The Commission Module introduces and extends the following concepts:
An Agent links a party to a Plan.
An Agent can be either an agent or a principal of the Company.
Agents are found by opening the main menu item:
The Agent Selection contains a sets of rules to assign automatically an
Agent to sales based on criteria.
A Plan defines how the Commission of an Agent is computed using a list of formula with criteria.
Plans are found by opening the main menu item:
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
The commissions invoiced together are grouped by Agent.
Commissions are found by opening the main menu item:
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
The Product concept is extended to store the principals who pay a commission
when the product is sold.
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.
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
Its due date is set later depending on the commission method.