There are reports that you should run prior to processing commissions to ensure that all exceptions and possible issues have been considered.
Bonus > Reports > Orders > Entered Orders
This report shows orders that are in an Entered status. Orders with an Entered status will not be included in any bonus calculations. Orders are commonly in Entered status because they are unpaid or there is a balance due (overpaid or underpaid).
To include an order in the current bonus run:
See also Orders.
Bonus > Reports > Orders > Possible Orders Bonus Missed
This report shows orders with a posted date after the end date of the period it belongs to.
To include an order in the current bonus run:
See also Orders.
Bonus > Reports > Ranks > Force Ranks
All Reps shown in this report have a forced rank. Double check the list to ensure it is correct.
If you need to change the forced rank of a rep, you can do that from the Rep's page in the back office. Edit the rep, then use the Secured Data menu item to access the Forced Rank setting.
See also Ranks.
Rep’s Attributes: Rep’s page > Rep menu > Bonus > Administration > Attributes
Refer to your compensation plan for the proper use of Rep Attributes within your specific business model.
Should any attributes be set for a Rep? If so, this must be done before running Step 1 of commissions. Examples of Rep Attributes: Waive Active, Waive Binary Qualified, etc.
Inventory Attributes: Inventory Item Page > Administration > Inventory Attributes
Refer to your compensation plan for the proper use of Inventory Attributes within your specific business model.
If any items should be flagged with an Attribute in order to qualify reps for pay purposes, ensure that those items have the proper Attributes applied prior to running commissions. Examples of Inventory Attributes: Pro Pack item, Pool Bonus eligible, etc.