Approving a Sales Period

After a sales period is complete and you have reviewed the target achievement and calculated commission, you can approve the period to finalize its results permanently.

 

Steps to Approve a Sales Period

1. Click on the “Targeted Sales & Commissions” menu.
2. Click on “Sales Periods.”
3. Click on the sales period you want to approve — it must have an “Open” status.
4. Review the period details from the “Details” tab: achievement percentage, total commission, and the associated commission records from the “Sales Commissions” tab.
5. Click “Approve” at the top of the screen.

How the System Works

• After the period is approved, the system permanently stops recalculating achievement and commission. Subsequent invoices, refunds, and credit notes have no effect on the approved period.
• The total calculated commission value is locked at the moment of approval based on the target achievement percentage and the calculation type defined in the commission rule.
• The approval is reflected in the period’s “Activity Log” tab.

Notes

• The “Approve” and “Reject” buttons only appear for periods with an “Open” status.
• Review any expected refunds and credit notes before approving — any refund issued after approval will not reduce the calculated commission.