Define your account executives here.
Description:
Enter the name of the account executive with last name first, a comma,
and first name. For example York,
Kellie. This allows reports
organized by account executives to print alphabetically by last name
Commission Type: Enter
the most common commission type for this account executive from the selections
shown in the drop down and defined in the defaults form.
For example a or b or c. The
commission type assigned here determines the calculated amount of commission
applied to each invoice during billing. It is also the commission amount printed on sales and
accounts receivable reports. If a
different commission type is needed, you can change the Account Executive
Commission type on that individual contract record.
Leave Commission Pct 0.00 if you choose to fill in this field.
Commission
Pct: If you have not entered a
letter in the previous field, you can enter a commission rate here.
The system will calculate commission based on this rate.
File-Print submenu.
File-Defaults submenu.
Billing/Collctns: Type B if you want
to pay the account exec. commission
after billing the invoice. Type C
if you want to pay the account exec. commission
after collecting money.
Base
rate:
Enter the percentage of commission.
Upper
limit:
Enter the dollar value, which when reached, will cause the system to
switch over to a different percentage rate (rate over limit).
Rate
Over Limit: After the limit entered in the previous field, enter the over limit
commission percentage.
Late
rate after days: Enter the number of days that the account exec.
has to collect the bill, after which the late rate applies.
Late
rate: After the day entered in the
previous field, enter the late rate commission percentage.
Zero
rate after day: Enter the number of days
after, which the commission percentage will not apply.
Auto-number:
Enter the auto-number start point.
