Commission Application Levels
PeopleSoft Order Management can determine commission rates at either the header level or the schedule level:
-
Header level: Rates are established for the entire order or quote.
Use one of the two calculation methods that are based on team member criteria: the team member method or the commission schedule method.
-
Schedule level: Rates are established for individual schedules, where the team might vary or the commission rate might vary, based on the products sold.
Use any of the three calculation methods: team member, commission schedule, or pro rata.
Note:
Enter commission information at the header level even if you have chosen to calculate commissions at the schedule level. If you are calculating commissions by schedule, the system uses the commission information that you enter at the header level to create a commission template that changes by default to every schedule for the order; you can override that template.