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- Open a new record from the Commission Sources service.
- Enter a name for the commission source in the Name field that reflects the content of the desired source.
- On the General tab, enter the Source Entity. This should generally be an entity related to a business transaction, such as Orders or Advertising Insertion Orders.
- Use the Find feature to locate a Source View from the Database Object entity that contains a query to the source transactions for computing commissions. The Source SQL View identifies the fields that group the records, the lowest level of detail, and the valid aggregate fields.
- For example, the Commission Sources record for Orders that is installed with the product uses the vwCommissionSourceOrderLines view to join the vwOrderDetails, vwOrders and vwProducts views. The grouping fields are SalesRepID, ProductID and the calculated Commission Peri-odPeriod. As a result, the lowest level of detail is the OrderLines records. Therefore, aggregate functions can be used on the vwProducts or vwOrderDetails view. Aggregate calculations on the vwOrders view alone will produce er-roneous erroneous results.
- To view the code for the vwCommissionSourceOrderLines, click the Source View hyperlink. Other views should follow the code layout if you wish to create other commission sources.
- Save the Commission Sources record.
- See Sample Commissions SQL Views Code for more information about the SQL View. For more information on Commission Sources and SQL views, contact your Aptify representative.
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