Commission Priority
Description
The calculation criteria option, in the main setup page, lets you decide whether the highest commission rate should apply to each sales line, or if the app should search for the commission rate that is more specific. E.g. in the second case, if a rate is configured for all items, and a rate is configured for item X, the second would always apply, regardless of the % configured for each one.
As you can choose a combination of salesperson, customer, and item when Specific Value is selected, a Commission Priority section appears on the setup card to define which one "wins" when there are conflicting rates (e.g. one for the specific salesperson and another for the specific customer).
As an example of how it works, if you configure a priority of Salesperson > Customer > Item (salesperson having the highest priority), iDynamics Commissions will use the first commission rate that it finds, looking for commission rates in the following order:
Salesperson | Customer | Item |
---|---|---|
No. | No. | No. |
No. | No. | Group Code |
No. | No. | All |
No. | Group Code | No. |
No. | Group Code | Group Code |
No. | Group Code | All |
No. | All | No. |
No. | All | Group Code |
No. | All | All |
Group Code | No. | No. |
Group Code | No. | Group Code |
Group Code | No. | All |
Group Code | Group Code | No. |
Group Code | Group Code | Group Code |
Group Code | Group Code | All |
Group Code | All | No. |
Group Code | All | Group Code |
Group Code | All | All |
All | No. | No. |
All | No. | Group Code |
All | No. | All |
All | Group Code | No. |
All | Group Code | Group Code |
All | Group Code | All |
All | All | No. |
All | All | Group Code |
All | All | All |