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Where does the Default Salesperson under the commission tab in Sales Order generate from?

  • May 12, 2022
  • 8 replies
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In the Sales Order , Commission tab , where does the default Salesperson pull the data from? Where can I fill in this information so that every time when create the sales order, it will automatically display the salesperson I wanted

 

Thanks in advance!

Best answer by Naveen Boga

Hi @jechang  Default Sales Person ID will be defaulted based on the Customers screen → Sales Persons tab → Default Sales Person.

 

Please find the screenshot for reference.

 

 

 

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8 replies

Naveen Boga
Captain II
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Hi @jechang  Default Sales Person ID will be defaulted based on the Customers screen → Sales Persons tab → Default Sales Person.

 

Please find the screenshot for reference.

 

 

 

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  • Captain II
  • July 14, 2022

But how is the Commission Amt calculated? 
 

Even nothing is getting displayed in the Calculate Commissions Form as below:
 


Thanks in advance.

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dales50
Semi-Pro III

@jechang The detail lines of the sale order have flag for commissionable that the will determine the commissionable amount the the commissions tab 

 

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Hi, Can we configure as Default Commissionable True in Sales Order screen

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I found the solution, if we select ‘Subject to Commission’ check box true in Stock item screen, Sales Order screen Commissionable checkbox will be checked when we create an order with this Item.

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Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • March 7, 2023

Thank you for sharing your solution with the community @shyamalav71 !

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dgodsill97
Varsity I
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How do you specify multiple salespersons as default?

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While Creating New Sales order, Sales person id on Item Line  and Default Sales person is not getting Populated to the Sale Order , This Issues Started after the upgrade were all setting for Sales Person and Assignment to Customer remains same . What I am Missing here ?

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