Commission Override Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Order Options $Images\bluerarw.gif$ Commissions $Images\bluerarw.gif$ Commission Override Maintenance

Purpose

Set up allowable commission override rate ranges for specific periods of time.

Overview

Use Commission Override Maintenance to define commission override rate ranges based on starting and ending dates. During Order Entry, a user can override the commission rate for the order or specific order line items provided that the override rate range rules have been set up.

Note A user must have security rights to override commission rates. To set up security rights, select the Allow user to override sales commission rate check box in User Extended Options.

The standard commission rate that is automatically applied (during invoice creation) is set up in Commission Rate Maintenance. Invoice creation will first check if there is an override rate before applying the standard rate to invoice line items.

Use the top of the window to select the type of record being created, updated, or deleted. then enter or update information for the record using the Main tab.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Commission Override Maintenance window.
New	Click this button to create a new commission override rate.
Update	Click this button to edit the selected commission override rate.
Delete	Click this button to delete the selected commission override rate.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first commission override rate.
Prev	Click this button to display the previous commission override rate.
Next	Click this button to display the next commission override rate.
Last	Click this button to display the last commission override rate.

Fields and Buttons

Field or Button	Description
All (Sale Types)	Select this check box if the commission override rate is for all sales types. This check box is selected by default.
Sale Type	Enter a sales type for the commission override rate, or click the Lookup button to select a sales type. This field is only enabled if the All check box to the left of it is cleared. For information on setting up sales types, see Sales Type Maintenance.
Sales Representative/Commission Group	Select whether you want to select a specific sales representative or commission group.
Customer/Commission Book	Select whether you want to select a specific customer or commission book.
Product/Commission Class	Select whether you want to select a specific product or commission class.
All	Select these check boxes to create a commission override for all sales representatives/commission groups, customers/commission books, and/or products/commission classes.
Sales Representative ID	Enter the sales representative ID for the commission override rate, or click the Lookup button to select a sales representative ID. This field is only available if you select the Sales Representative radio button.
Type	This field displays the sales representative type for the selected sales representative. This field is only available if you select the Sales Representative radio button.
Commission Group	Enter the commission group ID for the commission override rate, or click the Lookup button to select a commission group ID. This field is only available if you select the Commission Group radio button.
Description (Commission Group)	This field displays the description for the selected commission group. This field is only available if you select the Commission Group radio button.
Customer Code	Enter the customer code for the commission override rate, or click the Lookup button to select a customer code. This field is only available if you select the Customer radio button.
Customer Name	This field displays the name for the selected customer. This field is only available if you select the Customer radio button.
Commission Book	Enter the commission book ID for the commission override rate, or click the Lookup button to select a commission book ID. This field is only available if you select the Commission Book radio button.
Description (Commission Book)	This field displays the description for the selected commission book. This field is only available if you select the Commission Book radio button.
Product Code	Enter the product code for the commission override rate, or click the Lookup button to select a product code. This field is only available if you select the Product radio button.
Product Name	This field displays the name for the selected product. This field is only available if you select the Product radio button.
Commission Class	Enter the commission class ID for the commission override rate, or click the Lookup button to select a commission class ID. This field is only available if you select the Commission Class radio button.
Description (Commission Class)	This field displays the description for the selected commission class. This field is only available if you select the Commission Class radio button.
Navigate by	Select the records you want to display using the standard navigation buttons. This determines the sort order of displayed records.

Main Tab Fields and Buttons

Field or Button	Description
Start Date	Enter the start date for the commission override rate, or click the drop-down arrow to select a date.
End Date	Enter the end date for the commission override rate, or click the drop-down arrow to select a date.
Override Rate Start	Enter the lowest rate in the eligible override rate range. A rate in this range can be used during order entry.
Override Rate End	Enter the highest rate in the eligible override rate range. A rate in this range can be used during order entry.
Payable at	Select one of the following options: Invoice - Mark commissions as paid for the commission override rate when invoices are created. If you select this option, commissions are paid based on invoice reference dates. Payment - Mark commissions as paid for the commission override rate when invoices are paid by customers. If you select this option, commissions are paid based on invoice payment dates.