Commission Functional User Manual

Commission

Commission Contracts

Commission Contracts Listing

Step 1: Click the Action

Step 2: Click the Add New

As per above image here different types of options we will check one by one all options and fields change as per selections

Contract Type: Standard, Calculation Basis: Gross Profit OR Gross Sales, Customer /Item Match: Exclusive OR Inclusive, Tiers Type: Multiple Item, Settlement Period: Monthly, Tier Mode: Absolute

Contract Type: Standard, Calculation Basis: Gross Profit OR Gross Sales, Customer /Item Match: Exclusive OR Inclusive, Tiers Type: Multiple Item, Settlement Period: Monthly, Tier Mode: Absolute

Contract Type: Growth Incentive, Calculation Basis: Gross Profit OR Gross Sales, Customer /Item Match: Exclusive OR Inclusive, Tiers Type: Multiple Item, Settlement Period: Monthly, Tier Mode: Absolute

Contract Type: Growth Incentive, Calculation Basis: Gross Profit OR Gross Sales, Customer /Item Match: Exclusive OR Inclusive, Tiers Type: Multiple Item, Settlement Period: Monthly, Tier Mode: Absolute

Settlement Period: Weekly, Bi- weekly

Settlement Period: Custom

Tier Mode: Marginal

Customers/Items

Growth Incentive

Item Groups

Customer/Items-> Commission Type: Volume, Revenue

Additional Rules

Add-> Calculate Commission By: Orders

Fill all details as above image

Step 1: Click the Submit

Step 2: Click the Close Current Settlement Report

Note: Start and End Date Selected as per Sales-> AR Invoices available

Step 3: Click the OK for close settlement OR Cancel for abort the action and close the pop up

After step 3: System will disable Start date and display Current Settlement Period

Step 4: Click on Generated Settlement

Step 5: Click on Order No

System display Order Details Pop up

Add-> Generate AP Invoice Calculation Commission By: Invoices

Note: For generate AP Invoice must be selected option as below image from Fiscal & Calculation Options

Fill all details as above image

Step 1: Click the Submit

Step 2: Click the Close Current Settlement Report

Note: Selected Sales Person in Contract must be entered  User Management-> Users-> Edit User-> GL Account Number

Step 3: Click the OK for close settlement OR Cancel for abort the action and close the pop up

After step 3: System will disable Start date and display Current Settlement Period

Step 4: Click on Generated Settlement

Step 5: Click the Doc No

Step 6: Click the Incentives

Step 7: Click the Settlement No

After run crone cycle from back-end and sync with ERP system will change status and generate AP Invoice also check and verify details

Go to Purchase -> AP Invoices

Add-> Generate Journal Entries Calculation Commission By: Invoices

Note: For generate Journal Entries For display Accrual and Commission Payable column must be enable from Application Settings-> Fiscal & Calculation Options-> Journal Entry-> Enable Accrual-> ON

Fill all details as above image

Step 1: Click the Submit

Step 2: Click the Close Current Settlement Report

Note: Selected Sales Person in Contract must be entered  User Management-> Users-> Edit User-> GL Account Number (Source, Accrual, Payment)

Step 3: Click the OK for close settlement OR Cancel for abort the action and close the pop up

After step 3: System will disable Start date and display Current Settlement Period

Step 4: Click on Generated Settlement

Step 5: Click the Doc No

Step 6: Click the Incentives

Step 7: Click the Settlement No

After run crone cycle from back-end and sync with ERP system will change status and generate Journal Entry also check and verify details

Go to Finance -> Journal Entries

Copy Contract

Step 1: Click on Copy Icon

System will create copy report click and change data as you want and save

Close Multiple Settlement

Note: For Display this feature must be System Configuration-> Application Settings-> Commission Draw-> OFF

Step 1: Click the Action

Step 2: Click the Close Multiple Settlement

Step 3: Select Contract Checkbox as you want OR Select ALL

Step 4: Click the Submit Close Selected Settlement

 Note: Contract must have Sales Person, GL Account Number (Source), GL Account Number (Accrual) and GL Account Number (Payment) to Close Settlement

Step 5: Click the OK for close settlement OR Cancel for abort the action and close the pop up

Following two images from another customer

Commission Draw

System display Commission Draw option Add/Edit Time when Enable Feature from  System Configuration-> Application Settings-> Commission Draw Feature-> ON

Commission Holdback

System Display Commission Holdback Option Add (After save contract once)/ Edit Time  when enable feature from System Configuration-> Application Settings-> Commission Holdback -> ON

As above commission draw and commission holdback also display in settlement report

Contract Templates

 

Add Template

Step 1: Click the Action

Step 2: Click the Add New

Note:  All fields and options same as commission contracts as we see on above

Step 3: Fill all the details as per fields and click on Submit

Copy Template

Step 1: Click on Copy  Icon

System will create copy report click and change data as you want and save

Create Contract From Template

Step 1: Click the + Icon

Step 2: Click and Select Start and End Date

Step 3: Select Salesperson

Step 4: Click the Confirm

System will display success message

Check on Commission Contracts List Contract Created from the template

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