Salesperson Frame
You can manage salespersons from the header and line in a customer scheduled order. The Salesperson frame displays in both the header and line; see
Customer Scheduled Order Maintenance, Salesperson Data Frame. Values entered in the header frame default to the line item frame.
Customer Scheduled Order Maintenance, Salesperson Data Frame
Salesperson 1
Enter the salesperson to receive commission and quota credit for this order. To enter more than one salesperson, set Multiple to Yes. Salespersons default from the customer address. Commission percentage defaults from the salesperson record.
The header values default to each order line. In scheduled orders, you can change the salesperson as long as an uninvoiced shipment does not exist.
The first salesperson is considered the primary salesperson for report selection. Reports list other salespersons, but in most cases, you cannot select or sort using these codes.
Salesperson commission reports are based on the commission rate and sales amount (positive or negative) for order line items. Normally, commission reports are based on the gross sales amount before tax and other add-on charges. Commissions can be listed based on gross margin, but only if all line items use the same salesperson and commission rates.
You can review commissions at the time of booking, shipment, or payment. Sales summaries and quota amounts reviewed using sales analysis functions are updated by Invoice Post and Print.
Multiple
Indicate whether you can enter more than one salesperson:
No (the default): Only one salesperson is associated with this order.
Yes: You can enter up to four salesperson codes in a pop-up frame that displays after you click Next.
Commission 1
Enter the commission percentage this salesperson receives. Values default first from Salesperson Commission Detail (2.5.6) if rates have been defined for the order customer or item product line. Otherwise, they default from Salesperson Maintenance (2.5.1). The system searches in this sequence for a commission rate:
a Salesperson, order customer, and item product line
b Salesperson and order customer
c Salesperson and item product line
d Salesperson’s normal commission rate as defined in Salesperson Maintenance
