Sales Documents
This section describes how COSMO Commission is used in sales documents.
Quotes
During the quote creation process, no document related commission recipients are created. Only order creation leads to the creation of commission recipients for this order.
Orders
As soon as a customer is entered in the sales order, the commission recipients of this customer are copied to the sales order. On the Related menu, choose Order > Commission Recipients to open and modify the list of commission recipients. The percentage per commission recipient for the current order can be changed as well.
In the Lines FastTab, choose Line > Commission Rates to view the rates to be given for this item/customer combination. Scale commissions are not considered in this view.
If the rate needs to be changed because the salesperson is getting more or less commission for this item, enter the new rate and select the Fixed Commission check box. This set commission rate will be used in the Commission Statement and will not be recalculated based on any subsequent commission changes. Lines that have been set with fixed rates are visible through the non-editable Fixed Sales Line Commission check box on the Commission Statement line. Changed sales line commission rates are not used for scale commission calculation.
All other relevant data for the commission statement is saved during the posting process (shipping and/or invoicing).
Blanket Sales Orders
During the creation of a blanket sales order, the commission recipients can be reviewed and if necessary changed, similar to the function in a single order.
During the Make Order process, the commission recipient information is transferred to the sales order.
Invoices
If invoices are posted directly and a commission recipient has the Commission Basis field set to Shipping, then turn on the Shipment on Invoice toggle on the Sales & Receivables Setup page.
Prepayments
The posting of prepayment invoices in sales documents is not considered in commission statements because there is no item movement caused by a prepayment invoice. Sales documents with posted prepayments are considered in the commission statement by posting the shipment, invoice, or payment receipt.
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