Commission Billing

Overview of commission logic

• Representative
• Representatives with sub-agent structure (1:n)
• Commission code for amount and discount-dependent commission determination or
• Fixed commission rates
• Application head
• The customer's representative is deposited on the order (main representative)
• Order Line
• per item line n commission lines
  • Automatically generated based on the representative and their sub-representative
  • Manually recorded
• Commission code on order line can override agent commission rates
• Provisionsposten
• Generation when the order is posted as a billing document
• When determining commission, it is no longer necessary to refer to posted documents

Furnishings

Provisionscodes

• Header-line commission codes

• Commission Codes Control Commission Determination by Gross or Net Amounts

• Provisionszeilen
• Minimum amount
• Maximum discount
• Provision %​

Representative

• Agents own either commission code or a fixed commission rate

• Agent Type Controls Billing as Sales Credit Memo or Purchase Invoice

• N sub-representatives can be assigned to a main representative

• Commission codes or "commission %" of the sub-agents can be adjusted manually

Commission Entry

Order

• Representative on the order is preassigned by the customer
• Manual, subsequent change possible at any time

• When you create an item line, commission lines are generated based on the agent and his sub-agent

• In the commission lines, it is possible to manually override the commission code or a commission rate

• Entry of the user and date in case of manual change of the commission line

• The "Agent No." or "Commission Code" fields on the order line override all associated commission code lines

Posting Sales Order

• Commission items are created with the billing posting of the order
• All the necessary information recorded on the posts
• Representative, Commission Code
• Invoice/credit note information
• Item no. + Variant
• Amounts (net/gross)
• "Commission Recorded" indicator
• …​

--> This means that it is no longer necessary to refer to the posted documents when determining commissions - Commission lines from the order are saved as "Posted Commission Lines"

Commission determination

• Commission documents with header and row structure
• Selecting the Agent to Be Commissioned --> "Determine Commission"
• Based on the commission code, the gross or net amount is entered as the basis for calculation (base amount)
• Manual modification possible:
• Currency code representative
• Base amount (MW/FW)
• Provision %​

• Totals Line for Summary Commission Information for the Corresponding Original Document

• Reconciliation of incoming payments of original documents possible at any time

• Function "Setup Settlement Document" creates either purchase invoice or sales credit memo – controlled on the representative (representative type Purchasing/Sales)

• "Commission (Representative)" is billed as a ledger line in the settlement document