UC-13 · Matrix rate × split
The rate matrix sets rates by scope (salesperson / item / customer). It generates rate rules with a priority assigned by specificity. Combined with agent splits, each agent can get a different rate on the same sale.
Expected result: on a $10,000 sale of Item1000 to customer C10000, SP01 earns $480 (8% × 60%) and SP02 earns $200 (5% × 40%).
Setup
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On a plan’s Rate Matrix subpage, add two rows. Choose Generate Rate Rule for each:
Salesperson Scope Item Scope Customer Scope Rate Pct SP01 (specific) Item1000 C10000 8 All Item1000 C10000 5 Generation assigns the priority by specificity. The SP01 row is more specific, so it wins for SP01. The All row applies to everyone else.
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On C10000’s Commission Agents, assign SP01 60% and SP02 40%.
Post the invoice
Post a sales invoice for $10,000 of Item1000 to C10000.
Result
Each agent gets their own most-specific matching rate, then takes their split:
| Agent | Resolved rate | Split | Commission |
|---|---|---|---|
| SP01 | 8% (SP01 row) | 60% | 480.00 |
| SP02 | 5% (All row) | 40% | 200.00 |
The app creates two ledger entries. Each entry shows its resolved Rate Pct and its share.
Notes
- Specificity wins. A more specific matrix scope generates a rule with a higher priority (a lower priority number), so it resolves first. A generated rule stays editable. Regeneration warns before it overwrites hand edits.
- The matrix does not replace the rate-rule engine. It generates rules, and the engine resolves them exactly like any other rule (first match by priority).
- The rate and the split compose: each agent earns resolved rate × line amount × split %.
→ Related: Commission plans → Rate matrix · UC-03