How To Create a Contract Commissions Breakdown
Info
For more information on the meaning of each field, see the Contract Commissions Breakdown reference.
How Commission Structure Documents are selected for use in Commissions Breakdown Documents
The selection criteria is is based on the Commission Structure Selection defined in the Commissions Breakdown Document:
- Case 1: Commission Structure Selection is set to "Sales Person"
-
There must be be a Commissions Structure Document with the Applicable Sales Role set to "Rep" or "Presenter". Additionally:
- Dividers Contract Contract Signed Date must be >= the Effective Date of th Commissions Structure.
- Sales Partner must match on the Commissions Breakdown and the Commissions Structure.
- Sales Person must match on the Commissions Structures field on the Commissions Breakdown and the Commissions Structure.
- Case 2: Commission Structure Selection is set to "ISO"
-
There must be be a Commissions Structure Document with the Applicable Sales Role set to "ISO". Additionally:
- Dividers Contract Contract Signed Date must be >= the Effective Date of th Commissions Structure.
- Sales Partner must match on the Commissions Breakdown and the Commissions Structure.
- Case 3: Commission Structure Selection is set to "Telesales"
-
There must be at least one telesales Commissions Structure Document (telesales Sales Roles start with "TS "). Additionally:
- Dividers Contract Contract Signed Date must be >= the Effective Date of th Commissions Structure.
- Sales Partner must match on the Commissions Breakdown and the Commissions Structure.
Instructions
Tip
Keep track of your place below by clicking on the gray checkmarks.
- Start a new Contract Commissions Breakdown Document.
- Fill out the form as described below, ignoring any sections or fields that are not listed.
- Click the blue "Save" button in the upper-right corner above the form.
Contract Commissions Breakdown Form
Top Section
- Dividers Contract
- Select the Dividers Contract Document you wish to break down commissions for.
- Commission Structure Selection
-
Select the criteria you would like to use for Commission Structure selection.
- "Standard"
- Select Commission Structures with matching Sales Persons.
- "ISO"
- Select Commission Structures defined for ISOs without Sales Persons.
- "Telesales"
- Select Commissions Structures where at least one has a telesales Sales Role (telesales Sales Roles start with "TS ").
Top Section 2
- Comments
- (optional) Enter any notes related to this Contract Commissions Breakdown Document.
Commission Structures Section
Note
The Sales Persons or ISO in this list are taken from the Dividers Contract and cannot be changed.
- Commission Structures
-
For each Sales Person or ISO, select:
- Sales Role
- The sales role used to select an appropriate Commissions Structure.
- Commission Structure
- The appropriate Commission Structure is automatically selected. You can change the Commission Structure here if needed - for example, to view what the commission amount would be using a different set of rules.
Commission Adjustment Section
- Contract Commission Adjustments
-
Enter amounts to add or subtract from the Commissionable Amount.
- Description
- Enter a short description for the adjustment.
- Store Adjustment
- (optional) Check this box to apply the adjustment to a Dividers Store instead of the Total Price of the Dividers Contract
- Dividers Store
-
(optional) The Dividers Store the adjustment pertains to.
Display depends on field "Store Adjustment"
- Percent
- (optional) Enter the percentage of the value of the (Dividers Store | Total Price) you wish to adjust the commissionable amount by. Use a positive value to add, and a negative value to subtract. Entering a percent will automatically calculate the Amount (below).
- Amount
- (optional, required field) The absolute value that will be added or subtracted from the commissionable amount. Use a positive value to add, and a negative value to subtract.
Commission Rules Section
- Manual Contract Rules
-
Enter commission rules and adjustments specific to this contract that are not defined in the Commission Structure Document(s).
- Calculation Group
-
Enter the calculation group this rule will be applied in.
- "Standard": Values in this group are added and subtracted before others.
- "Com limit": Values in this group are applied as commission limits.
- "Post limit": Values in this group are added and subtracted after the commission limits are applied.
- Sales Person
- The Sales Person this rule applies to.
- Description
- Enter a short description for the rule.
- Dividers Store
- (optional) The Dividers Store the rule pertains to.
Note
Required when "Com limit" is selected as the Calculation Group. In this case the value of this field indicates the maximum possible commission percentage, and Amount field is ignored.
- Percent
- (optional) The percent to use to calculate the amount to add or subtract from the total commission. Entering a percent will automatically calculate the Amount (below).
- Amount
- The commission amount to add or subtract from the total commission. Ignored when Calculation Group is set to "Com limit".
Lifecycle
Adjusting Contract Commissions Breakdown
Warning
Before adjusting any commissions breakdown Document, make sure any relevant changes to the Dividers Contract Document are in place.
Info
Contract Commission Breakdown Documents are adjusted the same way any submitted DocTypes are. First cancel the existing Document, then Amend it, making any relevant adjustments.