The following describes how to work with automatically generated commissions.
Assume you want to automatically generate two sales commission records when a sales order is entered:
- One commission record is for the salesman defined on the order header.
- One commission record is for the area manager that the customer is assigned to.
Prerequisites
- Sales order type table: The Commissions field must be set to YES for the sale order type used to enter the sales order.
- Sales commission table: Records for both the salesman and the area manager (identified on the sales order header) have to exist.
- Area table: A record for the sales area manager has to exist.
Sales area managers receive a commission every time a sale is made to a customer that is located in the region that they are responsible for.
Business partner file
Salesmen are assigned to either a Customer, Customer commission group, Customer group, Item, Item commission group or Item group. They will only receive a commission when they make a sale to a customer, or sell an item that is connected to at least one of these parameters.
- Select the Work with sales orders menu item.
- You access the Work with sales orders, Header view panel. Click Add.
- You access Work with sales orders, create new. Enter information in the mandatory fields and click OK.
- You access Work with sales orders, Order lines. Enter information in the mandatory fields and click OK to add the order line.
- You access Work with commissions where the sales commissions calculated for the order line are displayed.
- The first commission is calculated for the salesman (i.e. the salesman that is identified on the sales order header).
- The second commission is calculated for the sales area manager that is responsible for the region in which the customer is located. Note: Sales area managers are assigned to a region in the Area table. The details of the commissions they receive for sales made in their areas are defined in the Salesman commission table.
- Commission %
- This column displays the commission defined in the Salesman commissions table.
- Base amount
- This column displays the base amount code that denotes how the commission is calculated. Valid codes are:
- Changeable
- This column denotes if the commission can be changed. If the commission type is blocked for changes (in the Salesman commission table), fields will not be input capable. The following fields can be changed:
- Commission amount
- This column displays the commission amount.
- You access Work with commissions.
- Comm base amount
- Displays the amount that the calculated commission is based upon.
- Commission amount
- Displays the commission amount in system currency.
- Commission level
- This code identifies the parameters that were used when the commission was calculated.
- You return to initial Work with commissions panel.
View commission
To view the calculated commission, select the order line and click Comm.
| Code | Commission based on | When commission is calculated |
|---|---|---|
| 1 | Net sales price * quantity | Calculated when the order line is entered |
| 2 | Net sales price * dispatched quantity | Calculated when the pick list is confirmed
if pick lists are not printed then it will be calculated when the invoice is printed. |
| 3 | Invoiced amount | Calculated when the invoice is printed. |
| 4 | Paid amount | Not calculated. The invoiced amount is used as a default value but it can be changed. |
Select the applicable commission record and click View.
Click OK.
Change commission
Assuming the commission is changeable, it can be changed by selecting the commission record and clicking Change here or via the Work with commissions program (see Change commissions for those instructions.)
If the sales order line quantity is changed for commissions that are defined with Commission base amount code 1, the commission amount will be automatically re-calculated as long as the order line is at status 10.