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:
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:
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. |
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