Setup
To | See |
---|---|
View the permissions sets. | Permissions |
Run the assisted setup. | Use Assisted Setup |
If the assisted setup was not run, set up the parameters that define how the Sales Commissions app works. | Set Up Sales Commissions |
Create commission groups for items, customers and agents, allows a group to be associated with a commission. | Create Commission Groups |
Create the agents who will receive a commission. | Create Agents |
Assign commission codes to items, customers and agents. | Assign Commission Groups |
Add agents to customers, which will carry over to sales documents created for the customer. | Add Agents to Customers |
Create commission categories, which are used to group similar commission. | Create Commission Categories |
Define the accounts to use when posting commission transactions. | Create Commission Posting Groups |
Set up commission journal templates and journal batches. | Create Commission Journal Templates |
Create job queues for calculating commissions and posting commissions to agents. | Create Commission Job Queues |
Create a commission. | Create Commissions |