Commissions Sales Order Creation
- RUX Software
- Jan 29
- 3 min read
1. Search for Sales Orders
2. Click ‘+New’
3. Enter in a Customer for which commissions would be paid out for
In the example below, no customer filters are specified so any customer can be selected
4. Specify the Salesperson in the Header
R eBen is the salesperson for our example
5. Enter in items for which commissions would be paid out for
If it is a specific item, it will need to be added to the Item No. Filter in the Commission Matrix.
For our example, we will select an item with Gen Prod. Posting Group = SERVICES.
Enter the No., Quantity, and Price (if it doesn’t pull in).
After you do this, the new field called ‘Pending Commission Amount’ should populate with the correct commission amount based on your rules from the Commission Matrix.
6. Drill down into the Amount by clicking the blue underlined value
In the example above, you would click 2,500.00.
Note: If the Salesperson on the line needs to be different than the Salesperson on the header, you can change it in the ‘Salesperson Code (COM)’ field on the line. If there are multiple sales lines, you can change it for each individual line assuming that the ‘Show Salesperson on Line’ field is turned on in the setup page.
7. This will open the Commission Journal for that specific order
8. The Commission Journal will display all the rules that are being used to calculate the commission
Note: There is an unlimited number of rules that can be applied to a single order. All rules on the commission matrix are additive and will automatically calculate if all the rules are met.
9. If the commission amount is incorrect, you can override by selecting the ‘Override’ button on the top ribbon. This will pop up a screen for you to adjust the Percent Commission, Base Amount, and Pay-to information.
10. After confirming the commission amount is correct, go back to the Sales Order.
11. If you want to view the specific Commission Rules in the matrix for this order, scroll down to the lines and click Line > Functions > Show Applied Commission Rules
12. This will only show you the commission rules used for that specific line on the Sales Order.
13. If you would like to analyze how commissions are affecting your net profit of each sale, you can use our new analysis tool for each Sales Document (Open and Posted). Scroll down to the Invoice Details FastTab and drill down on the Pending Commission Amount.
14. This will open a Sales Document Commission Summary to show you who is getting commission for this document, along with the details of each rule being used. You can also see the Gross Profit and the Net Profit of this Sales Document, including commissions.
Note: This can be found on Sales Orders, Sales Invoices, and Posted Sales Invoices under the Invoice Details FastTab.
15. After confirming the correct rules and commission amounts are being used, we can post the order. In this example, we are going to Ship and Invoice in one step.
16. Select Home > Post > Ship and Invoice
17. Once the Sales Order has been shipped and invoiced, navigate back to the Commission Management Menu.
18. Select the Commission Ledger under Reporting section.
19. This will open a ledger of all posted commissions. Filter the Entry No. in descending order to display the most recent commissions at the top.
20. The screenshot above shows the commissions we just posted, however, it is still remaining to be paid. If you scroll to the right on the ledger, you will see a ‘Remaining Balance’ column, this will always show the outstanding balance needed to be paid.
21. In the next section we will go over how to generate payment journals.