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, which 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 commissions. | 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 |