Setups

Item card 🔗︎

The fields Commission effective and Item commission group code have been added to the Item card.

All items that are to be included in the commission calculation must have the indicator Affective for commission = “Yes”. It is also possible to assign Items to an Item commission group. When you define the commissions (BONI sales commissions), you can then make an assignment to an Item commission group so that all Items in this group then receive the commission rate.

Customer card 🔗︎

The Customer commission group code field has been added to the debit card.

It is possible to assign customers to a customer commission group. When determining the commissions (BONI sales commissions), you can then make an assignment to a customer commission group so that all customers in this group then receive the commission rate.

Since commission processing takes place via the salesperson, the salesperson should be defined in the Salesperson code field in the customer. If you do not want to define this in the customer master data, the assignment must be made in the sales document at the latest.

Item charges 🔗︎

To offset the commission as a surcharge/discount on the sales delivery / sales return, you must define a Item charge (e.g. BONI), which is stored in the Debitors & Sales entry.

It must be ensured that the product posting group entered in the Item surcharges/discounts is maintained in the posting matrix.

Unit codes 🔗︎

To offset commissions as surcharges/discounts on the Sales delivery / sales returns, a unit (e.g. PAUSCHALE) must be defined, which is stored in the Debitors & Sales entry.

Customer & Sales setup 🔗︎

The Commissions info register has been added to the Customer & Sales setup.

The Item charges to be used for commissions and the unit is stored in the Customers & Sales entry. You can also use the Payment to substitute at field to specify whether commission is to be possible when the customer item is invoiced and created (option Invoice outgoing) or only when the customer item is cleared upon receipt of payment or refund (option Incoming payment).

Salesperson 🔗︎

The field Vendor no. has been added to the salesperson card.

The master data of the commercial agent/consignment recipient is entered in the General register.

On the Billing tab, the link to the vendor must be created (field Vendor no.). The commission is offset on these vendors.

In the register window Navigate -> BONI commission rates the commission rates valid for this sales agent (BONI sales commission) are entered.

BONI Salesperson commissions 🔗︎

When calling up the BONI Salesperson commissions from the salesperson card, the view is already filtered to the seller.

The following criteria can be specified with regard to the validity of the salesperson commissions:

• Time validity: Start date and end date

  • In the sales documents, the system determines the sales commissions that are valid for a certain period of time using the posting date on the start date or end date.

• Item-related validity: Item type (options: All, Item category/product group, group and No)

• Customer-related validity: Customer type (Options: All, Group and No.)

• Quantity-based validity: quantity.

  • If no quantity (0) is specified, then the validity of the sales commission already exists when the item is entered in the sales lines.

  • If a quantity is specified, then the validity of the sales commission only exists when the quantity is entered in the sales rows.

The commission rates are prioritized as follows with regard to the customer type and the Item type:

Access rights 🔗︎

For the product BONI the following access rights to the following tables must be granted:

If only indirect read rights are assigned for BONI Salesperson commission (ID 5497835), the fields Commission % and Commission amount (MW) in the sales line area and the commission fields at the seller are not displayed.

For posting processes with commissions (invoicing of sales orders, sales invoices, sales complaints, sales credit memos, posting incoming and outgoing payments, invoicing of EC invoices), in which commission items are created or changed, only indirect access rights for reading, inserting, editing and deleting are required for the tables Commission Items and Detailed Commission Items.