Deal Workflow — CRM to Commission Payout
Last update:
03/21/2026
Completed
1.3 — Document in Chatter
48 Views •5.2 — Purchase Order Auto-Created
46 Views •1.1 — Open CRM Pipeline
45 Views •4.2 — Posted Invoice Header
44 Views •4.1 — Create & Find the Invoice
44 Views •7.4 — Accounting Dashboard Check
44 Views •6.1 — Vendor Bills List
44 Views •3.4 — Commission Status Bar
43 Views •3.5 — Manager & Director Lines
43 Views •1.2 — Mark Opportunity as Won
43 Views •7.2 — Sale Order Final State
43 Views •📝 Knowledge Check — Deal Workflow Certification Quiz
43 Views •5.1 — Verify Commission Totals
43 Views •7.1 — Commission Payment Tracking
42 Views •7.3 — Commission Overview Report
42 Views •4.3 — Verify Invoice Lines
42 Views •6.2 — Vendor Bill Form
41 Views •2.4 — Commission Lines Tab
41 Views •2.2 — Verify Sale Order Header
40 Views •5.4 — PO Smart Buttons
39 Views •5.4 — PO Smart Buttons
📍 WHERE TO FIND IT
Purchase ▸ Orders ▸ [PO] ▸ Header
✅ WHAT TO DO
Review the commission PO header: vendor (agent), company, currency, and payment terms.
- Vendor = Commission Agent's vendor record
- Company = OSUS Properties
- Currency = AED (verify before confirming)
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💡 TIP
If the agent is paid in a foreign currency, update the currency field before confirming. Changing after confirmation requires cancellation.
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