Setting Up Commission Information

To process salesperson commissions in a hierarchical structure, you must set up several codes and parameters based on salesperson classification, commission percentage, and the selected commission payment plan. The following steps identify what to set up for processing salesperson commissions in a hierarchical structure. If you do not use a hierarchical structure, complete these steps, but leave the Sales Manager field of the Salespersons form blank.

  1. Create geographical, positional, or other classifications for salespersons using the Salesperson Classifications form.
  2. Enter all salespersons into the Salespersons form.
  3. Enter commission values for salespersons, using the Commissions Table Maintenance form.
  4. If the commission is to be paid when the invoice is paid or after invoicing, select the Commission Due on Payment check box on the Order Entry Parameters form.
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