Overview
Records showing commissions owed and commissions paid.
Application
To record commissions that have been paid. To view paid commissions
Setup 1 - Salesperson (Required)
- Used to establish Salespersons in Rootstock.
- Navigation: Rootstock Salesperson Master
Setup 2 - Sales Order Control (Optional)
- Used to set in a Division when commission is paid and if there is a Salesperson or Salespersons commissioned from divisional activity.
- Navigation: Sales Order Control > SO Control Default Commission Schedule Schedule
- Navigation: Sales Order Control > SO Control Credit, Charges & Commissions Tab
Setup 3- Customer Master (Optional)
- Used when the Salesperson is to be predefined to a customer.
- Navigation: Customer Master > Related > Customer Commission Schedule
Assigning a Salesperson to a Sales Order
When processing a Sales Order, a Salesperson can be added or removed from the Sales Order Header or the Sales Order Line.
Option 1 - Assigning a Salesperson to a Sales Order Header
Navigation: Sales Order Header > Quick Links > Commission Detail
Option 2 - Assigning a Salesperson to a Sales Order Line Detail
Navigation: Sales Order Header > Sales Order Line > Custom Links > Commission Detail
Navigation
Sales Commission Review & Processing
Processing
The Sales Commission process allows you to view and make Commission payments.
Step 1 – Enter selection criteria
Fields
Salesperson ID: Enter the desired Salesperson ID.
Customer: This value is the Customer associated with this Sales Order Invoice or Credit Memo.
Invoice Number: Enter a valid Invoice Number.
Product: The Product shipped that this Invoice Line is for.
Sales Region: This is the Sales Region associated with the customer.
Sales Year: This value defines the Sales Year for which this Sales Order Invoice or Credit Memo is to apply.
Sales Period: This value defines the Sales Period for which this Sales Order Invoice or Credit Memo is to apply.
Only Un-Paid Transactions: When checked, displays only un-paid transactions.
Only Paid Transactions: When checked displays only paid transactions.
‘Refresh Detail Display’ button
Invoices are Displayed
Select ‘Make Commission Payments’ Button
Step 2 – Select the invoices for which commission is to be paid
Selected: Check the indicator box for the line representing the invoice to be paid.
Check Number for All Payments: This entry will populate all lines. If only specific invoices are to be paid, enter this value on the line.
Voucher Number for All Payments: This entry will populate all lines. If only specific invoices are to be paid, enter this value on the line.
Step 3 – Select the‘ Pay Selected Commissions’ button
The display will refresh with the line selected for payment not displaying.
SEE ALSO
SO Control Default Commission Schedule Tab
Salesperson
Customers
Sales Order Control
SO Control Credit, Charges & Commissions Tab
Sales Orders Entry - Overview
