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Evo-ERP and DBA Classic >> Sales >> Commission Processing - Suggestions
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Message started by Lynn_Pantic on 12/02/09 at 12:37:35

Title: Commission Processing - Suggestions
Post by Lynn_Pantic on 12/02/09 at 12:37:35

We are looking at making some significant changes to the way commissions are processed, based on suggestions over the years and one company wanting some changes enough to be willing to "Pay for Priority" to get the programming done. Following are some changes we are planning - additional suggestions and comments welcome.

1. More than 2 sales reps per line/order with reps optionally assigned at the line item level
2. Part Number specific commission percentage available
3. Option to Accrue commission at invoice posting to GL and Commission detail file for reporting but not release for payment to rep until customer has paid
4. "Enter Charge back" program to enter both a credit memo to AR and a commission reversal when a customer short pays an invoice.
5. Transfer Commission to AP/Payroll by selecting specific items to transfer rather than just a lump sum amount so the sales rep knows exactly what is covered in a specific commission check.
6. CS-O (or similar) report to have option for Accrued (waiting for customer payment) and paid items.

Other things being considered but we need more feedback woudl be methods other than straight percentage commission, such as sliding scale based on YTD or MTD sales or a threshhold that bumps to a different commission rate when sales reach a certain level.

Title: Re: Commission Processing - Suggestions
Post by fluidman48 on 01/24/10 at 10:58:38

When a sales rep offers a discounted price to a customer we lower the commission rate by the amount of the discount. However, when the commission amount is generated in DBA/EVO the commission is based on the discounted price not the full price, therefore the rep is not getting the correct commission. I have to manually adjust those commissions every month. Is there a way to get the system to generate the commission on the full not discounted price?

Title: Re: Commission Processing - Suggestions
Post by Dawn on 01/26/10 at 13:26:34

We do a sliding scale commission for one sales person. The scale starts over at the beginning of the year. For that same sales person the amount of commission is calculated based on price after the discount when the customer pays. So its very important for us to keep a running total of each part being sold as each part has its own sliding scale. I also have a another sales person who gets a basic % of monthly sales for certain part numbers, but that % varies depending on the customer as well as varies when that customer has multiple part numbers. We use an outside Payroll processing firm for payroll and I just do GL entries instead of the of #5, but I would still like to show what is covered on a specific check. Currently I do it all in excel. Utimately I need details, details, detail. Also any reports generated would be great if they can be exported to excel for further analysis. You just never know what the boss wants to know.