Defining Organization Unit Commissions

To define organization unit commissions:

1.    Select System Admin > Organization Structure > Organization Unit Definition from the toolbar.

2.    Search for an organization unit and double-click it or highlight it and click Select Org Unit.
The Organizational Unit Maintenance General Parameters screen displays.

3.    From the Commissions and Sales Territories task category, click Commissions.
The Organizational Unit Maintenance Commissions screen displays, as shown below.

4.    Click Add.

5.    Select the Subsystem from the drop-down.

6.    Enter the default Commission Percent.

7.    Agency Commission Percent has not been implemented. Proceed to the next step.

8.    Select the Commission Method from the drop-down.
Values in the drop-down are populated based on the fixed codes defined for the ADV "COMMISSION_METHOD" system type.

9.    Select whether or not you want to Subtract Coupon Amount from Net Price.

10.  Select the Default Commission Percent Rule from the drop-down.
Values in the drop-down are populated based on the fixed codes defined for the SFA "COMMISSION_PCT_RULE" system type.

11.  Select the Assign Order Sales Rep Based On from the drop-down.

12.  Select whether or not to Assign Order Creator as Sales Rep.

13.  Select the Sales Commission Payment Rule from the drop-down.

14.  Agency Commission Payment Rule has not been implemented. Proceed to the next step.

15.  Select whether or not to Create Commission Record for Zero Pct Commission.