Generating proposals for sales commissions
Menu path
Invoice ➔ To
be processed ➔ Sales
commissions
Introduction
Upon invoicing the customers, you can process the payment of
sales commissions to sales employees. In this screen, you can obtain a list of
invoices and propose the sales commissions to be paid to the invoices based on
the sales commission method selected at Commission method in Order
settings or Invoice settings. The payment will be paid to sales
employees once the corresponding invoices are processed or only when the
invoices are paid by debtors, depending on the selection at Process
commission method in Order settings or Invoice settings.
What version are you using?
The information in this document is applicable to product
update 421 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I generate proposals for the sales commissions?
-
In the Invoice > To be processed > Sales
commissions screen, define the search criteria.
-
Click Display. For more information, see Processing sales commissions.
Fields
You can filter the invoices that you want to list by
defining one or more of the following criteria and clicking Display. The
invoices that match the defined criteria are then listed. A list of options
will be displayed if you click 
at Sales employee and
Debtor. From the list, make your selection and click Select.
General section
Invoice date
Type or select an invoice date or a range of invoice dates
to list the invoices with the invoice date(s). Select the All check box
to list invoices with any invoice dates.
Sales employee
Type or select a sales employee or a range of sales
employees to list the invoices linked to the selected sales employee(s). Select
the All check box to list the invoices linked to any sales employee.
Invoice status section
Select the Fully paid, Partially paid, and/or Not
paid check boxes to include the fully paid, partially paid, and yet to be
paid invoices. By default, all the check boxes are selected.
Note: This section is available only if you select By
cash receipts at Process commission method in Order settings
or Invoice settings.
Debtor section
Debtor
Type or select a debtor or a range of order debtors to
filter the list of invoices by the selected debtor(s). Select the All
check box if you do not want to filter the invoices by debtors.
Process section
Transaction date
Type or select a transaction date to filter the list by this
transaction date. A transaction date is the date used for registering payment
transactions. By default, the current date is displayed.
Buttons
Display
Click this to generate the proposal for sales commissions
based on the defined criteria. From the proposal, you can select and process
the relevant proposal lines. For more information, see Processing sales commissions.
Close
Click
this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
18.757.683 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
|
Attachment: |
|
| Disclaimer |