Design¶
The Commission Module introduces and extends the following concepts:
Agent¶
An Agent links a party to a Plan. An Agent can be either an agent or a principal of the Company.
Agent Selection¶
The Agent Selection contains a sets of rules to assign automatically an Agent to sales based on criteria.
Plan¶
A Plan defines how the Commission of an Agent is computed using a list of formula with criteria.
Commission¶
The Commission concept is used to register the amount that is due to an agent or to receive from a principal.
An Invoice can be generated using the Invoice button. The commissions invoiced together are grouped by Agent.
Wizards¶
Create Commission Invoice¶
The Create Commission Invoice wizard helps the user to invoice all the pending Commission based on search criteria like the date period or the Agent.
Commission Reporting Agent¶
The Commission Reporting Agent sums the commission amounts per Agent for the selected period from the Context.
Product¶
The Product concept is extended to store the principals who pay a commission when the product is sold.
See also
The Product concept is introduced by the Product Module.
Party¶
The Party is extended to store its Agent Selection.
See also
The Party concept is introduced by the Party Module.
Sale¶
The Sale is extended to store an Agent on the header and Principal on the lines. Those values are copied to the generated Invoice.
When a Product is selected, its principal is copied on the line. When the Sale is quoted and if there is no Agent filled, one is computed using the Agent Selection.
See also
The Sale concept is introduced by the Sale Module.
Invoice¶
The Invoice concept is extended to store an Agent on the header and Principal on the lines.
When the Invoice is posted the corresponding Commissions are created. Its due date is set later depending on the commission method.
See also
The Invoice concept is introduced by the Account Invoice Module.