Service Staff Commission Rules
The commission calculation formulas used by the Process button in Service Staff Commission. Each rule has a category (Product or Transaction) and a formula using the variables the application provides.
When This Form Is Used
- Before the first commission period is processed - without active rules attached to the service staff, commission is always zero.
- When the commission scheme changes: create a new rule, and do not change the old one if old periods must remain reprocessable.
- This is the twin of Sales Commission Rules, but it only has the Product and Transaction categories - there is no Receivable category.
Fields to Watch
| Field | What to watch |
|---|---|
| Description, Display Name | The internal name and the name shown. |
| Category | Product: calculated per product sold by that service staff in the period. Transaction: calculated once per service staff from their total actual sales (percent of turnover, target bonus). |
| Formula | An expression that returns the commission value, using variables prefixed with v., for example v.SalesReal*0.02. |
| Available Variables, Available Functions | Helper lists for building the formula. They are not saved; choosing one only copies its name to the clipboard. |
Variables for Formulas
- Transaction category:
v.SalesReal(actual sales),v.SalesTarget(target),v.SalesProfit(profit). - Product category (calculated per product):
v.SalesReal,v.SalesTargetandv.SalesTargetQty(that product’s targets),v.ProductQuantity(quantity sold),v.SalesProfit,v.ProductGroup,v.ProductSupplier,v.ProductFactory,v.ProductAuthor. - Both categories also receive the service staff variables in the table below, plus custom variables from the
servicedoercommvartable if any. - On this form, the Available Variables field lists the variables for the selected Category; choosing one copies its name to the clipboard, ready to paste into the Formula. The Available Functions field works the same way for formula functions.
| Variable | Content |
|---|---|
v.ServiceDoerGroup | Service staff group. |
v.ServiceDoerType | Service staff category (type). |
v.ServiceDoerCountry | Country. |
v.ServiceDoerReligion | Religion (code). |
v.ServiceDoerSex | Sex (code). |
How Rules Are Applied
- Rules are attached to the Service Staff master (Commission field). Only rules owned by that service staff are evaluated.
- Product-category rules must also be attached to the product (the Service Staff Commission field on the Product master). The intersection is used: rules owned by the product and the service staff.
- With Accumulate Commission Rules on in the period document, the results of all matching rules are added together; off, the rule evaluated last is used.
- The result is shown separately in the period document: Product Commission, Transaction Commission, then Total Commission.
Common Problems
- A formula with a syntax error, or one that uses a variable that does not exist (for example a sales representative’s receivable variable), raises no error message: it quietly evaluates to 0, so the commission is zero. Test each new formula on a small period and check the figures.
- Product commission is zero although the rule exists: the rule is not attached to the product, or the service staff does not own it.
- Changing a rule does not change an already posted period - unlock the posting and reprocess if that is what you intend.
Menu Location
- Sales & POS / Customers & Sales Team / Service Staff Commission Rules
/form/servicedoercommrules