Contract 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 a Dividers Contract.

Info

This is a reference. For guidance on creating a new Contract Commissions Breakdown Document, see the How To Create a Contract Commissions Breakdown how-to guide.

Naming

Contract Commissions Breakdown names are composed of the format:

COMM-[Production Number]

Where:

Production Number is the value in the "Production Number" of the selected Dividers Contract.

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 Dividers Contract 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.

Contract Commissions Breakdown Form

Top Section

Dividers Contract

The Dividers Contract Document selected for commissions breakdown.

Commission Structure Selection

DescriptionOptions

The criteria to be used when selecting the Commissions Structure used to calculate commissions.

Standard: Selecting this option fills out the Commission Structure's Table Field with Sales Persons from the Dividers Contract's Sales Team field. The Sales Roles "Rep" and "Presenter" are enabled for selection.
ISO: Selecting this option fills out the Commission Structure's Table Field with the Sales Partner from the Dividers Contract. This forces the Sales Role "ISO" in the Commission Structures Table Field.
Telesales: Selecting this option fills out the Commission Structure's Table Field with the Sales Persons from the Dividers Contract's Sales Team field. The Sales Roles "Rep", "Presenter", "TS Rep All", "TS Presenter", and "TS Appt Setter" are enabled for selection. At least one telesales role must be selected.

Top Section 2

Customer: The Customer from the Dividers Contract.
Customer Name: DescriptionProperties

The Customer Name.

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Sales Partner: DescriptionProperties

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: DescriptionProperties

The Total Price from the Dividers Contract.

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Ad Price: DescriptionProperties

The Total Price from the Dividers Contract, minus any Fees and Charges.

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Number of Stores: DescriptionProperties

The Total Stores from the Dividers Contract.

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Total Periods: DescriptionProperties

The Total Cycles/Months from the Dividers Contract.

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Store Period Price: DescriptionProperties

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The Price Per Store Per Cycle/Month from the Dividers Contract.

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: DescriptionProperties

The Sales Persons in the Sales Team field, or the Sales Person that corresponds to the ISO (used when "ISO" is selected in the Commission Structure Selection Field).

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Sales Role: This field is used when selecting the Commission Structure Document. It must match the "Applicable Sales Role" field.
Commission Structure: The commission rules are pulled from this document so that commissions can be calculated.

Commission Adjustments Section

Contract Commissionable Adjustments

This Table Field lists any adjustments to the commissionable amount of the Dividers Contract.

Description: A short description of the adjustment.
Store Adjustment: A checkbox. If selected, a Dividers Store must also be selected, and the adjustment percent is calculated based on the commissionable amount of one store instead of the entire Dividers Contract.
Percent: The percent of the commissionable amount. If a value is entered here, the Amount (below) is calculated based on the commissionable amount (or if the Store Adjustment option is selected, the commissionable amount of a single store).
Amount: The actual amount that will be added to or subtracted from the Commissionable amount.

Contract Fees And Charges

=== "Description The list of Fees and Charges from the Dividers Contract.

Fee
:   The name of the fee.

Amount
:   The fee amount.

Properties

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Fees And Charges

DescriptionProperties

The total from adding together all of the Amounts from the Contract Fees And Charges Table Field.

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Commissionable Adjustment

DescriptionProperties

The sum total of the Amounts in the Contract Commissionable Adjustments Table Field.

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Commissionable Amount

DescriptionProperties

The Total Price, minus the amount in the Commissionable Adjustment field.

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Commissionable Store Period Price

DescriptionProperties

The Commissionable Amount per period for each store.

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Commission Rules Section

Contract Rules

DescriptionProperties

The list of commission rules determined by evaluating each Commission Structure against the Dividers Contract.

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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.
Dividers Store: The Dividers Store responsible for this rule's selection, if any.
Store: A checkbox indicating that this rule affects a single store. This checkbox is designed to allow the identification of store-based rules in the Table Field without opening up a row.
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.
Dividers Store: The Dividers Store this rule relates to, if any.
Store: A checkbox indicating that this rule affects a single store. This checkbox is designed to allow the identification of store-based rules in the Table Field without opening up a row.
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 Detail Section

Reservations

DescriptionProperties

The list of commissions, broken down by reservation.

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Reservation Section

Dividers Reservation: A Dividers Reservation from the Dividers Contract.
Dividers Store: A Dividers Store from the Dividers Contract.
Dividers Store Banner: The Dividers Store Banner from the Dividers Store.
Banner: The Banner from the Dividers Store.
Store Number: The Store Number from the Dividers Store.
Chain: The Chain from the Dividers Store.
Surface: The Surface from the Dividers Reservation.
Sides: The number of Spaces from the Dividers Reservation.
Periods: The Reservation Length from the Dividers Reservation.
Contract Price: The amount of the contract devoted to this reservation.
Price per Period: The amount per period this store is worth on the Dividers Contract.

Unnamed Section

Total Commission Amount: The total commission for this reservation.
Total Commission (%): The percent of the Total Price this store's commission makes up.

Commission Breakdown Section

Standard Commission Amount: The portion from calculating the Standard rules that apply to this reservation.
Commission Limit Amount: The maximum amount available for commission.
Post Limit Amount: The portion from calculating the Post limit rules that apply to this reservation.
Standard Commission (%): The percent of the total the Standard Commission Amount makes up.
Commission Limit (%): The maximum amount available for commission as a percentage of the total commissionable amount.
Post Limit (%): The percent of the total the Post Limit Amount makes up.

Commission Summary Section

Contract Commission Summary

DescriptionProperties

The commissions breakdown.

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Description

DescriptionOptions

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.