How to setup sales targets in Sales Commission Module

By | August 24, 2021

In Sage X3, commission module provides enhancement of existing commission feature of Sage X3.

In this blog we will learn how to setup sales rep target for different combinations such as customer category, product category, sales site, shipment site, state group, etc. in sales commission module.

Navigate to All -> Commission -> Setup -> Sales rep target setup

Below screen will appear.

Fig 01 : Sales target setup screen

The sales target setup screen contains fields such as sales rep, company, sales site, shipment site, state group, customer category, product category, beginning date, ending date and sales target fields. The target can be set for multiple combinations of above mentioned fields where sales rep and company are mandatory fields. Target setup is enabled from “Commission On” field of main setup screen which is needed to be selected as “Sales Target” option otherwise it will work for individual sales invoices. Also, target can be calculated in three ways as defined in ”Target” field of main setup screen in Commission Module as shown in below figure.

Fig 02 : Target field

If Selected “Year” option then “Fiscal year” and “Year Description” field will get visible as shown below.

Fig 03 : If selected “Year”

If selected “Period” option then “Fiscal year”, “From period” and “To period” fields will get visible as shown below.

Fig 04 : If Selected “Period”

If selected “Date range” then “Beginning date” and “Ending date” fields will come in enterable mode as shown below and for rest options both will be in display mode.

Fig 05 : If Selected “Date range”

The target setup works when for a particular sales rep’s target is defined and if the multiplication of quantity and margin of a product in line level of sales invoices exceeds or reaches that target, then it will look the commission amount defined in the commission rate setup screen for that combination of customer category, product category, sales site, shipment site, etc. and if found then only the commission will be given to the sales rep and if the sales rep does not meet the targeted amount value, then “No commission” will be given to that particular sales rep.

Fig 06 : Target setup

Consider an example where target is selected as period in main setup screen and in target setup sales rep defined is “NA101”. During calculation of sales commission, if sum of multiplication of quantity and margin of lines in sales invoice for that sales rep meets the targeted amount value, then only it is eligible for commission and the system will look for that particular combination defined in sales rep target whether it is present in the commission rate setup screen or not, if found then the commission amount will be given to that sales rep otherwise commission value be given zero.

By using above steps we can we can setup targets for sales rep in sales commission module for any combination of fields of target setup screen.

This blog helps us in creating a target setup for sales rep in Sales Commission Module of Sage X3.

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Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

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