Entering Salesperson Payment Information (Oracle Sales Compensation Help)


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Entering Salesperson Payment Information

Through the payrun document you can access a payment worksheet for each salesperson. You use this worksheet to enter and modify compensation information for a salesperson.

To enter compensation information for a salesperson:

1. Navigate to the Submit Payment form and run a query to locate the payrun document you want to work with.

Creating a Payrun Document

2. Select the salesperson you want to work with, then choose the Worksheet button.

The Payment Worksheet window opens.

Values for these fields are automatically entered for you:

Salesperson:

Accounting Period:

Payrun Date:

This value defaults to the charge-to cost center you specified in the Salespeople window.

4. In the Cap field, enter the maximum amount this salesperson can be paid in this payrun.

Cap protects against windfall payments. If the Total Payment exceeds the cap amount, the difference is subtracted first from Comm. Due and then from Bonus Due in the Amount to Pay column. The amount subtracted is added to Comm. Due and Bonus Due in the New column and is applied to the next payrun.

When entering a value in the Cap field, consider the following:

If the Cap field is empty, Oracle Sales Compensation does not validate anything.

Do not set a payment cap that causes the payment to exceed that amount.

Do not set the payment cap to a number less than the specified payment.

The payment columns and values are described in the following table:

Payment Columns

Begin	These values reflect any outstanding commissions, bonuses, or draws. Usually these values are zero, but there are two cases when non-zero amounts could appear here: when the commissions in the previous pay run exceeded the commission cap, they are rolled over to this pay run; when manual adjustments are made that result in owed commissions, bonuses, or draws. The source of these values is the subledger. For more information about the subledger, see Using the Salesperson Subledger.
PTD	The commissions, bonuses, and draws earned during this period. The source of the commissions values is the total calculated transactions assigned to this salesperson. The source of the bonus amount is the total amount entered in the Manual Bonuses window (see Entering Manual Bonuses). The source of the draw amount is the sum of the draws paid this period to date.
Current	The total commissions, bonuses, and draws for this period. Oracle Sales Compensation calculates these amounts by adding the Begin and PTD values.
To recover	The amount of the Draw Payable that should be deducted from the current commissions and bonuses. If the current Draw Payable is zero, these fields are empty. If the current Draw Payable is greater than zero, Oracle Sales Compensation subtracts this amount first from the Comm. Due and then (if necessary) from the Bonus Due.
To pay	The commissions and bonus amounts to pay for this pay run. Oracle Sales Compensation calculates these amounts by subtracting the To recover values from the Current values.
New	Outstanding commissions, bonus, and draw amounts that will be rolled over to the next pay run. Oracle Sales Compensation calculates the Comm. Due and Bonus Due amounts by subtracting the Draw to recover and Amount to pay values from the current values. Oracle Sales Compensation calculates the Draw Payable value by subtracting both Draw to recover values and then adding the Draw to Pay amount.

5. Review the payment balances, Draw to Pay, Net Adjustment to Pay, and Amount to Pay amounts.

You can modify the values in these fields:

Comm. Due/To recover:

Comm. Due/To pay:

Bonus Due/To recover:

Bonus Due/To pay:

Draw to Pay:

Adjust Pay:

Amount to Pay:

6. When the values are correct, click Freeze Fields to freeze the source values from the subledger.

The Freeze Fields button changes to Unfreeze. You can unfreeze the values if desired.

You can also choose Default to undo any manual changes you have made and synchronize the current values in the subledger in the payment worksheet.

7. Save your work.

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