Commission Rate Import Format

NOTE For general information on using imports, see Imports FAQ.

The following table lists the format for importing a record in Commission Rate Import.

Column	Position	Field	Maximum Length	Format	Required	Description
A	1	Sales Representative/Commission Group	5	Character	No	Enter Rep if defining a commission rate for an individual sales representative, or Group if defining a commission rate for a commission group. If this field is blank, it defaults to Rep.
B	2	Sales Representative ID/Commission Group	12	Character	Yes	Enter the sales representative ID or commission group.
C	3	Customer/Commission Book	8	Character	No	Enter Customer if defining a commission rate for an individual customer, or Book if defining a commission rate for a commission book. If this field is blank, it defaults to Customer.
D	4	Customer Code/Commission Book	12	Character	Yes	Enter the customer code or commission book.
E	5	Product/Commission Class/Additional Charge	7	Character	No	Enter Product if defining a commission rate for an individual product, Class if defining a commission rate for a commission class, or Charge if defining a commission rate for an additional charge. If this field is blank, it defaults to Product.
F	6	Product Code/Commission Class/Charge Type	40	Character	Yes	Enter the product code, commission class, or additional charge type.
G	7	Start Date	10	99/99/9999	No	Enter the start date of the commission rate. If this field is blank, it defaults to the current date.
H	8	End Date	10	99/99/9999	Yes	Enter the end date of the commission rate.
I	9	Rate Type	8	Character	No	Enter one of the following commission rate types: Sales - Calculate commission by applying the rate to net sales. Profit - Calculate commission by applying the rate to the commission gross profit. Discount - Calculate commission based on a sliding scale of discount from the price entered for the Price field. Typically, if a greater discount is given to a customer, the commission rate is lower. This generally provides more incentive to sales representatives to not discount deeply. When you select this rate type, you can enter up to 10 discount/commission levels. If this field is blank, it defaults to Sales.
J	10	Rate	12	9999999.9999	Yes, only if Sales or Profit is entered for the Rate Type field.	Enter the commission rate.
K	11	Minimum Sales Amount	11	99999999.99	No	Enter the minimum sales amount on an invoice required for the commission to be calculated. Example If the minimum sales amount is set to $100, then no commission is calculated for invoices less than $100.
L	12	SPIF Amount	11	99999999.99	No	Enter the SPIF amount, if applicable. This field is slated for functionality in a future release.
M	13	Payable at	7	Character	No	Enter one of the following values: Invoice - Calculate commission rates based on invoice reference dates. Payment - Calculate commission rates based on invoice payment dates. If this field is blank, it defaults to Invoice.
N	14	Discount Percentage 1	5	99.99	Yes, only if Discount is entered for the Rate Type field.	Enter the first discount percentage for the commission rate.
O	15	Rate 1	11	99999999.99	Yes, only if Discount is entered for the Rate Type field.	Enter the first rate for the commission rate.
P	16	Discount Percentage 2	5	99.99	No	Enter the second discount percentage for the commission rate. This field only applies if Discount is entered for the Rate Type field.
Q	17	Rate 2	11	99999999.99	No	Enter the second rate for the commission rate. This field only applies if Discount is entered for the Rate Type field.
R	18	Discount Percentage 3	5	99.99	No	Enter the third discount percentage for the commission rate. This field only applies if Discount is entered for the Rate Type field.
S	19	Rate 3	11	99999999.99	No	Enter the third rate for the commission rate. This field only applies if Discount is entered for the Rate Type field.
T	20	Discount Percentage 4	5	99.99	No	Enter the fourth discount percentage for the commission rate. This field only applies if Discount is entered for the Rate Type field.
U	21	Rate 4	11	99999999.99	No	Enter the fourth rate for the commission rate. This field only applies if Discount is entered for the Rate Type field.
V	22	Discount Percentage 5	5	99.99	No	Enter the fifth discount percentage for the commission rate. This field only applies if Discount is entered for the Rate Type field.
W	23	Rate 5	11	99999999.99	No	Enter the fifth rate for the commission rate. This field only applies if Discount is entered for the Rate Type field.
X	24	Discount Percentage 6	5	99.99	No	Enter the sixth discount percentage for the commission rate. This field only applies if Discount is entered for the Rate Type field.
Y	25	Rate 6	11	99999999.99	No	Enter the sixth rate for the commission rate. This field only applies if Discount is entered for the Rate Type field.
Z	26	Discount Percentage 7	5	99.99	No	Enter the seventh discount percentage for the commission rate. This field only applies if Discount is entered for the Rate Type field.
AA	27	Rate 7	11	99999999.99	No	Enter the seventh rate for the commission rate. This field only applies if Discount is entered for the Rate Type field.
AB	28	Discount Percentage 8	5	99.99	No	Enter the eighth discount percentage for the commission rate. This field only applies if Discount is entered for the Rate Type field.
AC	29	Rate 8	11	99999999.99	No	Enter the eighth rate for the commission rate. This field only applies if Discount is entered for the Rate Type field.
AD	30	Discount Percentage 9	5	99.99	No	Enter the ninth discount percentage for the commission rate. This field only applies if Discount is entered for the Rate Type field.
AE	31	Rate 9	11	99999999.99	No	Enter the ninth rate for the commission rate. This field only applies if Discount is entered for the Rate Type field.
AF	32	Discount Percentage 10	5	99.99	No	Enter the tenth discount percentage for the commission rate. This field only applies if Discount is entered for the Rate Type field.
AG	33	Rate 10	11	99999999.99	No	Enter the tenth rate for the commission rate. This field only applies if Discount is entered for the Rate Type field.
AH	34	Price	21	Character	No	Enter the price to use for commissions calculated for the commission rate. You can enter Default Regular Price, which is the price selected in the Default Regular Price field on the Cost/Pricing tab in Customer Service Control Maintenance, or one of the four list prices. If you want to enter one of the four list prices, enter one of the price labels entered in the 1st List Price Label, 2nd List Price Label, 3rd List Price Label, and 4th List Price Label fields on the Cost/Pricing tab in Customer Service Control Maintenance. Note If you enter Default Regular Price, the price used to calculate commissions is the price entered for line items during order entry. However, if you enter one of the four list prices, the price used to calculate commissions is the price at the time the invoice is created. If this field is blank, and the rate is a percent of discount sales, it defaults to Default Regular Price.
AI	35	Used for Sales Representative Selection	3	Yes/No	No	Enter Yes to use the commission rate to determine the sales representative for order line items during invoice creation. You can only enter Yes for this field if you enter Rep for the Sales Representative/Commission Group field (position 1).
AJ	36	Sale Type	8	Character	No	Enter a sales type for the commission rate, or leave this field blank if it is for all sales types. For information on setting up sales types, see Sales Type Maintenance.

Prerequisites

Before using this import, the following must be set up:

sales representatives or commission groups
customer codes or commission books
products, commission classes, or additional charge types