Sage x3 Sales Rep-Commission Rate Calculation

SOLVED

Hi All,

I want to setup a commission structure that is by salesrep / customer / prouct type

Example:
Salesrep = 123
Customer = ABC Company
product type = 123 salesrep earns 25% commission
product type = 456 salesrep earns 30% commission

Customer = DEF Company salesrep earns 25% reagardless of what is sold to this customer

Customer = GHI Company salesrep earns 30% regardless of what is sold to this customer

Etc., etc.

I am looking at the commission formulas however could use some examples showing the syntax for the the statement I'm trying to create as well as what have others come up with on the commission processing.

Thanks for the help!

Rose

  • 0
    verified answer

    This might be accomplished in price lists, its actually a complex question and as you might notice commission based on formula doesn't offer anything product related.

    Commission in X3 is a base rate times a multiplier to come out with an effective rate.

    I would set the commission rate on the rep record to be 25% and then modify the commission factor based on product/customer to come out with the proper effective rate.

    25% * 1.2=30%

    A commission factor of 1 is the default, at least on my system, so you only have to create one for the product category of 456 and customer GHI.  Check out the screenshots to see how it all ties together.

    set the following price list setups, both Price/Free tabs should be the same

    then we go to setup the price lists, heres our info.

    here is the setup for the customer specific rate

    Customer = ACE Company salesrep earns 30% regardless of what is sold to this customer (commission factor = 1.2)

    Customer = ANGCOR Company salesrep earns 25% reagardless of what is sold to this customer (commission factor = 1)

    Salesrep = 123
    Customer = ABC Company
    product type = FG salesrep earns 30% commission (commission factor = 1.2)
    product type = NOT FG salesrep earns 25% commission (commission factor = 1, default no change required)

    anyway thats my guess at the best solution. cheers

  • 0 in reply to RegularGuy

    Hi

    Thank you so much Smile

     

    Thanks & Regards

    Rose

  • 0 in reply to RegularGuy

    Dear All

    Is there a possibility to generate for each invoice accruals based on the commission. I dont find any automatic piece delivered as standard

    Regards