Calculating commissions on historical invoices

By | August 3, 2021

Sales Commission app assist Sage Intacct users to automate commission processing.  Users can setup commission calculation structure (Commission Group and Types) as per their business needs. Based on entered structure, commissions are calculated on sales transactions.

As users enters and post transactions (order entry transaction and AR Invoice) commissions are automatically calculated.

With our Sales Commission application, users can also calculate commissions for older/historical invoices.  The application also supports commission recalculation.  In case where user needs to change commission amount then it can be easily recalculated.

Below is the custom screen with filters for entering date and Invoice ranges is provided for this purpose.

Add Invoice Commission

In case of recalculation of commissions for Invoices that were corrected later for whatsoever reason and now the commissions mismatch or are incorrect, then the user needs to delete the previously calculated commission lines for the particular Invoice.

Upon deleting those lines, the concerned AR Invoice will have no attached commission lines to it. Then use the above screen to recalculate commissions.

Before adding commission for older Invoices or recalculating commissions, make sure the Customer related to the selected Invoice has a Commission structure applied.

Commission Group

Upon calculation, users can view the attached commissions on the standard AR Invoice’s screen on the Sales Commission tab.

Invoice

Editing and changing the attached Commission Group in the calculated commission lines if required is also feasible.

When all the commission lines for an Invoice are in Completed state, the user can post Commission using custom “Post Commission” screen.

Commission recalculation function assist users to recalculate commissions and also post commission on previously entered invoices.  

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