SALES REP
COMMISSION
REQUIREMENTS
This manual contains reference information about software products from Activant Solutions Inc.
The software described in this manual and the manual itself are furnished under the terms and
conditions of a license agreement. The software consists of software options that are separately
licensed. It is against the law to copy the software on any medium, or to enable any software
options, except as specifically permitted under the license agreement. In addition, no part of this
manual may be copied or transmitted in any form or by any means without the prior written
permission of Activant Solutions Inc.
From time to time, Activant makes changes to its software products. Therefore, information in this
manual is subject to change, and the illustrations and screens that appear in the manual may differ
somewhat from the version of the software provided to you.
Created by:
Yardley Technical Communication
©2007, Activant Solutions Inc. All rights reserved. Activant and the Activant logo are registered
trademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. All other company
or product names are the trademarks or registered trademarks of their respective companies.
Activant Solutions Inc.
7683 Southfront Road
Livermore, CA 94551
Acclaim Version 18.0
Publication Date: 11.08.08
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Table of Contents
1 INSTALLATION INSTRUCTIONS _______________________________________4
2 USING THE SOFTWARE ______________________________________________6
SALES REP _________________________________________________________7
Sales Rep/Taker Maintenance _________________________________________7
Regular and Direct Ship Commission ____________________________________8
Stock, DS, and NS Item Commission ____________________________________8
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1 INSTALLATION INSTRUCTIONS
The PKG-INSTALL module is designed to allow you to install any Prophet 21® Optional or Select Software
via a serial number, instead of using a separate tape to install the feature.
Before proceeding with these instructions, be sure to
Stop the system.
Run a Verify and the Job MISMATCH. For more information on these commands, refer to your
Prophet 21 Operator’s Manual.
Turn all units offline. For more information on turning your units offline, refer to the Operator’s Manual
Make a total copy of your system. For more information on creating a total copy, refer to the Operator’s
Manual.
After the total copy is made, keep the system stopped and turn all units online. For more information on
turning your units online, refer to the Operator’s Manual.
At Utility Command, press [Esc] to go to the Job prompt. Press [Enter] to log into the system and get to a
Job prompt or jump to box.
1.
To install the Select Software, you need the shipping paper sent to you by Prophet 21. This shipping
paper contains a serial number which will be used in a later step.
2.
Type PKG-INSTALL at the job prompt or jump to box to display the following screen.
PKG-INSTALL
----------This program will allow you to pre-install an optional package or
direct catalog feature. All that is required is the serial number,
which is located on your shipping paper.
Please enter serial#:
3.
Enter the serial number that appears on the shipping paper sent by Prophet 21, and press [Enter].
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SALES REP COMMISSION REQUIREMENTS
1 INSTALLATION INSTRUCTIONS
4.
If an incorrect serial number is entered, the following message appears:
** Invalid Serial Number! **
Retype the serial number from your shipping paper or contact the Prophet 21 Inside Sales
Department for assistance.
5.
If the correct serial number is entered, the following screen appears:
** Pre-Install Complete! **
Do you wish to run INSTALL now? (Y N)
6.
To continue the installation of the Optional or Select Software, type Y and then press [Enter]. The
Optional or Select Software installation screen will appear.
To suspend the installation of the Optional or Select Software, type N and then press [Enter]. When
you are ready to resume the installation, type INSTALL at the job prompt or jump to box and press
[Enter]. The Optional or Select Software installation screen will appear.
Installing: DC SLM COMM REQUIREMENTS
MM/DD/YY
** No activity profile questions needed. **
** File or jobstream changes are needed for this feature.
** When installation is complete, LIB-UPDATE will automatically run.
Proceed? (Y N):
Enter a "Y" to Proceed, "N" otherwise. If you choose to proceed, the Select Software is installed.
When the installation is complete, LIB-UPDATE runs automatically to install any new Job
Streams and to create any new files required by the Select Software. SLAUXD and SLAUXD are
created to hold the 35-break commission schedules and requirements. The Sales Rep data file
(SLMAND) is expanded.
7.
When the installation has been successfully completed, remember to activate all terminals by entering
GO at the Utility Command prompt.
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2 USING THE SOFTWARE
Delegate minimum requirements for salesreps to be eligible for commissions.
The SALES REP Commission Requirements Select Software provides the ability to designate minimum
requirements which must be met before commissions are granted. Up to 35 commission breaks are provided.
IMPORTANT!
