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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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, 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 offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com (listed on Salesforce Appexchange), Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.