Commission Matrix Rule Creation
- RUX Software
- Jan 29
- 2 min read
1. Search for Commission Management (COM).
2. Select Commission Matrix under the Setup section.
3. Click +New to create a new rule. 4. Enter a Description to describe the commission rule.
Example: If an employee named Ben were to get commission for all services, you could enter a description as “Ben Services Commission”.
5 Under the Business FastTab, turn on all toggles for the documents that your company requires commissions to be calculated for.
Quotes/Orders, Invoices, Return Orders, and Credit Memos.
6. Select any of the filters for this commission rule to take effect.
Example: If Ben only gets commission on orders he is the Salesperson for, you would select Ben as the Salesperson Filter. That way if he is not the Salesperson on an order, he will not get commission.
7. Under the Product FastTab, specify any item filters for this commission rule to take effect.
8. Under the Dimensions FastTab, specify the Global Dimension filters (if any) for this commission rule to take effect.
9. Under the Calcs FastTab, enter/change any of the fields for this commission rule to take effect. Each field is described in the documentation above. 10. Under the Pay-to FastTab, enter the Percent Commission and Pay-to information for the Employee or Vendor.
If the Commission Amount Basis is Adjusted Revenue, enter an Adjusted Revenue Multiplier.
Turn on the Get Pay-to from Salesperson if you want the Pay-to information to be taken from the Salesperson instead of the Commission Rule.
Pay-to Date defaults to On Invoicing, but you can change this to On Payment Receipt if that’s the case.
11. Under the Accounting FastTab, confirm the Default Credit and Debit accounts are correct.
These default from the Setup page.
12. Repeat these steps for all commission rules.
Note: You can also enter the commission rules in the Matrix directly, without having to go through each card. Once you setup a single rule, you can add rules on the lines below.
