Commission Structure - Revision history

Tcampbell at 21:05, 7 December 2022

2022-12-07T21:05:48Z

2022-12-07T21:05:39Z

2022-12-07T21:05:15Z

2022-12-07T21:04:52Z

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2022-12-07T21:02:11Z

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← Older revision	Revision as of 21:04, 7 December 2022
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	+	__TOC__

	+	===General Information===
	+
	+	'''Default Menu Location''': Maintain >> Commissions >> Commission Structure
	+
	+	'''URL''': CommissionStructure_S.htm
	+
	+	'''Function''': A Commission Structure is used to tie an Account Manager or Salesperson to a [[Commission Plan]].
	+
	+	A person can be tied to as many plans as is needed.
	+
	+	[[image:commstruct.png]]
	+
	+	===Fields===
	+
	+	'''Plan Name:''' Select the Commission Plan.
	+
	+	'''Acct Mgr/Salesperson:''' Select the AM/SP.
	+
	+	'''Role:''' Select what their role is on the Sales Order (typically Account Manager or Salesperson).
	+
	+	'''Hold Until:''' Enter a date if you want the person's commission to be automatically marked as held through a certain date.
	+
	+	'''Pay At:''' These fields allow you to pay the commission over different statuses of the order. For example, you can pay 25% of the commission when the order is booked, 50% when it is invoiced, and 25% when the invoice is paid.
	+	Enter the percentages at which the commission is due (can be paid) for each status.
	+
	+	Order is applicable to the SO Date.
	+
	+	Invoice is applicable to the Invoice Date.
	+
	+	Paid is applicable to the Cash Receipt transaction date.
	+
	+	'''The percentages must total 100%.'''
	+
	+	[[category::Commissions]]

← Older revision	Revision as of 21:02, 7 December 2022
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