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This configuration provides an easy way to setup default commissions across priceitems.
Account Finance Settings - Detailed Override Commission Control
Some schools offer more detailed commission structures to their agents, typically different commission percentages or amounts based on Product/Service or by , Service Type (Course, Accommodation, Admin Fee) and School for multi-schooled clients or sometimes also by Agent Market Country.
Commission overrides are set using the Account Finance Settings object.
This is accessible as a related list at the bottom section of thein the Override Commissions area of the Agent Account record, which can be reached by clicking on the link at the top of the Agent account screen (see below)
It is also possible to access via the Account Finance Settings tab (please ask your Systems Administrator to make this available for you).
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Within this, Service takes highest priority, followed by Finance Group Services then School and Service Type (combined).
2. Agent Account -Less Account Finance Setting (Agent Market (can be all), Service, Service Type + School)
This is an override commission which will be applied to any Agent which does not have an Account related (linked) record.
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Select Service to assign to a specific service; select School and Service Type (together) to apply a Service Type (e.g. Course) to a specific School.
Set the From / To dates (these use the booking date - typically today's date - to apply
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We strongly recommend that you use a Test Student TEST STUDENT and complete a test booking to ensure that this finance setting is performing as you would expect. Please note that option 2) global needs to be used extremely carefully, as these can easily apply system wide commissions. This This will mean that commissions will be applied to ALL agents that are not entitled to themapart from those that have their own override records. See Finance Service Group on how to use this to link Services together into a Finance Service Group and use this record to control commissions |
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