Detailed Commission Entries

Detailed Entries

Using the Detailed Entries action, available in the Commission Entries list, we can check all the different commissions generated for the source document or sales target, in addition to any adjustments made to them, any penalties applied, or any settlement entries.

Detailed commission entries let you see what commissions were generated by each sales line, including the base amount on which the commission was calculated, which commission % was applied, any existing fixed commission amount and, for direct commissions, information about the source line and whether the commission was obtained because the salesperson was the main salesperson, additional, or boss.

All detailed commission entries, except those of type "Settlement", "On Hold" and "Cancellation", inherit dimensions from the source document (the invoice, credit memo or sales target), and can be filtered by them.

Add Detailed Commission Entries

From the detailed commission entries list, the New... action lets you create new entries that affect the total commission amount.

This can be useful, for example, to assign an extra commission amount for an invoice, that is not linked to any particular sales line. Or to create a negative commission entry, that subtracts part of the commission amount generated for the sales document or sales target.

Just like when editing commission amounts, the commission amount cannot be set to zero by creating a new detailed entry, and the action will be disabled if the commission entry is currently assigned to an active settlement document or a purchase invoice.

The Delete... action in the detailed commission entries list will only be enabled for this type of entry.

In this video you can find out how to adjust detailed commission entries and how to partially reassign a commission to another salesperson:

Edit Commission Amounts

As long as a commission entry has not been cancelled, it is possible to modify the amounts of any detailed entry using the Edit... action. With this action, you can edit both the commission percentage and the fixed commission amount, as well as enter a reason for the change.

When the amounts are modified, the entry will be checked as Modified, and the original commission values will be stored in the Original Commission % and Original Fixed Commission Amount. Even though hidden by default, these fields can be added to the Detailed Commission Entries list.

If the commission entry has been settled and, after editing one of the detailed entries, there is now an outstanding commission amount, it will be reopened and its status will become Partially Settled.

If the commission entry has been partially settled and, after being modified, the outstanding commission amount is zero, it will be closed and its status will become Settled.

Notes:

• Only detailed commission entries of type Initial (created when the commission entry was first generated) or Adjustment (created manually).
• The total commission amount of all detailed entries cannot be zero. In order to cancel a commission, use the cancel action.
• The Edit action will be disabled if the commission entry is currently assigned to an active settlement document or a purchase invoice.

Delete Detailed Commission Entries

This action is only available for entries of type Adjustment, as long as the commission entry is not currently assigned to a settlement or purchase document. If you want to cancel the amounts in any other detailed commission entry, please create a new detailed entry and specify a reason.