The Sales Commission Hold Management feature of Commissioning Restrictions category lets users have more control over placing and removing holds on commissions to the “Sales” personnel if you integrate with Microsoft Dynamics GP.
The Sales Hold Commission Management screen details the invoice numbers and commission amounts for those invoices. This information lists under the associated order number for a concise listing of commission amounts and the invoices from which the commission occur.
Figure 43: Sales Commission Hold Management screen
With this feature on, you can decide whether to automatically place all new sales commissions on hold through the Automatically Place New Sales Commissions on Hold Flag (MoversSuite Admin > Administration > System Wide Options).
The On Hold Sales Commissions tab is the default tab of the Sales Commission Hold Management screen and provides you the ability to place hold on the vendor payables for Transactions that have been generated using the Generating Transactions feature. Refer to the Sales Commission Hold Setup topic for setup related information.
Access the Sales Commission Hold Management feature through the Accounting Tools Menu.
Figure 44: Accounting Tools menu dropdown
When a transaction is taken off hold either through the Remove Hold button on the On Hold Sales Commissions screen or directly through the Microsoft Dynamics GP account, it is populated in the Off Hold Sales Commissions tab. Coordinators can then proceed with the commission generation of these records as usual.
Figure 45: Off Hold Sales Commissions
Feature Prerequisites and Highlights
Following are the prerequisites and highlights of the feature:
1. Make sure that the feature is setup for use as directed in the Sales Commission Hold Setup topic.
2. Commission items will only be listed in the Sales Commission Hold Management screen once they are generated through the Generating Transactions feature.
3. The feature is only available to you if you integrate with Microsoft Dynamics GP.
4. Transactions generated after checking the Automatically Place New Sales Commissions on Hold Flag will be eligible for this feature.
5. The Sales Commission Hold Management option is available in the Accounting Tools Menu only for people with "Full Access" to this module.
6. The Sales Commission Hold Management screen can only modify AcctTransactions that have been imported into Microsoft Dynamics GP. If you try to place on hold or remove the hold before all the commissions for that order/salesperson have been imported into Microsoft Dynamics GP, the select checkbox will not work. Such records will be displayed in a yellow highlight.
7. The only sales commissions that are subject to this feature must be applicable to the ‘Sales’ labor type and those which are generated via Revenue Entry.
8. If there are more than one commissions for a single salesperson on an order, they are displayed on the On Hold Sales Commissions screen after getting summed up, as a single record.
Usage Information
Setup Information