SOE COMM (Commissions)

The following control maintenance records belong to the COMM (Commissions) area within the SOE (Sales Order Entry) category.

Assign Commission Plan At Time Of Invoice Process

Indicate whether the system assigns a commission plan at the time an invoice is processed.

Options	Yes - The system saves the commission plan in effect for the salesperson on the order when the invoice generation is processed and uses this plan to calculate commissions. . No - The system calculates commissions for each sales order according to the plan in effect for the salesperson when the Commissions Report runs.
Outcome of setting this control record	Determines at what point in time the commissions plan is determined for calculating a salesperson's commission due on a sales order.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	In addition, if this record is set to Yes, the Commission Plan Option field on the Commissions Report window defaults to Invoiced. If set to No, the field defaults to Current. For more information about calculating commission due to your salespeople, see Running the Commissions Report in the Pricing Management documentation.

Calculate Negative Commission When GP Negative

Specify the plan types where negative commission is included as a negative amount when the commission report is run and a sales order has a negative gross profit.

Options	Never - Never calculate negative commission, even when the gross profit is negative. The salesperson is not penalized. The salesperson's commission never goes below zero. Always - Always calculate negative commission when the gross profit is negative, based on Plan type calculations. Sales Plans Only - Only calculate negative commissions on Sales Plans if the gross profit is negative. The system calculates a negative commission, figured as a percentage of the loss, for the salesperson based on the formula in the salesperson's applicable commission plan. GP Plans Only - Only calculate negative commissions on GP Plans if the gross profit is negative. The system calculates negative commissions, figured as a percentage of the loss, for the salesperson based on the formula in the salesperson's applicable commission plan.
Outcome of setting this control record	Determines when a negative commission is included in a commissions calculation.
Default Value(s)	Always
Action if set to Null	Same as if set to Always.
Additional Information	For this control record ”r;GP is negative” is defined as sell price less than cost amount, for example, Sell $75, Cost $100. Commission deductions for return orders (negative invoice total) or negative quantity line items do not apply to this control record.

Commission/Draw Period

Use to define pay dates and pay date ranges to be used to calculate commissions and track actual commission and draw amounts.

Use the following fields to setup how you want to define commission profiles. Profiles are used to pay your sales personnel commissions. The selections in this control maintenance record drive the results for the Commissions Report and how the sales personnel collect commissions or draw against future commissions.

Use Commissions Maintenance to determine how to apply the commissions profiles you create.

Field	Description
Profile ID	Do one of the following: Click New Profile ID to create an ID for how your company pays out commissions revenue to sales personnel. Press F10 and select a current profile to edit. To delete a profile, press F10 to locate the profile and then click Delete Profile. Note:Only one user can edit this record at a time. Users are alerted if the record is being edited and by which user and the records are displayed as view only.
Profile ID	See examples: Weekly - Each week on the same day for a total of 52 commission payments in a calendar year. Bi-Weekly - Every other week for a total of 26 commission payments in a calendar year. Twice a Month - Two times in the same month, such as the 15th and 30th, for a total of 24 commission payments in a calendar year. This selection activates the lower portion of the control record for further details. Monthly - Once per month on the same day for a total of 12 commission payments in a calendar year. Quarterly - Once per 3-month time frame for a total of four (4) commission payments in a calendar year Annually - Once per 12-month calendar year for a total of one (1) commission payment in a calendar year.
Fiscal Year	Do one of the following: Press F10 and select a current fiscal year. Enter the fiscal year you want to apply to the Profile ID and click New. Click Delete to remove the Fiscal Year option for this profile. Note: Your fiscal year is set up during Eclipse installation. Fiscal months are determined by the G/L Month End Days Maintenance.
Period	Enter the pay period for the profile ID. This is a free-form text field.
Start Date	Define the parameter for the next pay period during which your commission payments take effect. This pay period must take place later in the month then the first pay period.
End Date

Delete Line Item When Changing Qty To Zero In OE?

Indicate if you want the system to delete line items when users change line item entries to zero quantities: leave it alone and do nothing (legacy process), delete the line item, or prompt the user to delete the line item.

Minimum Credit Order GP$ For Commission

For each branch, specify the minimum credit order gross profit dollar for commission.

Options	Any dollar amount between .00 and 999.99.
Outcome of setting this control record	If the total gross profit dollar amount for a returned line item is greater than the amount entered in this record, a commission is not paid.
Default Value(s)	.00
Action if set to Null	Same as if set to .00.
Additional Information	None

Minimum Sales Order GP$ To Earn Commission

For each branch, specify the minimum sales order gross profit dollar amount, 0.00-999.99, required to earn commission.