Visma.net ERP
Prepare commissions
You can prepare salespersons' commissions for the commission period by using first the Beräkna provision (AR505500) window and then the Stäng provisionsperiod (AR506500) window. For information about how to define commission settings, see: Configure commissions.
Calculate the commissions
- Go to the Beräkna provision (AR505500) window.
- In the Commission period field, check the status of the commission period (that is, the period for which the commissions should be calculated; you can prepare commissions for only an open period).
- In the table, check the list of salespersons with their commissions calculated for the commission period.
- In the window toolbar, click Process all to initiate commission processing for the period, collecting commission information for applicable invoices.
If the operation has completed successfully, the system changes the status of the commission period to Prepared.
Close the commission period
- Go to the Stäng provisionsperiod (AR506500) window.
- In the Commission period field, select the period you want to close.
Select the Status check box. You can close the commission period only if it has the Prepared status.
- In the table, check the list of salespersons with the commissions they earned for the commission period.
- In the window toolbar, click Action and then Close period to initiate the process of collecting commission information and then close the period.
If the operation completes successfully, the system changes the status of the commission period to Closed.
If new invoices or payments for the period arrive after you have prepared the commission, you need to repeat the process of preparing commissions.
To do this, select the period and then click Void commission in the window toolbar.
To do this, select the period and then click Void commission in the window toolbar.
