Commission

This chapter contains all important information on setting up and processing commissions in TRASER DMS 365. It is divided into the following sections:

• Setting up the Commission Functionality
  • Setting up Commission Calculation Methods
  • Setting up Commission Fields
  • Setting up Commission Summations
• Setting up Commission Groups
• Creating Commission Documents
• Correcting Commission Documents
• Excluding Salesperson from Commission
• Accessing Commission Overview on the Salesperson Card

Setting up the Commission Functionality

This section describes how to set up the commission functionality. To set up the commission functionality, please proceed as follows:

• Use the quick search (ALT+Q) to find the Commission Setup page.
• Make the necessary settings according to the following table:

You have successfully completed the basic setup of the commission function. Your changes are saved automatically. The next section describes how to set up commission calculation methods on the commission setup page.

Setting up Commission Calculation Methods

To set up commission calculation methods on the Commission Setup page, please proceed as follows:

• Click on Home > Calculation Methods in the menu bar.
• Click on New in the menu bar to create a new calculation method.
• Fill in the columns according to the following table:

You have successfully set up the commission calculation method. Your changes are saved automatically. You can set up additional commission calculation methods as needed. The calculation methods can now be assigned to different service order types on the Service Order Types page. More information on service order types can be found in the Setting up Service Order Types chapter.

Setting up Commission Fields

Commission fields allow you to set up different filters. These filters will then be used by the system to filter for documents that are relevant for a specific commission calculation. To set up commission fields on the Commission Setup page, please proceed as follows:

• Click Advanced Setup > Field Setup in the menu bar.
• Fill in the columns according to the following table:

You have successfully set up commission fields. Your changes are saved automatically. You can now close the page or set up more commission fields. The next section describes how you can add these commission fields to a commission summation.

Setting up Commission Summations

Über die Provisionssummierungseinrichtung können Sie spezifische Provisionsberechnungen anlegen. Um auf der Seite Einrichtung Provision Provisionssummierungen einzurichten, gehen Sie wie folgt vor:

• Click Advanced Setup > Summation Setup in the menu bar.
• To create a new commission summation click on New.
• A new Commission Summation Setup Card is displayed.
• In the the General tab, fill in all necessary information according to the table below.

• In the Lines FastTab, you can now assign commission fields to the summation. These fields are then used by the system as filters to determine which documents are eligible for the commission summation.
• After setting up the summation and assigning commission fields to the summation, you can activate the Active toggle switch in the General FastTab.

You have successfully set up the commission summation. Your changes are saved automatically. You can now close the page or set up more commission summations.

Setting up Commission Groups

Über Provisionsgruppen können Sie die Staffelung der Provision für bestimmte Provisionssummierungen definieren. Anschließend können Sie Verkäufern eine Provisionsgruppe zuweisen. Um eine Provisionsgruppe einzurichten, gehen Sie wie folgt vor:

• Use the quick search (ALT+Q) to find the Commission Groups page.
• To set up a new commission group, click on New in the menu bar.
• Enter a unique name for the commission group in the Group Code field.
• Enter a significant description for the commission group in the Description field.
• To add different commission percentages to the commission group, click on Commission % in the menu bar.
• Click on New in the menu bar of the following window to define a new percentage.
• Fill in the columns according to the following table:

You have successfully set up a commission group including the commission percentages. You can set up additional commission groups and commission percentages as needed. You can now assign commission groups to salespeople via the Salespeople/Purchasers page. The next section describes how to create commission documents for service and sales documents.

Creating Commission Documents

Note

To be able to create commission documents for service and sales documents, the following preconditions have to be met:

• The commission function including commission groups is set up.
• At least one salesperson with an applicable commission group code is assigned to the service or sales document in the dimensions.
• A commission calculation method is stored in the Commission Calculation field on the Service Order Types page for the service order type specified in the service or sales document.

To create commission documents for service and sales documents, please proceed as follows:

• Use the quick search (ALT+Q) to find the Commission Document List page.
• Click Create > Create Documents in the menu bar.
• Fill in the fields according to the information in the following table:

• Confirm your entries with OK. A new commission document will be created.
• Open the commission document.
• Navigate to the Lines FastTab.
• Check the details based on the information in the following table and make changes as needed. Editable fields are highlighted in bold.

• Click on Status >Release in the menu bar to release the document.
• Close the document to return to the Commission Document List.
• Then, click Post > Post in the menu bar to post the commission document.
• Confirm the following dialog window with OK.
• Confirm another dialog window with Yes, if you want to open the posted commission document.

You have successfully created a commission document for a service or sales document. With collectible commission, a separate commission line is created for each commission summation; with business transaction commission, a separate commission line is created for each order.

Correcting Commission Documents

You have the option to correct en incorrect commission document. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Commission Document List page.
• Select the commission document you want to correct.
• Click on Create > Create Correction Document in the menu bar.
• In the Commission Calculation Date field, select the date for recalculating the commission.
• Complete the information according to the following table:

• Confirm your entries with OK. The commission correction is processed and you will be redirected to the Commission Document List automatically.

You have successfully corrected a commission document. The correction document can be opened via the Commission Document List page.

Excluding Salesperson from Commission

You can specify on the salesperson card that the salesperson in question is blocked for commissions, i.e., excluded from any commission payments. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Salespeople/Purchasers page.
• Open the salesperson you want to exclude from commission payments.
• Activate the Exclude from Commission toggle switch in the General FastTab.

You have successfully excluded the salesperson from commission payments. The next sections describes how to access the commission overview of a salesperson.

Accessing Commission Overview on the Salesperson Card

To get an overview over all commission sums and commission lines of a salesperson, please proceed as follows:

• Use the quick search (ALT+Q) to find the Salespeople/Purchasers page.
• Open a salesperson/purchaser card.
• Click on Salesperson > Commission Overview in the menu bar.

You have successfully accessed the Commission Overview of a salesperson, where you can view their current commissions, commission amounts paid, and active commission lines. To view archived commission lines for the salesperson, click on View History in the menu bar and navigate to the newly displayed Archived Commission Lines FastTab.