Override Employee Payment method in Sales Commission

By | February 17, 2022

In Sage Intacct, the Sales Commission application is extremely beneficial for the users to pay sales commission on the calculation to the respective salesperson to obtain better efficiency and save time in commission calculation, which helps to exclude the tedious and time-consuming manual commission calculation. Therefore, using this application, Sage Intacct users can easily define commission rules and automate commission payments on sales transactions.

In this blog, we are sharing details about overriding­ employee payment methods in the sales commission application.

The overriding employee payment method feature helps the user to override the payment method assigned to the employee in the employee information screen and uses the payment method assigned to the employee from the commission group.

Below is the employee information screen where we can see the payment method assigned to the employee on the sales commission tab.

Navigation: Employee >Edit/Add> Sales Commission tab

Employee Screen

To override the payment method which is assigned to an employee user has to visit the ‘Assign Employee’ tab in the commission group screen. Below is the screenshot of the screen where the user assigns the override employee payment method.­­

Commission Group > Assign Employee Tab > Select an Employee

Commission group

When a user selects a payment method from the override payment method field the payment method which was assigned to an employee will be overridden. If the override payment method field is left blank then the payment method which was chosen on the employee will be used.

If the payment method is selected as ‘AP Bill’ on commission group employee information screen then selecting a vendor is mandatory.

The user has an option for selecting different payment methods for one employee by creating different commission groups with different payment methods.

This is a standard feature incorporated with the Sales Commission application. Hope this blog shared a brief idea on how the Override employee payment method works in our Sales commission app.

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Greytrix has a wide product range for Sage Intacct- a Cloud ERP. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce | FTP/SFTP | Rev.io | Checkbook | Dynamics 365 CRM | Magento | Rent Manager | Treez | Avalara Avatax | Blackline SFTP. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products, and add-ons to enhance user experience. Sage Intacct add-ons include AR Lockbox File Processing.

Greytrix GUMU™ integration for Sage CRM – Sage Intacct, Sales Commission App for Sage Intacct, and Checkbook.io ACH/Digital Check Payments for Sage powered by GUMU™ are listed on Sage Intacct Marketplace.

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