Tracking of Sales Representative and Commission in Sage X3

Tracking of Sales Representative and Commission in Sage X3

Tracking of Sales Representative and Commission

Tracking of Sales Representative and Commission in Sage X3

When a sales representative makes a sale, they receive a sales commission. The commission amount is recorded during the creation of the sales invoice, and the salesperson is assigned at the time of creating the sales order. The following steps will guide you through the process of setting up and tracking commissions:
  1. To establish the sales representative and their commission rates.
  2. Updating the Customer Record with the Salesperson
  3. When creating a sales order, ensure that each product line is assigned to a sales representative before confirming.
  4. Generating the Sales Commissions Report.

Setting Up The Sales Representative And Commission Rates

Go to Common Data > BPs > Sales Reps
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In the General section, you can define commission rates for primary and secondary commissions based on different commission bases. The commission base can based on the following:
  • % on net price
  • % on margin
  • % on calculation formula
In my example below my sales rep has a 5% Commission rate 1 and a 2% Commission rate 2. These will be based on the net price of the sales order line.
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Update The Customer Record With The Salesperson

Go to Common Data > BPs > Customers
In the Commercial section, you can define the sales representative and category for calculating the commissions.
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The sales rep can also be defined in the Ship-to-customer section.
The Ship-to sales rep setup will override the setup of the commercial tab.
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Create a Sales Order

Go to Sales > Orders > Orders
Create a new sales order with the customer. Review the salesperson defaults on the sales order line.
In my example, the Net Price of the item was $100.
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Ship and Invoice the Sales order. The Sales invoice will display the salesperson and commission on the line.
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Run The Sales Commission Report

Go to Reports > Reports
Report =COMREP
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