View Commission Agreement Screen

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Revision as of 01:57, 7 December 2007 by JRZeitlin (talk | contribs) (Commission Agreement Details)
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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