Commission Setup
The Commission Setup page provides the basic settings for COSMO Commission.
General FastTab
The fields on the General FastTab set the defaults to be used in COSMO Commission.
Scale Type
Controls the general way of the commission scale. The options are:
- Quantity Scale – Determines if the sum of the quantity of the scale should be considered. A minimum quantity can be entered in the commission rates.
- Amount Scale – Determines if the sum of the amount of the scale should be considered. A minimum amount can be entered in the commission rates.
Def. Commission Basis
Determines which postings should be considered during the process of creating the commission statement. The options are:
Shipping – If this option is selected, the commission is calculated based on shipping, net of returns. The commission statement is based on the posted values.
Invoicing – If this option is selected, the commission is calculated based on invoicing, net of credit memos. The commission statement is based on the posted values.
Payment Receipt – If this option is selected, the commission is calculated based on payment receipt. The commission statement is based on the posted values. If partial payments are posted, the commissionable amount is based on that value. The actual payment receipts are taken into account less the payment discounts.
Note
Payments must be posted with the Document Type = Payment in order for the commission to calculate.
See the Include ... Fields section for commission statement information based on Commission Basis and included values.
Def. Calculation Base
Determines the value which serves as a foundation of the commission statement. The options are:
- Amount – If this option is selected, the amount (excl. VAT) is taken into consideration for the calculation. It has to be taken into account that the values at the moment of the posting are the basis for the commission statement.
- Profit – If this option is selected, the profit is taken into consideration for the calculation. It has to be taken into account that the values at the moment of the posting are the basis for the commission statement.
Include ... Fields
The Include ... fields determine what's included in the commission statement. If the toggle is turned on, then the commission amount will be reduced by that value (line discount, invoice discount, credit memo, return order, or item charge.)
The combination of the Def. Calculation Base and Include ... fields that can affect the information in the commission statement are described in the following table.
Def. Calculation Base | Include ... | Result |
---|---|---|
Shipping | Include Item Charges | Item charges are only posted with invoicing so they are not considered. |
Payment Receipt | Include Credit Memos | Refunded credit memos will be included in the commission statement. |
Commission Search Order
Controls the priority for determining the right commission rate if competing rates are calculated. Depending on the requirements of the customer, the commission is driven by Customers, Items, or Commission Recipients. This setting determines which commission rate is valid.
In the event that multiple valid commission rates are being found in certain situations, this conflict can be cleared by defining a commission search order.
For more information, see Example - Commission Search Order.
Numbering FastTab
On this FastTab, number series for commission recipient, commission statement, and issued commission statements are defined.
App Licensing FastTab
The fields on the App Licensing FastTab include the app license key, the validation period, status of the license, and information regarding your license from the licensing server. The data is generated when the setup is initialized.
Actions on the Commission Setup page
The actions on the Commission Setup page are described in the following table.
Menu | Action | Description |
---|---|---|
Information | About | View the current product version information and copyright information. |
Actions | App Licensing > License Overview | Opens the COSMO License Overview page, which lists the license status of the COSMO app and allows you to register the app and perform other administrative licensing tasks. For more information, see App Licensing and Registration. |
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