Program Module(s) Affected
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Chapter Links
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Description of the Enhancement
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Commissions Tracking System
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Commissions Tracking System
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A new Commissions Tracking System for High Sales Volume Companies has been added to the MKMS module.
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Commissions Tracking System
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Adjustment Types
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The Adjustment Types Form is used to define the Types of Commission Adjustments that are permitted.
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Commissions Tracking System
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Commission Adjustment
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The new Commission Adjustment Form provides several functions related to the Commission Calculation System:
▪ | Look Up previously entered Commission Adjustments |
▪ | Add a Commission Adjustment. |
▪ | Delete a previously entered Commission Adjustment. |
These Commission Adjustments will be included in the Earned Commissions Report.
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Commissions Tracking System
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Commissions Approvals
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The new Commissions Approvals Form is used to do just that - Approve the Commissions, Bonuses and the Value of the "Banked" Commission Points for Payment of those Commissions to the Salespersons and Technicians who earned them.
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Commissions Tracking System
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Earned Commissions Report
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Earned Commissions - This new report provides a list of Sales, and all of the types of Commissions that have been Earned within a User Defined Date Range for all, or a specified set of (one or more) Salespersons or Technicians.
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Security & Access Management
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Employees
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The new Commission Base Rate and the Commission Point Rate information is defined on the Personal tab of Employee Form for each Salesperson and/or Technician who is Commission Eligible.
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Prospect Tracking System
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Proposal Package
Proposals
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▪ | The Proposal Package Form is used to define the contents of each Proposal Package, and the associated Package Points, Maximum Bankable Points, and the Bonus Amount that can be earned. |
▪ | A Proposal (and its associated Commission information) may be converted directly into an Invoice, or may be converted into a Service Requests (which subsequently may then be converted to an Invoice). |
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Accounts Receivable System
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Sale-Purchase Items
Sales
Receipts
Allocation
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▪ | The Sale-Purchase Items Form identifies which of those items are Commission Eligible and identifies the Activation Fees. |
▪ | The Sales Form identifies the actual Commission Points earned. |
o | Assigned Points - Based on what was added to this Fixed Price Proposal Package, this is the Points actually Assigned to what was ultimately Sold (Invoiced). |
o | Earned Points - If changes were made to the Fixed Price Proposal Package these are the "Banked" Points which altered the Earned Points, that positive or negative number is displayed here (0 = no changes were made). |
▪ | To earn a Commission, the Sale must be Paid in full and that payment recorded on the Receipts Form. |
▪ | Once a Receipt is posted, the Receipts for the payment of any Invoices that are Commission Eligible must be Allocated on a Line Item by Line Item basis using the Itemized Receipt Allocation process available on the Allocation Form. |
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Service Tracking System
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Service Requests
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