Design¶
The Commission Module introduces and extends the following concepts:
Agent¶
An Agent links a party to a Plan <model-commission.plan>. An Agent can be either an agent or a principal of the Company <company:model-company.company>.
Agent Selection¶
The Agent Selection contains a sets of rules to assign automatically an Agent <model-commission.agent> to sales based on criteria.
Plan¶
A Plan defines how the Commission <model-commission> of an Agent <model-commission.agent> is computed using a list of formula with criteria.
Commission¶
The Commission concept is used to register the amount that is due to an agent or to receive from a principal.
An Invoice <account_invoice:model-account.invoice> can be generated using the Invoice button. The commissions invoiced together are grouped by Agent <model-commission.agent>.
Wizards¶
Create Commission Invoice¶
The Create Commission Invoice wizard helps the user to invoice all the pending Commission <model-commission> based on search criteria like the date period or the Agent <model-commission.agent>.
Commission Reporting Agent¶
The Commission Reporting Agent sums the commission amounts per Agent
<model-commission.agent> for the selected period from the Context.
Product¶
The Product concept is extended to store the principals who pay a commission when the product is sold.
See also
The Product <product:concept-product> concept is introduced by the Product Module.
Party¶
The Party is extended to store its Agent Selection <model-commission.agent.selection>.
See also
The Party <party:model-party.party> concept is introduced by the Party Module.
Sale¶
The Sale is extended to store an Agent <model-commission.agent> on the header and Principal <model-commission.agent> on the lines. Those values are copied to the generated Invoice <account_invoice:model-account.invoice>.
When a Product <product:concept-product> is selected, its principal is copied on the line. When the Sale is quoted and if there is no Agent filled, one is computed using the Agent Selection <model-commission.agent.selection>.
See also
The Sale <sale:model-sale.sale> concept is introduced by the Sale Module.
Invoice¶
The Invoice concept is extended to store an Agent <model-commission.agent> on the header and Principal <model-commission.agent> on the lines.
When the Invoice is posted the corresponding Commissions <model-commission> are created. Its due date is set later depending on the commission method.
See also
The Invoice <account_invoice:model-account.invoice> concept is introduced by the Account Invoice Module.