Configure commissions

You can configure the commission period and define commission calculation parameters for all salespersons on the Customer ledger preferences (AR101000) window. To set a default commission for a particular salesperson and specify a commission percent for each customer the salesperson works with, use the Salespersons (AR205000) window.

  1. Go to theCustomer ledger preferences (AR101000) window.
  2. Go to the General information tab.
  3. In the Salesperson commission by field of the Salesperson commission settings area, define the method of commission calculation by selecting one of the following options:
    • Invoice:
      This option calculates the commission on the invoice when it is released (whether it was paid or not).
    • Payment:
      This option calculates the commission on the paid invoice when it receives the Closed status.
      In this case, the commission base is decreased by the amount of any discount taken by the customer.
  4. In the Commission period type field, select Monthly, Quarterly, Yearly, or By financial period.
    Commission is calculated once during the selected time period for all salespersons.
  5. In the window toolbar, click .
  1. Go to the Salespersons (AR205000) window.
  2. Select the salesperson in the Salesperson ID field.
  3. In the Default commission % field, specify the default percent of commission.
    This commission percent can be overridden for a particular invoice.
  4. Optional: Create a list of customers the salesperson works with, and specify the particular commission percent for every customer, if it differs from the default commission percent. To add a customer the salesperson works with, perform the following steps:
    1. In the table toolbar of the Customers tab, click Add row to append a new row to the table.
    2. In the Customer column, select the customer the salesperson works with.
    3. In the Commission % column, enter the commission percent to be used on sales for the specified customer.
  5. In the window toolbar, click .

Related concepts

About Customer ledger preferences

About commission configuration and calculation

Manage commissions - overview

Related tasks

Change the setting for automatic posting on release

Set up dunning letter mailing in the Customer ledger preferences

Set up invoice mailing in the Customer ledger preferences

Select processing options for overdue charges

Make overdue and dunning settings in the Customer ledger preferences

Select a CID for payment methods

Apply line discount to Item price or Extended item price

Add a payment message prefix

Set up a dunning letter mailing

Set up the dunning process

Set up document amount rounding

Related windows

Customer ledger preferences (AR101000)

Salespersons (AR205000)

Commission details (AR403000)