How to configure Customerwise- Itemwise Commission
Currently, In the system we can configure customerwise commission%.
Is it possible to configure itemwise-customerwise commission?
I have one customer C1 and there are two items (Item 1 and Item2 ).
For Item1--> Customer C1 -- commission is 5%
For Item 2--> Customer C1-- commission is 3%
Please guide me how can I configure this setting?
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.
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.