Approve sales commissions for payment

Before a salesperson can receive their commission for a sale, you must approve the commission for payment.

To approve sales commissions for payment

1. Open the Commission Payable (COMPAY) page.

   a. Select Financial Management > Financial Transactions > Accounts Payable > Commissions Payable.

   Or

   b. Search for COMPAY or Commissions Payable in the Navigation box and then select Commissions Payable.

   The Commissions Payable (COMPAY) page appears.

2. All payable commissions display in the grid at the top of the screen. There are several ways you can group this information to make it easier to work with.

• In the Type column header, select the group of sales personnel whose commissions you want to view. The default is set to view All, but you can also select to view commissions for only Internal (Employee) or External personnel.

• Click on any of the column headings in the grid at the top of the screen to re-display the commission records in order by that column.

3. To approve only one commission for payment:

   a. In the grid, select the row that contains the commission to approve.

   b. On the child toolbar, click Approve.

   As long as this commission is unpaid 1. An accounts payable invoice status that indicates the invoice is approved, but you have not paid any of the amount due. 2. An accounts receivable invoice status that indicates the invoice is approved for payment but the customer has paid none of the amount. 3. A debit memo status that indicates the debit memo is approved, but you have not applied any portion of it to expenses. 4. A credit memo status that indicates the customer has applied no portion of the credit memo to purchases. you can change the status of the commission back to unapproved.

4. To approve commissions based on the Type column in the grid:

   a. In the Type column header, select either All, Internal (Employee), or External.

   b. To approve all commissions of the selected type, click Approve All on the child toolbar. The records displayed will be approved, and Approve All is replaced with Unapprove All.

   c. To approve a commission, select the commission and click Approve on the child toolbar.

5. To approve commissions based on the date range in which the accounts receivable invoice was paid:

   a. On the Toolbar, click Browse.

   The Browse For Commissions Payable window appears.

   b. Select the row that contains the required year, and click Select.

6. As long as commissions are unpaid, you can change the status of all commissions listed back to UnApproved.

   a. Click Unapprove All on the child toolbar to change all commissions displayed back to UNAPPROVED.

   b. To unapprove a single commission record, click the record in the grid at the top of the screen and then click Unapprove on the grid toolbar.

   Based on the record selected in the grid and depending upon whether it is Internal or External, the Export Approved Commissions button or Post Approved Commissions button appears on the header.

​