Invoice
- Displays an invoice number, if the sales order is invoiced.
- Invoice date
- Displays the invoice date, if the sales order is invoiced.
- Comm base amount
- This code indicates the amount used in the commission calculation.
Value Description 1 net sales value * ordered quantity 2 net sales value * dispatched quantity 3 Invoiced amount. 4 Paid amount. Once the sales order line is invoiced, the invoiced amount will be defaulted but you have the possibility to manually enter the base amount on which the commission percentage should be based.
- Base amount
- Displays the base amount, in system currency, used in the commission calculation.
- Paid amount
- This field is only displayed if the commission base amount is Paid value, i.e. the Comm base amount field is set to 4. Displays the commission amount to be paid to the sales person.
- Commission %
- Displays the percentage used when calculating the commission.
- Commission amount
- Displays the commission calculated in system currency. The commission is calculated as:
Commission base amount * Commission percentage.
- Commission level
- The commission level indicates the parameters used for this commission.
Level Description 10 Salesman/Customer/Item/Date 20 Salesman/Customer/Item commission group/Date 30 Salesman/Customer/Item group/Date 40 Salesman/Customer commission group/Item/Date 50 Salesman/Customer commission group/Item commission group/Date 60 Salesman/Customer commission group/Item group/Date 70 Salesman/Customer group/Item/Date 80 Salesman/Customer group/Item commission group/Date 90 Salesman/Customer group/Item group/Date 100 Salesman/Item/Date 110 Salesman/Item commission group/Date 120 Salesman/Item group/Date 130 Salesman/Customer/Date 140 Salesman/Customer commission group/Date 150 Salesman/Customer group/Date 160 Salesman/Date
- Payment date
- Displays the date when the commission was paid to the salesman, if already paid.
Work with commissions, Deletion (DIR38205)
Note: Commissions which are not changeable cannot be deleted. In addition, if authority control is implemented, you have be authorised to be able to delete a commission.
Work with commissions, Payment (DIR38208)
When a commission has been paid to a salesman, the payment date should be entered on this panel. If you do not define the payment date for the commissions paid, you will not be able to keep track of which commissions are paid and which are not.
Function keys
| Repeat date | If you have selected several commission records to pay, enter the date for the first record and click this function key to apply the same date on all records. |
- Salesman
- Displays a signature from the Signature table, indicating the salesman to which the commission was paid.
- Order
- Displays the order number which created the commission.
- Line
- Displays the number of the order line which created this commission.
- Ord date
- Displays the date the order was entered.
- Inv date
- Displays the invoice date, if the sales order is invoiced.
- Commission amount
- Displays the commission calculated in system currency.
- Pay date
- Enter the date when the commission was paid to the salesman.
Work with commissions, Remove payment (DIR38211)
This panel is displayed if you selected option Remove payment on the previous panel to undo a payment, which is necessary if the wrong payment date previously was entered.
- Salesman
- Displays a signature from the Signature table, indicating the salesman to which the commission was paid.
- Order
- Displays the order number which created the commission.
- Line
- Displays the number of the order line which created this commission.
- Ord date
- Displays the date the order was entered.
- Inv date
- Displays the invoice date, if the sales order is invoiced.
- Commission amount
- Displays the commission calculated in system currency.
- Pay date
- Displays the date which was defined as payment date to the salesman.