01. PURPOSE
This routine calculates commissions of sales representatives within a period selected. The calculation must be processed before the generation of dates for payment of commissions.
You can define the following configurations through parameters:
- Consider the interest amount in the commission calculation base.
- Consider discount amounts granted in calculation base of commissions by posting.
- Define that commissions on the clearance of bills in advance of NCC type are calculated.
- Recalculate commissions generated:
- through the posting of a bill.
- through the issuance of a bill.
- For both cases.
Besides parameters, the system also checks if the reasons registered for posting should generate commission for sales representatives.
Tip
We suggest you set the Posting Reason as CMP - Clearance in the Table of Posting Reasons so that offline calculation is performed for sales representative commissions referring to the posting of bills due to clearance.
The default posting reason is Yes for Commission Calculation.
02. PROCEDURE
To recalculate commissions:
- In Commission Recalculation, click Parameters.
- Fill out the fields according to the field help instructions.
- Check and confirm the information.
- The system returns to the routine's description screen.
- Confirm it.
- The commission recalculation process is started.
The search for the commission percentage when creating the sales order follows this order:
1) Product registration
2) Customer registration
3) Sales representative registration
03. IMPORTANT INFORMATION
Handling of Taxes
For handling taxes on the commission calculation, check FINA440 - Calculation of commissions for bills with taxes.
Base Commission Income Tax
A3_BASEIR - Income Tax Basis which, in the Sales Representatives Registration (MATA040), considers or not the Income Tax basis on the commission value.
If set to 1 - No, the system does not consider the Income Tax value on a commission basis.
If set to 2 - Yes, the system considers the Income Tax value on a commission basis.
If the field A3_BASEIR is not present, parameter MV_COMISIR is considered.
Commission in bills with deductions (AB-)
The handling of commission for deduction bills of the AB- type is set by parameter MV_COMISAB.
- This is effective only for commission on posting.
- Default content = .F.
When set to .F. (Default), the entire amount of the bill will be considered for a commission.
Bill 1,000.00
AB- 100.00
When posting the bill:
Basis for commission = 1,000.00
Commission (10%) = 100.00
When set to .T., the AB- amount will be deducted for calculating the commission on posting.
Bill 1,000.00
AB- 100.00
When posting the bill:
Basis for commission = 900.00
Commission (10%) = 90.00
Commission in bills with a breakdown
When adding a bill with breakdown into installments E1_DESDOBR 1=YES, the system will generate the commission proportionally on each bill's value.
Example: In a bill for BRL 12,000.00 broken down in 3 equal installments of BRL 4,000.00, for each installment of BRL 4,000.00, the commission percentage set in the (A3_COMIS) field will be calculated.
Note
Regardless of the commission being on posting (A3_ALBAIXA) or on issuance (A3_ALEMISS) in the file, the commission will be generated proportionally to the amount of each installment.
Commission per product
When the product has a commission %, this becomes mandatory when calculating the sales representative commission, and the sales representative file percentage is not considered.
Parameter involved: MV_RNDPCOM
Handling of returns
The main ways of treating the commission in the cases of sales return are the following:
1 - Commission discount in the return invoice:
When issuing a return invoice from the billing module, a negative commission record is generated in the Commission Maintenance routine (MATA490 - table SE3). In this scenario, when clearing the NCC generated by the return, the commission is still generated on the NCC.
MV_COMIDEV = T
MV_COMISCR = S
Calc comiss w/o NCC? = YES
Proportionalization of taxes
This scenario takes into account the items in the return invoice when proportionalizing the commission basis.
Example: Consider an invoice with a product with IPI and another one without IPI, linked to a sales representative that does not consider IPI on a commission basis.
Item 1 - With IPI - Total Amount = BRL 1,080.00
Item 2 - Without IPI - Total Amount = BRL 1,500.00
Item 1 is returned.
An NCC for BRL 1,080.00 and a (negative) commission with a calculation basis of BRL -1,080.00 are generated (because the sales representative does not consider IPI on the commission basis).
When clearing the NCC, a commission will be generated with a calculation base of BRL 1,000.00 (since the sales representative does not consider IPI on a commission basis, and this scenario takes into consideration the items contained in the return invoice when proportionalizing the commission basis).
When posting the rest of the bill, in the amount of BRL 1,500.00, a commission is generated with a calculation basis of BRL 1,500.00.
2 - Commission discount in the clearance:
When clearing an NCC generated by the return, the commission is not calculated on the NCC. Only the Invoice's partial posting (invoice amount minus cleared NCC) generates a commission. In this scenario, return using the billing mode only generates the NCC, without performing any entries in the Commission Maintenance (MATA490 - Table SE3)
MV_COMIDEV = F
MV_COMISCR = N
The MV_COMISCR parameter, when set to NO, overlaps the F12 parameter Calc. commiss. w/o NCC?
Proportionalization of taxes
This scenario does NOT consider items from the return invoice when proportionalizing the commission basis.
