When you enter a customer order line, the commission is automatically entered according to previously set rules. However, it is not calculated until the commission calculation is done. Depending on how you have designed the rules, the commission will be calculated either on order entry or once the invoice is prepared.
You have two options when calculating commissions:
As stated above, there are a few differences in the handling of manually entered commission lines and system generated commission lines in the recalculation process.
If you make manual changes in a system generated commission line, that line will be handled in the following way:
Changed lines will be marked via the line source
“Modified”.
“Modified” lines can contain both percentage and an
amount.
If choosing to recalculate the commissions via Update
All Commissions, the modified line will be handled as a purely system generated
line, i.e., no consideration will be taken to the manual modifications. The
commission calculation will then purely be based on the basic data setup and the
information found in the applicable commission agreement. The manual changes
will be overwritten by system created data. The line source will in this case be
changed back to “System”.
When using Update Calculated Commissions, the manually
entered values will be used as a basis for calculating commissions. This means
that the values will not be overwritten by current data from the commission
agreement. In this case, a “Modified” line will work in the same way as a
manually entered line.
Apart from others an order line commission can also be fixed. Special conditions are applied when fixed commissions are used. Fixed order commission lines will neither be calculated nor considered in the recalculation process.
Also worth noting is the fact that the batch job recalculation launched from Calculate Commission, is performed using the “Update Calculated” strategy, i.e., manual additions are left unchanged if the Include Calculated Lines check box is not selected.If this check box is selected the commission calculation will also consider commission lines in Calculated status.
Upon calculating commissions, a check is performed of the Total Commission Amount for the order line to avoid that the total commission amount exceeds the total order value or invoiced value for the order line depending on the following:
If there are only invoiced based commission lines, the
Total Commission Amount is checked against the total invoiced amount for the
order line.
If there are only order based lines, the Total
Commission Amount is checked against the total order amount for the order line.
If there are both invoice based and order based
commission lines, the Total Commission Amount is checked against the total order
amount for the order line.
If Use Price Incl Tax check box is selected in the customer order, the commission calculation basis is the gross amount of the customer order line or the invoiced gross amount of the customer order line. If Use Price Incl Tax check box is not selected in the customer order, the commission calculation basis is the net amount of the customer order line or the invoice net amount of the customer order line.
Generally, you must run the commission calculation for all required sites, commission receiver groups, and/or commission receivers before you finalize the commissions. Once the commission calculation is finalized, you can no longer change or recalculate any affected commissions. You may have agreed with the commission receiver to pay commissions for a certain period of time. This means that you finalize the calculations for this period, e.g., you finalize January in February, if the agreed period is "month." On finalizing, the system will consider the calculation period of the commission receiver in the basic entry and the system will alert you if you finalize the calculations before the end of the calculation period agreed with the commission receiver.
If you, in spite of this, have finalized the commission calculation without a previous commission calculation, the "neglected" commissions will be transferred to the next commission period. They will not be lost. The same applies if, for some reason, the basis for calculation is changed after a commission has been finalized. An example would be if you create a credit invoice for an order with invoice based commissions that have been finalized. In this case a correction of the commission will be transferred to the next commission period. In these cases the system will generate a correction line to the next commission period.
For information about how to revoke a commission, see the Edit Order Line Commission activity description.
Commissions are calculated for the customer order line. The commissions can be viewed and edited in the Customer Order Line Commissions window.
If the Include Calculated Lines check box is selected the commission calculation will also consider commission lines in Calculated status. Recalculation maybe required when prices or quantities are updated on the customer order line or the commission percentage is modified on a commission agreement. Note: Selecting this check box will have an impact on performance, therefore it is recommended to only select this check box if necessary.
Once the commission calculation is finalized, you can no longer change or recalculate any commissions.
Customer
Order
Calculate
Commissions
Customer
Order Line Commissions
Commissions per Receiver
and Period
Commissions per Receiver and Periods
Customer Order
Customer Order/Order Lines
Calculate Commissions
Customer Order Line Commissions
Commissions per Receiver and Period
Commissions per Receiver and Periods
To update the commissions (alternative 1):
To update the commissions (alternative 2):
To finalize the calculations (alternative 1):
To finalize the calculations (alternative 2):
To calculate the commissions: