Edit Order Line Commissions

Explanation

When you enter a customer order line, the system will generate one or more order commission lines matching the previously set criteria. The system will only create the lines, however. To review the commission percentage or commission amount, you must actively initiate the calculation of the commission line. You can change any commission line considerably, such as commission percentage or amount and other features. If required, you can also add or remove commission lines.

The commission calculation should be based on customer order or customer invoice information. If you have selected Order Entry, the commission will be included in the commission report as soon as the order has been entered as it is calculated immediately. If you have selected Invoiced, on the other hand, the commission will not be included in the commission report until the order line is invoiced.

Fixed order commission lines will neither be calculated nor considered in the recalculation process.

You can revoke a commission from an order if that order was placed by mistake, no matter if the commission period is closed and fully calculated or not. If the commission period is still open, you can simply delete the commission line and recalculate.

For order-based commissions, one way to revoke the commission is to add a fixed commission line with a negative amount. If the commission period is closed, the amount is reported with a negative amount in the following period. Also, when an order line is canceled, the connected commissions will be revoked automatically. The commission will then be withdrawn from the commission amount, and if the commission period is closed, a negative commission amount will be created for the next period.

For invoice-based commissions, you can use the RMA functionality and return the parts into stock and create a credit note. The commission will be withdrawn from the commission amount, and if the commission period is closed, a negative commission amount will be created for the next period. As an alternative, you can just create a credit invoice. The effect is the same as when using RMA.

Prerequisites

• Information as to commission receivers, commission receiver groups and currency must have been entered in the customer order basic data entry, if applicable.
• At least one commission agreement must have been created.

System Effects

• Commissions are edited for the customer order line.
• The edited commissions can be calculated.
• Fixed order commission lines will neither be calculated nor considered in the recalculation process.

Window

Customer Order
Customer Order Line Commissions
Customer Order Lines Commissions

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Customer Order Line Commissions
Customer Order Lines Commissions

Procedure

To edit the order line commission (alternative 1):

1. Open the Customer Order/Order Lines window.
2. Populate or query for the customer order line in question.
3. Select the customer order line and choose Order Line Commission... in the Operations menu.
4. Select View/Edit... in the Operations menu, which opens the Customer Order Line Commissions window.
5. Give the appropriate reply if the system asks you whether you want to calculate the commissions or not. If you want to perform a calculation, you must choose either Update Calculated Commissions or Update All Commissions.
6. Select the commission line you want to change.
7. Perform any required changes to the commission line.
8. If you want to change the applied commission agreement for this and future use you can Select Commission Agreement... in the Operations menu. If you only want to review the commission calculation details you can Select Commission Calculation Info... in the Operations menu.
9. Return to the Customer Order Line Commissions window.
10. If necessary, recalculate the commission by choosing Calculate Commission in the Operations menu in the upper part of the window. Choose either Update Calculated Commissions or Update All Commissions in the Operations submenu.

To edit the order line commission (alternative 2):

1. Choose Customer Order Line Commissions from the Navigator.
2. Select the commission line you want to change.
3. Perform any required changes to the commission line.
4. If you want to change the applied commission agreement for this and future use you can select Commission Agreement... in the Operations menu. If you only want to review the commission calculation details you can select Commission Calculation Info... in the Operations menu.
5. Return to the Customer Order Line Commissions window.
6. If necessary, recalculate the commission by choosing Calculate Commission in the Operations menu in the upper part of the window. Choose either Update Calculated Commissions or Update All Commissions in the Operations submenu.

To edit the order line commission (alternative 3):

1. Choose Customer Order Lines Commissions from the Navigator.
2. Select the commission line you want to change.
3. Perform any required changes to the commission line.
4. If you want to change the applied commission agreement for this and future use you can select Commission Agreement... in the Operations menu. If you only want to review the commission calculation details you can select Commission Calculation Info... in the Operations menu.
5. Return to the Customer Order Lines Commissions window.
6. Close

Revoke an order-based commission:

1. Open the Customer Order Line Commissions window, either directly from the Navigator or by right-clicking on the customer order line, pointing to Order Line Commission, and then clicking View/Edit.
2. Add a new line with no percentage or amount. Select the Fixed Commission check box and select Order Entry as the commission calculation base. Save the line.
3. Return to the Commission Amount field on the commission line and enter a negative amount. Save the line.