Configuration Checklist for Commissions Management

RUX Software
Jan 29
1 min read

Updated: Feb 3

This configuration checklist is a quick spot check to ensure you have gone through all necessary configuration steps. For step-by-step instructions on each configuration checklist, please reference the full setup guide below.

Generate Demo Key or Enter Activation Key
- Video with instructions: How to Activate Extension

Setup User Permissions
- Video with instructions: How to Setup User Permissions

Setup Commission Management
- General Setup

See All

Test Scripts

Populating Commissions On Sales Order Navigate to Commissions Management (COM) Click into Commissions Matrix and confirm rules have been entered Search for Sales Orders and click the related link E

Export & Import Comm Setup

After all your commission rules and setups have been tested and confirmed in Sandbox, follow the steps below to bring them over to Production. 1. Open the Commission Management Menu and select ‘Setu

Recalc for Open & Posted Docs

1. Search for ‘Commission Management (COM)’ and open the Setup table. 2. If you want to calculate or update commissions all open documents with the commission rules in the matrix, select ReCalc Comm