How To - Split/Edit/Change Commissions

Modified on Thu, 08 Aug 2013 10:14 by hmontgomery — Categorized as: Commission, Order Entry

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   General Information
   Fields
   Adding or Removing Commission Lines
   Splitting Commissions

General Information¶

Default Menu Location

>> This is a jump-screen that is called from the Comm button on the Sales Order screen.

Screen Name Commission Link Record

Commission Information - Click for full size

Function The Commission Information screen displays which people are set up to receive commission on the order. It does not display the commission amount, as that can change based upon Tiers and Quotas when the commission is actually calculated.

This information is automatically created based upon Commission Structures and Commission Plans.

This screen also allows you to manually adjust, or split, the commissions amongst multiple people.

Fields¶

Role: The role the person is playing on the order. This is typically Account Manager or Salesperson, but might also be a Blanket if you are using Blanket Commission plans (see Commission Plans for more information on blanket commission plans).

Acct Mgr/Salesperson: The person receiving the commission.

Percentage Split: The percentage of the commission each Role will receive. Each role can receive up to 100% commission on the order.

Notes: You can type in any applicable notes if you are manually splitting commissions on the order.

Adding or Removing Commission Lines¶

NOTE: Changes made to the Commission Link Screen will only take effect for commission lines which HAVE NOT been committed in the Commission Calculator

1. Use the add button in the upper right hand corner of the screen to add a commission line.

2. Select the Role, Salesperson, and Percentage of Commission for this line, and hit save.

3. To remove a commission line, select the line, then hit the Red "X' (delete) button on the right side of the screen.

Splitting Commissions¶

NOTE: Changes made to the Commission Link Screen will only take effect for commission lines which HAVE NOT been committed in the Commission Calculator

1.To split a commission, first edit the person/role that is being split. Select the line (or add a new line) and key in the percentage of commission you wish to allocate to this salesperson. For example, if two Salespeople are splitting an order 50/50, edit the Salesperson role and change the Percentage Split to 50%.

2. Then add (use the add button in upper right corner) another person with the same role and enter 50% for them as well. This will create two Salesperson records with a 50/50 split and the split amount will be carried through to the Commission Calculator.