E1: 42: Commissions in Sales (P42460/P42110/P42100/P42120/P4210/P42101/R42800) (Doc ID 625496.1)

Last updated on MARCH 28, 2024

Applies to:

JD Edwards EnterpriseOne Sales Order Processing - Version XE and later
JD Edwards EnterpriseOne CRM Sales Order Entry - Version XE and later
JD Edwards EnterpriseOne Sales Order Entry - Version XE and later
JD Edwards EnterpriseOne Sales Order Management - Version XE and later
Information in this document applies to any platform.

Purpose

Overview

You set up commission information in the JD Edwards EnterpriseOne Sales Order Management system to reflect the company's sales environment.

You can assign one or more salespeople or sales groups to each customer. The salesperson can receive a commission based on whether the customer number is in the Sold To field, the Ship To field, or both fields on the order entry form. After you enter an order and update customer sales, the system applies a calculated commission amount to the salesperson's address book number or the address book number of each salesperson in the sales group. After sales update, you can review commission information in the Sales Commission File table (F42005), and summaries of COGS and sales by item in the Sales Summary History File table (F4229) to ensure that the salespeople receive the correct amount.

When you enter a sales order, the system processes the commission information based on whether you use preferences. If you do not use preferences, then the system retrieves commission information from the Sales Order Detail Commission table (F42160), which uses the information from the Sales Order Header Commission Information (F42150) and Customer Master Commission Information (F42140) tables, respectively. You can also enter commission information into the sales order header.

If you use basic preferences, the system retrieves commission information from the F42160 table, which displays the information from the Preference Profile - Sales Commission table (F40344). If no commission information is in the F40344 table, the system retrieves default commission information from the F42150 table. You can also use advanced preferences to retrieve commission information.

Note: if the basic Commission preference is used, the UDC 40/PR comes into effect if multiple salespeople should receive commission. This UDC controls whether the preference is considered “additive” or not. Access the UDC and check the record for Preference 44. Note the value in the Special Handling field - if it is <blank> then the system will retrieve the first commission record, then stop. If it is set to <1>, then all records will be retrieved. Check this setting if multiple salespeople are configured, but commission is only calculated for the first salesperson.

You can set up a sales group to distribute commissions to a group of two or more salespeople who contribute to a customer's sale. For example, if the sales group consists of a sales manager, account representative, and sales assistant, you assign a group code that represents the three salespeople. Sales groups are useful for identifying salespeople who are responsible for a customer's orders and maintaining multiple commission percentages.