Field/Function

Description

Revenue Item

This field displays the description of the Item Code of the revenue item set within Add Revenue Item. 

Invoice Amount

This field displays the Invoice Amount for the item.  The application will base the commission on this amount when the Commission Basis is Invoice Amount.

Order Weight

The Hauled Weight of the order as set within Move Information displays in this field. Refer to Commission Plan Setup for more information.

Net Amount

The Reduced Invoice Amount of the item displays in this field.  The application will base the commission on this amount when the Commission Basis is Net Amount.

Amount

The Revenue Amount of the item displays in this field.  The application will base the commission on this amount when the Commission Basis is Revenue Amount.

If the Commission Type on the Person’s plan is % of Hourly Rate, then the following setting also appear. See Hourly Commissions for additional information.

Hours Worked

Displays the original hours submitted for the revenue item through Enter Actuals.

Hours

You can update the default Hours Worked by entering new data within this setting. If you update the Hours, you will receive a confirmation prompt and will be required to enter an Accounting Note.

Below is the prompt that appears when you change the Hours.

Hourly Rate

This is the rate pulled for the item from the Rate Plan on this order. Specifically, this field references the Rate setting within the Add Rate dialog for the plan.

Revenue Amount

This amount calculates as the Hours multiplied by the Hourly Rate. This amount is referenced when calculating the Original Amount (which is Percentage multiplied by Revenue Amount).

If the Commission Type on the Person’s plan is Hourly Pay, then the following setting also appear. See Hourly Commissions for additional information.

Hours Worked

Displays the original hours submitted for the revenue item through Enter Actuals.

Hours

You can update the default Hours Worked by entering new data within this setting. If you update the Hours, you will receive a confirmation prompt and will be required to enter an Accounting Note.

Below is the prompt that appears when you change the Hours.

Original Commission

Person

Select a person from the available list that will receive the commission.  Only Commissionable Employees will display in the drop-down menu.

NOTE: If commissioning on a revenue associated to Work Ticket and you do not see the person you wish to commission, then verify that their Commission Plan includes the same Item Code and that the Item Code is also linked to the Local Service Type, as well. Eligibility for commissions may also be affected by the Only Commission Local Service Crew Based on Work Ticket setting with System Wide Options.

Percentage

This field displays the percentage assigned to the Person through their commission plan.  Users can modify the percentage amount; when doing so, a user will receive a prompt to confirm the request, “Are you sure you want to change the current commission plan for this person?  All Split Commissions will be adjusted based on their current percentages…”  Press Yes to continue with the change or No to discard the change in Percentage.

Enter the percentage value ranging from 0 to 100 using hundredths (.00) if needed, e.g. “37.25.”

Note: The Accounting Note will appear upon modification of the Percentage.

Refer to % of Hourly Rate and Hourly Pay topics for specific settings that determine the commission percentage.

Original Amount

This field displays the computed amount of the commission for the Person based on the set Percentage.  Users can manually adjust the Original Amount; when doing so, the user will be prompted to confirm the request (see Percentage field for request description); the Percentage and Commission Basis fields are removed from the screen as well.

Note: A prompt will appear to confirm a request to continue if the Original Amount exceeds the revenue amount of the item.

The Accounting Note will appear upon modification of the Original Amount.

Refer to % of Hourly Rate and Hourly Pay topics for specific settings that determine the commission amount.

Commission Basis

The Commission Basis assigned to the employee through their Commission Plan displays in this field.  This field describes what amount to compute the commission percentage on for the selected Person.  This field will be one of the following as outlined in the Commission Plan Setup:  Invoice Amount, Net Amount, or (Revenue) Amount.

On % of Hourly Rate commissions, the Commission Basis is “Rate per Hours Worked.”

On Hourly Pay commissions, the Commission Basis is “Hours Worked.”

Amount after splits

The computed commission amount to the Person after deducting all (if any) splits associated displays in this field.  This field is the dollar amount the Person will receive for the original portion of the commission.

Split Commissions

Sales Team Split

Refer to the Sales Team Split topic for information on automatically generating split commissions based on the commission received by the selected person receiving the Original Commission.

Person

This column displays the Person listed to receive a split commission.

Amount

The dollar amount associated to the split commission record will display in this column. 

Note: A total of all split commissions appears at the bottom of the data grid.

Percentage (%)

The percentage of the split commission amount is of the Original Amount displays in this column. 

Note: A total percentage of all split commissions of the Original Amount appears at the bottom of the data grid.

Add

This function opens the Add Split Commission dialog allowing the user to define a split of the original commission amount.

Edit

This function opens the Add Split Commission dialog in edit mode allowing the user to update a split of the original commission or view Posting Information.

Delete

This function removes the selected split record without prompting the user to confirm the request.

Posting Information

This option opens the Posting Information dialog allowing the user to view key data for a posted item.  The Posting Information button is available for posted items only.

See Dynamics GP Order Inquiry for more data on posted items.

Save

Users can press Save to add or update the commission record.

Cancel

Selecting Cancel will discard any changes made.