Table of Contents

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