View Commission Agreement Screen

This screen allows you to view and modify commission agreements that you have created for members of your organization's sales team. The page is divided into the following sections:

Commission Agreement Details

This section will display the general information about the commission agreement, including the following details:

• Type - This is the type of agreement you have created (for example, "Commission").
• Status - This is the current status of the agreement (for example, "Rejected" or "Active").
• From Party - This is the party paying out the commission (typically your organization).
• To Party - This is the sales team member the commission will be paid to.
• From/Thru Date - This specifies the time period the commission agreement pertains to.
• Description - This is a brief description to distinguish the commission agreement from other agreeements.

This section also contains the following buttons:

• [Cancel] - Clicking this button will cancel the agreement and remove all functionality from the screen so that you may no longer modify the agreement.
• [Reject] - Clicking this button will change the status of the commission agreement to "Rejected" and remove all functionality from the screen so that you may no longer modify the agreement.
• [Activate] - Clicking this button will change the status of the commission agreement to "Active", applying the terms of the agreement to future sales.
• [Complete] - This button will only appear if the commission agreement is active. Clicking this button will change the status of the agreement to "Completed". The terms of the agreement will no longer apply to your organization's sales. This will also remove all functionality from the screen so that you may no longer modify the agreement.
• [Edit] - Clicking this button will take you to a new screen where you can update the commission agreement information.
• [View Full Text] - Clicking this button will allow you to view the complete commission agreement text.

Payment Terms

This section allows you to set payment terms for the commission. Select the term type first and the fields for that term type will appear:

• Net Payment Due in Specified Days - Enter the net days in the term value field (for example, 30 for "Net 30.")
• Net Payment Due on Fixed Day of the Month - Enter the day of the month in the term value field and the cutoff day of the month in the "Min" field. For example, if invoices before the 20th day of the month (ie, Dec 20) are always billed on the 10th of the next month (ie, Jan 10), but invoices after the 20th day of the month are billed on the 10th two months later (ie, Feb 10), enter "10" for term value and "20" for min.

Clicking the [Create Agreement Term] button will apply the agreement term to the commission agreement. Clicking the [Remove] button will remove the payment terms section of the agreement from the screen, so that no payment terms may be applied to the agreement.

Commission Customers

This section allows you to define the customers for which the agent would earn a commission:

• Applies to any order with role - The agent would earn a commission on any order or invoice for which he is associated with a specified role. For example, if you add "COMMISSION_AGENT" or "SALES_REP" here, then for any order/invoice which the agent is the commission agent or sales rep, he would be eligible for a commission. The commission agent and sales rep roles are by default created by the CRMSFA application for the user who enters the order and automatically created for the invoices of the order.
• Applies to customer classification - The agent would earn a commission any order or invoice for which the customer is part of the entered classification code.
• Applies to customer - The agent would earn a commission for any order or invoice to the customer.

Commission Rate Schedule

This section allows you to define the commission rate earned by the agent:

• Flat commission rate on entire order - This is a flat percentage commission for the entire order or invoice, excluding tax and shipping and handling charges but including any discounts or adjustments on the order or invoice. The term value is a percentage number--for example, "10" means 10% of the total invoiced amount.
• Commission for each product in a category - This allows you to specify a commission rate for each product in a product category. The term value defines the percentage of commission ("10" being 10%), the min and max values define the minimum and maximum quantity of that product sold for which this commission is applicable, and the category is the product category ID. For example, if a sales rep sells between 1 to 10 units of a product in category A, he would earn a 10% commission. If he sells between 11 and 20 units, he would earn a 12% commission, and so forth.
• Commission for all products in a category - This is similar to "commission for each product in a category" except that the commission quantity break points are calculated for all the products on the invoice which belong in a category. For example, if products 100 and 200 both belong to category A, and the agent sells 5 units of 100 and 6 units of 200, under "commission for each product in a category" he would be eligible for 10% commission on both products, but under "commission for all products in a category" he would be eligible for a 12% commission on the total value.