In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc.<\/p>\n
In this blog we will learn how to setup commission rate for different combinations such as customer category, product category, sales site, shipment site, state group, etc. in sales commission module.<\/p>\n
Navigate to All -> Commission -> Setup -> Commission rate setup<\/strong><\/p>\n Below screen will appear.<\/p>\n \u00a0<\/p>\n\n\n\n\n The commission rate setup screen contains fields such as State group code, sales site, customer category, product category, shipment site, commission calculation method, commission base, range and commission. The commission can be set for multiple combinations of sales site, shipment site, state group, customer category and product category where customer category and product category are mandatory fields.<\/p>\n\n\n\n Consider an example of customer category and product category combination for commission rate setup such that \u201cUS\u201d as Customer category and \u201cBMSOL\u201d as product category, \u201cFlat\u201d as Commission Calculation Method, \u201cNet Price\u201d as Commission Base. The commission rate setup screen provides an option to select commission in single range as well as multiple ranges. If the \u201cRange\u201d checkbox is ticked a pop up screen appears for adding multiple ranges for different combinations.<\/p>\n\n\n\n\n\n After clicking on \u201cOK\u201d, the range will be added in the grid and first range will be visible to the user.<\/p>\n\n\n\n If the \u201cRange\u201d checkbox not selected, then the user can enter direct commission value as shown below.<\/p>\n\n\n\n\n\n Click on \u201cSave\u201d button to save the record.<\/p>\n\n\n\n Also, this range screen can be accessed from the left action button in the grid as \u201cEdit Range\u201d button so that user can edit the already entered range as shown in above figure.<\/p>\n\n\n\n The commission will be calculated on the above setup in sales order and sales invoice transactions.<\/p>\n\n\n\n Consider a sales order transaction for the above customer category and product category commission rate setup.<\/p>\n\n\n\n Navigate to All-> Sales -> Orders -><\/strong> Select a transaction and create a sales order.<\/p>\n\n\n\n\n\n After selecting the customer, sales group code gets automatically populated in header from the Customer screen itself.<\/p>\n\n\n\n\n\n Here, in the line section the customer is \u201cNA001\u201d which is of \u201cUS\u201d customer category and Products \u201cBMS001\u201d and \u201cDIS001\u201d are of product categories \u201cBMSOL\u201d and \u201cDISTR\u201d respectively. After passing the first line, the system.<\/p>\n\n\n\n checks whether commission is defined for the combination of entered customer category, product category, sales site, shipment site, state group, etc. If setup is present, then the \u201cCommission Flat Amt\u201d field will get field automatically filled as per setup if \u201cCommission Cal. Method\u201d is set \u201cFlat\u201d otherwise, if set as \u201cPercent\u201d then \u201cCommission Rate\u201d field will get filled in Line section of transaction.<\/p>\n\n\n\n\n\n As per commission rate setup above the first line falls in third range defined in commission range screen i.e. \u201c15\u201d and the second line will be given direct commission value i.e. \u201c200\u201d as defined in commission rate setup screen.<\/p>\n\n\n\n By using above steps we can we can setup commission rate for customer category and product category in sales commission module and similarly it can be done for sales sites, shipment site as well as state group combinations for both sales order and sales invoice transactions.<\/p>\n\n\n\n This blog helps us in creating a setup for commission rate 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. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc. In this blog we will learn how to setup commission rate for different combinations such as customer\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":[5,8,10],"tags":[3359,477,1534,3381,1983,3370,3371],"class_list":["post-23429","post","type-post","status-publish","format-standard","hentry","category-features","category-sage-erp-x3","category-standard","tag-commission","tag-customer","tag-product","tag-sales-group","tag-sales-order","tag-sales-site","tag-shipment-site"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23429","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=23429"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23429\/revisions"}],"predecessor-version":[{"id":27700,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/23429\/revisions\/27700"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=23429"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=23429"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=23429"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}About Us<\/strong><\/h2>\n\n\n\n