Sales Commission Application for Sage Intacct is beneficial for users to calculate and pay sales commission to the respective salesperson in-order to achieve better efficiency and save time in calculating commissions, excluding tedious work of manual commission calculation. Therefore, using this application, Sage Intacct users can easily define commission rules and automate commission payments on sales transactions.
In this blog, we are discussing Commission Groups hierarchy which will allow users to assign multiple commission group to individual customer.
Assign a commission group in the ‘Parent Commission Group’ field while creating a Commission Group which will allow users to link commission group to another commission group in a Parent – child hierarchy.
In order to setup a commission groups hierarchy for a customer, first, setup individual commission group by assigning them with the following attributes using the Commission Groups screen:
- Commission group
- Select commission payment options
- Specify deduction amount
- Commission type
- specifying commission %
- select default commission type
- select commission posting group
- Assign Employee
- Select one or multiple employees. Assign split %
- Select accounts to override for posting.
Once configuring the desired commission group is done, select one commission group which will act as a parent commission group to the other by attaching one in the field ‘Parent Commission Group’. As shown in the screen.
On customer screen, select the parent commission group in Sales Commission tab.
Apply multiple commission group on Invoice
On AR Invoice, all associated commission group will be applied if a customer’s commission group is linked with other commission group.
Below is a demonstration which shows calculated commissions on AR Invoice using the parent and associated commission groups.
- Parent Commission Group assigned to Customer = California Sales
- Associated commission group = San Diego Team
The above screen shows calculated commission along with respective commission percentages of parent and child commission groups.
This is a standard feature incorporated with the Sales Commission application. This blog shares a brief idea on how to create a parent child relationship between Commission Groups and its working in our Sales commission app.
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