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Commission calculations

The Commission calculations framework governs the rules and criteria by which sales commissions are automatically derived and allocated across the Accounts Receivable module. It provides a highly controlled, configurable matrix for defining commission rates based on complex dimensional intersections between Items, Customers, and Sales representatives.

Prerequisites​

Prior to establishing commission rules, ensure that the foundational master data and structural groups are fully configured:

  • Items and Item commission groups
  • Customers and Customer commission groups
  • Sales representatives and Sales commission groups

To access the commission configurations, navigate to Accounts receivable > Setup > Commissions > Commission calculations.

The interface utilises a streamlined split-view paradigm:

  • List Pane (Left): Displays a high-level summary of all active and inactive commission rules, formatted to quickly expose the dimensional scope (e.g., Item group / Cust all / Sales group) alongside the assigned percentage and calculation basis.
  • Details Pane (Right): Exposes the granular configuration for the selected rule, allowing for precise modifications to relations, percentages, and effective dates.

Creating a new commission rule​

Commission rules are evaluated hierarchically. When establishing a rule, you define its "specificity" by targeting precise transactional records or broader groups.

  1. On the Action Pane, select New.
  2. Item criteria:
    • Item code: Select the scope of the rule. Options are Table (a specific item), Group (an item commission group), or All (applies universally).
    • Item relation: If Table or Group was selected, specify the exact item or group ID.
  3. Setup > Relations:
    • Customer code: Select Table, Group, or All to define the customer scope.
    • Customer relation: Specify the exact customer or customer commission group.
    • Sales rep. code: Select Table, Group, or All to define the sales team scope.
    • Sales rep. relation: Specify the exact sales representative or sales commission group.
  4. Commission Based On:
    • Commission basis: Determine if the commission is calculated on Revenue or Margin.
    • Commission base: Specify if the calculation occurs Before line discount or After line discount.
    • Commission percentage: Enter the designated commission rate (e.g., 5 for 5%).
  5. Period:
    • From date / To date: (Optional) Define the strict chronological boundaries during which this rule remains active.

Resolution hierarchy (Specificity)​

During transaction processing (e.g., posting a Sales Invoice), the system evaluates the invoice lines against all configured commission rules. To prevent conflicts, the engine strictly adheres to a "most specific rule wins" paradigm.

The evaluation points are weighted automatically by the calculation engine:

  • Table (Specific Record): Highest precedence (e.g., targeting a single, explicitly named Customer).
  • Group: Secondary precedence (e.g., targeting a designated VIP Customer Group).
  • All: Lowest precedence (acting as a fallback or generic baseline).

For example, a rule targeting a specific Item and specific Customer will always override a broader rule targeting an Item Group and All Customers, ensuring precise, targeted commission rates take priority over general policies.

Commission What-If Analysis​

To aid in auditing, debugging, and validating complex commission matrices, the system provides a diagnostic simulation tool.

  1. On the Action Pane of the Commission calculations page, select What-If Analysis.
  2. The Commission Simulation dialog will appear.
  3. Input the hypothetical transaction parameters:
    • Transaction Date and Hypothetical Line Amount.
    • Customer and Customer Group.
    • Item and Item Group.
    • Salesperson and Sales Group.
  4. Click Run Analysis.

Analysing the results​

The system evaluates the hypothetical inputs against the live rules engine and presents the findings in a structured audit log:

  • Chosen Rule: Displays the exact rule that the engine resolved as the absolute "winner", including the resulting percentage and the theoretically calculated monetary commission based on your hypothetical line amount.
  • Explanation: Provides a systemic narrative justifying why the rule won (e.g., "Rule chosen because it has the highest specificity score (21). Details: Item Group + Any Customer + Sales Group + Date Bounded.").
  • All Evaluated Rules: A comprehensive, sorted audit trail exposing every rule that technically matched the criteria, ranked by their specificity score. This allows administrators to verify exactly how close a competing rule came to being selected and ensures the hierarchy is performing as intended.