Use the Salesperson Split Commission Percentage screen to review or change the commissions percentages earned on a specific order. Commissions can go to one or more sales representatives who played a role in the sale.
To edit a commission percentage:
Create or open a sales order and display the order's Header screen.
Use the Add'l hot key, and then the Salesperson % hot key, to display a prompt.
At the Writer/Outside/Inside prompt, enter one of the following to display the Salesperson Split Commission Percentage screen:
W – Show the commission percent for the writer.
I – Show the commission percent for the inside sales representative.
O – Show the commission percent for the outside sales representative.
Note: The header area of the screen shows the sales order to which this applies and the type of sales representative you selected.
Review and edit the following fields for each participating sales representative, as needed:
Field |
Description |
Salesperson |
The person who entered the sales order. |
CommGrp |
The commission group to use when calculating commissions for this order. Note: If assigning a commission group, you cannot split the commission between more than one salesperson. The percentage for a commission group must be 100 percent. |
Percentage |
The part of the commission to which they are entitled. |
Press Esc. If the percentages you entered did not total 100%, the system alerts you. Correct the percentages and press Esc to display a prompt.
If prompted to copy the change to all open generations, enter Y to do so; otherwise, enter N.
Press Esc to return to the order's Header screen.
See Also: