Create sales commissions

A sales commission is an accrual type created for your own employees, where commission on sales is accrued and paid out at a specific date.

Steps

In the search box, enter Sales Commissions, and then choose the related link.
On the Home tab, in the Manage group, choose New.
Fill in the fields on the card. The fields are described below by tab.

General tab

Field	Description
No.	Identifies the commission uniquely. Numbers may be assigned automatically or manually.
Name	A description of the commission. Copied automatically to the Search Name field; change this manually if you want a different search name.
Plan Type	For sales commissions, defaults to Commission and cannot be changed.
Accrue	Determines where accruals are generated from: Invoices/CMs, Shipments/Receipts, or Paid Invoices/CMs.
Start Date	Starting date of the accrual calculations.
End Date	End date of the accrual calculations. Can be left empty.
Date Type	The date used to determine accruals: Posting Date or Order Date.
Source Selection Type	The field on the order/invoice used when generating accruals: Bill-to, Sell-to, or Sell-to/Ship-to.
Source Selection	The basis for creating accruals: All Customers, Specific Customer, Price Group, or Customer Group.
Item Selection	Which order/invoice lines are included in accrual calculations: All Items, Specific Item, Item Category, Manufacturer, Vendor No., or Item Group.
Minimum Value Type	The type used for the minimum value: Amount or Quantity.
Computation UOM	Default unit of measure for accrual calculations. Copied automatically to line-level Computation UOM fields where the unit is assigned to the item.

Customers tab

This tab determines the customers involved in transactions for this accrual plan. Use the Source Code field to enter the specific customer, price group, or customer group as determined by Source Selection on the General tab. Use the Source View button to add customers based on filters, choose Define to set filters, then Add Customer to Plan to populate the source lines.

Items tab

Field	Description
Item Code	An item code, item category, manufacturer, or vendor code, based on the Item Selection setting. Leave blank when Item Selection is All Items.
Item Description	Filled in automatically from the entered code. Reads "All Items" (non-editable) when no code is entered.
Estimated Quantity	The estimated quantity to be sold under the commission. Used to calculate the estimated accrual amount. Optional.
Computation UOM	The unit of measure for accrual calculations. Cannot be left blank at the line level.
Reference Value	The value from which the accrual is calculated: Price, Cost, Profit, or Quantity.
Multiplier Type	How the Multiplier Value is used: Percentage or Unit Amount.
Multiplier Value	The value to be accrued. If Multiplier Type is Percentage, enter as a whole number (for example, enter 10 for 10%). If Unit Amount, enter as a dollar amount.
Start Date	Starting date for this line's accrual calculation. Usually left blank.
End Date	Ending date for this line's accrual calculation. Usually left blank.
Minimum Value	The minimum value required for the accrual to take effect. Supports tiered commission levels by entering the same item several times with different minimum values.
Over Reference Value	The value at which accruing starts. Copied from Minimum Value but can be changed.
Accrual Amount	A flat amount applied to the accrual before additional calculations. Always a dollar amount.
Estimated Accrual Amount	Calculated as Estimated Quantity × Multiplier Value.

Accruals tab

This tab displays accrual values recorded for this accrual plan. Most fields are read-only.

Field	Description
Estimated Accrual Amount	The system-calculated estimated accrual amount.
Accrual Charge Amount	The sum of Anywhere Mobility Solutions accrual charges defined.
Total Estimated Amount	Sum of Estimated Accrual Amount and Accrual Charge Amount.
Use Accrual Schedule	Select to use the Accrual Schedule feature. Sets Accrual Posting Level to Plan.
Scheduled Accrual Amount	The dollar amount scheduled to accrue.
Accrual Amount	The actual dollar amount accrued so far.
Accrual Posting Level	Plan, Source, Document, or Document Line.

Payments tab

Field	Description
Estimated Accrual Amount	Same as on the Accruals tab.
Accrual Charge Amount	Same as on the Accruals tab.
Total Estimated Amount	Same as on the Accruals tab.
Use Payment Schedule	Select to use the Payment Schedule feature.
Scheduled Payment Amount	The dollar amount scheduled to pay out.
Payment Amount	The actual dollar amount paid out thus far.
Payment Posting Level	Plan, Source, Document, or Document Line. Cannot be more specific than Accrual Posting Level.
Payment Type	Source Bill-to, Customer, Vendor, G/L Account, Payment Group, or Manual/None.
Payment Code	The payment account. Depends on Payment Type.
Payment Posting Options	Immediate, Partially Paid, or Fully Paid. Only functions when Accrue is set to Invoices/CMs.
Purchase Document Lines	Drill-down to related purchase document lines.
Sales Document Lines	Drill-down to related sales document lines.

Posting tab

Field	Description
Computation Group	Assigns a computation group for filtering purposes.
Price Impact	None, Exclude from Price, or Include in Price. Applies only to Document Line posting level.
Include Promo/Rebate	Select if the system should exclude the effects of relevant rebates or promotions when calculating the commission.
Accrual Posting Group	Determines where the accrual posts.
G/L Posting Level	Summarized, Plan, Source, Document, or Document Line. Cannot be more specific than Accrual Posting Level.
Post Accrual w/ Document	Select to post accruals automatically with the transactions to which they apply.
Create Payment Documents	Select when payments must be accompanied by sales credit memos or purchase invoices.
Post Payment w/ Document	Select to post payments automatically. Not available when Create Payment Documents is set.
Edit Accrual on Document	Select to allow modifying accruals directly on the order.

Documentation Index