Contract Commissions & Payouts

This is where any payouts / commissions are entered, requested, and managed.

The payout list will show all automatic and manual payouts. Sales reps cannot edit payouts. However, if a payout is available there will be a Request link. Once they click Request the payout will be placed in In Review status. Managers can open and edit payouts by simple click the payout within the list.

Overhead and Payout Lock

If a User has the proper permissions, they can lock all Contract payouts, commissions, and overheads. No new automated commissions will be added or updated.

To lock payouts, click the checkbox and set the Payouts Closed Date.

Payouts Open for Creation/Payouts Locked and Final - Here managers can lock payouts. Reps will not be able to request payouts and new automatic payouts will NOT be created. The Payouts Closed Date can be used indicate the closing date of the project. You will be able to query by this date within some reports.

Click the Payout Log button to see the testing of existing payout rules. If you don't see a payout or something does not look right, the log will give you an indication of what is going on.