UC-09 · Manual line override
You can override the resolved rate on one sales line. A line Manual Commission % replaces the plan rate for that line. The resulting entry gets a flag.
Expected result: with a 5% plan but the line set to 8%, the entry uses 8%, and the app flags it Manual Override.
Setup
Use a 5%-of-sales plan with one agent at 100% (as in UC-01).
Set the override on the line
- On the sales document, select the commissionable line.
- Set Manual Commission % to 8. (If the field is not visible, add it with Personalize. It is one of the line’s commission fields, next to Commissionable, Manual Commission Amount, Commission Agent Override, and Commission Plan Override.)
- (Optional) Choose Preview Commission on the Sales Order / Sales Invoice. The preview shows the line at 8%, with no side effects.
Post the invoice
Post the invoice for $10,000 of that line.
Result
| Field | Value |
|---|---|
| Rate Pct | 8 |
| Commission Amount | 800.00 (8% × 10,000) |
| Manual Override | Yes |
The override flag is set on the entry and on its detail row. An auditor can therefore see that the amount came from a manual rate, not from the plan.
Notes
- A line Manual Commission % overrides the resolved rate. A line Manual Commission Amount sets the line’s commission directly. With a multi-agent split, the app divides that amount across the agents by their splits.
- Commission Agent Override / Commission Plan Override on the line (or the header) send the line to a different agent or plan. The customer’s assignments do not change.
→ Related: Commission journal & posting · Ledger & audit