Questions How to configure Customerwise- Itemwise Commission

Not that I can think of out-of-the-box, but what about this idea?

Let's say the salesperson's name is Susan. What about creating two Salesperson records (just add them together when calculating commissions later):

1. SUSAN05 - Set to 5%

2. SUSAN 03 - Set to 3%

Then create a Custom Field on the Stock Items (IN202500) screen for Default Salesperson.

Finally, modify the Sales Orders (SO301000) screen to default the Default Salesperson value from the Stock Items (IN202500) screen into the DOCUMENT DETAILS -> Salesperson ID field on the Sales Orders (SO301000) screen when an Item is chosen.

Tim, if you're going to go to the trouble of adding a custom field, just add a commission rate attribute to each item in inventory.  Maybe just populate it if you want the commission rate to override the standard commission. You could then incorporate the attribute into a custom report or GI to calculate commissions outside the internal Acumatica process.

Historically, I have rarely found a packaged systems commission system capable of managing the rules employed by my customers. Invariably they have some unique level of complexity in their process that makes the calculation too convoluted. We always try to coach the customer to establish commission rules which are easy to understand and can be calculated by the salesperson on the back of a napkin. If it doesn't fit this model, the commission plan fails its primary purpose; to motivate salespeople to higher results. If salespeople can't quickly and easily determine the results of their efforts, the motivational aspect of a commission system is lost.

Good idea, an attribute would be easier. Would still need to modify the Sales Order screen though to do something with it right?

I think the challenge would be the same. The problem is that the Salespersons (AR205000) screen is only set to define commission percentages at the Customer level, not the Item or Item Class level:

The Stock Items (IN202500) screen has a checkbox called Subject to Commission for determining whether or not an Item qualifies for commission, but it doesn't allow you to override the percentage.

That's why I like Shawn's idea to add an Attribute to the Item which would store the commission rate override. Then you calculate commissions in a report. You could even calculate them in Excel using an OData connection to a Generic Inquiry.

Tim,

 Has anything change with this functionality in Acumatica? I have a project to give commissions to existing accounts who sell our products, sort of like a reseller program.

For example I would set a custom field on the account specifying that this is a reseller. This account would then link to a specific salesperson created for the account.

This would work perfectly except it would be nice if Acumatica had a commision percentage on the item and item class. 

I know I could add attributes to these objects; however I would love to use the native commission calculations.

I guess if not I'm stuck with using a GI and calculate the commission outside of the system.

--Paul

Did it work out for you Paul?

Adding an additional note here on this.

The Default Salesperson field on the COMMISSIONS tab of the Sales Orders (SO301000) screen comes from the SALESPERSONS tab on the Customers (AR303000) screen.

If you change the Default Salesperson, then any new lines that you add to the Sales Order will pickup that Salesperson in the Salesperson ID field on the DOCUMENT DETAILS tab of the Sales Orders (SO301000) screen.

So if you're using an API or an Import Scenario and you want to override the Salesperson, just make sure you set Default Salesperson before adding any lines to the Sales Order.