Only a System Administrator is authorized to set control maintenance records and authorization keys. The additional setup listed is also required.
If you have the following authorization key, you can run a Commissions Report for any salesperson. You can also use the report screen's Commission Details > Salesperson option to run the report for a list of salespeople. Without this key, the report screen's Salesperson/Writer ID field limits you to reporting on your own User ID.
COMMISSIONS.USER.AUTH
Use the Written By, Out Salesperson, and In Salesperson fields on a sales order's Header window to specify the order writer, outside salesperson, and inside salesperson assigned to the order. The Commissions report is based on this information.
The Commission Report's Forced Commission Plan Override field lets you specify a commission plan, then run the report for someone like a sales manager, who is not assigned on individual sales orders.
A salesperson's commissions are typically calculated using the salesperson's commission plan. Plans, including the commission base and calculation, are set up using the Commission Plan Maintenance window.
To assign a plan to a customer, use the Commission Plan field on the Miscellaneous Customer Information screen. You can also use the Commission Plan field on the Additional Header Information screen to assign a plan to a sales order.
A sales order's commission overrides a customer's commission plan, which overrides a salesperson's commission plan.
For more information on setting this up, see Commission Plan Overview.
Your company may not want to pay commissions on orders that are paid late. When running the Commissions Report, you specify how to handle the maximum collection days. The Items Over Max Collection Days field lets you include or exclude the late-paid orders, or report only on them.
The maximum collection days is the number of days after an order is either invoiced or due, depending on the setting for the Maximum Collection Days Date control maintenance record.
You can specify the maximum number of collection days for a customer. Do this using the Max Collection Days field on the Additional Customer Credit Data window. You can also specify this setting for a sales order. Do this using the Max Collection Days field on the Additional Header Information window.
A sales order's setting overrides the customer's setting.
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