Difference between revisions of "Commission Calculator"

Revision as of 16:29, 8 December 2022

General Information

Default Menu Location Maintain >> Commissions >> Commission Calculator

URL CommissionCalculator_S.htm

Function This screen calculates commissions that have been earned and are due to be paid. You can review, adjust, hold, and add manual commissions from this screen.

The information in the commission calculator is generated based upon sales orders, invoices, and cash receipts that apply to [commstructure2|Commission Structures] and [commplan2|Commission Plans].

Earned

The Earned tab is where a user can add manual commissions, edit commission amounts, hold commission lines, and commit commissions to the "Due" tab.

1. Select the commission date range in the bottom left hand corner of the screen.

2. Click the 'Load Pending' button to load all pending commissions for the specified date range.

Due

How To Add A Manual Commission

1. Select the commission date range in the bottom left hand corner of the screen.

2. Click the 'Load Pending' button to load all pending commissions for the specified date range.

3. Click the Green plus sign button on the right side of the screen.

[imageauto||{UP}/commman1.png]

4. Enter in an 'Order Number', 'Account Mnger/Salesperson', 'Commission Amount', and 'Comments' for the manual commission.

[imageauto||{UP}/CommMann.png]

5. Hit save. The manual commission line will display in the 'Earned' in Blue.

[imageauto||{UP}/commman2.png]

Manually Changing A Commission Amount

In the Commission Earned tab, find the 'AdjAmt' column. A user can double click into any cell in this column and manually type in any adjustment to the commission.

{s:yellow | text = Example: To add $50 to a commission, click into the AdjAmt cell, type in '50', and press enter. }

[imageauto||{UP}/commmann3.png]

@@ Line 1: / Line 1: @@
+__NOTOC__
+===General Information===
+'''Default Menu Location''' Maintain >> Commissions >> Commission Calculator
+'''URL''' CommissionCalculator_S.htm
+'''Function''' This screen calculates commissions that have been earned and are due to be paid. You can review, adjust, hold, and add manual commissions from this screen.
+The information in the commission calculator is generated based upon sales orders, invoices, and cash receipts that apply to [commstructure2|Commission Structures] and [commplan2|Commission Plans].
+[[image:comm_calc_earned.png]]
+===Earned===
+The Earned tab is where a user can add manual commissions, edit commission amounts, hold commission lines, and commit commissions to the "Due" tab.
+'''1.'''  Select the commission date range in the bottom left hand corner of the screen.
+'''2.''' Click the 'Load Pending' button to load all pending commissions for the specified date range.
+===Due===
+[[image:comm_calc_due.png]]
+===How To Add A Manual Commission===
+[[image:comm_calc_action.png]]
+'''1.'''  Select the commission date range in the bottom left hand corner of the screen.
+'''2.''' Click the 'Load Pending' button to load all pending commissions for the specified date range.
+'''3.'''  Click the Green plus sign button on the right side of the screen.
+[imageauto||{UP}/commman1.png]
+'''4.'''  Enter in an 'Order Number', 'Account Mnger/Salesperson', 'Commission Amount', and 'Comments' for the manual commission.
+[imageauto||{UP}/CommMann.png]
+'''5.''' Hit save.  The manual commission line will display in the 'Earned' in Blue.
+[imageauto||{UP}/commman2.png]
+===Manually Changing A Commission Amount===
+In the Commission Earned tab, find the 'AdjAmt' column.  A user can double click into any cell in this column and manually type in any adjustment to the commission.
+{s:yellow
+| text = Example:  To add $50 to a commission, click into the AdjAmt cell, type in '50', and press enter.
+}
+[imageauto||{UP}/commmann3.png]