You can use commission orders to track and manage commissions for a service order. You can create a commission order when a percentage or fee-based commission is applied to an existing service order. The result is a new service order that is designated as a commission order.
Commission Order Configuration
- Add at least one resource for the commission charges on the commission order. Typically, this is a class 3 consumable resource.
- Update the Per Units to -1 so that the positive/negative sign on the Extended Charge is reversed automatically.
- Configure the GL Distribution on the item(s) as needed.
- Add the commission resource(s) to the appropriate price lists.
Apply a Commission to a Service Order
To create a commission order, you need to first create the service order with the item(s) that qualify for commission. After you create and save the service order:
- Right-click on the service order(s) for the commission. Use Ctrl+Click or Shift+Click to select multiple service orders for commission.
- Select Add -> Add Commission Order. The Add Commission Order screen opens.
- Enter the following information:
- Account - Account for the commission.
- Function - Function for the commission order.
- Price List - Price list with the commission order resource.
- Price List Item - Commission price list item to add to the order.
- Percent - Percentage of the total order for the commission. If a flat fee is used, use the Amount field.
- Amount - Fee/amount for the commission. If a percentage if used, use the Percent field.
- Click OK. The Edit Service Order opens for the newly created commission order.
You can show the Commission Order column on the Service Orders screen or tab to quickly see which orders are commission orders. You can select a commission order and right-click and select View -> Commission Details to see the commission charges per item.
You close the work orders, service orders and invoice as normal with commission orders.
Commission Order Security
Commission order security is controlled by the Allow Add/Edit/Delete Of Commission Order access privilege. Users and/or roles assigned to the privilege are allowed to add, edit or delete commission orders. Any users not assigned to the privilege are not able to add, edit or delete commission orders. If no users are assigned to the privilege, it is considered inactive and all users can add, edit and delete commission orders.
Comments
6 comments
As it is mentioned commission order are can be used to track and manage commission given out. When we create commission order it gets generated in positive amount whereas the amount has to be given out. And after allocating to payment plan, an invoice will be created which means that money is coming in not going out.
Am I missing something or following the wrong process?
Thanks!
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Can a commission order only give commission on certain resources? ie we have a service order with multiple items, electrical, shell furniture, but we only pay a commission on electrical items
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@H Kaile - You'll want to make the units in the order a negative value so the commission order generates a negative total to represent the money going out.
@Kieron - You can add a commission order from the Service Order Items screen. You can select just the items for the commission order and then select Add Commission Order. The commission order will then just be created only for the orders you selected.
Thanks,
Maggie
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How can I get the Commission Order to recalculate if there is a change in my Service order(s) and the value increases or decreases?
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Andrew - there currently is not a way for the Commission Order to be automatically updated when an associated Service Order changes. The option would be to manually update the Commission Order, or to remove the Commission Order and re-add it applied to the update Service Orders.
To me, your request to auto-update the Commission Order based on Service Order changes makes sense as a good enhancement request.
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Just updating the response to Harkamal Kaile's comment above, as I noticed this post when testing v30 Commission Orders.
On the Resources for Commission Order Items you want to update the "Per" Units to "-1" so that the positive/negative sign on the Extended Charge is reversed automatically.
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