Field
Name |
Type
/ Max Length |
Action
/ Description |
Commission processing active? |
Optional |
Select if you want
to activate the sales commission system or leave blank if you
do not.
If you select this option, the system calculates commissions when
you run the AR Invoice Register (RR) program.
If you leave blank, you must calculate commissions manually. If
you leave blank, the Comm splits
button is available for commission entries in the Sales Order
Maintenance (OE), One-Step Invoice Entry (RE), EDI/Sales Quote
Maintenance (QOE), and RMA Maintenance (RMA) programs. |
Payable at time of I=Invoice or
P=Paymnt |
Optional
1 alphanumeric |
Select I
if you pay commissions at invoicing or select P
if you pay commissions after you process the customer's payment.
Caution
Be sure that you have processed all transactions that affect commissions
before you change this option.
The AR Invoice Register (RR) calculates commissions. If you select
I, commissions are eligible for payment after you run AR Invoice
Register.
If you select P, commissions are not eligible for payment until
you enter payment in the Cash Receipts Entry (RCE) and run the
Cash Receipt Register in that program.
The Sales Commission Inquiry (SCQ) and Sales Commission Maintenance
(SCM programs identify whether commissions are eligible for payment. |
Commission based on P=Price or M=Margin |
Optional
1 alphanumeric |
Select P
to base commissions on selling price or select M
to base commission on margin.
Margin is: (Selling price - Standard
cost) x Quantity ordered
If the item is sold below cost, the commission amount will
be negative. If you selected A
for the Upd commissions to A=AP,
F=File, N=None option, the system generates a credit memo
to offset other commissions. |
Enable commission rates per line? |
Optional |
Select to calculate
commission payable amounts for each sales order line using the
line's sale rep or leave blank to calculate commission for the
order using the sales header's rep.
Select this option if you pay a different commission rate per item.
Caution
This option cannot be changed after you begin processing
commissions. If you are not sure whether to select it, you should
discuss the implications with a technical support representative.
If you select this option, you must click Detail
in the Sales Commission Maintenance (SCM) and Sales Commission
Inquiry (SCQ) programs to display commissions per line.
If you select this option and you pay a set amount for order totals
within a range (for example, $3,000 for orders between $15,000
and 30,000), no lines may fall within the range. Or you may pay
$3,000 multiple times for an order because several order lines
are within the range.
The Sales Order Maintenance (OE), One-Step Invoice Entry (RE),
EDI/Sales Quote Maintenance (QOE), and RMA Maintenance (RMA) programs
display a Comm splits
button that allows you to change reps and splits per line. This
button is available even if Commission
processing active? is not active.
If you leave blank, Sales Commission Maintenance displays
and allows maintenance of commissions for the order header. |
Upd commissions to A=AP, F=File, N=None |
Optional
1 alphanumeric |
Select how you
want to pay commissions:
Select |
To |
A |
Process
commission payments to sales reps through accounts payable.
The system creates a SLSCOMM01 batch in the AP Invoice
Entry (NE) program and adds to that batch when you run
the Sales Commission Processing (SCR).
Direct payment requires that each sales rep be set up
as a vendor in Vendor Maintenance (VM) program and that
you enter that vendor number in the Sales Rep Maintenance
(SM) program.
After you run the AP Invoice Register, you process payment
the same way you do for other vendors. |
F |
Create
a file for commission amounts that you can export to your
payroll system. In the Sales Commission Processing (SCR)
program, enter the name of the file for the Output
device if updating comm to a file Program option. |
N |
Not process
payments automatically; you can issue checks manually,
using the listing output by the Sales Commission Processing
(SCR) for the amounts to be paid. |
|
Excl header disc from comm amt? |
Optional |
Select if you want
to deduct order header discounts from the amount subject to commission
or leave blank if you do not.
If you select this option, the amount subject to commission is
the Gross amount - Order header
discounts.
If you leave blank, the amount subject to commission is the gross
amount, including any Gross %,
Accrued %, and Misc
% order header discounts. |
Excl line disc from comm amt? |
Optional |
Select if you want
to deduct an order line discount from the amount subject to commission
or leave blank if you do not.
If you select this option, the amount subject to commission is
(Selling price x Quantity shipped)
- Line discount.
If you leave this option blank, the amount subject to commission
is Selling price x Quantity
shipped. |
Incl freight in comm amt? |
Optional |
Select if you want
to include freight in the amount subject to commission or leave
blank if you do not.
