Configure commissions

For more information: Customer ledger preferences (AR101000).

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) window.

Set the commission period and select a calculation option

1. Go to the Customer ledger preferences (AR101000) window.

2. Go to the General information tab.

3. In the Salesperson commission by field 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.

4. In the Commission period type field, select Monthly, Quarterly, Yearly, or By financial period. Commission is calculated once during the selected time period for all salespersons.

5. In the window toolbar, click .

Set a salesperson default commission

1. Go to the Salespersons (AR205000) window.

2. Select the salesperson in the Salesperson ID field.

3. In the Default commission % field, 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. In 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. In the window toolbar, click .

Related pages

Concepts

• About Customer ledger preferences
• About commission configuration and calculation
• Manage commissions - overview

Tasks

• Change the setting for automatic posting on release
• Set up dunning letter mailing in the Customer ledger preferences
• Set up invoice mailing in the Customer ledger preferences
• Select processing options for overdue charges
• Make overdue and dunning settings in the Customer ledger preferences
• Apply line discount to Item price or Extended item price
• Add a payment message prefix
• Set up a dunning letter mailing
• Set up the dunning process
• Set up document amount rounding

Windows

• Customer ledger preferences (AR101000)
• Salespersons (AR205000)
• Commission details (AR403000)