Commission Approvals

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Commissions, the Value of the Commission Points that have been "Banked", plus the Bonus Amounts earned from the Sale and Installation of Proposal Packages earned by Salespersons; and the Value of the Commission Points and Commissions earned by Technicians on Commission Eligible Sale-Purchase Items are all listed on the Commissions Approvals Form.

•	The Commissions Approvals Form is used to do just that - Approve the Commissions, Bonuses and the net "Dollar" Value of the Banked Commission Points that determines the Commission Payment which is owed to the appropriate Salespersons and Technicians.

•	To access the Commissions Approvals Form, from the Main Menu, Select Maintenance and Choose Commissions then Select the Commissions Approvals option.

□	Understanding the Commissions Approvals Form:

•	This Commissions Approvals Form has:

•	An Approve Transactions button

HelpFilesApproveTransactions

Approval

•	A Selected Employee Section

HelpFilesCommissionApprovalsEmployeeInformation

Commissions Approvals Form - Employee Information section

•	Two tabbed Sections labeled:

▪	Sales - Displaying the Sales - and the Name(s) of the associated Employees who are eligible for the Payment of those Commission and Bonus Amounts, and the related information about those Sales.

HelpFilesCommissionApprovalsSalesTab

Commissions Approvals Form - Sales tab

▪	Adjustments - Displaying any Commission Adjustments which have added to, or subtracted from those Commission and Bonus Amounts.

HelpFilesCommissionApprovalsAdjustmentsTab

Commissions Approvals Form - Adjustments tab

□	Using the Commissions Approvals Form:

•	Review - Examine the information displayed within both the Sales and Adjustments tabs.

•	Approve - Check the Approve Box for each Commission and/or Commission Adjustment deemed to be OK for Payment.

•	Post - Click the Approve Transaction button to Post these approved Commissions and Commission Adjustments

•	Click the Yes button to Confirm that you approved these transactions.

HelpFilesApproveTransactionsConfirmation

•	The number of Commission and Commission Adjustment Transactions that were posted will be displayed.

HelpFilesApproveTransactionsConfirmationCount

•	Once Posted:

•	These approved Commissions and Commission Adjustments will appear on the Earned Commissions Report.

•	These approved Commissions and Commission Adjustments will no longer appear on this Commissions Approvals Form.