If you select this option, the amount subject to commission is
Gross amount + Freight.
If you leave this option blank, the amount subject to commission
is the gross amount. |
Incl misc charges in comm amt? |
Optional |
Select if you want
to include miscellaneous charges in the amount subject to commission
or leave blank if you do not.
If you select this option, the amount subject to commission is
Gross amount + Miscellaneous
charges.
If you leave this option blank, the amount subject to commission
is the gross amount. |
Excl credit adj from comm amt? |
Optional |
Select if you want
to deduct a credit adjustment from the amount subject to commission
or leave blank if you do not.
If you select this option, the amount subject to commission is
Gross amount - Credit adjustment
amount processed with the Cash Receipts Entry (RCE), AR
Adjustments Entry (RB), or One-Step Invoice Entry (RE) program.
If you select this option, the adjustment to the amount subject
to commission displays in the Sales Commission Processing (SCR)
program.
If you leave this option blank, the amount subject to commission
is the gross amount. |
Excl debit adj from comm amt? |
Optional |
Select if you want
to include a debit adjustment in the amount subject to commission
or leave blank if you do not.
If you select this option, the amount subject to commission is
Gross amount + Debit adjustment
amount processed with the Cash Receipts Entry (RCE), AR
Adjustments Entry (RB), AR Adjustments Entry (RB), or One-Step
Invoice Entry (RE) program.
If you select this option, the adjustment to the amount subject
to commission displays in the Sales Commission Processing (SCR)
program.
If you leave this option blank, the amount subject to commission
is the gross amount. |
Excl terms disc from comm amt? |
Optional |
Select if you want
to apply the terms discount to the amount subject to commission
or leave blank if you do not.
If you select this option, the amount subject to commission is
Gross amount - terms discount
amount.
If you select this option, the adjustment to the amount
subject to commission displays in the Sales Commission Processing
(SCR) program.
If you leave this option blank, the amount subject to commission
is the gross amount. The terms discount is not applied. |
Excl write-offs from comm amt? |
Optional |
Select if you want
to deduct a write-off from the amount subject to commission or
leave blank if you do not.
If you select this option, the amount subject to commission is
Gross amount - Write-off amount
processed with the Cash Receipts Entry (RCE) or AR Adjustments
Entry (RB) program.
If you select this option, the adjustment to the amount subject
to commission displays in the Sales Commission Processing (SCR)
program.
If you leave this option blank, the amount subject to commission
is the gross amount. |
Non-comm default for non-stock items |
Optional
1 alphanumeric |
Select Y
if you want the Non-commission?
field to be selected when you enter a non-stock item in the Sales
Order Maintenance (OE), One-Step Invoice Entry (RE), or EDI/Sales
Quote Maintenance (QOE) program.
Select N or leave blank
if you do not want to select the Non-commission?
field when you enter a non-stock item.
The operator can change the setting of this field if necessary. |
Apply splits to flat amount? |
Optional |
Select if you want
the sales rep split to apply to the flat amount or leave blank
if you do not.
Set a split for each rep in the Sales Rep Assignment (SRAM) program.
Enter a flat amount in the Commission Rate Maintenance (SRCM)
program.
If you select this option, the system calculates commissions: ((Amount subject to commission x Rate)
+ Flat amount) x Split
If you leave blank, the system calculates commissions:
(Amount subject to commission
x Rate x Split) + Flat amount |
Process comm for progress payments? |
Optional |
Select if you want
to pay your sales reps commission when you receive partial payments
(for example, 1/3, 1/3, and 1/3) from customers or leave blank
to pay commission for the total amount of the order.
If you select, you must also select P
for the Payable at time of I=Invoice
or P=Paymnt option, set up a terms codes with the Progress
Payments Terms (RTER) program, and assign a code to the appropriate
customer. |
Always use reps on shipment? |
Optional |
This option determines
how debit and credit memos attached to invoices are updated to
the sales commission files: Leave blank to use sales reps/splits
from the commission files for the original invoice; select the
option to use the latest shipment in determining which reps/splits
are used.
If this option is selected and you create a credit memo against
an invoice and change the reps/splits, you could end up crediting
different reps/amounts than were on the original invoice. Likewise,
if you change reps/splits in Sales
Commission Maintenance (SCM) and make subsequent adjustments
to the invoice, those additional transactions may have to be changed
to reflect the new reps/amounts as well. |