Test Scripts
- RUX Software
- Jan 29
- 2 min read
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
Enter a Customer and Salesperson for the rule being tested
Navigate down to the lines and enter in an item that fits the rule
Enter in Quantity and Unit Price (if blank)
Scroll to the right and confirm Pending Commission Amount is not 0.00
If Pending Commission Amount = 0.00, then either the rule has a Percent Commission = 0 or the rule did not get triggered
Please confirm all filters on the Commission Matrix rule have been met on the Sales Order
To check applied commissions rules, click Line > Functions > Show Applied Commissions Rules
Ship and Invoice the Sales Order
Emailing On Low Net Profit
Navigate to Commissions Management Setup (COM)
Ensure Notify on Low Net Profit is turned on under the Notifications tab
Ensure Low Net Profit Percent and Email are populated
Create and post a Sales Order where Net Profit is below the threshold
Net Profit is Amount minus Unit Cost minus Commissions
Confirm an email is sent after the Invoice has been posted notifying the user of Low Net Profit
Approving Commissions
Navigate to Commissions Management Setup (COM)
Ensure Require Commissions Approval is turned on under the General tab
Create and post a Sales Order with a Commission Amount
Navigate to the Commission Ledger and find the corresponding entry
Highlight the entry and clock ‘Approve Ledger’ in the top ribbon
Scroll to the right and confirm the approval fields are populated
Approved = Yes
Approved By = [User ID]
Approved At = Date/Time
Paying Commissions
Navigate to Commission Management (COM)
Drill into Commission Payment Journal
Click Generate Payment Journals
Enter a Thru Date and click OK
Confirm the correct entries are populated in the journal
Click Post Journal
For Employees, these payments will be posted in the General Ledger and can be added to Payroll
For Vendors, open Purchase Invoices will be created and normal purchasing processes should be followed