Salesperson Maintenance

Window Details		How Do I...
	Navigation		Set Up Salespeople for Sage CRM
	Overview
	Fields

Related Topics
	Salesperson Linking	Salesperson User Mapping
	Salesperson Listing	A/R Invoice Data Entry
	Salesperson Commission Report

Navigation

Select Accounts Receivable Setup menu > Salesperson Maintenance.

Overview

Use Salesperson Maintenance to enter salesperson information and commission rates. A salesperson number and commission rate are assigned to each salesperson that is paid a commission. When you enter this salesperson number in Invoice Data Entry, the system automatically calculates the sales commission for the items sold. Sales, gross profit, and commissions for each salesperson are tracked by year by period.

Salespeople can be linked to accounts payable vendors, payroll employees, or general ledger account numbers for added commission tracking and payment capabilities. Also, period-to-date, year-to-date, and previous year totals are provided on the Salesperson Commission Report.

If the Customer Relationship Management module is set up, you can view the relationship between the salesperson and their Sage CRM user logon and Sage 100 user logon. This relationship allows salespeople to enter sales orders from Sage CRM.

Historical information can be viewed based on the fiscal year selected on the History tab. The sales, gross profit, and commission can be modified with the appropriate security setup.

Note A salesperson cannot be deleted in Salesperson Maintenance if there is historical data saved for the salesperson.

Fields

Salesperson No.	Name

1. Main
Country Address ZIP/Postal Code City State/Province Telephone Ext	E-mail Address Commission Rate (Salesperson) Sales Manager Commission Rate (Sales Manager) Relate to Sage CRM Sage CRM User Logon Sage 100 User Logon

2. History
Fiscal Year	Commission
Period	Commissionable Sales PY
Ending	Profit $ PY
Commissionable Sales	Commission PY
Profit $