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xTuple Enhanced Commissions Product Guide |
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xTuple Enhanced Commissions Product Guide |
| 4.4. Split Commissions | ||
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 | 4. Commissions Scenarios |  |
We'll look at how split commissions are handled in this next scenario. For this example, customer TTOYS places an order for 10 yellow tough trucks. Customer TTOYS has two sales reps assigned, both being paid according to commission schedules. After a 10% customer discount, the extended price for 10 items is $88.20. According to the commission schedule for customers with type "NORMAL" and the adjustment percentage for 2 reps, a sales rep receives 50% of 2% commission on $88.20. Payable commission per sales rep is $0.88.
To follow this example in your own system, you'll need to verify the following information:
There are two sales reps assigned to customer TTOYS
1000 - Sam Masters (Primary)
2000 - Adam Smith
Follow this path: , then open customer TTOYS. The sales reps are visible on the tab.
Customer TTOYS has customer type: NORMAL
A commission schedule called "Normal" is set up with the following discount percentages:
10% commission for no discount
8% commission for discount up to 5%
5% commission for discount up to 10%
2% commission for discount up to 20%
No commission for discount over 20%
Follow this path: .
The "Normal" commission schedule will be applied where the customer type is "NORMAL". Follow this path: .
Global commissions setup options determine that primary and secondary sales reps receive split commissions. Follow this path: . The additional setup options for commissions are visible under the tab.
So, when we place an order using this example, the split commissions are visible under the tab of the Sales Order Line Item screen:
Commissions tab on Sales Order Line Item screen
After saving the line item, the split commissions are also visible under the tab of the sales order.
Commissions tab on Sales Order
As we have seen in previous examples, it is necessary to ship the order, post an invoice as well as the payment for the invoice before commissions can be paid. Once those requirements have been fulfilled, we can navigate to the sales rep commissions report to see the split commissions payable. will get you there:
Sales Rep Split Commissions payable
The lines will be marked as Paid when we select Pay Commissions for selected Invoices after the selection of the relevant lines and a right click.
Sales Rep Split Commissions paid
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| 4.3. Items |  | 4.5. Employees, Managers and Groups |