8. If Commissions = Y (Y=yes), enter the expense account and cost center for this sales rep commission expense account. The account defaults from Ledger Options and Sales Category.
Note: Press F3 to display a list of cost centers and list of accounts. You may choose an expense account and cost center from the aforementioned lists.
9. At the Collect Sales Only field, specify whether you want the commissions for this sales rep to be paid on collected sales only (Y) or paid when earned (N).
10. Specify how sales commissions are calculated, by allowing the exclusion of commission type price exceptions for sales reps, brokers, or both.
Press F3 and a Select An Accrual Exclusion window will appear. Select from the following options:
- N = None - No exclusions.
- B = Broker Only - Exclude broker commission accruals only.
- S = Sales Rep Only - Exclude sales rep commission accrual only.
- X = Broker and Sales Rep - Exclude both broker and salesperson accruals.
11. If commissions are to be applied to this sales rep (Commissions=Y), a Next Page command option will appear. Press Next Page to be led to a screen where you can specify commission details.
12. Select the Next Page command option.
13. A Select A Commission Type window will appear. Select a the commission type from the window, or use the PROFILE LIKE ANOTHER (if there are no commission types defined within the system) in order to copy another sales rep's commission types and rates.
14. The following fields default onto the page based on the commission type selected:
- Commission Type - The commission type selected.
- Commission Desc - This field is the commission type description for the commission type selected.
- Method - This is the method used to calculate commissions based on the commission type selected.
- Apply As - This is the method of commission level application based on the commission type selected.
15. Specify the levels (1-5) for calculating multiple payment level commissions. If you do not wish to use all levels, type 9999999 in the next level field to signify that there are no more levels desired.
16. For each level, enter the rate to be used to determine the amount of commission. If you are using percentage based commissions, enter the per pound cap.
17. At the Add field, add an incentive rate for prompt collection of sales and payment within a defined number of days, if desired.
18. At the Subtract field you may also enter a new line to subtract a penalty rate for slow collection of sales and payment after a defined number of days.
19. Command options will appear; select Exit to Commission types to define the next commission type, select Clear (X) to reset the commission levels to zero, or select Modify to make changes to payment levels, payment rates, incentive rates, and penalty rates.
20. When you are done entering information/resetting commission levels to zero, or modifying payment levels, payment rates, incentive rates, and penalty rates, select Exit to Commission type from the command options.
21. A Select A Commission Type window will appear; select Exit.
22. Command options will appear:
- Add Sales Rep – Select Add Sales Rep to add the sales rep.
- Change – Select Change to make changes to the sales rep.
- Next Page/Prior Page – Select Next Page/Prior Page to move forward or back one page.
- Contacts(K) – Select Contacts(K) to add a contact for the sales rep. See eContact for more information on adding contacts.
Select Add Sales Rep. The sales rep has now been added.
Note: If no user has been set a "WARNING: User has not been set!!! Continue? No/Yes" will appear. Select yes to continue, select no to return to the Sales Rep setup page.
Note: All commission types must be defined, even if the rate is zero, or a message will be displayed: "All Commission types must be defined to Update! Press space bar to continue." To do so, select the Change command option and define the commission level or rate for the undefined commission types. Set the level to 999999 and the rate to $0.00 if the commission type does not apply.
