Commission Plan Setup

MoversSuite Administration > Accounting and Financial Services > Commission Plan

Commission Plans are assigned to employees through the Commission Plan setting in Personnel Setup and define how the commissions are to be calculated. The system will generate commission automatically based on the Item Code of the transaction and the Rate Plan assigned to the order.

Reference the data in the following table when managing setup records.

Field	Description
Commission Plan Master
Description	Enter a title for the group of commission plan detail records (up to 30 characters). The values entered here are available as options within the Commission Plan field in Personnel Setup. Employees are commissioned based on the revenue associated to the commission plan they are assigned to.
Effective Date Basis	This setting determines which MoversSuite date is looked at to determine the commission details that are in effect. For example, if the Effective Date Basis is set to “Current Date,” then the Commission Plan Detail records in which the current system date falls within their effective date range are referenced for computing commissions. Commission Plan Details that have no effective date are automatically evaluated for commuting commissions. The following list describes the available basis values. Current Date Use the system date to determine which commission detail records are in effect. Actual Delivery Date The system compares the Actual Delivery Date of an order to determine which commission details is in effect. If the Actual Delivery Date is not available, the system checks the first date in the delivery date spread (Range tab in Move Information). If this date is not set, then the current system date is used to determine which commission plan details are in effect. The Actual Delivery Date is set through the Delivery Dates fields in the Actual tab in Move Information. Actual Load Date The system compares the Actual Load Date of an order to determine which commission details are in effect. If the Actual Load Date is not available, the system checks the first date in the load date spread (Range tab in Move Information). If this date is not set, then the current system date is used to determine which commission plan details are in effect. The Actual Load Date is set through the Load Dates fields in the Actual tab in Move Information. SIT Delivery Out Date Note: MoversSuite does not recommend using this option at this time. The system compares the Actual SIT Delivery Out Date of an order to determine which commission details are in effect. Manage this date through the Out Date Actual set in the SIT Information Destination section in SIT/Recurring Billing. If this date is not set, then the current system date is used to determine which commission plan details are in effect. Note: Users receive a dialog confirmation when the application cannot determine the date based on basis set here. The confirmation asks the user if it’s acceptable to base the effective date evaluation on the current system date or not.
Type	NOT IN USE
Commission Plan Detail
The detail records define the specific attributes of the commission, such as the exact amount paid and how that amount is paid for revenue associated to a particular Item Code. Refer to Add Revenue Commission for more information on usage.
Commission Amount	The system interprets the value entered here based on the selected Commission Type (see Commission Type for usage). For example, if the Commission Type is set to “Percentage” then “100” entered in this field is interpreted as 100% commission for the item.
Commission Type	Commission Type determines how the Commission Amount is interpreted as either a flat rate, a percentage of revenue line item, or by as a 100-weight amount based on the weight of the order. Select from the following types: Flat Rate The system interprets the Commission Amount value as a flat dollar amount, e.g. “25.50” is a commission of $25.50. This is the dollar amount charged for services provided. If a surveyor receives a $75 fee each time they go out, then the Flat Rate for their type is $75. Percentage If the commission is based on a certain percentage of the revenue line item, then select this option to interpret the Commission Type as a percentage of the revenue associated set forth by the Commission Basis, such as a certain percentage of the invoiced amount. Example: Let’s say we have a 10% commission percentage based on the invoice amount of $1,000. Therefore, the Commission Amount is “10”; the Commission Type is “Percentage”; and the Commission Basis is “Invoice Amount”. A commission of amount of $100 (10% of $1,000) is computed based on these settings. Weight This option computes the commission as a 100-weight value based on the weight of the order. For example, if the Commission Amount is “10” and the weight of the order is “5,000”, then the commission amount is $500 (5,000/$10). The weight of the order that the Weight basis references is the Hauled Weight (as set through Move Information); it is referred to as the Order Weight within the Add Revenue Commission dialog.
Item Code	Select the Item Code needed to generate commission transactions (see Item Code Setup). The application generates commissions for personnel associated to revenue linked to this particular Item Code.
Rate Plan	If paying the commission from a specific rate plan, then select the plan from the list of those defined within Rate Plan Setup.
Contract Master	If paying the commission from a specific contract, then select the contract from the list of those defined within Contract Master Setup.
Commission Basis	If the Commission Type is “Percentage,” the application computes the commission based on a particular transaction amount. The following basis values are available and relate to fields found in Add Revenue Item and Add Revenue Commission: Invoice Amount MoversSuite bases the commission on a percentage of the Invoice Amount of the revenue item; Gross Charges less any Discounts Net Amount MoversSuite will base the commission on a percentage of the Net Amount of the revenue item; Invoice Amount less any Reductions Revenue Amount Invoice Amount, MoversSuite will base the commission on a percentage of the Revenue Amount of the revenue item; Invoice Amount less any Discounts and Reductions. This is considered a bottom line retained amount, such as for packing labor.
Effective Start Effective End	Enter the date range that this detail record is in effect (in MM/DD/CCYY format). The dates selected here are evaluated based on the date selected for the commission plan through the Effective Date Basis setting. Enter one or both dates. If the end date is not, for example, the commission is in effect indefinitely. If no date range is entered, the detail record is automatically in effect (and displays with “No Start Date – No End Date” within the Commission Plan Detail listing. Press the calendar icon () to select a date using a calendar. Close this drop-down menu by pressing the ESC key.
1099 reportable	Set this flag if commissions on this plan are 1099 reportable. If the commissionable parties associated to this commission detail receive a 1099 at the end of the year (instead of W2) then mark this as 1099 reportable.