Maintain Salesperson Assignments - COM 3

This maintenance program enables you to update both the secondary and primary salespersons on an order or invoice, even after it is invoiced. It requires the same password used to access the base commission file.

When the option is first accessed, the screen is blank. Enter a password to populate the screen with information from the Invoice File. The password is the same password used for updating the Base Commissions File.

To update a salesperson assignment, enter a U in the appropriate Opt column and press Enter.

This screen displays the primary (header) salesperson and secondary salesperson assigned to the selected invoice. These fields will be 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 program to remove the primary salesperson. You can change or remove the secondary salesperson.

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. In this 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 screen. 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.