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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

Go to Common Data > BPs > Sales Reps

Enter your sales representatives information on the sales rep screen

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.

Commission base is '% on net price', Sales category 1 - Comm rate 1 is '5%' and Comm rate 2 is '2%'. Accounting code is 'STD'

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.

Under Sales rep in the commercial section Commission category is 'Category 1', Sales rep 1 is 'SALREP1'

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.

In the Ship-to customer section, under Tax/sales rep. Sales rep 1 should be 'SALREP1'

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.

In the Sales invoice ALL: Full entry invoice section, the sales rep and commission rate is with the selected product

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


Sales Invoice ALL (6)

Run the Sales Commission Report

Go to Reports > Reports

Report =COMREP

Enter 'COMREP' to run the Sales Commission Report

Sales Rep Bonus Commission List

Get Reports Faster with Sage Enterprise Intelligence (SEI)!

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.

For more information about business intelligence tools, check out our recent blog The Critical Role Self-Service Business Intelligence has in Driving Success.

Tags: Sage X3, How-To
LeeAnn Segan

Written by LeeAnn Segan

LeeAnn Segan is an ERP Support Specialist with RKL eSolutions LLP. She supports Sage 500 ERP and Sage X3. LeeAnn specializes in the financial and distribution modules. Her background includes managing distribution and warehousing for ecommerce based companies. When not working, LeeAnn enjoys working out, volunteering with groups that support special needs, and spending time at the beach with family and friends.