Continuation Commissions Breakdown Reference
Background
Contract Commissions Breakdown is a DocType provided by the Dividers app, developed by John Bulcher jbulcher@starstix.com. The purpose is to automatically calculate commissions for continuation on a Dividers Contract.
Info
This is a reference. For guidance on creating a new Continuation Commissions Breakdown Document, see the How To Create a Continuation Commissions Breakdown how-to guide.
Naming
Continuation Commissions Breakdown names are composed of one of two formats:
- Cycle Format
- COMM-[Production Number]-Cy[CYCLE]
- Date Format
- COMM-[Production Number]-[DATE]
Where:
- Production Number is the value in the "Production Number" of the selected Dividers Contract.
- CYCLE is the value of the Program Schedule Cycle field.
- DATE is the value of the Program Schedule Date field, in the format YYMMDD.
How Commissions Are Calculated (Calculation Groups)
There are three calculation groups that are used to determine the total commission.
- The Standard Calculation Group
- These are all of the normal commissions rules. They are soley based off of the commissionable amount and are calculated before applying any limits.
- The Com limit Calculation Group
- This is the maximum percentage of the commissionable amount available for commissions on the continuation schedule in question. If there is more than one limit available for calculations, the smallest one is used.
- The Post limit Calculation Group
- These are any commission rules that are applied after all other calculations are performed.
These calculation groups are applied in a three-step process
- The Standard rules are calculated from the commissionable amount, resulting in a sum.
- The Com Limit is applied and the sum from step 1 is reduced if necessary.
- The Post limit rules are calculated from the commissionable amount, resulting in a second sum. This sum is added (or subtracted) from the amount obtained in step 2.
The resulting amount is the commission.
Continuation Commissions Breakdown Form
Top Section
- Contract Commissions Breakdown
- The Contract Commissions Breakdown Document to pull contract and commission rate information from.
- Dividers Contract
-
The Dividers Contract Document selected for continuation commissions breakdown.
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- Program Schedule Cycle
- This is used to indicate which row of the Continuation Billing Schedule row associated with this Document. Selecting a value for this field will automatically select the Program Schedule Date.
- Program Schedule Date
- This is used to indicate which row of the Continuation Billing Schedule row associated with this Document. Selecting a value for this field will automatically select the Program Schedule Cycle if appropriate.
Top Section 2
- Customer
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The Customer from the Dividers Contract.
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- Customer Name
-
The Customer Name.
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- Sales Partner
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The Sales Partner from the Dividers Contract.
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- Comments
- Comments or notes associated with the commissions breakdown.
Contract Details Section
- Total Price
-
The Total Price from the Dividers Contract.
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- Ad Price
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The Total Price from the Dividers Contract, minus any Fees and Charges.
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- Number of Stores
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The Total Stores from the Dividers Contract.
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- Total Periods
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The Total Cycles/Months from the Dividers Contract.
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- Store Period Price
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The Price Per Store Per Cycle/Month from the Dividers Contract.
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Commission Structures Section
- Commission Structures
-
A map of Sales Persons/ISO from the Dividers Contract to the Commission Structure(s) that will be used to calculate their commission.
- Sales Person
-
Corresponds to the Sales Person of the Commissions Structures field of the Contract Commissions Breakdown Document.
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- Sales Role
-
Corresponds to the Sales Role of the Commissions Structures field of the Contract Commissions Breakdown Document.
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- Commission Structure
- The commission rules are pulled from this document so that commissions can be calculated.
- Continuation Commissionable Adjustments
-
This Table Field lists any adjustments to the commissionable amount of continuation.
- Description
- A short description of the adjustment.
- Percent
- The percent of the commissionable amount. If a value is entered here, the Amount (below) is calculated based on the commissionable amount.
- Amount
- The actual amount that will be added to or subtracted from the Commissionable amount.
- Commissionable Adjustment
-
The sum total of the Amounts in the Continuation Commissionable Adjustments Table Field.
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- Commissionable Continuation Rate
-
The amount of the Continuation Rate that is commissionable after Commissionable Adjustments are taken into account.
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Commission Rules Section
- Continuation Rules
-
The list of standard commission rules for continuation.
- "Contract Commissions Rate"
- This is the commission rate from the Contract Commissions Breakdown.
- "Continuation Cap"
- This is the maximum commission that can be earned for continuation, as taken from the given Commission Structure.
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- Calculation Group
- The calculation group the Amount will affect. For details about calculation groups, see How Commissions Are Calculated (Calculation Groups).
- Commission Structure
- This rule affects the Sales Person associated with the indicated Commission Structure.
- Description
- A description of the rule.
- Percent
- If the calculation group is Com limit, Percent indicates the maximum commission rate that can be earned. Otherwise this field is used to calculate the Amount (see below).
- Amount
- This field contains the amount this rule adds or subtracts from commissions.
- Manual Contract Rules
-
The list of ad hoc commission rules entered by hand.
- Calculation Group
- The calculation group the Amount will affect. For details about calculation groups, see How Commissions Are Calculated (Calculation Groups).
- Sales Person
- This rule affects the indicated Sales Person's commissions.
- Description
- A description of the rule.
- Percent
- If the calculation group is Com limit, Percent indicates the maximum commission rate that can be earned. Otherwise this field is used to calculate the Amount (see below).
- Amount
- This field contains the amount this rule adds or subtracts from commissions.
Commission Summary Section
- Continuation Commission Summary
-
The commissions breakdown.
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- Description
-
A description of the line's contents.
- Rep | Presenter | ISO | TS Rep All | TS Presenter | TS Appt Setter
- The row contains the total commissions due to the indicates Sales Person.
- Our Portion
- The row contains the remainder we will receive after commissions is paid.
- Total
- The row contains the total amount of the contract.
- Sales Person
- The Sales Person who earned the commission.
- Commission Structure
- The Commission Structure used to calculate the commission.
- Contribution (%)
- The percentage of the total the row's Amount represents.
- Amount
- The amount described by the row.
- Percent of Total
- The percent of the total contract amount the Amount represents.