Approve a Vendor Commission

After an employee commission has been completed, it transitions into the "Ready to Review-Vendor" state, where it awaits review and approval by your management team. Once approved, the appropriate expenditure record is automatically generated for the respective commission.  It is highly recommended that prior to approving you complete an additional review of the commission record and the following are some best practice tips prior to approving.

1. The person approving the commission should not be the same person who completed it.  This ensures there is always a check and balance in your commission process.

2. If your company utilizes the Comm Analysis records, you will need to review this to ensure the commission % is accurate and the non-commissionable amount has been updated accordingly as the vendor update may alter this.  You can quickly see if the comm analysis record was used to update the commission record by seeing if the Copy to Commission field is checked.  For more information please see Updating and Utilizing a Comm Analysis Record article.

3. Review the Commission Input fields to ensure that all key inputs have been entered accurately.

Note

If while reviewing a commission it is determined that a fixed $ adjustment is needed, you can add that adjustment to the Adjustment Commission $ field.  A positive entry into this field will add to the commission and a negative entry will reduce the commission.  Once a commission record is approved you will need to create a new Commission Adjustment record if any commission adjustments are needed.  For additional information see the Add and Complete a Commission Adjustment Record article. 

4. It is essential to review the Calculated Fields to ensure that they have been populated correctly. 

When you have completed your review click on the Approve Vendor Commission transition, ensure the Job Costing record and the GL Account is associated and click Save to officially approve the Commission and create the appropriate expenditure record for this commission.   The following video provides an overview on this approval process. 

 

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