Service Commissions Overview

Salesperson Commission Setup

Commission percentages are established by using the commtab table. This table has two primary fields, Salesperson and Product Code, along with a set of amount fields that are defaulted to commission percentage.

Service Order Commissions

Only one salesperson will be paid for SRO and contract records.

Commission Calculation

For customer orders, as an invoice is posted the system loops through the co_sls_comm records and a commdue record is created for each one based on the following calculation: Total price of the line item (without taxes) * Comm Rev Percent * Comm Percent If the commission percent is left blank then the system will use the product code on the line item along with the salesperson to acquire the percentage. If there is not combination found then no commission is included for that specific line item.

As a service request order or contract invoice is posted, the system will check each line to determine if a commission has been setup based on the product code from the SRO operation or contract header. If yes then a commission due record will be created based on the following calculation: Commission Amount = Total price of the line item (without taxes) * Comm Percent Surcharges and waiver fees are ignored. Only line item values will be considered.

Commissions Due

As the Customer Order commdue records are created, a flag on the Order Entry Parameters form determines the amount of commission that is due when the invoice is created. The check box is labeled Commissions Due on Payment. If this check box is enabled then the commdue amount is set to 0 at time of invoicing and then is not updated until payment has been received. If disabled then the commission amount is updated immediately.

Service Order Commissions Due are similar to the customer order functionality, except that instead of using the Order Entry Parameters form to determine when the commission is due to be paid, the system will use the new parameters that have been added to the Service Parameters form. For SROs, this check box is labeled Pay SRO Commissions on the Service Order tab. For contracts, this check box is labeled Pay Contract Commissions on the Contract Parameters tab. Because SRO and contract invoices both flow through the standard SyteLine A/R tables, the commission due on payment logic will continue to work. Therefore when the Pay SRO Commissions and Pay Contract Commissions flags are set to Payment, indicating that the commission is really due upon receipt of the invoice payment, the order entry parameter flag Commission Due on Payment should also be enabled. That way the commissions will be due for all salespersons when payments are processed for customer orders, service request orders, and service contracts.

Commission Reimbursement

For both customer and service orders, paying the salesperson is a manual process. There is no direct tie into the payroll system or the A/P system for outside sales people.