Setting Up Salesperson Records

Salesperson records are established through the Salesperson Maintenance window. You can track commissions for the calendar and fiscal years and keep a detailed history of sales and commissions paid to each salesperson. Service Management adds a method of calculating commissions. A Service Call Percentage field is added to the Salesperson Maintenance window. The service call percentage determines a salesperson's commission based on the gross profit of a service call. The commission amount is used only on the Service Management Commission reports. The two Microsoft Dynamics GP methods of calculating commission percentages are based on the total sales and on the invoice total.

1. Create a salesperson record by choosing Cards > Sales > Salesperson. Complete the Salesperson Maintenance window. For further information, refer to the Microsoft Dynamics GP System Manager User Manual.
2. Make an entry in the Service Call Percentage field to reflect the commission percentage based on gross profit to be paid to the sales person.
3. Select Save.

Salesperson commissions based on gross profit are not included in the Accounts Receivable transaction. There is no automatic posting of commissions to the Payables Management or Payroll modules.