Manage commissions
/visma-net-erp/help/customer-ledger/manage-commissions
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# Manage commissions
Manage commissions - overview
/visma-net-erp/help/customer-ledger/manage-commissions/manage-commissions-overview
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In Visma Net, you can configure commission calculations that support your company's policies.
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# Manage commissions - overview
In Visma Net, you can configure commission calculations that support your company's policies.
The functionality is available if the **Commissions** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
The topics below provide information on configuring and processing commissions.
## Topics
+ [About commission configuration and calculation](/visma-net-erp/help/customer-ledger/manage-commissions/about-commission-configuration-and-calculation/)
+ [Configure commissions](/visma-net-erp/help/customer-ledger/manage-commissions/configure-commissions/)
+ [Prepare commissions](/visma-net-erp/help/customer-ledger/manage-commissions/prepare-commissions/)
Related pages
Concepts
Tasks
About commission configuration and calculation
/visma-net-erp/help/customer-ledger/manage-commissions/about-commission-configuration-and-calculation
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Commission configuration involves defining commission periods, creating salesperson accounts, assigning salespersons to customers, and choosing general commission calculation options.
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# About commission configuration and calculation
Commission configuration involves defining commission periods, creating salesperson accounts, assigning salespersons to customers, and choosing general commission calculation options.
Commission configuration involves defining commission periods, creating salesperson accounts,
assigning salespersons to customers, and choosing general commission calculation
options.
You use the [Salespersons (AR205000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/salespersons-ar205000/)
window to set up individual salespersons' accounts.
The **Salesperson ID** is the
unique ID of the salesperson.
Develop naming conventions for this ID
and use the **SALESPERSON** segmented key to define these requirements.
For more
information, see [About ID segmentation](/visma-net-erp/help/common-settings/about-id-segmentation/).
By using this window, you also assign a default commission percentage to each salesperson.
At
the bottom of the window, add a list of customers the salesperson works with and the
commission percentages specific for customers if different from the default rate.
(On a particular invoice, the salesperson's rate for the customer may be
overridden.)
Generally, commission is calculated once in a commission period, just before the
period is closed.
In Visma Net, you set the commission period for all salespeople in the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window, with the following
options available: **By financial period**, **Monthly**, **Quarterly**, and
**Yearly**.
> [!NOTE]
> A document is assigned to the earliest open commission period unless its date is later than the period end. Thus, if the document with the date matching the closed commission period appears in the system, the commission for it will be prepared in the currently open period.
Some businesses pay commissions calculated on invoice amounts, while other businesses pay commissions only after customer payments are received. In Visma Net, you can select the option that fits your company policy in the Customer ledger preferences window, in the **Salesperson commission by** field. The following options of commission calculation are available:
By invoice
: Commission is calculated on the invoice amount when the invoice is released.
By payments
: Commission is calculated on the paid invoices only when the status of the invoice changes to **Closed**. In this case, any discount taken by the customer decreases the commission base.
## Commission processing
Generally, information about salespersons associated with the sale and their commissions is
specified on an invoice.
You can split commission between multiple salespersons; to
do this, you add multiple salespersons on an invoice and specify commission
percentages for each of them manually.
To calculate commissions for the commission period, use the [Calculate commissions (AR505500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/calculate-commissions-ar505500/) window.
Commissions can be prepared for only the earliest open period. You cannot prepare commissions for a period if the previous period has the **Open** or **Prepared** status.
To calculate commissions to salespersons for the commission period, you need to
collect commission information over all invoices that were released (or closed if
commissions are paid on paid invoices) during the commission period.
Each document
contains the commission details calculated based on the commission percentages of
salespersons associated with the document.
During commission preparation, the documents (invoices or payments) for which commission details have been added to the salespersons' totals are marked as processed in the chosen period.
> [!NOTE]
> Although commission is calculated on the invoices or paid invoices, corresponding commission transactions are not included in the batches generated for invoices or payments; commission amounts are stored with the appropriate documents. To actually pay commissions to the salespersons, you will need to enter all related transactions manually.
