Sage MAS 90 and 200 Extended Enterprise Suite

[pamcawthon]

We pay our salesman commission based on the item by client.  Some clients may have one salesman, others may have multiple salesmen if the different lines of business were originally sold by different sales people.  In MAS200, it appears that we can only assign one saleperson number to a client.   We have to do this manually currently.

Is there an extended solution that would allow us to pay commission to Salesman A for item XYZ and to Salesman B for item DEF?

[DFeller]

Is it always the same salesperson per item, or possibly different per sales order?

Dawn

[pamcawthon]

It is always the same salesman for each customer/ item combination.  So if Customer A buys  X and Y, the commission would always go to Salesman D for item X and to Salesman E for item Y for that customer.  

For the most part, a salesman would receive commission for any new business he brings in.   If a salesperson leaves, the customer becomes a house account.  If another salesperson sells the customer an additional product line, he would receive a commission on the items in that product line only, but not on the original product line. 

Does that make sense? 

[DFeller]

I believe so.  So would the salesperson be on the item itself, or as a combination of item/customer?

Meaning, would item 123 go to sales rep A if sold to customer X but to sales rep B if sold to customer Y?

Or, would item 123 always go to sales rep A as long as they still worked there? Then, once they left, item 123 then reverts to the house account?

Dawn

[pamcawthon]

You are correct, it is a combination of item/client.  So Salesman A would get credit for item D if sold to customer H, but salesman B would get credit for D if sold to Customer J.

[DFeller · Accepted solution]

I think you want to create a user-defined table (UDT) that contains 4 fields -- key field, customer #, item #, salesperson ID.  You enter in the data on how they are linked, then use that table in a Crystal Report along with invoice history.  You can then link by both customer ID and by salesperson ID.  You will be able to maintain that UDT over time when salespeople change.  You can even use Visual Integrator to import into that table if you need to mass-change a salesperson to "house".

I hope that helps.

Dawn

[pamcawthon]

Thank you for your help.  We'll see what we can do.