The salesperson setting is found on the header of the sales invoice
as shown below. Open a sales order or create a new invoice by selecting
Sales > Open a Sales Order
from the main EBMS menu.
The Salesperson entry within an invoice can be set using the following three different methods:
Copy the Customer > Terms tab > Salesperson to Salesperson
Manually set the Salesperson setting
Complete the following steps to configure each option.
Disable Default sales person to user name option found in .
Select a default Sales Person
within the Terms tab
of a customer. Go to Sales
> Customers and click on the Terms
tab to view or change the Salesperson
entry as shown below:
The Salesperson is copied to the sales invoice or proposal from the billing customer record. If the Salesperson entry is blank, the sales person setting is copied from the shipping customer record.
The commission is calculated for the salesperson at the time the invoice is processed. The following commission transactions are created if the sales general ledger account is within the range of any commission records.
General Ledger Account of Finished Good items ____Debit / Credit
The commission expense account for each detail line with commissions Debit
This expense account is entered within the commission rate record.
The commission liability account entered in the salesperson record. Credit
This liability account is entered within the Commissions tab of the salesperson record.
Review the Commission Rates section for more details on entering the liability and expense general ledger accounts.
The liability account should always be used when paying commissions that were calculated when the sales invoice was processed.