How do I set sales commissions and create a report on them?

This article will describe how to setup percentage based commission in your Scope system for your sales people. This percentage based commission can then be applied on a per shipment basis. You can also run reporting this data.

Identifying the commission charge type

In order to apply sales commission to shipments, Scope will need to know which charge type to use for sales commission.  

To set up the charge type for commissions:

1. Go to Master Data > Finance > Charge Types

2. In the overview of charge types, click on Extras > Settings. 

3. In the Charge Type Settings, go to the field Sales Commission and find the charge type you would like to use for commission calculations.

Setting up who can view or edit sales commissions

There are two permissions that can be set regarding the sales commissions:

• In order for a user to be able to view the sales commissions that have been applied to a shipment, the user needs to have the permission View sales commission added to their user profile.
• In order to apply a sales commission % to a sales person, the user needs to have the permission Edit sales commission added to their user profile.

Applying a sales commission percentage to a sales person

1. Go to Master Data > CRM > Sales Persons.
2. Find the Sales person who needs to have a sales commission percentage applied, edit the sales person and in the field Commission Share (%) enter the percentage amount the sales person will earn per shipment.
   
3. If a job costing line is to appear on the shipments for the commission, a Commission Share Partner needs to be linked to the Sales Person (having the debtor role for the credit note that can created based on these lines).
   If the Commission Share Partner is missing, the commission can and will be calculated, but no job costing line will appear for it on the shipment (and no credit note can be created). It will appear in reporting.

Viewing and reporting sales commissions

If a user has the permission to view sales commissions on shipments, this can be done directly within a shipment by pressing Ctrl+ i in the shipment.  
The commission will be visible in the extra information about the shipment.

For an overview of sales commissions

1. Go to the shipment overview.
2. Add the Sales Commission column to the overview by right-clicking on one of the head columns and then select Sales Commission from the list of available columns. 
3. Use the filter Sales Commission to filter shipments with sales commission.

Reporting sales commission

To include sales commission on a report :

1. Go to Master Data > Layouts.
2. In the Layouts application choose an existing layout that is the type Shipment Overview or create a new report of this type.
3. Open this layout and add the fields 
   1. Sales Commission Amount
   2. Sales Commission Currency

Calculating sales commission for shipments

Sales commission is not automatically calculated for shipments, this action must be done from the shipment overview

1. Open the shipment overview.
2. From the Extras menu on the action bar, choose Calculate Sales Commission.

If a sales commission figure already exists on a shipment and the sales commission is calculated again, the commission will be recalculated and if necessary updated. 

Creating refund vouchers for sales commission

The commission charge code is visible in the job-costing as an estimate cost.
Aggregate invoices can then be created to be converted to a credit refund.

General rules for sales commission calculation