Sales person plays important role in today’s business by creating a customer base for the products or services which company provides. He does the key job in the area of sales by better promoting product in various aspects such as quality, cost etc.
In this blog we are going to discuss how Sage 300 A/R Invoice maintains the track or statistics for yearly sales by the particular salesperson using “Sales Split” tab.
New stuff: How to Access database Utilities with Non Admin User outside Sage 300 ERP V2016
In order to access the same navigate to Account Receivable –> A/R Transactions –>Invoice Entry Screen –>Sales Split tab. kindly refer the screenshot for the same.
User can used this tab to assign part of the document totals to the sales person who is responsible for the sales by particular A/R invoice. User can specify up to 5 sales persons and their commission percentage in the grid provided on this tab.
By default the sales person will be displayed from A/R customer record if assigned on that screen if require user can change or delete the same. Only newly assigned sales person should be valid sales person code which exists in A/R Salespersons.
This information is used by accounts receivable to update the statistics whenever user posts the A/R Invoice batch.
Example :
Create “AA” test record for sales person in Sage 300 using A/R Salespersons screen with 10% commission rate
Create an A/R Invoice with Document total 1000 i.e. without tax with exchange rate 1.39310.
After posting this invoice batch you can check the Sales person statistics on A/R Salespersons screen for AA and also can view the Salespersons report in sage 300 which displays the commission till date from the sales person i.e.( (1000*1.3931) * 10%)=1393.10
Note:
It is not mandatory to specify salesperson but if specified it’s total percentage must be 100.
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