UC-11 · On-shipment trigger
With the On Shipment trigger, the agent earns commission when the goods ship. The later invoice posts only a true-up for a difference. When the invoice matches the shipment, it adds nothing.
Expected result: a posted shipment of 100 × $100 creates one $500 entry. An invoice at the same price adds no further entry.
Setup
- Create a 5%-of-sales plan with Default Trigger = On Shipment. Assign one agent at 100%.
- Create a sales order for 100 units × $100 = $10,000 of a commissionable item.
Step 1 — Post the shipment
Post the shipment only. Ship — do not invoice yet.
| Field | Value |
|---|---|
| Entries created | 1 |
| Commission Trigger | On Shipment |
| Basis Amount | 10,000.00 |
| Commission Amount | 500.00 |
| Status | Calculated |
Step 2 — Post the invoice at the same price
Post the invoice from that order at the same 100 × $100.
Result: the invoiced amount equals the shipped amount, so the true-up difference is zero. The app creates no adjusting entry. The entry count stays 1, and the commission stays $500.
Notes
- The shipment commission comes from the shipment: quantity × price, with the cost taken from the posted shipment value entries.
- The invoice does not post the full amount again. It posts the difference. When the amounts match, that difference is zero. See UC-12 for the case where they differ.
→ Related: Commission Setup → triggers · UC-12