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 apply terms to the agreement for the payment of commissions, and contains the following fields:

• Term Type - Select the type of payment term (for example, "Net Payment Due in Specified Days") from the drop down menu.
• Days - This field is only available if you selected the payment term type "Net Payment Due in Specified Days". Enter the number of days after the sale that the order must be paid by.
• Term Value - This field is only available if you selected the term type "Net Payment Due on Fixed Day of Month", and allows you to enter a value for the term to be applied.
• Min - This field is only available if you selected the term type "Net Payment Due on Fixed Day of Month", and allows you to specify a minimum value for the term to be applicable.

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 structure the commission agreement so that it only pertains to sales relevant to a specified customer or customer type, and contains the following fields:

• Term Type - Select the type of customer that the term pertains to (for example, "Applies to customer" or "Applies to any order with role") from the drop down menu.
• Role - This field is only available if you have selected "Applies to any order with role" as the term type, and allows you to specify the role necessary for the commission agreement to be applicable.
• Party - This field is only available if you have selected "Applies to customer" as the term type. Enter the internal ID of the customer the commission agreement applies to manually, or search for it using the lookup widget.
• Party Class - This field is only available if you have selected "Applies to customer classification" as the term type. Enter the classification of customer necessary for the commission agreement to be applicable.

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 Rate Schedule

This section allows you to apply a rate schedule to the commission agreement, and contains the following fields:

• Term Type - Select the type of schedule that the term pertains to (for example, "Flat commission rate on entire order") from the drop down menu.
• Term Value - Enter the term value.
• Category - This field is only available if the term type selected is "Commissions for each product in a category" or "Commissions for all products in a category", and allows you to specify a category of products for the commission agreement to be applicable. Enter the internal ID of the category manually or search for it using the lookup widget.
• Description - This field is only available if the term type selected is "Commissions for each product in a category" or "Commissions for all products in a category". Enter a brief description of the category to distinguish it from other product categories.
• Min - This field is only available if the term type selected is "Commissions for each product in a category" or "Commissions for all products in a category", and allows you to specify a minimum value for the commission agreement to be applicable.
• Max - This field is only available if the term type selected is "Commissions for each product in a category" or "Commissions for all products in a category", and allows you to specify a maximum value for the commission agreement to be applicable.

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.