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.
Set the commission period and select a calculation option
- Go to theCustomer ledger preferences (AR101000) window.
- Go to the General information tab.
- 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.
- 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.
- In the window toolbar, click
.
Set a salesperson default commission
- Go to the Salespersons (AR205000) window.
- Select the salesperson in the Salesperson ID field.
- In the Default commission % field, specify the default percent of
commission.
This commission percent can be overridden for a particular invoice.
- 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:
- In the table toolbar of the Customers tab, click
Add row to append a new row to the
table.
- In the Customer column, select the customer the
salesperson works with.
- In the Commission % column, enter the commission
percent to be used on sales for the specified customer.
- In the window toolbar, click .
