Commission Reason Codes (CMS)

 

 On the page Commission Reason Codes you can define the reason codes, G/L Account Numbers and VAT Product Posting Groups:  








 

Commission Jnl. Templates (CMS)

On this page you can set the journal templates:

Details:

Field

 Description

Name and Description

Name and journal description

Type

Options:

-  Payable: journals will be used to insert entries manually (eg. expenses)

-  Settlement: will be used to settle commission entries within the journal, without opening the invoice

Page ID

  According to what is specified in the Type field, the system automatically proposes two different pages:

- Payable = commissions to be paid: this journal is to add any additions to commissions (eg. to add an amount on the invoice to pay the expense).

- Settlement = commissions to be settled: this journal is used to settle commissions without opening an invoice (no G/L entries).

Source Code

 It defines the source code to be used in the journal

Commission Reason Code

It defines the reason code to be used in the journal

Reason codes have this setup:

 

Field

 Description

Code and Description

Code and description of the commission

Create Purchase Invoice

Create Purchase Invoice Specifies if system will create directly purchase documents instead of using settlement prospects.

G/L Account No.

Specifies the G/L account no. to use when creating purchase documents.

VAT Prod. Posting Group

Specifies the VAT posting group to use when creating purchase documents.

 

In Commission Jnl Template, from New->Batch you can set the specific batch for each journal:

Commissions Setup (CMS)

You need to enter the Commissions setup:

Field

 Description

SALES

Enable Sales Network

Specifies if sales network management is enabled. If not, you will be able to insert salespersons directly on customers and documents.

Get Salesperson From

Get Salesperson From Specifies if salespersons on documents have to be retrieved from Sell-to or Bill-to customer.

Settlement Prospect Nos.

Specifies the number that will be used when creating settlement prospects.

Settlem. Invoice Nos.

Specifies the number that will be used when creating settlement purchase invoices.

Settlem. Cr. Memo Nos.

Specifies the number that will be used when creating settlement purchase credit memos.

Unapply Settled Entries Warning

Specifies what kind of message must be shown when unapplying a customer ledger entry that is related to a settled commission entry

Options

- None:  no signaling from the system

- Message: the system informs the user that the entry has commissions related to it.

- Confirm: the system locks the user and asks for confirmation to continue.

- Error: the system does not allow unapplying.

Cost Allocation on Invoiced

Specifies whether to manage the cost allocation for salespersons with the method of invoiced settlement

Create Settlement Credit Memos

Specifies if in case of negative prospect total, settlement credit memo must be created.
Foreign Curr. Comm. - Create exchange rate entries If activated, the value of the field “Direct unit cost excluding VAT” of the single commission settlement prospect/invoice line, is calculated based on the original exchange rate present in the related record of the “Commission Ledger Entries (CMS)” page. This logic is applied ONLY in case the Currency Code of the Commission Entry (CMS) matches with the one of the Vendor/Salesperson and is different from the one of the company.
Currency commission conversion account   If the flag “Foreign Curr. Comm. - Create exchange rate entries” is active, the possible exchange rate differences are going to be Settled using this GL Account. N.B. the curr. exch. entry for any exchange rate difference will be generated: Following the posting of the passive invoice for the total settlement of the accrued commissions; If the Commission entry to settle the accounting entry for the allocation of Costs @ Commissions to be settled has been previuosly generated (usually in commissions settled on payment).
WHEN SALESPERSON IS CHANGED ON DOCUMENT HEADER
This Tab manages behavior on the lines when inserting / modifying / deleting salespeople on the document header 
  • Insert new salesperson/role - Keep existing salesperson/role:

         a) if a record exists with the same salesperson role, when the salesperson is changen on the header no action is taken

        b) if a record with the same salesperson role does not exist, the new record is added on all document lines

  • Insert new salesperson/role - Overwrite existing salesperson/role:  the new record is added on all lines of the document, possibly with the salespersons with the same role being deleted before
  • No lines update: the change is not spread on the lines
   

CALCULATION

Def. Base Incl. Inv. Disc.

Defines if the amount on which to calculate the commission must include the invoice discount

Def. Base Incl. Line Disc.

Defines if the amount on which to calculate the commission must include the line discount

Priority 1 – 2- 3

Specifies the first-second-third parameter in order of importance used to calculate commissions on documents.

No Sales Comm. Calc. on Release/Posting Specifies if the commission does not be calculated on posting.

Specifies if the commission does not be calculated on posting. It recommended only in case of high transaction volumes with deterioration of performance.

REASON CODE

 Specifies the reasons codes for the different types of posting
CHANGING EXPIRY DATES 
Due Date modi. on Entries Specifies how to behave when a due date is modified on a customer ledger entry related to a commission entry.
Due Date mod. on Advance Entries Specifies how to behave when a due date is modified on a customer ledger entry related to a advance commission entry

Commission Period (CMS)

On this page you can define the commission periods that will be used to make settlement:

It is possible to create periods automatically using the specific button:

Commissions Calculation Setup (CMS)

 In the Commissions Calculation Setup (CMS) you can set up commissions with the following criteria:

• Sales network

• Salesperson role

• Salesperson

• Customer Commission Group

• Customer

 • Line type

• Product

• Product Commission Group

• Date

If the line of the sales document is applicable to multiple criteria, the system selects the criterion based on the priorities defined in the Commissions Setup (CMS). The commissions can be calculated for:

• Percentage: to be calculated on the base amount (taxable VAT, with or without discounts according to the Commissions Setup (CMS)) for each sales line falling within the setup parameters.

• Fixed Amount: commission amount that is assigned to the salesperson for each sales line that falls within the parameter setup. The fixed amount may be defined on the same line of the percentage, the two fields are not mutually exclusive.

• Threshold: threshold are defined for the calculation of commission. The threshold are calculated thanks to the Set Threshold button.

At the top we can find all the possible filters::  

Through the Set Threshold button it is possible to define the % commission and / or the amount of the threshold associated with the line discount.

 


NB

In the case of lines having the same parameters (salesperson, customer, product), the system will use the priorities set in the Commissions Setup (CMS) in the fields Priority 1 - 2 - 3

 

 

 

 

See also
Salespersons Setup
Commission ledger entries
Manage advances and allocations
Create purchase invoice
Create purchase documents from settlement prospect
Report