Processing Commissions

Processing commissions creates a record that can be used on commission reports to determine how much a sales representative will be paid for sales. The amount of commission is based on the sales representative's commission schedule.

Workflow to Process Commissions

  1. Add or use a Sales Cycle Schedule with a date that ends before today’s date. Commission can only be processed for Sales-Cycle Schedules that end before today’s date.
  2. Add a Commission Schedule for the same dates as the Sales Cycle Schedule and make sure you add a product type, even though it is not required.
  3. Add a Sales Rep to the Commission Schedule.
  4. On the Sales Rep Profile, add a Sales Territory with product type matching the Commission Schedule.
  5. Go to an Individual with an address in the region setup in the Sales Territory and purchase a product of the product type setup in the Commission Schedule. The batch’s transaction date that is used must fall in the dates of the Sales Cycle Schedule.
  6. Close the invoice and the batch.
  7. Run the Process Commission process. This will close the Sales Cycle Schedule and populate the commission for the Sales Rep.

    Note: Keep in mind if there are sales cycles before the one you are trying to run, you need to process commissions until those cycles are met.  

To Process Commissions:

  1. On the group items bar, click Management group item, select the Process Commission link.
  2. The Process Commission page will display.
  1. Click Continue.
  2. Once the process has run, it will give you a confirmation with the number of records generated.
  3. These can be viewed from the primary tab on the Sales Representative Profile.