Sales Processes

Creating Sales Documents 🔗︎

When creating a sales document, e.g. a sales order, the field Commission Active will always be pre-filled with “Yes” (check mark) and can be changed by the user. Thus, you can decide whether the sales order is “effective for commission” or not for every single order.

The commission values calculated individually are displayed in Commission % and Commission Amount (LCY) in the sales lines.

If the sales document is Commission Active, it is also important that the seller code in the sales header has been filled out. This is the only way commissions can be determined based on the salesperson when entering the lines.

While entering the sales lines, commission values % are being determined using the posting date and the salesperson commissions as well as their validity and priority order and then being displayed in the Commission % field. Since the field is editable, the user can also change the percentage rate.

Editing hints:

• If you remove the Commission Active checkbox in the document header, all entries in the Commission % field will be deleted in the lines. When the check mark has been set again, you will also be asked whether Commission % in the lines is to be recalculated.

• If you change the salesperson code in the header, the system also always asks whether the Commission % in the lines should be recalculated.

For foreign currencies, the commission amounts are converted into the client currency using the currency exchange rate valid on the posting date.

After the sales order has been released, the commission amounts [field Commission Amount (LCY)] are calculated and displayed on the basis of the % data (field Commission %). The amounts cannot be changed.

When archiving sales orders and sales return orders, the values Commission % and Commission Amount (LCY) will be transferred to the archived document.

Posting Sales Documents 🔗︎

In the following sales document postings commission items referring to the customer items created are being created for the document type Sales Invoice or sales credit memo:

• Posting of the invoicing from the sales order

• Posting of sales invoice

• Posting of the invoicing of sales return orders

• Posting of sales credit note

If deliveries or return orders are invoiced indirectly via collective invoice or credit memo, the salesperson as well as the posting date found in the document header are used to determine the commission %.

The commission items formed can be called up from the salesperson card:

In addition to each invoice line or credit memo line with a commission item, a detailed commission ledger entry of entry type Commission will be created.

Please note: The values Commission % and Commission Amount (LCY) will also be transferred to the lines for posted invoice and credit memo.

Whether commission items are released for invoicing immediately after invoice issue or only after payment receipt depends on the method selected in the Sales & Receivables Setup.

• Variant A: Payment to sales agent at: invoice issue

• Variant B: Payment to sales agent at: payment receipt

Variant A 🔗︎

If the outgoing invoice is sufficient for invoicing commissions, the detailed commission ledger entries of item type Commission will directly obtain the commission amount in the field Commission Amount Invoicable (LCY).

Variant B 🔗︎

If the outgoing invoice is not sufficient for invoicing commissions, but only when receiving/refunding the incoming payment, the detailed commission ledger entries of item type Commission only obtain the commission amount in field Commission Amount Expected (LCY).

When posting incoming payments or refunds via Payment Receipt Book Entry and clearing customer items (document type invoice or credit memo), a further detailed commission item of item type Payment is being created for the corresponding commission item, which then receives the commission amount in the Commission Amount Invoicable (LCY) field. The value in the Commission Amount Expected (LCY) field is to be entered with a reversed sign, so that the commission amount expected (LCY) of the corresponding commission item is reduced in total or amounts to 0.

In case clearing the customer item has not been carried out directly when receiving the incoming payment or refund, and thus a detailed commission item of item type Invoiced has not been created, you can use a manual function from the commission item:

In order to subsequently create detailed commission items of item type Invoiced, you only need to indicate a posting date for the items to be created.

Creating the Commission Invoice 🔗︎

In the last step, you can create a commission invoice for billable commission including amounts in the field Commission Amount Invoicable (LCY).

You can create the purchase invoice using the BONI Create Commission Invoice feature from the sales card. The vendor stored on the salesperson is used to create the purchase invoice.

A request page opens, which in this case has already been pre-filtered for the seller AGENT01.

After confirming by clicking “OK”, purchase invoices are being created with its number being displayed.

If you confirm the display of the purchase invoices with “Yes”, a list form of the created purchase invoices opens and the purchase invoice can be called up and further processed:

The purchase invoice contains an article surcharge/deduction line which is created for each billable commission item. The fields No. and Unit of Measure Code are transferred from the Customers & Sales Entry. Using the field Commission Ledger Entry. No., the commission item is being linked.

The quantity 1 for invoice allocations and -1 for credit memos are automatically assigned to the sales delivery lines and the return lines.

Please note: In the commission items, the amount is now also displayed in the field “Commission Amount in Purchase Invoice (LCY)”.

After posting the purchase invoice, new detailed commission items of item type Invoiced are created for each commission item, which then obtain the amount in the Commission Amount Invoiced (LCY) field. Use a reversed sign when entering a value in field Commission Amount Invoiced (LCY). The Commission Amount Invoiced (LCY) of the corresponding commission item will then reduce in total or will amount to 0.