How do I create a commission settlement?

Requirements

1. Enter a sales order using a sales partner entitled to commission.
2. Create a shipment for the sales order with sales partner.

Steps

Open commission deed

1. Open “Commission deed” from the menu.
2. Use the filter to find the commission deed you want to settle and open it.

Alternatively:

1. Open the entry of a sales order with sales partner which has been shipped.
2. Use the sales order’s related documents to jump into the window “Commission instance” (under SALES in the sidebar) and then open the entry there which has already been found by the filter.
3. Use the commission instance’s related documents to jump into the window “Commission deed” (under SALES in the sidebar) and then open the entry there which has already been found by the filter.

Settle commission payment

1. Use the commission deed’s related documents to jump into the window “Purchase Invoice Candidates” (under BILLING and then “Invoice Disposition” in the sidebar).
2. Select the commission line you want to settle.
3. Start the action “Generate invoices”. An overlay window opens up.
4. Click “Start” to confirm and close the overlay window.
5. You will receive a notification in the upper right corner once the settlement has been generated.
6. Click on the notification to open the settlement document.
7. Open the PDF print preview.

Next Steps (optional)

• Create an invoice for the sales order with sales partner.