Commissions Report Guidelines

The Commissions Report calculates the sales commissions for all or part of your company's sales force. Totals and grand totals are calculated for each salesperson.

Running the Report for Other Users

By default you can only run this report for your own user ID. To run the report for other users, you must be assigned the COMMISSIONS.USER.AUTH authorization key.

The transactions selected for a salesperson or writer are based on the salesperson or writer entered in the header of the sales order.

Setting Up Sales Commissions

You can calculate commissions for the following:

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.

To calculate commission, the system does the following:

Specifying Maximum Collection Days

Your company can choose whether to pay commissions on orders that are paid late. The Max Collection Days is the number of days past the invoice or due date after which sales commissions are not paid. The due date depends on the setting in the Maximum Collection Days Datecontrol maintenance record. You can define the maximum number of collection days for a customer and sales order. A sales order's setting overrides the customer's setting. In addition, a commission plan may be set up to deduct a percentage of total commission based on how many days to pay.

After the information for each order, group, or item prints, a separate line displays the freight deducted from the commission, if that option was applied to any of the commission plans.

You can also base commission percentages on the number of days it takes to collect payment to encourage your salespeople to collect payment quickly. Do this using the File > Report Column Selection option on the Commission Plan Maintenance window. The longer the customer takes to pay, the more the salesperson's commission is reduced. Define the number of days to allow a customer to go without paying on an invoice before it affects the salesperson's commission.

See Also:

Running the Commissions Report

Charging Back Commissions