Distributing Salesperson

  1. On the Salesperson Commission Distribution form, select Actions > New.
  2. Specify this information:
    Reference Type
    Select if the order reference is a service order or contract.
    Reference Number
    Select the number of the order for reference.
    Order Date
    The date of the order is displayed.
    Status
    The status is displayed if the reference type is a service order.
    Description
    A description of the service order or contract is displayed.
    Customer
    The customer associated with the service order or contract is displayed.
    (Customer Name)
    The name of the customer is displayed.
    Reference Line
    Specify the line number corresponding to the line number on the Sales Order Line Listing form, to allow commission on one line item only.
    Reference Release
    Specify the release number for the order.
    Salesperson
    Select the salesperson who receives commission for this order.
    Revenue %
    Specify the percentage of the order total or the line item amount on which to base the commission. If you increase the revenue percentage above 100%, the system will distribute the commission based on an amount greater than the sales order or line item price.
    Commission %
    Specify the commission percentage for this salesperson.
  3. Save the record.