Commission Setup and Configuration

Before You Begin

• Please read through the commission overview page located here: Commission Overview
• If you decide to use the commission module we recommend testing all commission configuration changes in a non-production environment first. Once the setup has been reviewed and confirmed, the same configuration can be moved to Production.

Step 1: Confirm Backend Configuration Settings

“WARNING – Do not complete further steps until Step 1 has been completed”

• The backend commission configuration settings can only be updated by the Q360 Support team.
• Please email support@solutions360.com and request assistance with reviewing and updating the commission module configuration settings.
• Also request that Support confirm the Commission Module Background Job is enabled.

Global Configuration Settings

Config Key	Description	Available Options	Recommendation
METHOD	Defines the financial base used for commission calculations.	BOOKING_GP = Gross Profit × Rate TOTALREVENUE = Revenue × Rate	Use the option that matches your commission plan. If commissions are based on gross profit, use BOOKING_GP. If commissions are based on total revenue, use TOTALREVENUE.
PAYMETHOD	Defines when commission records become ready for payroll.	PAID = Invoice fully paid POST = Invoice posted to GL	PAID is typically recommended because it is the most cash-flow friendly.
LOWEST_GM	Minimum gross margin percentage required for a commission record to be eligible.	Any numeric value, such as 0 or 15.00	0 is recommended if you want all records to appear and allow the commission plan rules to control actual payouts.
CUTOFFDATE	Excludes projects or invoices dated before this date.	Any valid date in YYYY-MM-DD format	Set this to your Q360 go-live date or the start of your fiscal year.
DRAWPERCENTAGE	Percentage of total commission prepaid when a project is booked.	Any numeric percentage, such as 0, 10, or 50	0 is recommended unless your company has a formal draw process. This avoids additional administrative complexity.
USETAXBOOKING	Controls whether Use Tax is included in the project Booking GP/GM calculation.	ON or OFF	OFF is recommended so the gross profit aligns more closely with the project Profit tab.
INVCLAWBACK	Allows negative net due amounts for returns, reductions, or margin erosion.	ON or OFF	ON is recommended if accurate financial true-ups are required.

Record Type and Lifecycle Settings

Config Key	Applies To	Description	Available Options	Recommendation
ENABLESPLIT	All Records	Enables Primary, Secondary, and Tertiary sales rep splits.	ON or OFF	ON
PROJECTACTIVESTATUS	Projects	Defines the project status that triggers the initial Booking commission advice record.	Any valid project status code, such as ACTIVE	ACTIVE
PROJCLOSE	Projects	Generates a final true-up entry when the project is financially closed.	ON or OFF	ON
ULORDERCOMMISSION	Orders	Includes standalone box sale orders that are not linked to jobs.	ON or OFF	ON, if order commissions are required
SERVCONTCOMMISSION	Contracts	Enables commission tracking for service contracts.	ON or OFF	Based on business need
CALLCOMMISSION	Calls	Enables commission tracking for service calls.	ON or OFF	Based on business need
WARRANTYCOMMISSION	Projects	Includes warranty or deferred items in commissionable totals.	ON or OFF	ON, if warranties affect sales rep compensation
ICOMMISSION	Projects	Generates individual commission advice records for Internal Change Orders.	ON or OFF	OFF is typically recommended if using Project Close for a cleaner final true-up process.
CCOCOMMISSION	Projects	Generates individual commission advice records for Customer Change Orders.	ON, OFF, or PROJECTRECALC	OFF is typically recommended if using Project Close for a cleaner final true-up process.
PROJECTINITIALCO	Projects	Includes existing ICOs and CCOs in the initial Booking commission advice record.	ON or OFF	OFF

Step 2: Define a Commission Plan

Navigate to: Accounting > Commissions > Commission Plan

1. Click the Add (+) icon to create a new commission plan.
2. Enter a clear and descriptive Title for the plan, such as 2025 Tiered Sales Plan.
3. Define the Start Date and End Date.
4. Add Plan Items

These dates are mandatory. Commission records that fall outside the plan date range may generate with a $0.00 commission amount.

