Set Commission Schedule Preferences

You can set the following preferences on a commission schedule:

• Use Sales Order - Invoice Line Item Mapping for Commission Eligibility – Check this box to map invoice line items to corresponding sales order line items to determine commission eligibility for individual lines. Commission eligibility is then determined by whether payment was received. Commission is eligible only when the line is paid in full. For example, a sales order may have commissionable and non-commissionable items. The sales order may be invoiced in multiple invoices. After an invoice is paid, only items that are commissionable result in eligibility under a commission schedule that uses collection-based commission eligibility.

  The commission is eligible for only items that are billed and or collected. This option is applicable to ASA type schedules. You must make selections for the following schedule fields.

  1. Commission On – Select Alt. Sales Amount, Quota - (Alt. Sales Amount), or YTD Quota - (Alt. Sales Amount).

  2. Eligible Amount – Do not select Bookings or Billings.

  3. ASA Collections Eligibility – Select Percentage of Order, Whichever is Greater, or Whichever is Less. (You cannot select First In.)

• Commission Eligible On Invoices Paid In Full Only – Check this box to indicate commission eligibility only when 100% payment is received for an invoice. Commission is eligible only when the entire invoice is paid in full. For example, a sales compensation plan might require an invoice to be fully paid before the sales rep is eligible to receive commission.

Related Topics

• Commissions
• Employee Commission Schedules
• Creating an Employee Commission Schedule
• Choose the Basis of the Commission
• Determine Commission Categorization and Eligibility
• Set Commission Calculation Options
• Create a Commission Matrix
• Save the Schedule

General Notices