Commission calculation

[metas-ts]

Is this a bug or feature request?

FR

What is the current behavior?

Which are the steps to reproduce?

What is the expected or desired behavior?

[metas-ts]

Dev-Test WIP

New Product:

There is a "system-product" for commission settlement. URL: https://yourhost.metasfresh.com/window/140/540420


• The produkt is used by metasfresh when creating commission invoices (a.k.a. commission settlements)
• :exclamation: Important: this product needs to have a purchase price for every salesrep that shall receive commission.
• the price specifies how much noney a sales rep gets for each commission point
  • e.g. if you have a price of 1EUR, that means one commission point is one euro

New fields in bpartner


• sales rep releated
  • Ist Vertriebspartner (Is sales rep): yes means that the partner can get a commission contract and can be selected as a sales rep for end customers
  • Vertriebspartnercode (sales rep code): string (max 100 digits) that a sales rep can share with "his" endcustomers. They can specify that string when placing a sales order
• endcustomer related
  • Auftrag nur mit Vertriebspartner (sales rep required): if yes, then the sales order for a for a given customer cannot be completed, unless a sales rep is specified in that order
• both
  • Vertriebspartner (sales rep): "default" sales rep for this endcustomer or "parent" sales rep (=> hierarchy!) for a sales rep
  • note: can be changed in this window, or from a sales order

New fields in sales order


• Auftrag nur mit Vertriebspartner (sales rep required): read-only, set from the endcustomer's masterdata
• Vertriebspartnercode (sales rep code) can be entered here, to look up the respective sales rep
• Vertriebspartner (sales rep) the sales rep in question.
  • note: you can also set a sales repo, if it's not required for the endcustomer in question
  • you can also choose a sales rep without having a code

New in contract conditions


• New type "Commission"; if selected, then "Hierachy commission settings" needs to be referenced
• Rechnungsstellung/InvoiceRule will be used for the commission settlement contract.
  • after delivery => commission can only be invoiced when the sales produuct was delivered

New window "Hierachy commission settings"


• note that in this window we specify which product categories and bpartner groups amount to which commission percentage
• both product categories and bpartner groups are optional; "empty" matches "all"
• the matching record with the lowest sequence number is used

New window "commission instance"

A user can zoom to this window from the respective sales order


• One record for each "commission-trigger" (i.e. a sales invoice candidate)
• on the left, we see which customer, sales order, invoice candiate and product the instance is about
• on the right, we see the number of commission points (actually the respective net ammounts) which are
  • just ordered, but not invoicable
  • invoicable
  • invoiced
• 💡 this is directly related to the sales invoice candidate (e.g. invoice rule, and/or delivered quantity)!

New window "commission share"

• for every instance, there is one share per sale rep that gets commission
• A user can zoom to this window from the respective commission instance

Here we have the window's "list" view


we see:

• the endcustomer has a sales rep, which in turn also has a sales rep
  • => 💡 commission hierarchy!
• each share contains
  • specific commission points that are related to the commission trigger, i.e. the sales invoice candidate (the first 3 points-columns)
  • specific commission points that are related to the commission settlement (the last 2 points-columns)
• according to the commission settings:
  • each sales rep gets 30% from the commission instance's base points
  • the commission points for lower levels are subtracted from the base when computing the commission for higher levels (that what the secondary sales rep gets less points)
• if a commission trigger is invoicable, the respective commission can already be settled (might become another settings parameter in future)
• the share with level=1 was already settled, the share with level=0 was not yet settled
  • settled means "commission invoice" (SOTrx='N') was created for the respective sales rep

Here we have the window's "detail" view for one of the two shares:


In the detail view, we see the commission log.

It contains

• all changes (e.g. if sales invoice was voided)
• a referenece to the commission settlements invoice candidate

commission settlement invoice candidate


This is a normal purchase invoice candidate with the respective sales rep as partner and the commissionpoint product as product.

commission settlement invoice


here you see

• the decidated document type
• that the commission points we converted to qtyInvoice