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Procedure documentationDefining the Calculation of Commissions Locate this document in the navigation structure

Prerequisites

For the application to calculate commissions automatically, select the appropriate option under   Administration   System Initialization   General Settings   BP  : Sales Employee, Item, or Customer.

The corresponding fields for sales employee, item, or customer are visible and active only when this checkbox is selected. This setting:

  • Influences where the sales commission percentage can be specified

  • Does not automatically calculate the commission transactions

  • Can be changed at any time

  • Must be filled in if the company works with commissions

To calculate commissions:

  • For each sales employee: define the commission groups and assign them to the sales employees. For more information, see Commission Groups - Setup.

  • For an item or customer: specify the defined commission groups in the master record for the item or customer.

The sales employee from the customer master record is used in the sales document.

  • If you have defined a commission for the sales employee, this commission is applied, and the percentage of the commission appears in the rows of the document.

  • If you have defined a commission for a customer in the master record, this commission is applied in the sales document.

  • If you have defined a commission for both the sales employee and the customer, the latter definition applies in the sales document.

Note Note

At this point, the commission for the item has not been considered yet in the logic for the sales documents. The percentage in the detailed information for a row in the sales document can be modified. Evaluate the commissions using the predefined system queries or user-defined queries.

End of the note.

Procedure

  1. In the Commission Groups - Setup window, specify the name for the commission group and the corresponding percentage.

  2. Choose Update.

    The cursor moves to a new row and you can define another commission group. Commission groups can also be defined at a later stage.

    Note Note

    The table contains an entry for commissions to be specified manually (User-Defined Commission). This entry does not define a percentage, and cannot be modified; it is specified in the master record for an item or a customer.

    When the commission group is specified in the master record, the corresponding percentage is used, and the percentage field is not active for an item or a customer.

    End of the note.

  3. To save the data, choose Update and OK.