Adjust Commissions

Owned by Stephen Juliano (Unlicensed)
Last updated: Jul 06, 2022 by Colleen Juliano
3 min read

Overview

TRX will give you the ability to review and adjust all commission transactions on screen or you may print out the report and then go on screen to make adjustments.  This screen should not be used often or for reference only.  If you find yourself using it regularly it is best to find out why.

Detail

  • Display – On screen you have four display options:

    • All – this option will show all commission entries in any status.

    • Earned – shows all commissions on orders that are earned; Trx considers any processed order that has been invoiced to be an earned commission.

    • Due – Shows all commissions that are considered to have a status due; an order that has had its invoiced payment received.

    • Paid – Any invoices that have had a commission payment already made on it

  • Sales Person/Document – You can query a specific salesperson or document by typing it into these boxes and pressing the enter key.

  • Document Type – What type of document this is; Invoice or Debit/Credit Memo

  • Total commission – This field totals the commission. Double Click this field to edit the commission total by adjusting the Sell and Cost on the Document. It will bring up the Commissions Detail Tab

  • Comm. Amount – This field is a changeable field that represents the total amount of commission on the document

  • Comm. Percent – Changeable field that represent the percentage of the total commission.

  • Date earned – The Invoice Date is the date that the commission is earned and shows in this field.

  • Date Due – If AR has received and processed the payment for this invoice the date will populate in here.

  • Date Paid – If you have used the “Update commission” screen to mark this invoice as paid it will show as paid here and display the date that you updated the record.

  • Status -  the Status of the document in question.

Commission Details Tab

Double click on the Total Comm field on a document to view and edit the document details.

  • Details for [Document] - This will display the Document Type and Number

  • Item - The Line item on the Document

  • Qty - The Quantity from the Invoice Line Item

  • Comm Calc - The Commission calc setup on the line

  • Unit Price - Unit Price from the invoice. Adjust to correct commission percent

  • Unit Cost - Unit Cost from the invoice. Adjust to correct commission percent

  • Tot Price - Total Price for the Line on the Invoice

  • Tot Cost - Total Cost for the Line on the Invoice

  • Margin Amount - Amount of Margin from the Invoice line

  • Commission Percent - Commission Percent from the Invoice line

  • Cancel & Return - Use this to go back to the Adjust Commission tab without making any changes

  • Save & Return - Use this to go back to the Adjust Commissions tab with the updated amount