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Commissions 22.2

Enhanced and Redesigned Commissions Module

Due to increasing interest in managing Commissions, MACC has redesigned and enhanced Commissions. The changes will allow Customer Master to provide a more flexible and robust module for companies offering commissions. Previously, users were able to establish the commission amount to be paid on the initial commission payment and monthly recurring payments. A newly added option of Term commission payment will allow users to offer commission at the term of a service or contract. Commissions were added to the Employee maintenance, allowing users to establish commission defaults and auto assignment of commission for designated employees. Commission Assignment was improved for services, and contracts, and is now available for OCCs. The Commission process was improved to allow users to approve assigned commissions for current and future billing cycles. Newly added security roles will allow employees to have access to view commissions for themselves only, assigned departments, or to view all commissions.

Maintenance | Service Order | Service Order Agents: The Agent screen was changed to accommodate commissions for vendors and now represents non-employee agents. Agent Type of “Employee” was removed from the Type dropdown selection and only the Vendor will be available. A checkable group box was added to the screen, labeled “Commissionable.” When checked, the Agent will be eligible for commissions. The Override group box establishes a base commission rate for Vendors. The boxes in the group box represent the following Billing Types:

  • Initial Amount – one-time commission at the beginning of service or contract
  • Recurring Amount – recurring commission throughout the service or contract
  • Term Amount – one-time commission at the end of service or contract

Each dropdown offers the following selections and a field to enter the amount based on the selected Commission Type:

  • No Override – when selected will populate/disable a $0.00 amount and override values of flat or percent
  • Flat Rate – represents a flat dollar value
  • Percentage – represents the percentage value

Users can assign a recurring and a flat rate to an agent. For example, a Vendor could receive a monthly recurring revenue for a contract and receive a flat rate commission for a single sale. In addition, the Agent grid will now include the new Commissionable values.

Commissions Image 1

Maintenance | Common | Employee: A new tab labeled “Commissions” was added to the Employee Editor. Like the options in the Agent Editor, users can establish which employee will receive commissions. The Override group box establishes a base commission rate for the employee, and users can enter a commission type, billing type, and enter commission amounts or percentages. For example, an Employee could receive a monthly recurring revenue for a contract and receive a flat rate commission for a single sale. A checkbox “Default Employee Commission to Net Login” will default commissions to the Employee Net Login when checked. This is convenient when employees perform commissions in service orders.

Commissions Image 2

Maintenance | Service Order | Contract: The existing Commissionable group box in the Contract Editor was altered so users can establish the commission type of “Percentage” and a billing type of “Term.” An underlined “Type” and “Amount” was added next to the group boxes. A new group box for the billing type of “Term Amount” was added. Each dropdown now has options of Flat Rate and Percentage available for the Initial, Recurring, and Term Amounts. An Amount field is available under each billing Type to enter flat dollar or percentage values.

Commissions Image 3

Tools | Options | General tab: The “Require Full Payment” checkbox was moved from Enterprise Control to the Tools | Option | General tab, giving users the ability to flag the option for the company. Upon upgrade, if the box was checked in Preferences it will also be checked in Tools | Options. When checked, the “Require Full Payment” checkbox will enable the “Require Full Payment” option in the USP, Bundle, and Contract editors. When the “Require Full Payment” checkbox is unchecked, the Require Full Payment feature will be disabled for USP, Bundle, and Contract editors but could potentially still be populated based on the setup.

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Commissions can be granted to employees/agents for sales of services which include:

  • USP Codes
  • Bundles
  • Contracts
  • OCCs

Let’s take a look at the changes in these screens for commissions.

Maintenance | Common | USP Code and Bundle Editors: The Commissionable section on the USP Code and Bundle Editor screens was altered to remove the Primary and Secondary labels and the “Amount” field was added. With these fields in place, amounts for Initial and Recurring (Flat or Percentages) can be entered for Commissions.

Commissions Image 5

Service Order | USP/Bundle and OCCs: A Commission Assignment button was added to the USP Node of the Service order which will be enabled when selecting and posting any USP Code or Bundle flagged as Commissionable. Clicking the button will open the Commission Assignment grid displaying any commissions for the services (USPs/Bundles). Any employees/agents flagged as commissionable with override values set in the Employee Editor will be present in the grid. If the employee/agent doesn’t have any override commissions established, the commission type and values associated with the USP, Bundle, or Contract will be present. Multiple employees/agents can be assigned to a single service or contract. When assigning commissions to an agent/employee, fields will be available for editing. If the only USPs/Bundles on an Account are pre-existing and without assignments when the Commission Assignment window opens, the “Show All” box will be automatically checked. Commissions are now available when adding OCCs. When a commissionable feature is selected for an OCC, the Commission Assignment icon will be enabled for the assignment.

Commissions Image 6

Service Order | Contracts: Similar to the USP node, a Commission Assignment button was also added to the Contracts node of the Service Order. The button will be enabled if the Contract Code selected was flagged as commissionable in the maintenance table. Clicking the button will open the Commission Assignment grid displaying any commissions for the contract. Primary and Secondary Agents are no longer tied to Commissions but will be available for printing on the Contract. Deleting a new contract will remove the commissions. When a contract is declined the contract and any existing commissions associated with that contract will be hidden from both the Commission Assignment Screen and also the Commission Service Order Node.

When an existing feature is added to a contract, then that feature, and any existing commissions associated with that feature, will also be hidden. If the Feature is removed from the contract, then that feature and any existing commissions previously associated with that feature will reappear in the Commission Assignment Screen and also the Commission Node.

Commissions Image 7

Service Order | Commission: A Commission Assignment button was added to the Commission Node of the Service order which will be enabled when USP Code, Bundle, OCC, or Contract has newly assigned Commissions. Highlighting a specific service will allow users to edit the commission assignment as needed. Manual Commissions can be added by selecting the Insert button. When the Service Order is Applied, there will be a warning message for any unassigned.

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Maintenance | Service Order | Tier Status: When the Tier Status has the Break Commission option flagged, this action will automatically End Date corresponding commissions. When a tier is disconnected with a USP Code, OCC, Bundle, or Bundle Element that has a corresponding Commission record, then that Commission record will be end dated. When the Account tier gets disconnected with an assigned Contract and a Commission record, then that commission record will be end dated.

Packages | Accounting | Commissions | Commissions Processing: The Commissions screen was renamed to Commissions Processing and improved to allow users to approve assigned commissions for current and future billing cycles. The Commissions Processing feature is in a grid format, with standard grid format functions. The End Date field will auto load based on the Bill Date prior to the entered End Date. The field will default based on the current day, plus three months. IE: 9/27/2022 is the current day, defaulting to 12/27/2022. The Status field will have four options to select:

  • Pending – not through billing, but can be approved
  • Ready for Process – been through billing
  • Approved – commissions approved
  • Canceled – commissions canceled

The Commissions processing grid will open with commissions that are Pending and/or Approved with an as-of End Date. Only Commissions from applied Service Orders will be present in the grid for approval. Commissions can be edited in the grid and only the amount established or less can be entered. Commissions can be approved at any time for current or future bill cycle dates.

When the Execute icon is selected, all records flagged for approval and ready for processing will be processed. The Commissions report will display when the process is complete. It will display Agent/Employee, Commissions earned with detail and sub-totals, providing a total for each Agent/Employee and a company grand total for the process. Processed records will be saved for seven years.

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