How to Setup Sage X3 to Track Sales Representatives and Commissions

Sales commissions are paid to sales representatives when they make a sale. The salesperson is assigned at the time the sales order is created and the commission amount is recorded during the sales invoice creation.
The steps below will walk through the following areas for setting up and tracking commissions:

1. Setting up the Sales Representative and the Commission Rates
2. Updating the Customer Record with the Salesperson
3. Creating a Sales Order and confirming the Sales Representative is assigned to each Product line
4. Running the Sales Commissions Report

Setting up the sales representative and commission rates

In the General section you will define the commission rates if the sales rep will receive the primary or secondary commission. The commission base can based on:

• % on net price
• % on margin
•  % on calculation formula
  
  

In my example below my sales rep has a 5% Comm rate 1 and 2% Comm rate 2. These will be based on the net price of the sales order line.

Update the customer record with the salesperson

Go to Common Data > BPs > Customers

In the Commercial section you can define the sales representative and category to use for calculating the commissions.

The sales rep can also be defined in the Ship-to customer section.

The Ship-to sales rep setup will override the setup of the commercial tab.

Create a sales order

Go to Sales > Orders > Orders

Create a new sales order with the customer. Review the sales person defaults on the sales order line.

In my example the Net Price of the item was $100.

Ship and Invoice the Sales order. The Sales invoice will display the sales person and commission on the line.

Run the Sales Commission Report

Go to Reports > Reports

Report =COMREP

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As you can see, it was quite a tenuous workaround to grab this report with the limited reporting capabilities within Sage X3. That's why we recommend using Sage Enterprise Intelligence for running reports. But it's more than just a reporting tool; analyzing data in real-time, SEI is perfect for empowering users to access and analyze data without the need for disparate tools and specialized skills.

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