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Classes, Quota, Commissions... please work.

edited May 11, 2009 5:50PM in Commissions 1 comment

Hey,

I've tried all possibilities except the one that works. So I'd like to find out what that looks like. (I'm using the sandbox fyi)

Schedule Name                   Class Commission 
Commission on               Quota 
per  Period                        Monthly 
Categorized by                  Classes 
Categorization applies to  Payout Only 
Eligible Amount                 Collections 

                 %0      %100     %150
Subclass X 4.0%     4.5%   5.0%   
Subclass Y  2.5%     3.5%   4.5%

-I've setup the quotas with these subclass for the sales rep
-I've applied the classes  to the transaction line item (which I'm testing) - and received payment on invoice for the correct month (using April in this case)
-I've setup a commission plan to include this schedule
-I've set the payout days option to 0 (so we can payout commissions asap)

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