If your commission rates do not change annually, set a wide date range so the background job can always find an active plan for new records.

Important Date Logic for Project Bookings

For project bookings, Q360 evaluates the date the project reached the configured active status, usually ACTIVE.

If a project reaches the active status even one day before the plan start date, the project will not qualify for that plan’s rates.

Plan Item Setup

In the Plan Items grid, click Add (+) to define the calculation rules for each transaction type.

One commission plan can contain multiple document types and sale types.

Plan Item Field Definitions

Field	Description
DocType	Select Project, Call, Contract, or Order. Do not select Invoice. Invoice commission records inherit rules from the parent record type.
Sale Type	Select All or choose a specific sale type, such as Design-Build. Avoid overlapping All with specific sale types for the same DocType unless intentionally designed.
Min Margin / Max Margin	Defines the gross margin percentage tiers. Make sure there are no gaps between tiers. For example, Tier 1 could be 0.00 to 20.00, and Tier 2 could be 20.01 to 40.00.
Rate Percent	Defines the commission percentage applied to the configured base, either gross profit or revenue.
Commissionable %	Typically set to 100 if the full base amount should be commissionable.
Quota Exceed Rate	If Q360 quota tracking is not being used, set this equal to the Rate Percent to avoid unintended $0.00 commission records.

After entering the plan items, click Save.

Video walkthrough:

Step 3: Associate the Plan with Sales Representatives

Navigate to: Accounting > Commissions > Commission Rate

This screen is used to assign commission plans to sales representatives and, if applicable, establish performance targets.

Assign the Commission Plan

1. In the Rates grid, click Add (+).
2. Select the sales representative who should be associated with the plan. You may also select All, if applicable.
3. Select the commission plan that was created in Step 2.
4. Click Save.

Important Plan Overlap Reminder

Q360 allows a sales representative to have multiple commission plans. However, plans should generally be assigned for non-overlapping periods.

If you are using a plan-switching method for accelerated rates, you must manually end the base plan and start the quota-achieved plan once the target has been met.

Video walkthrough:

Step 4: Establish Quotas, If Applicable (Optional)

This step is optional and only required if your compensation model includes specific performance thresholds.

In the Quota grid in the commission rate screen:

1. Click Add (+).
2. Select the applicable Sale Type, such as Project, Order, or All.
3. Enter the Start Date and End Date for the quota period.
4. Enter the Quota Amount for the target revenue amount.
5. Enter the Quota GP Amount for the target gross profit amount.
6. Click Save.

Video walkthrough:

*As booking records are approved, they will apply against the quota

Step 5: Review Commission Reports

Once the backend configurations, commission plans, sales rep assignments, and optional quotas have been set up, the Commission Background Job can begin generating commission records.

The background job can run at a desired cadence or manually, depending on the setup and support request.

The following reports can then be used to review commission activity:

1. Commission Export (Accounting > Commissions > Commission Export): Used to review commission advice records generated by the system. This is typically the main report for reviewing commission records before they are approved or released. Please review the Commission Export page to understand the full lifecycle of commissions.
2. Commission Accrual | Q0205: Used by finance to review commission liability, earned commission, paid commission, and remaining balances.

Additional Important Logic

Service Contracts

Service contracts are always based on top-line revenue regardless of method chosen as costs may not always be readily predicted.

Recommended Testing Process

Before moving to Production, we recommend the following:

1. Configure the commission settings in Training.
2. Create or confirm the commission plan.
3. Assign the plan to sales representatives.
4. Run the Commission Background Job.
5. Review the generated commission records.
6. Validate expected results against sample projects, invoices, orders, contracts, or calls.
7. Confirm results with finance, payroll, and sales leadership.
8. Move the approved configuration to Production.