DBD: Finders Fee Setup - Standard

Before You Begin: Understanding the Priority Hierarchy

When an order is processed, the system automatically checks for finder's fees using the following logic:

1. Step 1: If the system parameters require it, the system checks the Vendor/Product Code file first. If a match is found, it uses this default and skips further checks.
2. Step 2: If no vendor/product match exists, it checks the Custom Item Setup for the specific sold-to customer and item code.
3. Step 3: If no item-level rule exists, it defaults to the broad Customer Default configuration.
4. Step 4 (Manual Override): An operator can manually modify or overwrite any defaulted fee directly in the line item pricing panel during Order Entry.

Configuration Levels

Finder's Fee by Customer

A configuration at this level automatically applies a blanket fee rule to every single order entered for this specific customer.

Navigation: Accounts Receivable > Setup > Customer > Customer Defaults

• Finder's Fee Type: Use the dropdown to select your calculation type:
  • Percentage of Sale
  • Percentage of Gross Profit
  • Percentage of Cost
  • Adj GP  (Applies an adjusted gross profit to the order; note that this is incompatible with other advanced fee settings).
  • Fixed Amount
  • None  (Disables the customer-level tier).
• Vendor: Input or search for the valid vendor code representing the party receiving the payout.
• Rate: Enter the percentage rate or fixed dollar amount corresponding to your chosen type.

Finder's Fee by Item

An item-level configuration targets specific products and will automatically override any broad customer-level rules.

Navigation: Order Processing > Setup > Custom Item > Custom Item Setup/Inquiry

• Follow the same field rules as the customer setup to define your Type, Vendor, and Rate specific to this item payload.

Manual Adjustments During Order Entry

During live order entry, the system pulls rules from the customer defaults or item masters and automatically populates the order line.

• To review or modify this on the fly, open the Detailed Line Entry and locate the Pricing Panel.
• Any manual changes made here inherit ultimate priority and override the master file defaults for that specific order transaction.

System Parameters

To ensure calculations and commissions route accurately downstream, verify your global order parameters match company policies.

Navigation: Order Processing > Setup > System > System Setup > Parameters

• Tab 1 — Finder's Fee to Affect GP Adjustment: [Recommended: Checked] Turning this on forces the system to subtract the finder's fee directly from the invoice gross profit. This adjusted GP is then utilized for accurate salesperson commission calculations.
• Tab 4 — Report Finder's Fees on a Cash Basis: * Checked (Recommended): The system tracks and flags fees for payout only after the end client completely pays off the invoice.
  • Unchecked: Fees are marked as ready for payout the moment the invoice is generated.
• Tab 4 — Vendor / Product Code Finder's Fees Rates Required: Check this box if your business requires specific rates mapped by product lines rather than global values. (Note: This parameter must remain disabled if you later transition to Multi-Finder workflows).

Processing Payouts: The Finder's Fee Report

To audit and extract data representing outstanding payouts, utilize the master report utility. This process interacts directly with the FSK-Finder’s Fee File.

Navigation: DB Distributor > Order Processing > Reports > Order Reports > Finder’s Fee

1. Select the tab desired, whether you want to run and sort the report by Salesperson or by Vendor.
2. Paid Invoices Only: Check this box if you want to pull data strictly for paid invoices (aligning with your Cash Basis parameter).
3. Column Exclusion: Check the box to Eliminate Cost and GP columns if you are formatting this specific printout for external distribution to third parties.
4. Review your Output Options and click Print Report.