Each Commission Agreements record identifies a specific sales representative and how they are paid commissions. Each commission agreement is associated with one commission plan. A commission plan can contain one or multiple commission agreements.

Top Panel

Commission Plan (Required)

Contains the name of the commission plan to associate with this commission agreement.

Employee/Sales Representative/Company

The name of the employee, sales representative (person), or company for the commission agreement. The employee/person/company entered here is eligible for receiving commissions under the commission plan. The displayed field varies depending on the agreement's Payee Type.

Currency Type (Required)

The Currency Type field indicates the currency for which the Currency Agreement is based. This field links to the Currency Types service.

Total Goal

The amount the payee should reach.

Attachments Tab

The Attachments tab lists any files relevant to the Commission Agreements record.

Comments Tab

The Comments tab contains any comments relevant to the Commission Agreements record.

Commission Agreement Details Tab

The Commission Agreement Details tab contains information about different commission plan items that are assigned to the commission agreement. Each Commission Agreement Details record listed specifies the product, the rate scale used and/or achievement tiers for a specific commission plan item.

General Tab

Start Date (Required)

The start date from the associated Commission Plan flows down to this field and represents the date the Agreement went into effect. The start date can be modified but must fall between the start and end dates listed on the Commission Plan record.

End Date (Required)

The end date from the associated Commission Plan flows down to this field and represents the date the Agreement is no longer in effect. The end date can be modified but must fall after the start date and between the start and end dates listed on the Commission Plan record.

Payee Type (Required)

The type of payee to receive payments from this commission agreement:

• Person: One commission payment goes to one sales representative. This displays the Sales Representative field, which links to the Persons service, in the top panel.
• Payroll: A commission payment goes to an employee. This displays the Employee field, which links to the Employees service, in the top panel.
• Company: One commission payment includes all sales representatives who are employed by a contract sales company. This displays the Company field, which links to the Companies service, in the top panel.

Status (Required)

The status of the Commission Agreement can be one of the following options: Active, Inactive, or Cancelled. The ability to mark the agreement record as inactive or cancelled allows the rest of the associated agreements to continue to function without deleting the inactive or cancelled agreement. It also gives the user the ability to reinstate an agreement at a later period during the Commission Plan time period.

Canceled Date

If the commission agreement status is Cancelled, the Cancelled Date field becomes available. The date entered represents the date the commission agreement is canceled.

Canceled Reason

If the commission agreement status is Cancelled, the Cancelled Reason field becomes available. The text field allows the user to enter a free-text reason why the commission agreement was canceled.