GUMU™ for Sage CRM – Sage 100 application is a powerful, real-time bi-directional link that connects your CRM and ERP systems. With this integration, businesses can effortlessly synchronize customer and vendor data between Sage 100 and Sage CRM — ensuring both systems always stay up to date.
One of our customers recently requested the ability to distribute commissions across multiple sales representatives involved in a single order. Since the standard Sage CRM Sales Quote/Order screen supports only one salesperson, it created challenges in accurately tracking and allocating commissions.
To address this requirement, we implemented a custom enhancement that introduced several key features:
- A Split Commission option (Yes/No) added to the Order Summary screen.
- Support for assigning up to four additional sales representatives, each with defined commission percentages.
- Automatic adjustment of the primary salesperson’s commission percentage based on the remaining balance.
- System-level checks to ensure the total commission always equals 100% and to prevent selecting the same salesperson more than once.
- Effortless synchronization of all commission details to Sage 100 during Sales Order promotion.
Overview of the Split Commission Feature
The Split Commission feature lets you distribute commission across multiple sales representatives—up to four additional reps—alongside the primary salesperson.
A new Split Commission (Yes/No) field appears on the Order Summary screen. When enabled, Sage CRM displays additional fields where users can assign salespeople and enter their commission percentages.
How the Split Commission Fields Work
When Split Commission is set to Yes, users can:
- Add up to four additional sales reps
- Enter each rep’s commission percentage
- Let the system auto-calculate the primary salesperson’s remaining percentage using:
Primary Commission = 100 – (Sum of all additional reps’ percentages)
Example:
John Wick – 35%
Ross – 10%
Devos – 5%
Primary Salesperson – Automatically gets the remaining 50%
Validations and Business Rules
To keep data accurate, the system enforces:
- Total commission must equal 100% – Any mismatch triggers a warning.
- No duplicate salespeople – Selecting the same rep twice is blocked.
Once the user enters all required information—including commission details, header information, and line items—they can click the Promote button. If all validations pass, the order is promoted from Sage CRM to Sage 100. During this process, GUMU transfers all relevant data, including the Primary Salesperson, Additional Salespersons, their commission percentages, order headers, and line items, ensuring that Sage 100 has complete and accurate information for processing and reporting.
Looking to implement a similar feature or need any GUMU customization? Get in touch with us at sage@greytrix, and we’ll be happy to provide a tailored solution for your business
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.