After you define commission plans, assign the plans to one of the following:
A sales order on the Additional Header Data window from the Sales Order Entry Header window. For more information, see Commissions Report Guidelines.
A customer set up in Miscellaneous Customer Information in Customer Maintenance.
A salesperson set up in User Maintenance.
A commission plan assigned to a sales order overrides a commission plan assigned to a customer, which overrides a commission plan assigned to a salesperson.
If a sales order, customer, or salesperson has an assigned commission plan, the system uses it when you run the Commissions Report to determine the sales commission. If the Commissions Report includes someone who is not assigned a commission plan, the report displays that person's sales totals, but no commission dollar amount or commission percentage is listed.
You may categorize products into any kind of commission group, such as a commission group for the following:
Every item in the product file.
Each item in the product file.
Each product rank.
All products in a price line.
Commission plans, commission groups, products, and salespeople are connected in the system as shown in Commission Plan Workflow.
To assign a commission plan to a user:
From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.
In the User field, enter the user ID to display the user's record.
In the Commission Plan field, assign one or multiple commission plans to the user.
When you assign multiple plans to the user, **Multiple** displays in this field. When this user is selected on the Commissions Report, commissions for the user are calculated on each plan separately.
When finished making changes to the user's record, save your changes and exit the window.
See Also: