Salesperson Maintenance in Sage 500 ERP

By | February 23, 2022

Salesperson Maintenance allows the user to define the salesperson and any other information associated with the salesperson (sales manager, commission plan, etc.).The Salesperson Maintenance Form is invoked from the Maintenance menu. When the form loads it checks whether the Accounts Payable module and CRM integration are activated and integrated and enables or disables the associated controls on the form.

New Stuff : Setup Commission Plans in Sage 500 ERP

If Automatic Vendor Indexing is set to ‘Yes’, the Vendor ID will be incremented by the Step value provided in the Accounts Receivable options, when the user hits the Next Number button. User can enter Vendor ID of his choice.


This field allows the user to select the current status of the salesperson. 

Three status states exist:

Active: The salesperson is available for Invoice Entry, Commission Plans and Customer Maintenance.  If a salesperson is identified as a primary member of a Sales Team in Sales Team Maintenance, then the salesperson’s status cannot be changed from Active.

Inactive: The salesperson is not available for selection during Sales Order Entry, Invoice Entry or Customer Maintenance, but may still be paid commission on existing posted invoices.

Deleted: A salesperson who has been designated as deleted, will remain in the system until all history is purged.  Once all history has been purged, the salesperson will automatically be purged.  A deleted salesperson cannot be used on during  invoice entry or maintaining customers. 

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