Road Map: Sales Commission Hierarchy Maintenance

Use the Sales Commission Hierarchy Maintenance (SCHM) program to:

  • Set up and change the sales rep hierarchy that determines how sales reps are assigned to a sales order or line.

  • Set up and change the commission rate hierarchy that determines which commission rates apply to a sales order or line.

See Background for more information.

Before you run this program each time

You should run these programs: None required

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Sales Commission Options) to set the Commission Processing Active? option.

  • Sales Rep Maintenance (SM) to enter sales rep records.

  • (Optional) Sales Rep Type Maintenance (TSTM) to set up sales rep types.

  • (Optional) Commission Class Maintenance (TCCM) to set up customer and item commission classes.

  • (Optional) Customer Price Classes Maintenance (TCPC) to set up customer price classes

  • (Optional) Sales Region Maintenance (TSR) to set up sales regions.

  • (Optional) Customer Types Maintenance (TYM) to set up customer types.

  • Customer Maintenance (CM) to set up customers.

  • Enterprise Item Maintenance (IM) to set up inventory items for your enterprise.

  • Branch Item Maintenance (IMB) to set up inventory items for your branch.

  • (Optional) Product Class Codes Maintenance (TPC) to set up product classes.

  • (Optional) Product Subclass Codes Maintenance (TSP) to set up product subclasses.

  • (Optional) Item Price Classes Maintenance (TIPC) to set up item price classes.

  • Output Device Maintenance (XDM) to set up the output devices that you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

  • Sales Rep Assignment (SRAM) to assign sales reps for levels of the sales rep hierarchy.

  • Commission Rate Maintenance (SRCM) to enter rates for levels of the commission rate hierarchy.