Sales Commission Rules

The commission formulas used by the Process button in Sales Commission. Each rule has a category (Product, Transaction, or Receivable) and a formula using variables the app provides.

When To Use This Form

Before the first commission period is processed - without an active rule, commission is always zero.
When the commission scheme changes: create a new rule rather than editing the old one if old periods must remain re-processable.
Service Staff Commission Rules is the twin form for service staff, with Product and Transaction categories only.

Fields To Watch

Field	What to watch
Description, Display Name	Internal name and the name shown on the commission document.
Category	Product: computed per product line sold (commission per item/brand/group). Transaction: per invoice (percentage of turnover, target bonus). Receivable: based on collection (commission follows payment).
Formula	JavaScript code returning the commission value; uses the variables available for that category (turnover, profit, target, quantity, price, payment, etc.).
Available Variables, Available Functions	Helper lists for composing the formula - pick one to insert its name.

How Rules Are Applied

On Process, each rep is computed with every active rule: Product rules run per product line, Transaction per invoice, Receivable per payment.
With Accumulate Commission Rules on in the period document, results of all matching rules are summed; off, the first matching rule is used.
Results show separately on the document and report: Product Commission, Transaction Commission, Receivable Commission, then Total.

Common Problems

A faulty formula stops Process: test with a small period first.
A Receivable rule yields zero: the period document has not turned on Commission Follows Payment.
Changing a rule does not change already-posted periods - unlock the posting and re-process if that is intended.

Menu Location

Sales & POS / Customers & Sales Team / Sales Commission Rules
/form/salesmancommrules