Pay commission
Commission journal
Post adjustments, awards and opening balances with journal batches and number series.
updated: applies-to: 2.0.0.0
Use the Commission Journal for manual amounts: corrections, awards and opening balances. Search for Commission Journal.
Set up a batch
Choose your own Batch Name, or create batches on Commission Journal Batches, for example one per person who enters adjustments. Document numbers come from Journal Document Nos. on Commission Setup when you leave them blank.
Enter and post lines
Three kinds of lines: adjustment, award and opening balance.
| Field | What to enter |
|---|---|
| Posting Date | Defaults to the work date. Not in a closed period. |
| Line Type | Adjustment, Award or Opening Balance. |
| Document No. | Leave blank to take one number per posting run. |
| Salesperson Code | Required. |
| Plan Code | Optional, for reporting. |
| Customer No., Applies-to Cust. Entry No. | Optional. With an open customer entry, the amount waits for that customer's payment. |
| Description | Required. The salesperson sees it on the statement. |
| Amount (LCY) | Positive adds commission, negative reduces it. |
| Reason Code | Required. |
Choose Post. Each line becomes a commission entry that is payable at once, unless it applies to a customer entry. Posted lines are removed from the batch.
Examples
- Adjustment -25.00, Rate typed wrong on invoice 103045: the next settlement pays 25.00 less.
- Award +500.00, March contest winner.
- Opening Balance +1,250.00, Balance from the previous system. Use it to bring commission owed from an older system into Bitta Commission.
- Award +100.00 applied to an open invoice, on a When Fully Paid plan: payable only when that invoice is paid.