Salesperson Assignments

This maintenance program enables you to update both the secondary and primary salespersons on an order or invoice, even after it is invoiced.

The table displays the primary (header) salesperson and secondary salesperson assigned to the selected invoice. These fields are blank if no salespeople are currently assigned to the invoice, or if the salespeople are assigned to detail lines, but not at header level.

You may change the primary (header) salesperson, but you cannot use the file to remove the primary salesperson. You can change or remove the secondary salesperson.

To update an entry, click the Option arrow to the left of an invoice and select Update.

The X by Y Commission Reports support an invoice-level override to the secondary salesperson's commission rate. This may be used when you want to pay a special percentage to a secondary sales­person who helped with a sale. You can override the secondary salesperson's commission on the screen shown above. For example, 5.00% of sales is paid to salesman 901 in addition to the commis­sion due to salesperson 003. The commission % override is always calculated on sales not gross profit. You can not alter the commission percentage of the primary salesperson from this program. The commission for primary salespeople is maintained using the Base Commissions and Commission Exceptions files.

All changes on this screen are documented automatically on the Invoice Notepad. The notepad shows the previous and new salespeople. If a commission override % is keyed or changed, the notepad indi­cates that a commission % was changed, but does not show the %, as that is not public information.