RB User Guide > Payables> Override Sales Commission

Overriding commissionable amounts

RB9 calculates commissions by multiplying the commissionable amount by the sales rep or resource’s commission rate. (See Entering pay information.) The commissionable amount is calculated and stored for each invoice by adding all of the service items that are marked as “commissionable.” Whether a particular service item is commissionable or not is specified in the Service Item Master. (See Entering billing & pay rates.) However, you can override the calculated commissionable amount using this function.

1. Payables > Override Sales Commission
2. In the Search By pane, no specific filter is required, but you must use at least one of the search filters:

• Invoice No.

  Number of the commissionable invoice.

• Job No.

  Job number tied to the commissionable invoice.

• Date Type

  Invoice Date is the default. Select Job Date to search for invoices by their related job’s date.

• Date From/Date To

  Works with Date Type. Enter a date range, if desired (see Date Navigator).

• Case

  Click to select a case to restrict the search to invoices tied to that case (see Looking up cases).

• Commission For

  Default is Sales Rep. Select Client Of in the drop-down to search for invoices tied to resources who earn commissions on their own clients.

  Click to find a resource to restrict the invoice search to (see Looking up resources).

• Business Units

  Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

3. Click . RB9 lists all of the invoices that meet the specified search condition(s).
4. To override the commissionable amount for an invoice, click its hyperlinked invoice number.
5. In the View Sales Commission window, click Edit.
6. In the Edit Sales Commission window, enter the new amount in:

• Client Of Commissionable Amount

  For resources with their own clients.

• Sales Rep Commissionable Amount

  For sales reps.
7. Click Save.

NOTE: Correct Sales Rep or Client Of

If the wrong resource appears in Sales Rep or Client Of, update the resource in the Edit Sales Commission window by clicking > Lookup Resource next to the name and selecting the correct resource. (See Looking up resources.)

Reference

• Service Item Master
• Date Navigator
• Sales Rep
• Client Of
• Lookup panel
• Business Units

Step-by-step instructions

• Entering pay information
• Entering billing & pay rates
• Looking up cases
• Looking up resources