To Configure Commissions

You can configure the commission period and define commission calculation parameters for all salespersons on the Accounts Receivable Preferences (AR101000) form. To set a default commission for a particular salesperson and specify a commission percent for each customer the salesperson works with, use the Salespersons (AR205000) form.

To Set the Commission Period and Select a Calculation Option

  1. Open the Accounts Receivable Preferences (AR101000) form.
  2. In the Salesperson Commission by box of the Salesperson Commission Settings area, define the method of commission calculation by selecting one of the following options:
    • Invoice: This option calculates the commission on the invoice when it is released (whether it was paid or not).
    • Payment: This option calculates the commission on the paid invoice when it receives the Closed status. In this case, the commission base is decreased by the amount of any discount taken by the customer.
  3. In the Commission Period Type box, select Monthly, Quarterly, Yearly, or By Financial Period. Commission is calculated once during the selected time period for all salespersons.
  4. On the form toolbar, click Save.

To Set a Salesperson Default Commission

  1. Open the Salespersons (AR205000) form.
  2. Select the salesperson in the Salesperson ID box.
  3. In the Default Commission % box, specify the default percent of commission. This commission percent can be overridden for a particular invoice.
  4. Optional: Create a list of customers the salesperson works with, and specify the particular commission percent for every customer, if it differs from the default commission percent. To add a customer the salesperson works with, perform the following steps:
    1. On the table toolbar of the Customers tab, click Add Row to append a new row to the table.
    2. In the Customer column, select the customer the salesperson works with.
    3. In the Commission % column, enter the commission percent to be used on sales for the specified customer.
  5. On the form toolbar, click Save.