Lesson #73
Payables – Override Sales Commission function
MR9 automatically calculates commissions for sales reps. You can override the calculated commissionable amount on a single posted invoice without changing your commission rates and/or change the person receiving the commission.
MR9 calculates commissions by multiplying the commissionable amount by the sales rep’s commission rate. The commissionable amount is calculated and stored for each invoice by adding all of the service items that are marked as “commissionable.” You determined whether a particular service item is commissionable or not when setting up MR9. However, you can override the calculated commissionable amount on any invoice using this function.
Find, view, update
You can look up posted invoices to update by invoice number or job number, a date or date range for the invoice or related job, a case, the assigned sales rep, and/or the specific business unit(s) in your company.
Search results include all of the search categories plus invoice amount, balance, and commissionable amount; Bill To and Sold To clients; and date voided.
You can sort your results in the grid by one or more columns in ascending or descending order (but when you exit the function, MR9 will revert back to the default order). Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, print, share, or use in other applications.
When you locate the invoice with a commissionable amount you want to override, you can view basic details about the invoice and related job, including a breakdown of the commissionable service items and the total commission for the sales rep.
You can update the total amount for the sales rep; or if the wrong person appears in Sales Rep, you can change or remove the name. Export the results to save, print, share, or use in other applications.
TL;DR: MR9 automatically calculates commissions for sales reps. You can correct commissions on individual invoices without changing your commission rates.
MR9 concepts in this lesson
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.
Service items: Regular charges that you bill to your clients are called service items in MR9. Service items are listed on your invoices to provide itemized details for your clients and third-party payers.
