Prior to setting up security, on the ribbon go to Tools > Options >Stock > Stock Pricing and tick I use Commission Sessions. You can also make more refined selections in this area, such as commission calculation method, etc., as per the image below.
The following security settings should be reviewed for all users prior to using Commission Sessions:
On the ribbon, go to Tools > Security > Stock > Commissions, and tick/untick based on users/user groups.
Allow Access to Commission Sessions Under Management
Allow access to commission value on jobs
Under Tools > Security > Jobs > Commissions, tick/untick:
▪View Commission Values
▪Edit Commission Values
▪View other Users' Commission Values
▪Edit other Users' Commission Values
▪View other Account Managers' Commission Values
▪Edit other Account Managers' Commission Values.
Allow access to commission values on quotes
Under Tools > Security > Quotes > Commissions, tick/untick:
▪View Commission Values
▪Edit Commission Values
▪View other Users' Commission Values
▪Edit other Users' Commission Values
▪View other Account Managers' Commission Values
▪Edit other Account Managers' Commission Values.
Allow access to default commission values on stock
Under Tools > Security > Stock > Commissions, tick/untick:
▪View Commission Values
▪Edit Commission Values
Allow access to default commission values on promotions
Under Tools > Security > Stock >Stock Promotional Pricing > Commissions, tick/untick:
▪View Commission Values
▪Edit Commission Values
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Due to the sensitive nature of commission, it is suggested to only enable commission-related security for management. For sales staff, at a minimum, set View Commission Values only as required. |
Further information: