The Commission & Royalty Management application allows managers to set up any number of commission plans, which can range from simple calculations to complex multi-tiered plans. Many organizations will need to set up multiple commission plans for different types of sales representatives. Any number of commission agreements can be created to establish a commission structure for a particular sales person. Commission agreements use the base information found in a commission plan, and also allow managers to tailor commission structures to individual sales people if necessary. The Commission Payment module handles the payment of commissions to sales people based on the base data defined in the Commission Source service. Any number of commission sources may be set up. The Commission Payment wizard Wizard handles the calculation of commissions for sales people based on the source data. A full audit trail is maintained to ensure that supporting detail exists for all commission payment records. These same processes apply to organizations that generate royalty payments.
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This guide provides information on using the Commission & Royalty Management application in Aptify and contains the following chapters:
- Commissions Setup: This chapter topic details the step-by-step procedures explaining how to set up the Commission system initially.
- Commissions Process: This chapter topic begins with an overview explaining how the Commission services work together. It also provides complete step-by-step procedures explaining how to use the Commission system on a regular basis.
- About the Commissions Forms: This appendix contains comprehensive reference information about every form, tab, and field in the Commissions Services.
- Commissions SQL Views: This appendix contains the SQL statement used by one of the sample source views provided with the Commission & Royalty Management application.