Visma Net
About commission configuration and calculation
Commission configuration involves defining commission periods, creating salesperson accounts,
assigning salespersons to customers, and choosing general commission calculation
options.
You use the Salespersons (AR205000)
window to set up individual salespersons' accounts.
The Salesperson ID is the
unique ID of the salesperson.
Develop naming conventions for this ID
and use the SALESPERSON segmented key to define these requirements.
For more
information, see About ID segmentation.
By using this window, you also assign a default commission percentage to each salesperson.
At
the bottom of the window, add a list of customers the salesperson works with and the
commission percentages specific for customers if different from the default rate.
(On a particular invoice, the salesperson's rate for the customer may be
overridden.)
Generally, commission is calculated once in a commission period, just before the
period is closed.
In Visma Net, you set the commission period for all salespeople in the Customer ledger preferences (AR101000) window, with the following
options available: By financial period, Monthly, Quarterly, and
Yearly.
Thus, if the document with the date matching the closed commission period appears in the system, the commission for it will be prepared in the currently open period.
Some businesses pay commissions calculated on invoice amounts, while other businesses pay commissions only after customer payments are received. In Visma Net, you can select the option that fits your company policy in the Customer ledger preferences window, in the Salesperson commission by field. The following options of commission calculation are available:
- By invoice: Commission is calculated on the invoice amount when the invoice is released.
- By payments: Commission is calculated on the paid invoices only when the status of
the invoice changes to Closed.
In this case, any discount taken by the customer decreases the commission base.
Related concepts
Related tasks
Connect a customer to a salesperson
Disconnect a customer connection to a salesperson
Related windows
Calculate commissions (AR505500)