xTuple Enhanced Commissions Product Guide

A commission schedule allows for the calculation of commission based on a percentage that can take into account the discount applied to the sales order and the invoice. The power and flexibility of the enhanced commissions package lies in the ability to apply multiple commission schedules in numerous ways to elements in the xTuple ERP system.

In our example we will configure a commission schedule that allows for 10% commission when no discount is applied―and, at the other end of the scale, no commission when the maximum discount is applied.

To access the Commission Schedule master list, select Commission Schedules under Master Information in the left pane of the Sales Setup screen. You will be presented with the following screen:

Commission Schedule master list

The top menu bar in this screen is used to add, assign and delete commission schedules. The list of commission schedules that will appear in the list in this screen depends on the filter options that are applied when you click on QUERY in the top menu bar of this screen. You can define the filter criteria by clicking on the MORE button in the top menu bar of this screen.

To maintain a commission schedule, double click on the item you wish to maintain. Then, to add a new commission schedule, select the NEW button. You will be presented with the following screen:

Commission Schedule

Enter a name for the commission schedule in the text box next to the description. In this example we will use the name "Normal Accounts." We will also enter a description to further identify the commission schedule. Finally, we select the ADD button to enter a commission schedule item, as follows:

Commission Schedule Item

To demonstrate our example as explained above, we will enter a commission rate of 10% for a discount from list price up to "0.00." This commission schedule item will cause commissions to be calculated at a rate of 10% when no discount is applied.

Click SAVE to save the changes. If you do not wish to save any changes, click CLOSE to close the screen. After saving, the Commission Schedule screen will look like this:

Saved Commission schedule item

In the same manner as the first item was added, we will continue to build the schedule list indicating:

After all the items for our commission schedule item list have been saved, the screen will look like this:

Completed commission schedule item list