Sales commission periods must be created before sales for that period are created and posted. Then, when each period is finished, it must be closed and either posted to financials or manually entered according to company choice.
To close a sales commission period
- Click the
icon, enter Commission Sales Periods, and select the relevant link. - Select the period you want to close.
- Click Actions – Process – End Of Period.
You can enter corrections to the transactions to make the commission higher or lower. This is done in the Commission entries that have not yet been booked. You can also recalculate the commission for selected entries and for certain Sales Accounts as long as the period that the commission is valid for has not been marked as Closed.
To correct an entry
- Select the line in the list, and then click Related - Sales Period and Insert Correction Entry.
A new line is created marked as a Correction. - To delete the correction, select Related - Sales Period and Delete Correction Entry.