This Select Software is not compatible with the following Select Software:
DC COMM ON PROFIT/LINE ITEM
DC SLM COMM BY PROD GROUP
DC 12 BREAK COMM SCHD
DC PPD FREIGHT IN SLM COMM
DC COMM PER LINE ITEM
DC SLM COMM SPLITS
DC COMM ON PROFIT/LINE ITEM provides the means to calculate Sales Rep commissions based on profit
per line item.
DC SLM COMM BY PROD GROUP provides the means to calculate Sales Rep commissions based on
product groups. Options to enter, edit, delete, and list product group commission schedules are provided.
PTD Sales Rep commissions can be recalculated from the WBW file.
DC 12 BREAK COMM SCHD provides the ability to set up 12-break commission schedules for both regular
and DS. All Sales Rep commissions are calculated based upon the 12-break commission schedules. If no
schedule has been set up for a particular Sales Rep, a single designated commission schedule serves as the
default.
DC PPD FREIGHT IN SLM COMM enables Sales Rep commission calculations to include the prepaid freight
amount in the total cost before calculating the profit.
DC COMM PER LINE ITEM provides the means to calculate Sales Rep commissions based on profit per line
item. A company option lets you refine the Sales Rep commission calculations.
Cost factors may be defined for any combination of customer, vendor, product group, and item.
Cost factors are applied against the cost of the item prior to calculating the profit during
commission calculations.
A report showing the commission per invoiced line item for each Sales Rep may be printed.
You can select the standard cost as the commission cost basis, regardless of the setting of the
company-wide cost basis.
DC SLM COMM SPLITS allows up to four Sales Rep to split the commission on orders, quotes, and customer
returns. Taker commission splits are not allowed.
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SALES REP COMMISSION REQUIREMENTS
2 USING THE SOFTWARE
SALES REP
Thirty-five-break commission schedules may be set up for each Sales Rep. Commissions can be based on
invoice or line item values. When commissions are based on invoice values, separate schedules can be
established for both regular and direct-ship sales. When commissions are based on line item values, separate
schedules can be established for stock, non-stock, and direct-ship items. Minimum requirements can be
designated for each type of commission.
SALES REP/TAKER MAINTENANCE
Commissions can be based on either total invoice or line item values, as controlled by the Commission Basis
field. When commissions are based on total invoice (INV) values, separate commission schedules can be
entered for regular and direct ship invoices. When commissions are based on line item (LINE) values,
separate commission schedules can be entered for stock, non-stock, and direct ship items. Different minimum
requirements and cost factors can be specified for each commission basis.
If commissions are based on total invoice values, you can Incl prepaid out-frt in cost (the order's) before
commissions are calculated. For both commission bases (invoice or line item), you can Incl prepaid in-frt in
cost (the order's) before commissions are calculated.
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SALES REP COMMISSION REQUIREMENTS
2 USING THE SOFTWARE
REGULAR AND DIRECT SHIP COMMISSION
When commissions are based on total invoice values (Commission Basis set to INV), separate commission
schedules can be entered for regular and direct ship invoices. As the prompts are identical, only the "Regular
Commission" screen is shown in this document.
STOCK, DS, AND NS ITEM COMMISSION
When commissions are based on line item values (Commission Basis set to LINE), separate commission
schedules can be entered for stock (regular), direct ship, and non-stock items. As the prompts are identical,
only the "Regular Commission" screen is shown in this document.
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SALES REP COMMISSION REQUIREMENTS
2 USING THE SOFTWARE
Minimums are used to determine whether an invoice or an order qualifies for commission, and can be based on
either total invoice (INV) or total order (ORD) values, as controlled by the Min Basis field. The setting of the
Commission Basis field has no bearing on the Min Basis field.
The minimum can be based on the total invoice/order sales amount or profit dollars, as controlled by the Min
Terms field. (Profit calculations for total order values are based on cost estimates for each item and may
differ when the order is invoiced). The minimum requirement itself is entered in the Minimum field.
The Cost Fact is applied to either an invoice's cost or the individual line item costs (depending on the setting
of the Commission Basis field) before the total invoice/order values and profits are calculated. Therefore, this
field can affect whether or not an invoice/order meets the minimum requirement to qualify for commission.
Cost Fact is also applied to the commission itself. However, revised invoice costs that result from the
application of the cost factor do not appear in the Invoice Registers or other areas of the system. Only the
original invoice costs appear in these areas.
Commissions for direct ship items that are also stock items can be calculated on either the stock item
commission schedule or the direct ship commission schedule, based on the setting of the Include stock DS
field. Commissions for non-stock direct ship items are always based on the direct ship commission schedule.
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