Deal Workflow — CRM to Commission Payout

Last update: 03/21/2026

Related
Most Viewed

1.3 — Document in Chatter

5.2 — Purchase Order Auto-Created

1.1 — Open CRM Pipeline

6.1 — Vendor Bills List

4.1 — Create & Find the Invoice

4.2 — Posted Invoice Header

7.4 — Accounting Dashboard Check

7.3 — Commission Overview Report

📝 Knowledge Check — Deal Workflow Certification Quiz

7.2 — Sale Order Final State

1.2 — Mark Opportunity as Won

3.5 — Manager & Director Lines

3.4 — Commission Status Bar

5.1 — Verify Commission Totals

7.1 — Commission Payment Tracking

4.3 — Verify Invoice Lines

6.2 — Vendor Bill Form

2.4 — Commission Lines Tab

2.2 — Verify Sale Order Header

5.4 — PO Smart Buttons

6.3 — Bill Lines & Payment

Start this Course

Fullscreen Share

📍 WHERE TO FIND IT

Accounting ▸ Vendors ▸ Bills ▸ [Bill] ▸ Header

✅ WHAT TO DO

Review the vendor bill header: agent/vendor name, bill date, due date, and reference.

Vendor must match the commission agent
Bill Date = date Finance processes the payment
Reference: enter the PO number for traceability

1

2

3

screenshot

💡 TIP

The bill reference field should contain the SO number (e.g., SS/03/245) for easy cross-referencing.

About
Comments (0)

Rating

0 0

Commenting is not enabled on this course.