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Generate a commission run
When to use it
Use this guide when you need to generate a commission run.
Before you start
- Open Commissions from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
A commission run calculates claims for the selected period and schemes.
Generating a commission run prepares eligible paid sales for review. Submission, approval and payroll release are later stages.
Steps
- Open Sales → Commissions. Choose the period and the active schemes to include.
- Check any reason shown when Generate run is unavailable.
- Select Generate run, wait for processing, then open the run details.
- Review the matched claims, exceptions, and commission totals before submitting for approval.
Screenshot to add: Commissions: generate a commission run. Capture filename: images/generate-a-commission-run.png.
Restrictions
Generation needs add/edit access. Valid period and scheme selections are required; duplicate or active runs can block generation. A run does not itself pay employees.
The period must stay within one calendar month, and eligible paid order lines must exist. Another processing run or an overlapping run for the same period and schemes can block generation.
If something went wrong
Before Generate run, correct the period and scheme selection. After an unclear generation, look for the existing run and inspect its progress before generating another.
If the run used the wrong dates, schemes or source records, do not submit it. Follow Recover or cancel a commission run, then correct the source/settings before agreeing a replacement. An active or overlapping run can block new generation; do not bypass that check with unrelated dates.
Check the correction
Check run period, schemes, claims and exceptions. Confirm the same eligible sales lines have not been claimed in two active runs.