Setups

Item Card 🔗︎

The fields Commission Active and Item Commission Group Code have been added to the Item Card.

All items that are to be included in the commission calculation need to be marked with the indicator Commission Active = “Yes”. You can also assign items to an item commission group. This allows making assignments to item commission groups when defining commissions (BONI sales commissions), for that all group items receive the commission rate.

Customer Card 🔗︎

The Customer Commission Group Code field has been added to the Customer Card.

Customers can be assigned to a customer commission group. This allows making assignments to customer commission groups when defining commissions (BONI sales commissions), for that all customers in this group receive the commission rate.

Since commissions are processed by the salesperson, the salesperson should be defined in the field Salesperson Code in the customer data. If you do not want to define this in the customer master data, you need to assign it in the sales document at the latest.

Item Charges 🔗︎

To offset the commission as a charge/discount on the sales delivery/sales return, you must define an Item Charge (e.g. BONI), which will be stored in the Customers & Sales entry.

Please ensure that the product posting group entered in the Item Charges / Discounts is also maintained in the posting matrix.

Unit Codes 🔗︎

To offset commissions as charges / discounts on sales delivery / sales returns, you need to define a unit (e.g. PAUSCHALE) which will be stored in the Customers & Sales entry.

Sales & Receivables Setup 🔗︎

The Commissions info register has been added to the Sales & Receivables Setup.

The item charges to be used for commissions and the unit are stored in the Sales & Receivables Setup. You can also use the Payment to Salesperson with field to specify whether commission is allowed when the customer item has been invoiced and created (option Invoice Outgoing) or only when the customer item has been 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 Invoicing tab, you must create the link to the vendor (field Vendor no.). The commission will be offset on these vendors.

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

BONI Salesperson Commissions 🔗︎

When calling up the BONI Salesperson Commissions from the salesperson card, the view has already been filtered to the seller.

The following criteria can be specified regarding the validity of the salesperson commissions:

• Time validity: Starting Date and End Date

  • In the sales documents, the system determines sales commissions that are valid for a certain period of time using the posting date on the starting 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-related validity: Quantity.

  • If quantity has not been specified (0), sales commission is already being valid when entering the item in the sales lines.

  • If quantity has been specified, the validity of sales commission only exists if the quantity is entered in the sales rows.

Commission rates are prioritized as follows with regard to customer type and item type:

Access Rights 🔗︎

The following access rights to the following tables must be granted for BONI:

If there are only indirect rights being assigned for BONI Salesperson Commissions (ID 5497835), the fields Commission % and Commission Amount (MW) in the sales line area and the commission fields won’t be displayed for the salesperson.

For posting processes with commissions (invoicing of sales orders, sales invoices, sales return orders, sales credit memos, posting incoming and outgoing payments, invoicing of purchase 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.