| □ | Commissions - In most cases, if you are doing Job Costing, Sales related Commissions are owed. |
| • | A sales Commissions is usually paid to a Salesperson for selling a Job. |
| • | Commissions are a Job Costing chargeable expense and should be recorded, if paid. |
| □ | To record a Commission expense, on the Main Menu, Select the Maintenance menu and Choose Job Costing. |
| • | Click the Commissions tab. |
| • | Locate the Job to which you need to record a Commission expense. |
Click the Search icon at the top of the Job Costing Form to open the Search Jobs dialog.
| • | Search By - Use the Drop-Down Selection List to Choose your desired search method. |
| • | Search Value - Enter the characters that will best locate the desired Job. As you enter information, the record pointer4will be continually relocated based on your entry. |
| • | OK - Click OK ü when you have the correct Job located. |
Search Jobs dialog
| □ | There are two separate ways to use the Commissions tab to record a Commission expense. |
| • | In both cases, you must Select the Commissions tab on the Job Costing Form first. |
Job Costing Form's Commission tab
| 1. | Click Add ("+") and directly input the Commission information. |
| • | This assumes the Commission will be paid as part of the Payroll process for your Company. |
| • | Commission Date - Use the Drop-Down Date Selection Box to enter the Date that this Commission was Paid. |
| • | Payee - Enter the name of the person who received the Commission. |
| ▪ | Multiple Commission entries may be required if this was an Employee Team effort, or both a Commission and a Referral fee are to be Paid. |
| • | Description - Enter a brief explanation of the Commission Payment. |
| • | Bill ID - There will be no Bill ID because this is a direct entry, bypassing the New Bill (see #2 below) procedure. |
| • | Amount - Enter the Amount of the Commission Payment |
| • | Click Save ("ü") to record this Commission expense. |
| • | Repeat this procedure if you need to record multiple Commission payments. |
| • | This assumes the Commission will be paid directly to the Salesperson who may be straight commission salesperson (an independent contractor). |
| • | Click the New Bill icon at the top of the Job Costing Form. |
| • | Using the Select Vendor dialog, locate the appropriate Vendor (the individual or organization to which you owe the Commission). |
Select Vendor Dialog
| ▪ | Search By - Using the Drop-Down Selection List to Choose the preferred Search method. You may search by the Vendor Name (the default), or the Vendor ID. |
| ▪ | Search Value - Enter the appropriate Search phrase. As you enter characters, the pointer „ relocates to the most appropriate Vendor record. |
| ▪ | Once the pointer is at the correct record, To Select that Vendor record, Click OK. |
| • | Click Add ("+"), and the appropriate Job Number is inserted. |
Invoice line item on Bill Form for Commission to be Paid
| • | First, you must enter an Invoice Number. |
| ▪ | Hint: Follow a regular pattern for creating these Vendor Invoice Numbers for Commissions. |
| ▪ | Example: DP-C-4A - This pattern uses the Salesman's initials "DP", followed by "-C-" for commission, and then the Job number "4", and perhaps a letter "A" - so multiple commissions (4B, 4C, 4D, etc.)can be paid as the Job progresses and the Subscriber makes additional payments that are subject to Commissions. |
| ▪ | You may also change the Purchase Date and Due Date, if desired, using the Drop-Down Date Selection Boxes provided. |
| • | Enter a Detail line item for the Commission that is to be paid. |
| ▪ | Description - Modify the default Description entered for this Sale-Purchase Item to include the Job Number (shown in the Job ID field above). |
| ▪ | Price - Enter the amount of the Commission that is to be paid. |
| ▪ | Qty - By default, this should be the number 1. |
| ▪ | Dept - If using the General Ledger module, use the Drop-Down Selection List to Choose the appropriate Department to be charged for this expense. |
| ► | Note - You may want to Double-Click [Memo] in the Note field to enter additional information relating to this Commission Payment. |
| • | Save - Click Save ("ü") to record the Invoice (Bill). |
| • | Repeat this procedure if you need to record multiple Commission payments. |
| • | Close - Click the Close T box to close the Bill Form and return to the Commissions tab. |
Invoice created Commission entry within the Commissions tab of the Job Costing Form
| • | When you are returned to the Commissions tab on the Job Costing Form, Click the Refresh icon to update this information. |
| • | A Commissions entry will be made which (in addition to the Date, Payee, Description, and Amount) will include the system's internal Bill ID for this new Invoice you've created - thereby indicating that this Commission was successfully entered as a Bill. |
