In Sage X3, commission module provides enhancement of existing commission feature of Sage X3.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
Navigate to All -> Commission -> Setup -> Sales rep target setup<\/p>\n\n\n\n
Below screen will appear.<\/p>\n\n\n\n\n\n
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 \u201cCommission On\u201d field of main setup screen which is needed to be selected as \u201cSales Target\u201d option otherwise it will work for individual sales invoices. Also, target can be calculated in three ways as defined in \u201dTarget\u201d field of main setup screen in Commission Module as shown in below figure.<\/p>\n\n\n\n\n\n
If Selected \u201cYear\u201d option then \u201cFiscal year\u201d and \u201cYear Description\u201d field will get visible as shown below.<\/p>\n\n\n\n\n\n
If selected \u201cPeriod\u201d option then \u201cFiscal year\u201d, \u201cFrom period\u201d and \u201cTo period\u201d fields will get visible as shown below.<\/p>\n\n\n\n\n\n
If selected \u201cDate range\u201d then \u201cBeginning date\u201d and \u201cEnding date\u201d fields will come in enterable mode as shown below and for rest options both will be in display mode.<\/p>\n\n\n\n\n\n
The target setup works when for a particular sales rep\u2019s 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 \u201cNo commission\u201d will be given to that particular sales rep.<\/p>\n\n\n\n\n\n
Consider an example where target is selected as period in main setup screen and in target setup sales rep defined is \u201cNA101\u201d. 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.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
This blog helps us in creating a target setup for sales rep in Sales Commission Module of Sage X3.<\/p>\n\n\n\n
Greytrix \u2013 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.<\/p>\n\n\n\n
Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. 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 addons 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.<\/p>\n\n\n\n Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> 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.<\/p>\n\n\n\n For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":" 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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,8,1],"tags":[3359,477,1534,1983,3370,2079],"class_list":["post-23056","post","type-post","status-publish","format-standard","hentry","category-features","category-sage-erp-x3","category-uncategorized","tag-commission","tag-customer","tag-product","tag-sales-order","tag-sales-site","tag-setup"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23056","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=23056"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23056\/revisions"}],"predecessor-version":[{"id":23073,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23056\/revisions\/23073"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=23056"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=23056"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=23056"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}