UC-03 · Multi-agent split

Two agents share the commission on the same customer. Each agent’s rate comes from the plan. Their Split % divides the line commission.

Expected result: on a $25,000 sale at 4%, SP1 earns $600 and SP2 earns $400 (total $1,000).

Setup

1. Create a 4%-of-sales plan (as in UC-01, but with Rate Pct = 4).

2. On the Customer Card, in Commission Agents, add two lines for the same scope:

   Salesperson Code	Split %
   SP1	60
   SP2	40

   Leave Ship-to Code blank on both lines (customer-wide). The active splits must total exactly 100%.

Post the invoice

Post a sales invoice for $25,000 of a commissionable item to that customer.

Result

The line commission is $25,000 × 4% = $1,000, divided by each agent’s split:

Agent	Split	Commission
SP1	60%	600.00
SP2	40%	400.00
Total	100%	1,000.00

The app creates two commission ledger entries — one for each agent. Each entry shows the agent’s Rate Pct (4) and their share in Commission Amount.

Notes

• Each agent’s rate comes from the plan or the rate matrix. The split only divides the line commission (rate × split). With a rate matrix, the agents can get different rates — see UC-13.
• A single agent on a scope defaults to 100%. If a customer has no assignment, the commission goes to the document’s salesperson at 100%.

→ Related: Agents & splits