Once commissions have been prepared, the commission period should be closed using
the [Close commission period (AR506500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/close-commission-period-ar506500/) window.
In this window,
you can also view information about commissions earned by salespersons during any of
the closed commission periods.
## Recalculating commissions
If errors in assigning documents to salespersons are detected or important documents arrive later, you may need to recalculate commissions.
If commissions have been prepared for the period, void them by using the [Close commission period (AR506500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/close-commission-period-ar506500/) window.
If the period has been closed, reopen the period by clicking the appropriate action in the [Close commission period (AR506500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/close-commission-period-ar506500/) window and void the prepared commission.
> [!NOTE]
> You can reopen only the latest closed period, but only if commissions for later periods have not been prepared.
Prepare commissions for the reopened period again, and close the period.
Related pages
Concepts
Tasks
Windows
Configure commissions
/visma-net-erp/help/customer-ledger/manage-commissions/configure-commissions
section
You can configure the commission period and define commission calculation parameters for all salespersons on the Customer ledger preferences (AR101000) window.
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# Configure commissions
You can configure the commission period and define commission calculation parameters for all salespersons on the Customer ledger preferences (AR101000) window.
For more information: [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/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)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/salespersons-ar205000/) window.
## Set the commission period and select a calculation option
1. Go to the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window.
1. Go to the **General information** tab.
1. 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.
1. 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.
1. In the window toolbar, click ****.
## Set a salesperson default commission
1. Go to the [Salespersons (AR205000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/salespersons-ar205000/) window.
1. Select the salesperson in the **Salesperson ID** field.
1. In the **Default commission %** field, specify the default percent of commission. This commission percent can be overridden for a particular invoice.
1. 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.
1. In the **Customer** column, select the customer the salesperson works with.
1. In the **Commission %** column, enter the commission percent to be used on sales for the specified customer.
1. In the window toolbar, click .
Related pages
Concepts
Tasks
Windows
Prepare commissions
/visma-net-erp/help/customer-ledger/manage-commissions/prepare-commissions
page
You can prepare salespersons' commissions for the commission period by using first the Calculate commissions (AR505500) window and then the Close commission period (AR506500) window.
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# Prepare commissions
You can prepare salespersons' commissions for the commission period by using first the Calculate commissions (AR505500) window and then the Close commission period (AR506500) window.
For more information: [Calculate commissions (AR505500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/calculate-commissions-ar505500/), [Close commission period (AR506500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/close-commission-period-ar506500/).
For information about how to define commission settings, see: [Configure commissions](/visma-net-erp/help/customer-ledger/manage-commissions/configure-commissions/).
## Calculate the commissions
1. Go to the [Calculate commissions (AR505500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/calculate-commissions-ar505500/) window.
1. In the **Commission period** field, check the status of the commission period (that is, the period for which the commissions should be calculated; you can prepare commissions for only an open period).
1. In the table, check the list of salespersons with their commissions calculated for the commission period.
1. In the window toolbar, click **Process all** to initiate commission processing for the period, collecting commission information for applicable invoices. If the operation has completed successfully, the system changes the status of the commission period to **Prepared**.
## Close the commission period
1. Go to the [Close commission period (AR506500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/close-commission-period-ar506500/) window.
1. In the **Commission period** field, select the period you want to close.
Select the **Status** check box. You can close the commission period only if it has the **Prepared** status.
1. In the table, check the list of salespersons with the commissions they earned for the commission period.
1. In the window toolbar, click **Action** and then **Close period** to initiate the process of collecting commission information and then close the period. If the operation completes successfully, the system changes the status of the commission period to **Closed**.
> [!NOTE]
> If new invoices or payments for the period arrive after you have prepared the commission, you need to repeat the process of preparing commissions. To do this, select the period and then click **Void commission** in the window toolbar.
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Windows