Applies to: RollMaster (RM) Core
Use this article as a reference for the Salesperson Draw Maintenance module, including structural setup for tracking true draw-against-commission configurations, calculating running overdraw profiles, and enforcing mandatory multi-branch Salesperson ID synchronization rules.
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Salesperson Draw Maintenance
For other Sales Processing programs, refer to the Sales Processing module documentation.
This module will allow you to set up a true Draw Against Commission when calculating salesperson commissions on a salesperson-by-salesperson basis and the module will keep track of all Draws paid and all Draw Balances accrued. The only pre-requisite for using this module pertains to multi-branch companies. In this case any salesperson being set up with a Draw must have the exact same Salesperson ID throughout all branches. Also, in order for this option to appear in the Sales Processing Menu you must enable this feature in the Company Control 2 screen of the System Control Maintenance module. It will appear as follows: Salesperson Commission Draw Paid. Make sure this control is set to “Y” for yes to use this feature. With this control set to “Y”, you will now be able to complete the setup for any true Draw Against Commission salespersons. When you enter this module the system will prompt you to enter the Initials (Salesperson ID) of a salesperson you wish to setup on this Draw program. Once you enter a recognized ID, the system will display the following Edit Salesperson Data screen:
It is not required but you can fill in the Address, City/ST, Zip Code and Telephone 1 & 2 fields for each salesperson. The Home Branch should be set to the Branch in which you will be mainly processing payables for this salesperson. In the Draw Balance field, the system will keep track of the total amount of Draw’s paid for the current pay period. Please Note: if you ever wish to adjust the Draw Balance amount, while the cursor is on the Draw Amount field below, hit the F5 key to gain access to the Draw Balance field, making sure it is a negative number once the change is made or 0.00. In the Draw Amount field type the amount of the Draw you will be paying prior to processing an actual commission report. For example, if a salesperson will receive a $500 per week Draw, enter ‘500.00” in this field. At the Always Pay Only Draw Amount field if you will only ever pay the Draw and never process a commission less paid Draws report, set this field to “Y” for yes. Otherwise leave it set to “N” for no. At the Recurring Adj. Amount to Accumulate field, if applicable, you can add an amount here for items such as Phone Expense that will added to the Draw Amount each time the Draw is paid but will accumulate so the amount can be paid back along with the total Draws when the actual Commission check is printed. At the Recurring Adj. Amount to Add to Draw field you can add an amount for another purpose that will be added to the Draw each time it is paid but will not accumulate to be paid back. If neither of these fields applies simply leave them blank.
At the Current Period Adj. Amount to Accumulate field you can set up a one time amount to be added to the Draw but will accumulate so the amount can be paid back along with the total Draws when the actual Commission check is printed. At the Current Period Adj. Amount to Add to Draw field you can add a one time amount to be added to the Draw such as a Quarterly Bonus that will not be accumulated to be paid back. You will need to edit these amounts every time you process a Draw Commission Report; if these fields do not apply, simply leave them set at 0.00. Once this screen has been completed for each applicable salesperson you will be ready to process Draws. Once you have selected all items to be paid to each salesperson there are a couple of reports that will give you reporting details on the Draw information and can then be sent to your payroll department for check processing. In order to see these reports you must be in the All Branch mode in the Salesperson Payables module and then enter into the Print Commissions Report option. Follow the prompts for this option as you normally would but at the Update Items As Paid prompt make sure this prompt is set to “N” for no and then you will receive the following prompt: Print Preliminary Salesperson Draw Commission Schedule, Print Preliminary Salesperson Draw Commission Detail. In order to see both of these reports leave the default set to “Y” for yes and enter through this screen.
The Schedule report will display one line for every salesperson showing the Commission Base, Earned Commission, Adjustments, Previous Overdraw Balance, Current Period Draw, Overdraw Balance, Draw Adjustment, and Commission to Pay—this is the report that can be given to the payroll department. The Detail report will print one report for each Draw salesperson displaying a line for each commission item selected to be paid and then it will display a total of the Sale Amount, Gross Profit dollar amount, Gross Profit percentage, and Commission Earned. Following that the report displays Total Adjustments, Previous Overdraw Balance, Current Period Draw, Overdraw Balance and Commission to be Paid. If the Preliminary reports look good or once any adjustments have been made, you must then enter back through the Print Commissions Report option and make sure to type a “Y” at the Update Items As Paid prompt to clear out for the next pay period. You will then receive finalized Draw Schedule and Draw Details reports along with the Commissions Reports. Once you have processed paid items you can reprint the Salesperson Draw Commission Schedule and Salesperson Draw Commission Detail reports by payroll date accessible from the Sales Processing Reports Menu 2 of 2.