Service Commissions Overview

Commissions can be paid to salespeople for sales orders, service orders, and contracts sold.

Salesperson Setup

Currently, salespersons are set up on the Salespersons form and given a classification. This classification is for ID only. A salesperson can also be labeled as an Outside salesperson, which means they might be paid through A/P using a vendor number associated with the salesperson.

Salesperson Commission Setup

Commission percentages are established using the Commission Table (commtab). These four fields are needed to create a commissions table:

SRO
Product Code
Service Type
Service Contract Type

A set of amount fields that use the commission percentage as the default value are also required. The first commission percentage value is used for commission calculation; the other four are available to be used for custom commission calculations.

Order Commission Table

As a new order is created, records are added to the Order Commission (co_sls_comm) table to record the commission percentage for the salesperson who earned the commission. One record should be created with a line number of 0 and a commission percentage of 100% to be used as the default commission. The system does not support split commissions. Only items with a product code and salesperson combination are included in the commission calculation.

Commission Calculation

As a sales order, service order, or contract invoice is posted, the system checks each line to determine if a commission has been set up based on the product code. If it has, then a commission due record is created based on this calculation:

Commission Amount = Total price of the line item (without taxes) * Comm Percent

Surcharges and waiver fees are ignored, only line item values are considered.

Commissions Due

On the Other tab of the Service Parameters form, select Commissions Due on Payment if commissions are due upon invoicing the sale or upon receipt of payment.

Commissions Reimbursement

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, unless the salesperson is linked to a vendor and the Pay Commission through A/P check box is selected.

Follow the steps in Commissions Reimbursement to pay the salesperson.

Other Commission Forms

Sales Commission by Salesperson Report
Commission Status Change Utility form
Commission Table Maintenance form