Example: Consider an invoice with a product with IPI and another one without IPI, linked to a sales representative that does not consider IPI on a commission basis.
Item 1 - With IPI - Total Amount = BRL 1,080.00
Item 2 - Without IPI - Total Amount = BRL 1,500.00
Item 1 is returned.
An NCC for BRL 1,080.00 is generated.
When clearing the NCC, no commission is calculated.
When posting the rest of the bill, in the amount of BRL 1,500.00, a commission is generated with a calculation basis of BRL 1,453.49 (simple rule of three).
Understanding better:
Invoice = 2,580.00
NCC = 1,080.00
Posting = 1,500.00
The value of 1,500.00 corresponds to 58.139% of the bill's value. Therefore, the commission basis will be 58.139% of the commission basis calculated on the total value. As this sales representative does not consider IPI on a commission basis, the commission calculation basis on the total bill amount is BRL 2,500.00. Thus, by lowering BRL 1,500.00 from the bill, the calculation basis for the commission of the sales representative in question is 58.139% of BRL 2,500.00, i.e. BRL 1,453.49.
Why does this scenario not take into account the items contained in the return invoice when proportionalizing the commission basis?
Consider an invoice with a sales representative with a commission on posting and the following sequence of events: Invoice issuance > Partial posting > Return invoice > Residue posting. The partial posting, because it took place before the return invoice, could not take into account the items contained in the return invoice.
3 - Do not discount returns from the commission:
The return by the billing module only generates the NCC, without making any entry in Commission Maintenance (MATA490 - Table SE3) and, when clearing the NCC generated by the return, the commission continues to be generated on the NCC.
MV_COMIDEV = F
MV_COMISCR = S
Calc comiss w/o NCC? = YES
Definitions
MV_COMIDEV - Defines whether there will be commission calculated in the posting by Return/Return Invoice.
MV_COMIDEV = T - When issuing a return Invoice from the billing module, a negative commission record is generated in the Commission Maintenance routine (MATA490 - table SE3).
MV_COMIDEV = F - The return by the billing module only generates the NCC, without making any entries in Commission Maintenance (MATA490 - Table SE3)
MV_COMISCR - Indicator that allows calculation of commission for a sales representative in the CR clearing. "S" - calculate it or "N" - do not calculate it. The parameter MV_COMISCR, when set to NO, overrides the parameter F12 Calc commiss. w/o NCC? of the clearing receivable routine (FINA330).
MV_CMPDEVV - Defines whether NCC bills will be automatically cleared in the Sales Return.
Important observations
For the commission to be generated on clearing, the reason for posting must be properly configured. Access Miscellaneous -> Files, enter the CMP reason, and enable the commission calculation in the reason for posting.
If clearing is done manually by the Accounts Receivable Clearing routine (FINA330), the F12 parameters below must be properly configured:
Calc. comiss. w/o NCC?
Enter whether the System should calculate commission in compensations with NCC-type bills.
YES - The system calculates commission.
NO - The system does not calculate commission.
Calc. comiss. w/o RA?
Enter whether the System should calculate commission in compensations with RA-type bills.
YES - The system calculates commission.
NO - The system does not calculate commission.
Important: In this process, the Sales Representative and Commission Percentage data of the credit instruments (NCC/RA) will not be considered, only of the financial bill (Invoice, RC etc.)
Online and offline commission
It is set using the parameter MV_TPCOMIS.
MV_TPCOMIS = O (online)
The commission is automatically generated (after it is issued or posted) in the Commission Maintenance routine (MATA490) without the need to run the Recalc. Commission routine (FINA440).
MV_TPCOMIS = B (batch)
Offline commission: The commission calculation will only be generated after the Recalc. Commission routine (FINA440).
Base Field with ICMS (A3_ICM) for the commission of sales representative
The operating logic of the A3_ICM field in the generation of commission for the sales representative works as follows:
A3_ICM='S' - The ICMS value is discounted from the commission basis of the sales representative
A3_ICM='N' - The ICMS value is discounted from the commission basis of the sales representative
Example:
Sales representative with A3_ICM='S'
Invoice value: BRL 2,000.00
ICMS 18%: BRL 360.00
The commission basis of the sales representative will be BRL 2,000.00
Sales representative with A3_ICM='N'Invoice value: BRL 2,000.00
ICMS 18%: BRL 360.00
The commission basis of the sales representative will be BRL 1,640.00
04. FREQUENTLY ASKED QUESTIONS
How to consider interest on a commission basis?
The routines Posts Receivable (FINA070), Automatic Posts Receivable (FINA110), and Collection Return (FINA200) are parameterizable by question F12:
Cons. commission interest/addition? "Yes" (to consider interest at the basis) or "No" (to not consider interest).
05. OTHER INFORMATION
- List of Commissions - check commissions recalculated.
- Posting Reasons File - to check the Posting Reasons registered.
Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas