Plans and rates
What earns commission
Line rules, commission groups, customer terms, deductions, rate overrides and reason codes.
updated: applies-to: 2.0.0.0
Use these pages to decide which sales lines earn commission, and to adjust the base for special agreements.
Commission line rules
By default, item lines earn commission and other line types do not. Search for Commission Line Rules, or choose it on Commission Setup.
Line rules: resource lines earn, and one item never does.
| Field | What it does |
|---|---|
| Type | G/L Account, Item, Resource, Charge (Item) or Fixed Asset. |
| No. | One number, or blank for all of that type. |
| Exclude | Off: these lines earn. On: these lines earn nothing, for every plan. |
A rule for one number beats a rule for the whole type. Examples:
- Type Resource, No. blank, Exclude off: all resource lines earn.
- Type Item, No. of your gift card item, Exclude on: gift cards earn nothing.
Commission groups
Search for Commission Groups and create groups such as KEY, PREMIUM or TULIP. Set Commission Group Code on the Customer Card and the Item Card. Rate lines can then pay a rate per customer group or per item group.
Customer terms
Search for Commission Customer Terms. Use them for agreements with a bill-to customer, such as a buying group.
| Field | What it does |
|---|---|
| Bill-to Customer No., Starting Date, Ending Date | Which bill-to customer, and when. |
| Deduction % | Lowers the base, for components with Apply Customer Terms. |
| Rate Basis | Plan Rate, Fixed Rate, Higher of Plan and Fixed, or Lower of Plan and Fixed. |
| Fixed Rate % | The rate used or compared. |
| Only When Bill-to Differs | Apply the terms only when the bill-to customer is not the sell-to customer. |
Example: a buying group has a 2% deduction and Higher of Plan and Fixed at 6%. The plan pays 5%. A member billed to the group sells 1,000.00: a base of 980.00 at 6% pays 58.80.
Deductions on the document
Search for Commission Deductions and add codes such as FREIGHT, Free freight, 3%. Enter the code in Commission Deduction Code on the sales document. Every line's base drops by 3% for components with Apply Deductions.
Rate override on the document
Commission Rate Override % on a sales document replaces the plan rate for everyone who earns on it, for components with Allow Rate Override. A rate on a commission credit beats the document override.
Reason codes with no commission impact
On Reason Codes, turn on No Commission Impact. A posted document with that reason code neither earns nor takes back commission. Use it for price corrections the salesperson is not responsible for.