When satisfied that the preselected commission values are correct, tick Rec. Rec. can only be ticked if the job or stock has pre-filled commission information.
Once reconciled, the Paid Date will be populated with the reconciled date.
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If the fields have not been pre-populated, when ticking the Rec. box, the Edit Commission screen will appear for entry of information in the appropriate fields.
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Otherwise, double click a job or RFC to enter or edit the commission values.
Within this screen, you can select a user in the Paid to field if necessary. The Target Amt field will default to the amount on this job, however you can enter a different target figure here.
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Rec. can only be ticked if the commission information is pre-filled on the job or stock code.
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How to edit commission values depends on the Calc for and Method selected (see below).
Job level commissions
Calc for = Job
This means commission values are being entered at a job total level. Stock is still displayed, but the values are entered at a header level as follows:
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Calc for
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Job
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Comm. Base
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The figure to calculate commission is based on the method:
▪Stock total price inc
▪Stock total price ex
▪Profit total. |
Method
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Choices are:
▪Price ex
▪Price Inc
▪Profit |
Comm.%
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The commission percentage of Comm.Base to pay.
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Paid To
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The card code of the user the commission is payable to.
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Extra Amt
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Any additional flat rate to pay in dollars.
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Target Amt
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This field populates with the amount in the Total field. The amount can be changed when the Commission Session is in Edit mode if desired.
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Paid Amt.
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The total amount to be paid.
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Depending on the method selected, the Total Inc, Total Ex or Total Profit columns will be blue in colour, highlighting the value that commission is based on.
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If calculating complex commissions externally from Jim2, it is acceptable to enter a zero percentage value into Comm.% and enter a fixed # amount into the Extra Amt field.
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Stock level commissions
Calc for = Stock
This means commission values are being entered against individual stock codes.
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Calc for
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Stock
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Comm. Base
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The figure to calculate commission is based on the Method:
▪Stock total price inc.
▪Stock total price ex.
▪Profit total.
This figure will be read only, and updated via the values entered at stock level.
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Method
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Choices are:
▪Price ex
▪Price Inc
▪Profit |
Comm.%
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The commission percentage of Comm.Base to pay. This can be left blank, or a value entered to update all stock with the entered value.
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Paid To
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The card code of the user the commission is payable to.
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Extra Amt
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This figure will be read only, and is the total of the values entered at a stock line level.
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Target Amt
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This field populates with the amount in the Total field. The amount can be changed when the Commission Session is in Edit mode if desired.
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Depending on the method selected, the Total Inc, Total Ex or Total Profit columns will be blue in colour, highlighting the value that commission is based on.
It is important to note that commission values are displayed and entered as base units (stock unit measure 1).
The important figures in the stock grid are:
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Comm.Value (Base Unit)
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Price Inc
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Sell price including tax per base unit of stock.
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Price Ex
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Sell price excluding tax per base unit of stock.
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Profit
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Profit per base unit of stock.
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Profit is calculated using Cost (Base Unit) or Comm.Floor (Base Unit), if entered.
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Comm. %
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The commission percentage of Comm.Value (Base Unit) to pay.
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Extra $ (Base Unit)
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Additional $ to pay per base unit.
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Paid (Base Unit)
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Comm.Value x % + Extra $
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Read only calculated figure.
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Total Paid
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Total Qty (Base Unit) x Paid (Base Unit)
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Read only calculated figure.
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x Paid (Base Unit)
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If calculating complex commissions externally from Jim2, it is acceptable to enter a zero percentage value into % column and enter a fixed amount into the Extra $ (Base Unit) column.
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If the commission method is Profit, a Comm.Floor value can be entered. This will be used to calculate the Comm.Value, overriding the Cost Value.
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