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Commissions in Sage X3

14 Days of Learning Sage X3

This is the thirteenth lesson in the series Learning Sage X3. Is this lesson, I am going to cover how commissions work in Sage X3. To link specific products with specific reps, and, specific customers then Price books will be the best way to manage this.

Commissions in Sage X3 assigns commission at the time of a sales order based on sales rep to the line ordered. Hence, if no Sales rep is referenced, then no commission will be calculated.

Set up a sales rep with the commission factors in Sage X3:

Go to: Common Data > BPs > Sales reps

Setup Sales Rep Commission Sage X3

The customer must also have commission set up in Sage X3:

Go to: Common Data > BPs > Customers – Commercial tab

Please refer to the screenshot below. Here you can see John Kelly, Sales rep NA104, commission rate type category 1, is correctly set up to the Customer (Gattos Bike Shop).

Setup Customer Commission Sage X3

In addition, reference the sales rep on the ship-to customer address for the default to occur at the line during sales order entry.

Go to: Common Data > BPs > Customers – Ship-to customer tab

In the screenshot below, you can notice John Kelly, Sales rep NA104 is entered in as Sales rep 1 under Miscellaneous.

Ship-to Customer Tab Sage X3

Optional Price book with the commission factor over-ride:

Go to: Sales > Price Lists Entry: T509 Representative Commission

Commission Factor Override Sage X3

Sales Order Entry

Sage X3 Sales Order Entry

Notice John Kelly, NA104, sales rep is automatically assigned to the sales order. This is because the order is being sold to Gattos Bike Shop. I hope this blog post was helpful and provided a good starting point for commissions in Sage X3.

Stay Tuned for Lesson 14

This is the thirteenth post in Learning Sage X3. The next post (Lesson 14), How to Setup a Recurring Journal Entry in Sage X3, will post on December 12th, 2017. Other lessons in this series can be viewed at:

Lesson 1 of 14 - Important Acronyms and Definitions

Lesson 2 of 14 - General Navigation and User Interface

Lesson 3 of 14 - Sage X3 PU 11 

Lesson 4 of 14 - Setting up Chart of Accounts

Lesson 5 of 14 - Sage CRM for X3

Lesson 6 of 14 - How to Add a Custom Report

Lesson 7 of 14 - How to Add a Column to a Left List in Sage X3

Lesson 8 of 14 - How to Export Data from Sage X3

Lesson 9 of 14 - How to Print a Report to Word and Excel

Lesson 10 of 14 - How to Configure a Field to be Mandatory

Lesson 11 of 14- How to Track Changes Made in Sage X3

Lesson 12 of 14- How to Configure Auto-number on Customers in Sage X3

Need Help with Learning Sage X3?

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Tagged With: Sage X3
Devin Cenekofsky

Written by Devin Cenekofsky

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