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    Test Commission Rates

    Description

    After configuring commission rates, especially for the first time, a sales line may not generate the expected commissions. To help you understand why, the app includes an option to test the commission rates that apply to any non-posted sales document.

    Test Commissions

    The option to test commissions can be found in the action bar of the sales lines, under the Line > Functions menu.

    Test commissions action

    When you run the action, the app checks all commission rates against the selected line and displays a list showing which commissions applied and the reasons why others did not.

    Test commissions result

    Note

    More than one rate might apply if multiple salespeople are assigned to the line, either directly or as members of a sales team. The first column of the list shows the salesperson for which commissions have been tested.

    Update Generated Commissions

    If you discover that commission rates were incorrectly configured after sales documents have been posted, you can run the Update Commission/Stats process to regenerate commissions once the rates have been corrected.

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