Establishing Commission Information for Quotes

You can establish commission information for quotes to reduce the data that you must enter on a sales order when it is copied from a quote. The process for defining commission percentages for quotes is the same as the process for sales orders.

The Update Order Commission Data process retrieves commission percentages from team member schedules and populates the same fields on quotes as it does on orders. The difference is that quotes are not considered in calculating the total bookings or shipments for a team member to determine the level of his or her commission schedule for a particular calendar period.